Housecall Pro + Roofr
Housecall Pro + Roofr
Create jobs and customers in Roofr for new scheduled jobs in Housecall Pro
When a new job is scheduled in Housecall Pro, simplify your workflow by letting this integration create a corresponding job and customer in the Roofr app. No need to manually input job and customer details across platforms, this saves your team valuable time and reduces chances of error. Use this setup to improve productivity and efficiency in managing your jobs and customers.
- When this happens...New Scheduled JobTriggers when a job is scheduled.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Housecall Pro and Roofr
Discover other triggers and actions you can use with Housecall Pro and Roofr
- New Completed Job
Triggers when a job is completed.
Try ItTriggerPolling - First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
ActionWrite- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant