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: Free, Pro, Premium & Elite Plans
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.
Step One: Log in to your Roofr account.
Step Two: Navigate to settings, and then click on the integrations tab.
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’.
Now, every time you create a job in Roofr, the integration will automatically create a project within Company.
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