ROOFAXIS
Getting Started
Do These Steps to Set Up Your Account the Right Way
Follow these steps in order. Each one is quick. If you skip Step 5, your leads will not come in — so read that one carefully.
⚠ Read This First
There is one step almost everyone forgets: you must add your own lead link to your website and social media. RoofAxis does not do this for you. If you skip this step, no new customers will ever show up in your account. Look for Step 5 below.
A Quick List of Your Links
| Link | Who It's For | Where You Find It |
|---|---|---|
| Sign-Up Form | You (fill out once) | Your welcome email |
| Your Dashboard | You (use every day) | Your welcome email, and every morning email |
| Your Lead Page | Homeowners — you have to share this | Inside your dashboard — copy it to your own website |
| Add a New Region | You, only if growing | Inside your dashboard |
| Billing Page | You, if you need it | Every morning email |
| Your Calendar Link | Homeowners (we send it for you) | You type this in one time, in Step 4 |
Your Steps, In Order
1
Sign Up and Pay
Day 1
➤
Pick your plan and pay. Right after you pay, you'll get an email that says your account is now active. This email has two links in it: your Sign-Up Form and your Dashboard. Save this email. You'll need it again.
2
Fill Out the Sign-Up Form
Day 1 — takes about 2 minutes
➤
Click the Sign-Up Form link from your welcome email. Type in your company name, the areas you work in, and your first crew's basic information — name, phone, and ZIP code.
You only fill this form out one time. If something changes later, you'll fix it in Step 4 instead.
3
Open Your Dashboard
Day 1
➤
Click your Dashboard link. This is the page you'll come back to every day, so save it somewhere easy to find. It won't show much yet — that's normal. It fills in once real activity starts.
4
Fill In Your Account Settings
Day 1 — takes about 3 minutes
➤
On your Dashboard, find the Account Controls section. Fill in these seven boxes:
- Your Booking Link — your own calendar link, like Calendly
- Who to Email About New Leads — your email address
- Who to Call About New Leads — your phone number
- Average Job Price — what a typical job is worth to you
- ZIP Codes You Work In — list them out
- Your Area Type — city, suburb, or rural
- Storm Work — yes or no, can you take extra jobs during storms
5
Share Your Lead Page — Don't Skip This
Day 1 and ongoing
➤
Your Dashboard has a special link called your Lead Page. This is the page homeowners use to ask you for a roof inspection.
- Put it as a button on your own website
- Add it to your social media pages
- Print it on business cards, yard signs, or your truck
- Send it to anyone who asks how to get a quote
RoofAxis does not put this link anywhere for you. You have to do it. If you skip this step, no new leads will ever show up, even if everything else is set up right.
6
Add More Crews as You Grow
Anytime you hire
➤
Every time you add a new crew, go to Crew Management on your Dashboard and click "Add New Crew Leader." Fill in their name, phone, email, ZIP code, and whether they're storm certified. The system figures out how many jobs they can handle each day — you don't have to set that number yourself.
7
Your Daily Routine
Every day
➤
Every morning at 5AM, you'll get an email with your numbers for the day. New leads will also show up on your Dashboard by themselves, already sorted by how urgent they are.
Your one daily job: after each inspection, go to your Dashboard and click one button — Completed, No Show, Reschedule, or Contract Signed. That one click keeps all your numbers correct. You don't need a separate notebook or spreadsheet.
8
Growing Into a New Area
Only if you want to grow
➤
If you want to try working in a new area, go to Service Area Expansion on your Dashboard. You can try a new area for 30 days for a one-time fee, or add it permanently for a monthly fee. Either way, you'll need to pay before the new area turns on.
ROOFAXIS AXISOPS | AUTONOMOUS OPERATIONAL GOVERNANCE | ROOF-AXIS.COM