Roof.Link is business management software for roofing companies, covering estimates, orders, electronic contracts, and job tracking in one platform. Connecting it to CompanyCam keeps your Projects, photos, and notes moving between the two systems, so your job site documentation stays with the matching Roof.Link record. This article covers connecting the integration, choosing how it syncs, and what moves between the two platforms.

This integration is available on all plans and is only available on the web app.

How the integration works

The integration keeps Projects (called Leads in Roof.Link), photos, and comments in sync between CompanyCam and Roof.Link. The direction data moves depends on the sync mode you choose when setting up the integration — some modes push data one way, others push both ways, and some require a manual "Sync Now" click instead of syncing automatically.

Setting up the integration

You need the Admin or Manager role in CompanyCam to complete this initial setup. If you don't have that role, ask an Admin on your account for permission. Once the integration is set up, every other Roof.Link user on the account can connect their own individual account without needing Admin or Manager access.

Log in to Roof.Link.
Click your profile in the top right corner, then select Profile & Settings.
In your Personal or Company settings, click Integrate CompanyCam in the left-hand sidebar.
Click Click to connect CompanyCam.
Click Authorize.
Sign in to CompanyCam if prompted. A green checkmark next to the CompanyCam integration tab confirms you're connected.
To change how the integration behaves, go to the CompanyCam Settings tab in Roof.Link. See Choosing Your Sync Mode below for what each option does.

If you run into trouble connecting or authorizing, contact Roof.Link by clicking Contact Support under the User Menu at the top right of the Roof.Link website, or use the live chat option in the bottom right corner of the screen.

Choosing Your Sync Mode

Your sync mode controls which direction Projects and Leads move in, and whether that sync happens automatically or requires a manual step. You'll find these options in the CompanyCam Settings tab in Roof.Link.

Roof.Link to CompanyCam (Manual): A Checklist item appears on your Roof.Link Prospect or Job Checklist. Clicking Sync Now pushes that Project from Roof.Link to CompanyCam. Projects never push from CompanyCam to Roof.Link in this mode.
Roof.Link to CompanyCam (Automatic): Every new Lead you create in Roof.Link automatically pushes to CompanyCam as a Project. Projects never push from CompanyCam to Roof.Link in this mode.
CompanyCam to Roof.Link: Creating a Project in CompanyCam pushes it to Roof.Link as a new Lead. Creating a Lead in Roof.Link does not push a Project to CompanyCam.
Both Directions (Manual): Creating a Project in CompanyCam automatically pushes to Roof.Link as a new Lead. Pushing a Lead from Roof.Link to CompanyCam requires manually clicking Sync Now on the Roof.Link job checklist.
Both Directions (Automatic): This is the default. A new Lead in Roof.Link automatically creates a Project in CompanyCam, and a new Project in CompanyCam automatically creates a Lead in Roof.Link.

What Syncs Between CompanyCam and Roof.Link

Beyond Projects and Leads, a few other things move between the two platforms once you're connected:

Photos: Creating, editing, or deleting a photo in CompanyCam creates, edits, or deletes that same photo in Roof.Link.
Comments: Adding a comment to a Project in CompanyCam creates a Job Note on the matching Roof.Link Prospect.

FAQs

What's the default sync mode?

The default is Both Directions (Automatic) — new Leads in Roof.Link create Projects in CompanyCam, and new Projects in CompanyCam create Leads in Roof.Link, both without a manual step.

Can I change my sync mode after connecting?

Yes. Go to the CompanyCam Settings tab in Roof.Link and choose a different option.

Do photos sync from Roof.Link back to CompanyCam?

No. Photo syncing goes from CompanyCam to Roof.Link — creating, editing, or deleting a photo in CompanyCam updates the same photo in Roof.Link.

Do comments sync from Roof.Link back to CompanyCam?

No. Comments added to a CompanyCam Project create Job Notes on the Roof.Link Prospect, but Job Notes added in Roof.Link don't create comments in CompanyCam.

Can more than one person connect their Roof.Link account?

Yes. Once an Admin or Manager completes the initial setup, every other Roof.Link user on the account can connect their own individual account.

Is this integration available on all CompanyCam plans?

Yes, this integration is available on all CompanyCam plans.

Can I set this up from the CompanyCam mobile app?

No. Integrations can't be set up in the mobile app. Use a web browser to connect.

💡 Need more help?

Contact our Support team — we're here Monday through Friday.

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Connecting and Using CompanyCam with Roof.Link