Before you start
Plan Requirements:
This feature is available on all plans.
You must have an active paid account with CompanyCam and Roof Chief to integrate the two services.
Permission Roles:
You must have Admin or Manager privileges in CompanyCam and the proper permissions in Roof Chief to integrate the two. If you don't have that role, ask an Admin or Manager on your company's account for permission.
Platform Availability:
Integrations cannot be connected in the mobile app. You must set them up using a web browser.
What is Roof Chief?
Roof Chief is easy-to-learn, easy-to-use roofing management software designed specifically to help calm the chaos of running a small to mid-sized roofing business.
Roof Chief helps hundreds of roofers every day go beyond traditional CRMs by empowering them with the industry’s most detailed and streamlined estimating and proposal tools, alongside smart automations that centralize your entire business in one place—from lead to payment.
Setup
Please see the documentation linked below to integrate:
How it works
Once a Job is created in Roof Chief, a corresponding Project is created within CompanyCam.
Pictures, comments, annotations, etc. taken from within CompanyCam can be synced back to the corresponding Job in Roof Chief.
Alternatively, if a Project was created in CompanyCam before the Job in Roof Chief, no worries, the two Projects in CompanyCam can be merged without a problem.
Need Support?
If you need support integrating or have any issues with the integration, reach out to [email protected] or check out their direct support.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!