Roofr + Square
Create jobs and customers in Roofr for new customers in Square
When a new customer enters your Square app, streamline your process with this workflow. It creates a job and customer profile within Roofr, saving you time and effort. This convenient solution ensures your roofing tasks are organized and your customer records are updated, letting you focus more on the service you provide.
When a new customer enters your Square app, streamline your process with this workflow. It creates a job and customer profile within Roofr, saving you time and effort. This convenient solution ensures your roofing tasks are organized and your customer records are updated, letting you focus more on the service you provide.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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About Roofr
Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
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About Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
