RoofScope

With SumoQuote’s RoofScope integration, you can order and apply measurements into any quote seamlessly. Order property measurements for roofing, siding, gutters, painting, and more.

📘

Get $120 in RoofScope Credits Free

SumoQuote users get $120 in free RoofScope credits, click here to get started.

Setting Up the RoofScope Integration

1. Set up Autopay in RoofScope

Before connecting your RoofScope account to SumoQuote, ensure that an automatic payment method is set up in RoofScope. To set up autopay:

1. Login to your RoofScope account.
2. Click the home icon in the top right corner, and select My Payments from the dropdown menu.
3. Choose one of the following options:
   • Add a monthly or prepaid plan to your RoofScope account under Membership and Plan Options.
   • Enter credit card information under Credit Cards and Payments and click Activate Scope Easy Pay

2. Obtain your RoofScope API Key

1. Login to your RoofScope account.
2. Click the home icon in the top right corner, and click on My Details from the dropdown menu.
3. If autopay has been set up, you will see your API key under Third Party Integration.
4. Copy the API Key.

3. Add your RoofScope API Key to SumoQuote

1. Go to Configuration > Integrations
2. Scroll down the page until you reach Available apps, and then click on the RoofScope icon.
3. Click on I have an API key from RoofScope, enter your API Key, and click Submit.
4. The RoofScope integration button will now show up under Connected apps.

Using RoofScope in SumoQuote

Order a RoofScope Report within SumoQuote

1. Open the project you'd like to add a RoofScope report to.
2. Click the Measurements button in the top right corner.
3. Under the RoofScope logo, click Order.
4. Complete the RoofScope order form and click on Place order.

Add a RoofScope Report to a Project

1. Open the project you'd like to add a RoofScope report to.
2. Click the Measurements button in the top right corner.
3. Under the RoofScope logo, click Search.
4. The project address will automatically populate in the search bar and begin the search for the report. You can edit the content in the search bar and click enter to complete the new search.
5. Select the report you want to use in your project and click Download RoofScope Report.
6. Under Reports Available click Apply.
7. Add any additional information under Roof Measurement Tokens.

📘

Level 3 Setup Recommended

Your measurement tokens will be populated from a RoofScope Report. If these measurements are connected to your pricelist with calculations added, auto-generated pricing will be enabled. These features are all part of the [Level 3 Setup.] (doc:set-up-levels#level-3---quotes-created-in-60-seconds)