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Entering a Completed Job for a Dealer, as an Admin
Aubry Ott |
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2 minutes
Navigate to [https://roofmaxxconnect.com/](https://roofmaxxconnect.com/)
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Click "Warranty"
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Click "Warranty Registration Form"
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Click * to open details menu.
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Click the "dealer_id *required" field.
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Enter Dealership ID / HubSpot Record ID for the Dealership owner of the Job.
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Click the Customer Info. Must have email address. If customer does not have one, enter a Fake/Unique one. i.e. [[email protected]](mailto:[email protected])
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Click the "Address *required" field.
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Enter Job Information.
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Click the "WARRANTY - Send warranty
to customer now" field.
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Click "Submit"
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Click "Submit"
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Click Blue Feather Icon with Job ID
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Click "Notes" to verify Warranty Email was sent.
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