Roofr + Wave
Create Wave invoices for newly signed Roofr proposals
Effortlessly manage your invoicing process with this Roofr to Wave automation. Whenever a proposal is signed in Roofr, an invoice will be instantly created in Wave, streamlining your workflow and ensuring timely billing. Say goodbye to manual data entry and focus on what matters most - growing your business.
Effortlessly manage your invoicing process with this Roofr to Wave automation. Whenever a proposal is signed in Roofr, an invoice will be instantly created in Wave, streamlining your workflow and ensuring timely billing. Say goodbye to manual data entry and focus on what matters most - growing your business.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Invoice
Creates a new invoice.
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
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.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
