Getting Started
How to sign up for RidgeSync, set up your company and brand color, import the paperwork you already use, and run your first roofing job from lead to paid.
Create your account and start your free trial
How to sign up for RidgeSync: enter an email and password, confirm the email we send, and land on the 30-day free trial with no credit card needed.
3 min3 steps
Set up your company
How to set up your roofing company in RidgeSync — company name, your name.ridgesync.co web address, city, phone, tagline and your brand color.
5 min4 steps
Set up from paperwork you already have
How to load your existing quote wording, supplier price sheet and roof system into RidgeSync by photographing the paperwork instead of typing it in.
6 min4 steps
Your first job, end to end
The path every roofing job takes in RidgeSync — capture the lead, measure the roof, build and sign the quote, order materials, invoice and get paid.
6 min5 steps
A quick tour of the sidebar
What every item in the RidgeSync sidebar is for — Leads, Pipeline, Calendar, Performance, and the Tools, Website and Manage groups — so you know where to go.
4 min4 steps