ROOF CONDITION REPORTS

How to Upload to Website

Squarespace
Go to: https://mjroofing.squarespace.com/config

BLOG/DATABASE 

Add a property and report

  1. In the Menu on the Left, click on Pages

  2. Scroll down to the “NOT LINKED” Section

  3. Click on “Customer Property Reports” (grey lettering)

  4. Click on the “+” sign at the top right corner

  5. In the top field, enter the Property Address

  6. At the bottom of the page:
    Click on “TAGS +” and enter the company representative,e.g., PRAT06-RBraun, Enter/Return
    Click on “CATEGORIES +” and enter or select the Company Name, then Enter/Return

  7. Go to the top of the page and click on “Options”

  8. In the column on the right, check that your name is selected under “Author”

  9. In the “Excerpt” field, enter the name of the report(s) e.g., Roof Conditions Report - Jan. 8/19

  10. Highlight the name of the report and, from the formatting bar, click on the link icon

  11. In the pop-up, click on “Files” and follow the prompts to “Add File” or use the “Search for File” option to find a report that has already been added.

  12. At the bottom of the same pop-up, Check “Open in New Window”

  13. Click on “ADD LINK”

  14. Click “SAVE & PUBLISH (bottom right corner)

Add a Folder for each Company

  1. In the Left Sidebar Menu, go to the “NOT LINKED” section

  2. Click on the “+” sign at the right of “NOT LINKED”

  3. From the pop-up, click on the “Folder” icon

  4. Name the folder with the appropriate company name

Add a Page for each company representative 

PART 1

  1. In the “NOT LINKED” section, Hover over “Customer TEMPLATE” and click the cog on the right

  2. In the Pop-up, scroll to the bottom and click on the black bar that says: “DUPLICATE PAGE”

  3. Click on “Confirm”

    PART 2     (Add a Page for each company representative)

  4. In the Sidebar, Double click on the page you just created: “Copy of Customer TEMPLATE”

  5. Hover of the body/yellow section until a black “Page Content” menu bar appears 

  6. Click on “Edit”

  7. Highlight “Name” (Welcome Name) and type the first and last name of the company’s property manager

  8. Hover over the section below the line until a black “Summary” menu bar appears, click on “Edit”

  9. In the Summary Pop-up, Click on “Display”

  10. Scroll down to “Category Filter”, find and click on the company name relevant to this representative

  11. Scroll down to “Tag Filter”, find and click on the representative’s name

  12. Click on “APPLY” then “SAVE”

    PART 3

  13. In the “NOT LINKED” section, Hover over “Copy of Customer TEMPLATE” and click the cog on the right

  14. In the Pop-up, Change the “Navigation Title” to the representative’s first and last name 

  15. Change the “URL Slug” to: the company’s 4 letter abbreviation then the first initial and the last name of the representative (all lowercase) e.g., prat06-rbraun
    Note the URL Slug must be exactly the same as it is in the Sentry Member info.

  16. Click on the Advance section. In the Code Injection: find “SingleOut = 1189810; and replace the  number with the Sentry “Account #” (be sure the semicolon remains in place)

Sentry Login

https://www.sentrylogin.com
Username: marc@mjroofing.net
Password:

Add Members in Sentry Login

  1. After logging in, Click on the orange box, “My Members”

  2. Click on “Add New Member”

  3. Select: “Customers/Clients” from the dropdown and fill-in the appropriate fields

  4. “Welcome Page”: enter: https://www.mjroofing.net/xxxx-ilastname -(e.g., /prat06-rbraun )

  5. The URL Slug must be exactly as it is on the MJ website.

  6. Copy the Member’s “Account #” (e.g., 1210706 )

NOTE: the Blog Tag Name, Squarespace URL Slug and the “Sentry Welcome Page Slug” must be exactly the same (disregard capitalization for slugs which are all lowercase)