RepCard + Roofr
Set appointments in RepCard to create new jobs and customers in Roofr
Streamline your roofing business tasks with this straightforward workflow. Once an appointment is scheduled in RepCard, a new job and customer record will instantly be established in Roofr. This seamless process helps increase efficiency by transferring essential data immediately, eliminating manual data entry and enabling you to focus on the core aspects of your business.
Streamline your roofing business tasks with this straightforward workflow. Once an appointment is scheduled in RepCard, a new job and customer record will instantly be established in Roofr. This seamless process helps increase efficiency by transferring essential data immediately, eliminating manual data entry and enabling you to focus on the core aspects of your business.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired