How do Update a Tote Calculator's Sold Job's properties in Roof Maxx Connect?

Please review this video to learn how to find the Tote Calculator and Sold Jobs list, update SQFT Sprayed, update "Is this a Roof Maxx Job?" True or False, Update "Has Warranty?," and Update Invoice Amount.

Defining the Columns

In Order, left to right:

1. View Deal - This button will take you to the job's Individual Deal Page. On this page, you can access the deal view in HubSpot and Dispatch, see what invoice was attached, and resend a Warranty.
2. Edit Deal - This button will take you to the job's edit page. On this page you can edit the type of building, Sqft, whether it has a Warranty or not, and the address.
3. HubSpot Deal ID - the Deal ID in HubSpot
4. Close Date - Date and Time this job was marked closed
5. Name - the Deal Name, not the Contact Name
6. Roof Maxx Job - Answer the question "Did this job include a Roof Maxx Treatment?" True or False. By answering this job True, the Sqft and Invoice amount will be included in the Sold Jobs Summary Information that will be reviewed next time you order a Tote. It is imperative that this data is accurate.
7. Square Footage - What was the total SQFT Sprayed for this job? If this job DID NOT include a Roof Maxx Treatment, please make sure the 'Roof Maxx Job' column shows 'False.'
8. Invoice Amount - The total invoiced amount for the Roof Maxx Treatment, only. i.e. If this job had a Treatment, a Tune Up, and 8 new shingles, we want the amount to show the before tax(if applicable) total of the Roof Maxx Treatment Only.
9. Has Warranty - Answer the question "Did this job have a Warranty?" True or False.
10. Deal Lifecycle - Should show Sold or Sprayed. If it shows anything else, please alert Tech Support Immediately.

Please review this video for instructions on Locating the  Tote Calculator and Sold Jobs list, update SQFT Sprayed, update "Is this a Roof Maxx Job?" True or False, Update "Has Warranty?," and Update Invoice Amount.

Common Question:

Do I still need to check my Dealership's Sold Jobs List if I am using Dispatch?

Yes, to ensure data transferred over accurately and to fill in any missing/incorrect data. This will need to be done Prior To ordering a new Tote.

What is the Bare Minimum Job Data Entry needed for each job?

Here is a link to the Help Article all about the Bare Minimum Data needed for each job in Dispatch BEFORE the "Complete" button is clicked: https://help.roofmaxx.com/what-is-the-bare-minimum-job-data-entry-needed-in-dispatch