CompanyCam + Roofr
Create checklists from templates in CompanyCam when new proposals are signed in Roofr
Easily streamline your project planning with this workflow. When a proposal is signed in Roofr, a checklist gets created from a template in CompanyCam. This optimization ensures that every new project gets a comprehensive and consistent starting point, helping your team stay organized and efficient.
Easily streamline your project planning with this workflow. When a proposal is signed in Roofr, a checklist gets created from a template in CompanyCam. This optimization ensures that every new project gets a comprehensive and consistent starting point, helping your team stay organized and efficient.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Checklist From Template
Creates a new checklist on a project from a template
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired