How to Sync All Roofr Jobs to CompanyCam as Projects

What it does: Allows you to connect Roofr & CompanyCam to sync jobs as projects, and use photos in your Roofr Proposals. 

Prerequisites*:  Have an active account with CompanyCam. Connect Roofr and CompanyCam integration.

Available On: Pro, Premium & Enterprise Plans

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We know a number of you start your proposals and projects in Roofr, and then continue to CompanyCam. This is why Roofr will now automatically create a project for you within your CompanyCam account every time when you create a job or order a report within Roofr.

Once you make the connection between Roofr and CompanyCam - information is bilaterally synced between the two.

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Here's how it works:

Step One: Log in to your Roofr account.

Step Two: Navigate to settings, and then click on the integrations tab.

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Step Three: Locate the CompanyCam integration modal, and then click on ‘+ Manage’.

Step Four: Ensure your CompanyCam & Roofr integration are connected.

Step Five: Then check the box to enable “create new Roofr jobs in CompanyCam’.

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Now, every time you create a job in Roofr, the integration will automatically create a project within Company.