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GuidesAPI Reference

Welcome

  • Welcome

Setup

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

Plans

  • Plans Compared

Features

  • Integrations
    • QXO
    • CompanyCam
    • EagleView
    • HOVER
    • JobNimbus
    • Leap
    • QuickBooks Online
    • RoofScope
    • Sunlight Financial
    • Other Measurement Tools
    • Zapier
    • AccuLynx (via Zapier)
  • Layouts
    • Layouts Overview
    • Using Layouts
    • Create a New Layout
    • How to Edit Layouts
    • Text Tokens
  • Templates
    • Templates Overview
    • Using Templates
    • Introduction Templates
    • Quote Details Templates
    • Authorization Templates
    • Email Templates
    • QuickText
  • Inspection Page
    • Inspection Page Styles
  • Custom Pages
    • Adding PDFs
    • Free Trial - Canva Custom Pages
    • Customer - Canva Custom Pages
  • Product List
    • Adding Items
    • Line Item Options
    • Editing Items
    • Upload Product List
    • Deleting Items
  • Additional Price Lists
    • Creating a Price List
    • Beacon Price Lists
    • Changing Price Lists
    • Adding Price List Items
    • Editing a Price List
    • Deleting a Price List
  • Profit Settings
    • Margin vs. Markup
    • Margin Slider
    • Profitability
    • Price Adjustments
    • Taxes
  • Financing
    • Financing Overview
    • Manual Financing
    • Enable Financing
  • Calculations
    • Calculations Overview
    • Pre-Loaded Calculations
    • How to Edit Formulas
  • Measurements
    • Measurement Tokens
  • eSigning
    • Additional Signers
  • Material & Work Orders
    • Material Orders
    • Beacon Orders
    • Work Orders
  • Invoicing
  • Dashboard
    • Dashboard Tracking
  • Account Settings
    • Project Settings
    • Quote Detail Settings
    • Notification Settings
    • Email Settings

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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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 Support team anytime: [email protected]

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

Updated 10 months ago


  • Table of Contents
    • Let's Get Started
    • Need Help?