Learn how to sync your Roofr jobs as projects within CompanyCam; saving you time and keeping both of your platforms up to date automatically.
What it does: Allows you to connect Roofr & CompanyCam to sync jobs as projects, and use photos in your Roofr Proposals.
Available On: Free, Pro, Premium & Elite Plans
Step 1: Navigate to the Integrations tab in your Roofr Dashboard.
Step 2: Click 'Connect' on the CompanyCam Integration.
Step 3: 'Authorize' your CompanyCam account.
Step 4: Check the box to enable “create new Roofr jobs in CompanyCam’, if you wish to automatically create a project within CompanyCam each time you create a new job in Roofr.
How to Upload Images from CompanyCam to a Roofr Proposal
Step 1: Navigate to the edit screen of the desired proposal in your Roofr Dashboard.
Step 2: Click the + button at the bottom of the left menu. Select 'Photos'.
Step 3: Click the 'CompanyCam Icon' and search for the CompanyCam Project address.
Step 4: Select the images you’d like to upload to the Roofr Proposal, and add any additional annotations as required.