Instant Estimator

How to Manage Your Leads

Learn how to manage new inbound leads from your Instant Estimator so you can qualify and quote in seconds.

Last updated
September 7, 2022

What it does: Allows you to create and/or automatically store all your leads’ information in one place so you can qualify.

Purpose:

  • Manually add new leads’ information to save and qualify
  • Automatically capture leads’ information when they complete your Instant Estimator flow
  • Qualify leads in minutes for your sales team to start quoting

Prerequisites:  Complete your Instant Estimator setup.

Available On: Enterprise Plans

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Here’s how it works:

Step 1: First, log onto the Roofr platform and click “Leads” and then click the “New Lead” button.

Step 2: Select the “Lead Status” (new lead, or working) and enter in the address of this new lead.

Step 3: Then, enter in the Customer’s Name, Email, and Phone Number.

Note: You can click “Save” to store your new lead’s contact information at this point, but if you’d like to include project information continue to step 4.

Step 4: Next, enter in your customer’s project information including: Roof Area, Pitch, Material Currently on Roof, Desired Material, Project Timeline, Residential or Commercial, Financing Request, and Proposal Material.

Step 5: Click “Save” to save your customers information.

Note: Once the lead is created, you’ll be able to select the “Lead’s Status” on the “Leads” dashboard. This wil help you and your team qualify each lead appropriately.

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