Turn on the instant roof estimate
5 steps, in the order you do them.
Follow it on screen.
- 1
Open the instant roof estimate form
The Leads page lists your website forms, and Edit on the roofing one opens this page. If your company has no roofing form yet, this page offers to create it. The heading and the questions are set here.
- 2
Read what it still needs
The card at the top says what is on and what is missing: the form switched on, roof checks on your plan, the shingle lines your price book has to carry, your logo and color, and the link itself. Each line carries the door that fixes it.
- 3
Put the link on your website
Copy the link for a button, a text or an email, or paste the website embed so the form sits inside one of your own pages.
- 4
Try it on an address you know
Open the form yourself and type a real address. You see what the homeowner sees: the roof measured where public LiDAR covers the address, and outlined from the building footprint where it does not.
- 5
Read the roof on the job
The lead lands here with the roof it measured already attached. Convert it and that measurement moves onto the job, where your team checks it before anything is quoted.










