Works with the tools you already pay for.
Payments, measurements, suppliers, email and texting connect to the job, so nobody retypes anything.
Connect what you already use.
Each connection is set up for your own account in Settings. "On request" means we switch it on for your workspace during setup.
Payments and financing
Send a payment link on any invoice and see it marked paid when the customer pays.
Set your finance partner and rate, and every proposal option shows its monthly payment.
Sync invoices, payments and customers with QuickBooks.
Measurements and materials
Order roof measurement reports from the job with your own RoofScope account.
Import a Roofr report PDF and the measurements fill the estimate.
Connect your EagleView account to bring reports onto the job.
Live pricing and catalog from your QXO account, and supplier invoices matched to jobs.
Email, texting and calendars
Send from your domain through Gmail or your mail server (SMTP), Resend or Postmark.
Two-way texting with customers from your own Twilio or Quo (OpenPhone) number.
Each person's appointments on their own Google Calendar.
Sign-in and data
Your team signs in with the account they already use.
Bring in leads, customers, jobs, equipment and your price book from CSV, with undo.
Export leads, your price book, reports and the audit log to CSV whenever you like.
Need something not listed? Tell us what you use. Product names belong to their owners.
Lock in launch pricing.
Tell us about your shop. We will reply within one business day to set up a walkthrough on your own data.
- Launch price locked for as long as you stay
- We import your data for you
- A direct line to the team that builds it