Create new Roofr jobs and customers from newly created Jobber clients
Effortlessly streamline your project management using this workflow. When a new client is added in Jobber, it will concurrently set up a job and customer profile in Roofr. This seamless integration ensures your client information is always up-to-date, saving you valuable time and enhancing your customer service delivery.
Effortlessly streamline your project management using this workflow. When a new client is added in Jobber, it will concurrently set up a job and customer profile in Roofr. This seamless integration ensures your client information is always up-to-date, saving you valuable time and enhancing your customer service delivery.
- When this happens...New Client Created
Triggers when a client is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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