GiddyUp Instruction - Your Part
Step 1 - Navigate to the menu in the top left of the screen
Once the menu is open click on the Workflows tab.
Step 2 - Click on the (+) on the right side on Insurance Work
Step 3 - Begin filling out the form
Type: Roofing
Lead Type: This will most likely be a Referral
Lead Source: This is most likely be a Customer Referral
Step 4 - Fill out customer information
Home Owner: Their name, this will prompt you to make a new contact. Do this.
Email: Add the customers email
Phone: IMPORTANT – add each type of phone (work, cell, home) and make sure the phone number is the same for all 3. This is required for paperwork at a later date. THIS MUST BE DONE.
Step 5 - Fill out customer address
Once this is filled out click the save button in the top right.
Step 6 - Go to your Forms page
The Forms button is on your bottom option bar.
Step 7 - Use the Key Roofing & Exteriors Option
Step 8 - Open the contingency form and then save
This form should be pre filled out. The home owner will not have it yet.
Step 9 - Click on the form button in the top left
In the top left is a button that looks like a form. Click this button
Step 10 - Click Request Signature
GiddyUp Instruction - The Home Owners Part
Step 1 - Have the home owner open the email where the form was sent.
This will not be in the text of the email. It should appear as an attachment or form with the email. If they can not find the email have them check the spam folder.
Step 2 - Use the E-Verify
There should be yellow text boxes at the bottom of the form for them to sign or click and E-Verify
Step 3 - Submit the form
Once submitted check boxes show up. Text to verify is generally quicker, use this instead of email. They will get a 4 digit code to verify. Once verified the process is complete.