How to Sync Roofr Reports and Proposals to CompanyCam

‍What it does: Allows you to automatically sync your Roofr Reports and Proposals to a Project’s Documents in CompanyCam.

Purpose: 

• Easily view completed reports and signed proposals in CompanyCam
• Get all the details you need to close a job seamlessly
• Gather all job information in one place while you’re on-site

Prerequisites*:  Create a Project in CompanyCam

Available On: Pro, Premium & Elite Plans

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Here’s how it works:

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.

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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.

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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!

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