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 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 Job
Triggers when a job is scheduled.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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New Completed Job
Triggers when a job is completed.
Try ItFirst nameRequired
Last name
Email
Mobile number
Home number
Work number
Notifications enabled
Tag1
Tag2
Street
Street line 2
City
State
Zip
Country
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.
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