Roofr API integration: five builds for roofing sales teams

Roofr API integration: five builds for roofing sales teams

Roofr wins roofing sales teams over with measurement reports and clean proposals, and its reviewers keep a specific list of edges: no QuickBooks connection, no way to feed manually taken measurements into the proposal flow, pitches that sometimes come back wrong (at $25 a square between 7/12 and 9/12, that’s not a rounding error), a wish for local market prices on line items, and the pain of running a separate photo app alongside. Every item is a contained build a developer can put next to Roofr. Five, pictured.

The QuickBooks bridge reviewers miss

Signed shouldn’t mean retyped. A bridge carries signed proposals into drafted, coded QuickBooks invoices nightly, matches customers without duplicates, and flags the rare unmapped item once.

QuickBooks bridge for Roofr carrying signed proposals into invoices and the books nightly

Proposals from field measurements

When the ladder’s already up, the tape measure beats the satellite. A field-measure lane takes hand measurements from a phone and runs them through the same proposal machine, templates, pricing, e-sign, so manual jobs stop being second-class.

Field measurement proposal lane for Roofr: manually measured roof numbers become a finished proposal

The $25-a-square safety net

Reviewers report wrong pitches, and wrong pitches price whole jobs wrong. A verification queue cross-checks each report against signals you already have, street photos, neighboring jobs, cut-up complexity, and flags the outliers for a field check before the quote leaves the building.

Measurement verification queue for Roofr: pitch and square discrepancies flagged against field checks before pricing goes out

Your market’s prices, not a national guess

The wish is verbatim: local market prices for material line items. A live price book tracks your actual suppliers’ numbers and feeds proposals from it, so margin stops depending on a stale default nobody remembers setting.

Local market price book for Roofr line items: your suppliers' current material prices feeding proposals

Two systems, one photo trail

Reviewers call the Roofr-plus-photo-app combination a pain. A bridge matches crew photos to the Roofr job by address and id and attaches them to the proposal automatically, one habit for the crews, one trail for the office. It’s the same pattern from our CompanyCam build ideas, pointed the other direction.

Photo bridge landing CompanyCam photos on the Roofr job and proposal automatically

The common thread

Roofr stays the sales engine; the builds close the gaps around it, each one a phase on a short calendar. The QuickBooks bridge is where most Roofr shops should start, because it pays the bookkeeper back immediately.

Have a project like this in mind?

Describe it in a sentence or two and I’ll tell you what it would run, how long it would take, and whether it’s worth building at all. No pressure either way.

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