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GuidesAPI Reference

Welcome

  • Welcome

Setup

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

Plans

  • Plans Compared

Features

  • Integrations
    • CompanyCam
    • EagleView
    • Beacon
    • RoofScope
    • Other Measurement Tools
    • JobNimbus
    • Leap
    • ROOFLINK
    • HOVER
    • GiddyUp Roofing
    • AccuLynx (via Zapier)
    • QuickBooks Online
    • ProLine
    • Zapier
  • Pricing
    • Price List Overview
    • Import Price List
    • Edit Price List
    • Beacon Price Lists
    • Changing Price Lists
    • Line Item Options
    • Margin vs. Markup
    • Margin Slider
    • Price Adjustments
    • Taxes
    • Profitability
  • Templates & Layouts
    • Templates Overview
    • Using Templates
    • Introduction Templates
    • Quote Details Templates
    • Authorization Templates
    • Email Templates
    • Layouts Overview
    • Using Layouts
    • Create a New Layout
    • How to Edit Layouts
    • QuickText
  • Custom Pages
    • Adding PDFs
    • Free Trial - Canva Custom Pages
    • Customer - Canva Custom Pages
  • Inspection Page
    • Inspection Page Styles
  • Material & Work Orders
    • Material Orders
    • Work Orders
    • Beacon Orders
  • Invoicing
  • Dashboard
    • Dashboard Tracking
  • Measurements
    • Measurement Tokens
  • Calculations
    • Calculations Overview
    • Pre-Loaded Calculations
    • How to Edit Formulas
  • Tokens
  • eSigning
  • 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
    • Manual Financing
    • Enable Financing
  • Settings
    • Project Settings
    • Quote Detail Settings
    • Notification Settings
    • Email Settings
  • Referral Program

Solar

  • Creating a Solar Project
  • Ordering EagleView TrueDesign Reports
    • EagleView's TrueDesign
  • Solar Project Settings
  • Creating Solar Designs
  • Solar Financing
  • Creating a Solar Report
    • Solar System Overview Page
    • Solar Financial Analysis Pages
    • Solar Report Pages
  • Review Your Report
  • Solar Referrals
    • Refer Solar Leads to Primitive Power

Support

  • Reset Password
  • Cancel Subscription
  • Change Your Plan
  • Change Payment Details
  • Add Team Members
  • Manage Seats
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Dashboard

Use the Dashboard to view your win and loss percentage, revenue earned and what projects are still open.

An Overview of the Dashboard

Updated about 2 months ago

  • Table of Contents
    • An Overview of the Dashboard