Create Roofr jobs and customers when new contracts are signed in Solo
Streamline your roofing business operations with this convenient workflow. Whenever a contract is signed in Solo, it will instantly create a new job and customer record in Roofr. This process eliminates manual data entry, ensuring efficient use of time and accurate transfer of information between your contract management and roofing service software.
Streamline your roofing business operations with this convenient workflow. Whenever a contract is signed in Solo, it will instantly create a new job and customer record in Roofr. This process eliminates manual data entry, ensuring efficient use of time and accurate transfer of information between your contract management and roofing service software.
- When this happens...Contract Signed
Triggers when the contract is signed.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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