Roof. Link is software for Roofing Companies built by roofers. It was created to be one system capable of managing every aspect of large roofing companies. Create Estimates, Orders, and Electronic Contracts. Manage your business by using the interactive map tools and dashboards within the platform.
In this article
Before you Start
You must have an active account with both CompanyCam and Roof.Link in order to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
What is Roof.Link?
Roof.Link allows you to have everything in one place so your employees can focus on roofing rather than organizing. It will help you grow your company with powerful reporting and automation features.
How it works
Creating or Editing a project or lead in CompanyCam or Roof.Link will push the updates to the other system.
Creating, Editing, or Deleting photos in Company Cam will create, edit, or delete the same photos in Roof Link.
Making comments on the Company Cam project will create Job Notes on the Roof Link Prospect.
Ways to set up the integration
One important thing to know is that there are five ways to set up the Roof.Link and CompanyCam integration. This allows you to choose the setup that works best for your workflow. The Company Cam Sync options only affect project creation and lead creation. Photos ALWAYS sync automatically and only in one direction from Company Cam to Roof.Link.
Roof.Link to Company Cam Manual
You will have a manual Checklist item in your Prospect or Job Checklist that will require you to press "Sync Now" to push the project from Roof.Link to Company Cam. Projects will never push from Company Cam to Roof.Link.
Roof.Link to Company Cam Automatic
This option will automatically push all Roof.Link leads to Company Cam as soon as you create the lead in Roof.Link. Projects will never push from Company Cam to Roof.Link.
Company Cam to Roof.Link
Creating a project in Company Cam will push the lead to Roof.Link. Creating a lead in Roof.Link WILL NOT push a project to Company Cam.
Both Directions Manual
Pushing a lead from Roof.Link to Company Cam will require manually clicking "Sync Now" on your Roof.Link job checklist. However, creating a project in Company Cam will automatically push to Roof.Link as a new lead.
Both Directions Automatic
This is the default option. Creating a new lead in Roof.Link will create the project in Company Cam automatically, and creating a project in Company Cam will push to Roof.Link as a new lead. Both directions automatically.
Setup
Please see the documentation linked below to integrate:
Integration Instructions and documentation
You will need to log in to your Roof.Link account to access this documentation.
If you need support integrating or have any issues with the integration reach out use the "Contact Support" option under the User Menu at the top right of the Roof.Link website. You can also reach out using the Live Chat option at the bottom right of the screen.
Want to make work flows even easier? Now that you've got your CRM up and running, check out other integration opportunities!