Roofr is a complete sales roofing software for roofers. From roof measurement reports to project-winning roofing proposals.
In this article
Before you Start
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 is what they will need.
You must have an active account with both CompanyCam and Roofr in order to integrate the two services.
What is Roofr?
Roofr is a sales platform for the roofing industry that combines measurement report capability with a fast proposal system powered by built-in estimation. Estimates are based on a pre-defined price list which automatically creates an estimate based on the completed measurement report.
How it works
Sync your new Roofr job to a CompanyCam Project with just a few clicks.
Pair your Roofr Reports and Proposals to your CompanyCam Project.
Add your CompanyCam Photos to your Roofr Proposals.
Win more jobs, faster than ever before!
Using Roofr with CompanyCam
Creating a Job and Automatically Uploading the Report to CompanyCam Documents
Uploading a Signed Roofr Proposal to CompanyCam Documents
How to Upload Images from CompanyCam to a Roofr Proposal
Setup
Please see the documentation linked below to integrate:
Integration Instructions and documentation
Authorization
If you need support integrating or have any issues with the integration reach out to [email protected]
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!