What it does: Allows you to automatically sync your Roofr Reports and Proposals to a Project’s Documents in CompanyCam.
Prerequisites*: Create a Project in CompanyCam
Available On: Free, Pro, Premium & Enterprise Plans
You will need a CompanyCam account in order to use this feature. If you don’t have an account yet, please sign up for free here.
On the CompanyCam app:
Step 1: Log into CompanyCam and click “Projects” and then “New Project”.
Step 2: Search for the address of the home/roof that you are looking to quote, once selected click “Create Project”.
Note: You must create Roofr Reports and Proposal from a Job in Roofr, that has been linked by CompanyCam. The Roofr Report must be completed and the Proposal must be e-signed by the customer in order for them to appear in CompanyCam.
On the Roofr platform:
Step 1: Log onto the Roofr Platform and select “Jobs” in the left side navigation.
Step 2: Click the “Create New Job” button.
Step 3: Type in the address used on the CompanyCam Project, and then click “Create from CompanyCam”.
Step 4: Select the CompanyCam Project associated with this address, and click “Continue”
Note: If you don’t see the Project you’d like to use show up, confirm its address/Project name in CompanyCam and search again.
Syncing a Roofr Report to CompanyCam
Step 5: Click “Measurements” in the left side navigation
Step 6: Click “Order Report” in the top right corner
Step 7: Type in the address or name of the CompanyCam Project you’d like to attach the Roofr Report to
Step 8: Select the matching “Job” that you have created from a CompanyCam Project and click “Continue”
Step 9: Continue the steps of ordering a Roofr Report. To learn how, click here.
Step 10: Once the Roofr Report has been completed, it will be available under “Documents” in a CompanyCam project, and under “Measurements” on Roofr.
Note: You can also order a Roofr Report from a “Job” by selecting the “Job” on the “Jobs” page, clicking “New” and then selecting “Roofr Report”.
Syncing a Proposal to CompanyCam
Step 1: Click on “Proposals” in the left side navigation.
Step 2: Next, click “New Proposal”.
Step 3: Select the Roofr Report attached to the “Job” that you have created from a CompanyCam Project, OR click “Create without Measurement”. If you selected a Roofr Report, skip to step 6.
Note: If you have already ordered a Roofr Report for the “Job” attached to a CompanyCam project, you can select this report and the Proposal will automatically be synced with CompanyCam (once your customer e-signs the Proposal).
Step 4: If you selected “Create without Measurement”, then you’ll be prompted to type in the name of “Job” address you’d like to attach the Proposal to.
Step 5: Once typed in, select the “Job” associated with the CompanyCam Project you’d like to sync the Proposal with and click “Continue”.
Step 6: Select the template you’d like to use for this Proposal and click “Continue”. If you’d like to create from scratch, click “Create without Template”.
Step 7: Create your Proposal as you normally would by confirming the materials, labor, and margin. To learn how to create a Proposal click here.
Step 8: Once completed, click “Preview and Send” in the top right corner.
Step 9: Enter in the customer’s information (if it isn’t already included), and click “Save”.
Step 10: Review the Proposal, and once ready to send click “Send to Customer”.
Step 11: Add a note to be included in the email, and once ready click “Send Proposal”,
Step 12: Once your customer has reviewed and e-signed the Proposal, it will automatically be synced to CompanyCam.
Reviewing Roofr Report or Proposal in CompanyCam
Step 1: Open up the CompanyCam application
Step 2: Go the “Projects” and select the project with the address you just received a completed Roofr Report and/or signed Proposal
Step 3: Click on the “Documents” button
Step 4: Review your completed Roofr Report or Proposal!
Learn how to quickly connect your Roofr account to your CompanyCam account in seconds.
Learn how to sync your Roofr jobs as projects within CompanyCam, saving your time and keeping both platforms up to date automatically.