Roofr is a sales platform for roofing contractors that combines aerial measurement reports with a built-in proposal and estimating tool. Connecting Roofr to CompanyCam lets you turn a Roofr job into a CompanyCam project automatically, then pull your job site photos into a Roofr proposal when you're ready to send it. This article covers how the integration works, how to set it up, and how to use it day-to-day.
This feature is only available on the web app
How the integration works
Once connected, the integration can turn a Roofr Job into a CompanyCam Project, and you can pull your jobsite photos into a Roofr proposal. Photos don't push automatically — inside a Roofr proposal, you search for the matching CompanyCam Project and select which photos to add.
Log in to CompanyCam and create a new Project.
Log in to Roofer and select Jobs in the left-hand navigation menu.
Click the Create New Job Button.
Type in the address used on the CompanyCam Project, then click Create from CompanyCam.
Select the CompanyCam Project associated with the address, and click Continue.
Note: For more information, see Roofr's guide on using Roofr with CompanyCam.
Creating a Job and automatically uploading the Report to CompanyCam
Uploading a signed Roofr Proposal to CompanyCam
Uploading Images from CompanyCam to a Roofr Proposal
Setting up the integration
Note: You need the Admin or Manager role in CompanyCam to connect an integration.
Please see the documentation linked below to set up the integration:
Note: If you need support integrating or have any issues with the integration, reach out to Roofr at [email protected].
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