READ ME - Getting Started
Welcome to the community! We strongly recommend you start here and thoroughly review each topic in this section.
- Top 10-ish Resources for Dealers
- When should I use HubSpot vs. Dispatch?
- I'm a new Dealer. How do I start setting up my software?
Please allow 24-48 hours for a response
- How do I contact the Accounting Department?
- How many co-op dollars or credits do I have?
- Does each partner need to have a bill.com account?
866.435.0666 #1 firstname.lastname@example.org
7a - 11p Central, 7 days/wk
- How do I set-up credit-card processing?
- I have a Clearent or payment processing question. Whom do I contact?
Direct questions about Client Tether to email@example.com
- I am not presently participating in Contractor Thrive. How can I export my HubSpot Contacts and import them into Client Tether?
You will need to know your Dispatch Org ID
- WARRANTY 101: ALL ABOUT WARRANTIES
- How do I log in to Dispatch for the first time?
- How do I create an estimate in Dispatch?
This includes email, document management/sharing, calendar, file storage, collaboration
- How do I log in to Gmail?
- How can I reset my Gmail password?
- We are equal partners and we want to receive the same emails. How can this be arranged?
- What to do with spam I receive?
- How can I create an email template?
For immediate help: When logged in to HubSpot, click the purple help bubble in the lower right corner of your screen. You may need your Company ID.
- I just received an invite to join HubSpot? How do I log in to HubSpot for the first time?
- How can I opt-OUT my customer from corporate nurture emails?
- How do I add a user to my team in Hubspot? How do I add a Teammate?
Search the articles for your answers first
- I'm a new dealer. Where do I start with marketing?
- Can I use my own Facebook page?
- How can I get my Google My Business listing set up?
Questions that might not fall in another category.
- How can I find out who the other dealers are around me? How can I send a lead to a neighbor?
- Does Roof Maxx soy attract rodents?
- Which browser should I use?
Read the FAQ first about
all things Onboarding
- How do I access Roof Maxx University?
- How do I file for an EIN or Tax ID number?
- What are the Articles of Organization?
- Can I have a dedicated phone number? Who do I use for my phone services?
Orders & Shipping
FAQ's related to Orders & Shipping
- How do I place an order for a tote?
- May I use my own shipping company?
- What do I do with my used IBC totes?
Other Software & Technology
Secondary Software Systems and Tools
- How do I install Zoom meeting?
- What are the Zoom basics for video conferencing?
- How to join a Zoom meeting on desktop