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GuidesAPI Reference

Welcome

  • Welcome

Setup

  • Setup Levels Introduction
  • Setup Walkthroughs
    • Level 1 - Fastest Setup
    • Level 2 - Add Your Pricing
    • Level 3 - Quotes in 60 Seconds

Features

  • Integrations
    • CompanyCam
    • EagleView
    • JobNimbus
    • JobProgress
    • GiddyUp Roofing
    • QuickBooks Online
    • Zapier
    • AccuLynx (Coming Soon)
  • Pricing
    • Price List Overview
    • Import Price List
    • Edit Price List
    • Line Item Options
    • Margin vs. Markup
    • Margin Slider
    • Taxes
    • Price Adjustments
    • Export Price List
  • Templates & Layouts
    • Templates Overview
    • Using Templates
    • Introduction Templates
    • Quote Details Templates
    • Authorization Templates
    • Layouts Overview
    • Using Layouts
    • Create a New Layout
    • How to Edit Layouts
    • QuickText
  • Custom Pages
  • Inspection Page
  • Material & Work Orders
  • Dashboard
    • Dashboard Overview
    • Dashboard Tracking
  • Measurements
  • Calculations
    • Calculations Overview
    • Pre-Loaded Calculations
    • How to Edit Formulas
  • Tokens
    • Measurement Tokens
  • Signing
  • Financing
    • Financing Overview
    • Activate Financing
    • Prequalification Process: Prior to Quote Creation
    • Credit Application: Before a Quote Has Been Created
    • Credit Application: After a Quote Has Been Created
  • Settings
    • Quote Detail Settings
    • Email Settings
    • Notification Settings

Support

  • Reset Password
  • Cancel Subscription
  • Change Your Plan
  • Change Payment Details
  • Add Team Members
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Welcome

Let's Get Started

  • Getting set up? Take a look at the Setup Introduction for a comprehensive set up walkthrough.

Need Help?

  • Email our Customer Success team anytime: [email protected]

  • Call our Customer Success team (M-F 9-5 MST): 509-213-0118

  • Not a Customer Yet? Book a one-on-one video call with our Sales team here.

Updated 27 days ago


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