Link token in the Roofing Proposal Template

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Make fillable templates. Click on the Manage Fields button in the top left corner. Drag and drop fillable fields for text, initials, checkmarks, and dropdowns so your recipients can provide their data. Make these fields mandatory or optional, and assign them to particular individuals.
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How to Link token in the Roofing Proposal Template

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hello jake bryan with roof dot link and we are going to go through how to create an estimate and roof layout in roof link i hope you checked out our last video how to utilize the prospecting map this is going to kind of piggyback off of that and so im going to go to the job map first thing ive got to do is create a lead in the system so from our prospecting map video you should already know how to do that im going to come back to the same area that we were just working on in that video and now im in an actual demo account so that i wont mess with real live records but its the same neighborhood that we were just looking at and im going to click on a house when i click on this house one click lead creation ive got all the customers info here now im going to select the lead status as we talked about in the last video theres every job has two specific statuses youve got the job status and the lead status in this case the job status is yellow the map is always going to display th

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