FieldPulse + Roofr
Create jobs and customers in Roofr for every new customer in FieldPulse
Experience seamless project management between FieldPulse and Roofr with this convenient workflow. Whenever a new customer is added in FieldPulse, it activates a process that creates a job and customer profile in Roofr. This streamlined system speeds up job initiation, enabling you to extend your service more efficiently. It's an ideal solution for those juggling multiple projects and aiming to optimize work allocation.
Experience seamless project management between FieldPulse and Roofr with this convenient workflow. Whenever a new customer is added in FieldPulse, it activates a process that creates a job and customer profile in Roofr. This streamlined system speeds up job initiation, enabling you to extend your service more efficiently. It's an ideal solution for those juggling multiple projects and aiming to optimize work allocation.
- When this happens...New Customer
Trigger when a new customer is added.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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