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.

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Get $120 in RoofScope Credits Free

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

Set Up RoofScope

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. Log-in to your RoofScope account.
  2. Click the home icon. In the dropdown, click My Payments.
  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. Log-in to your RoofScope account.
  2. Click the home icon. In the dropdown, click My Details.
  3. If autopay has been set up, you will see your API key under Third Party Integration

3. Add your RoofScope API Key to SumoQuote

  1. Log-in to your SumoQuote account.
  2. Click on the Configuration tab.
  3. Go to Integrations.
  4. Click on the RoofScope icon under available apps.
  5. Enter your RoofScope API Key.
  6. Return to the main SumoQuote page.

Using RoofScope in SumoQuote

Ordering a RoofScope Report within SumoQuote

  1. Log-in to your SumoQuote account.
  2. Open the project you'd like to add a RoofScope report to.
  3. Click the Measurements button.
  4. Under RoofScope, click Order.
  5. Complete the RoofScope order form.

Adding a RoofScope Report to a Project

  1. Log-in to your SumoQuote account.
  2. Open the project you'd like to add a RoofScope report to.
  3. Click the Measurements button.
  4. Under RoofScope, click search.
  5. Type the report's address into the search field.
  6. Click Download RoofScope Report.
  7. Under Reports Available click apply.
  8. Add any additional information under Roof Measurement Tokens

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Level 3 Setup Recomended

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.


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