Welcome to the family! Watch me first before you dive in!
Here is your quick guide on how to start creating your portfolio
Upload a spreadsheet to add pins to your map
If you order material from SRS, ABC, US LBM, we can request that data. If you register warranties with CertainTeed or GAF, we can also request that data. So reach out to us and we will explain how.
Connect to your Google Business Profile and your bring in your Google Reviews
FB Reviews
Now that you are well on your way, we recommend you watch Training #1. Just scroll down a little on this page
Table of Contents - Click on the hot links below to take you to your videos
TRAINING #1 - THE BASICS
1 Hour Video - This covers the basicse. We will do almost all of the settings and branding of your map for you, but we recommend still watching this training in its entirety becuase you will get some golden nuggets if you do.
CHECK OUT THESE RESOURCES
Embedding to your Website - This is what you can copy and send to your website company.
TRAINING #2 - INCREASING YOUR ONLINE PRESENCE
45 minutes - Google loves consistently updated written content.
CHECK OUT THESE RESOURCES
Cheat Sheet for your PPP - Use this to help you write project descriptions quicker
Example Project Descriptions - Get some ideas of what to write about.
TRAINING #3 - How are contractors using PMI? Must see training!
PMI IN THE FIELD - MOBILE EXPERIENCE
Have your people in the field watch the following three videos. Afterwards, they will learn how to add new pins, take photos and request reviews straight from their phones. Each project will take under three minutes to document each job and have a record of everything you did during the install.
Add PMI to your Phone
How to get around PMI on your phone
How to add a new pin, take photos and request a review with PMI
SALES TEAM VIDEOS
If your sales team is using a tablet as a presentation method, please show the following videos to your sales team.
Add PMI to your Tablet
Just bookmarking the map to your tablet
Do you use Ingage? If not, you should. Here is how to add PMI to a slide in your Ingage presentation
Navigating PMI on your tablet. You should all watch this if you are using us as a sales tool
How to quickly zoom into the map where you are presenting
Add new pins, take photos and request reviews from your tablet
GOOGLE BUSINESS PROFILE INTEGRATION
Google Business Profile integration - post to your GBP right from PMI
Trouble connecting to GBP. Watch this video, it has to do with your pop up blocker.
ROOFR INSTANT ESTIMATOR INTEGRATION
Add your Roofr Instant Estimator to your Public Profile Page
COMPANYCAM INTEGRATION
CompanyCam #1 - Watch this video prior to connecting to CompanyCam
CompanyCam #2 - Connect to CompanCam
CompanyCam #3 - Pushing Photos from CompCam to PMI
CompanyCam #4 - Using CompanyCam on your mobile device
CompanyCam #5 - Adding and modifying tags
LEAP CRM INTEGRATION
LEAP CRM #1 - Connecting Leap CRM to PMI
LEAP CRM #2 - Syncing a job from Leap to PMI
LEAP CRM #3 - Adding and editing new categories
INGAGE INTEGRATION
Ingage - Add your PMI portfolio to an Ingage slide... Super easy!
SHORTER TRAINING VIDEOS FOR THOSE THAT DON'T WANT TO WATCH THE FULL-LENGTH VIDEOS
If you don't want to watch an hour of videos, but would rather just watch shorter videos on specifically what you are looking for, check out the videos below.
Table of Contents
THE BASICS
How to login to PMI
How to get around PMI
How to add a new pin manually
How to add images and videos
Adding and Editing tags
REVIEW STUFF
How to find your FB ID so you can sync FB reviews
Matching reviews to your pins
How to add a first party review to a pin
Emailing a request for a review
ADVANCED SETTINGS
10. Adding PMI to your website
11. Creating multiple maps and the perfect zoom.
12. Branding your map colors
13. Creating different colored pins
14. Pins vs Home icons
SMALL NUGGETS:
15. Call to Action button found on your map, your PPP and every pin.
16.
17.
18.
1) How to Login to your PMI account
2) How to get around PMI on your desktop computer
3) How to add a new project pin
4) How to add photos to a project pin
5) Adding and editing categories/tags to PMI
6) Locating your FB ID so you can sync FB reviews
7) Adding the reviews to the individual pins
8) Add your own 1st party reviews to PMI
9) Emailing your review request from PMI
10) Adding it to your website
11) Creating the perfect zoom and multiple map
12) Branding your map
13) Creating different color pins
14) Pins or Home icons... your choice
15) Add a CTA on your map, your PPP and each pin.