Your ABC Integration: An End-to-End Guide
This guide walks you through everything you need to know to get your ABC integration setup and ready to use.
Master the ABC Integration in Roofr with Ease and Efficiency 🎉
What it does: Helps you set up your supplier seamlessly via an integration in Roofr.
Why you'll care: This guide walks you through everything you need to know to nail your ABC integration setup.
Available for: Available for Premium and Elite users.
To integrate with ABC successfully, follow these four steps:
- Set up your supplier.
- Organize your catalog.
- Create proposals with integrated ABC pricing.
- Order materials directly through Roofr. (Coming Soon 👀)
Let’s break it all down step by step!
Step 1 - Setting Up Your Supplier
First things first: connect your ABC supplier to Roofr. This step authorizes Roofr to access your ABC account and allows you to specify which branches we’ll pull pricing from, along with key contact information for your branch.
💡 Pro Tip: Get those branch details right! It’ll make your sure your team gets the most accurate pricing for your estimates.
📚 Read more about setting up your supplier.
Step 2 - Setting Up Your Catalog
Now that your ABC account is connected, it’s time to link your Roofr catalog items to ABC’s material pricing.
Here’s how:
- Link each line item individually in your Roofr Catalog
- Or go the speedy route by uploading a CSV with your ABC Supply SKUs and bulk-connect your items.
Once everything’s synced, you can start using these updated prices in your proposals. You can sleep soundly knowing Roofr will automatically update your prices every night. 🌙✨
📚 Read more about setting up your catalog.
Step 3 - Creating Proposals with ABC’s Integrated Pricing
This is where the magic happens! When creating a proposal, attach your supplier to pull supplier-specific pricing. Don’t forget to choose the branch location pricing you’d like to use.
💡 Default Setting Alert: No supplier is attached automatically, so be sure to update your proposal settings!
📚 Read more about creating proposals with ABC pricing.
Step 4 - Sending Material Orders to ABC (Coming Soon 👀)
Exciting things are on the horizon! Soon, you’ll be able to send material orders directly to ABC from Roofr. Stay tuned for updates.
That’s it! You’re now equipped to set up your ABC integration like a pro. Time to save time, streamline your processes, and let Roofr do the heavy lifting for you. 💪
