Roofr is a complete sales roofing software for roofers. From roof measurement reports to project-winning roofing proposals.
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.
Setup
Please see the documentation linked below to integrate:
Integration Instructions and documentation
Authorization
How it works
In CompanyCam:
Log into CompanyCam and click Projects and then New Project.
Search for the address of the home/roof that you are looking to quote, once selected click Create Project.
In Roofr:
Log onto the Roofr Platform and select Jobs in the left-side navigation.
Click the Create New Job button.
Type in the address used on the CompanyCam Project, and then click Create from CompanyCam.
Select the CompanyCam Project associated with this address, and click Continue.
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
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!