Roofr Integration with Emergent | Build Roofing Business Apps by Prompt

Roofr + Emergent

The Roofr and Emergent integration enables roofing contractors, residential and commercial roofing businesses, and construction teams to build and deploy custom business management applications and sales automation workflows by prompt, combining Emergent's full-stack vibe coding capabilities with Roofr's all-in-one roofing software platform. This allows contractors to extend their roofing operations, automate lead nurturing, sync job and proposal data across systems, orchestrate multi-channel customer communications, and create powerful business intelligence dashboards without complex coding or infrastructure management.

With Emergent, you can:

• Read and write Roofr leads, proposals, roof measurements, job records, and customer data via API or Zapier integration.

• Automate lead qualification and follow-up workflows with intelligent routing and multi-touch sequences.

• Sync roofing job data across multiple platforms including QuickBooks, Google Sheets, Slack, Mailchimp, and CompanyCam.

• Trigger real-time automations based on proposal status changes, payment completions, measurement deliveries, and job milestones.

• Combine Roofr with accounting software, team communication tools, marketing platforms, and project management systems in one unified workflow.

• Deploy instantly with secure authentication, encrypted key vaults, versioning, monitoring, and analytics.

About Roofr

Roofr is an all-in-one roofing software platform built specifically for roofing contractors who need to streamline every aspect of their business, from lead capture and roof measurements to proposals, payments, and job management. Unlike generic CRM systems, Roofr focuses on the unique needs of roofing professionals with specialized tools for aerial roof measurements, instant estimates, digital proposals with e-signatures, and integrated payment processing.

Roofr offers:

• Fast, accurate aerial roof measurement reports with detailed line measurements, slopes, and material breakdowns delivered within hours.

• Instant Estimator tool for immediate pricing quotes using custom pricing models to capture qualified leads with transparent homeowner pricing.

• Customizable digital proposals with branded templates, integrated e-signatures for instant approval, and insurance claim support fields.

• Integrated CRM and communication tools including the Roofr Inbox for consolidated homeowner emails and texts with Gmail sync and job-specific messaging.

• Payment processing with Roofr Payments for integrated credit card and ACH transactions at affordable rates.

• QuickBooks integration (beta) for synchronized contacts, invoices, and payment bookkeeping.

• Job Reports dashboard providing real-time sales performance and productivity insights for data-driven business decisions.

• Material ordering and job costing tools for estimating, takeoffs, and project management from start to finish.

• Scheduling and calendar integration with Google Calendar for automated follow-ups and appointment tracking.

• CompanyCam integration for seamless photo documentation linked to job records.

• Bi-annual Roofr Builds product updates delivering continuous innovation and expanded functionalities.

Roofr integrations enable users to:

• Connect via Zapier for automated workflows and data synchronization with thousands of apps.

• Sync with QuickBooks for accounting and financial reporting automation.

• Integrate with CompanyCam for photo documentation and job progress tracking.

• Link with Google Calendar for real-time two-way schedule synchronization.

• Build custom workflows for lead management, job tracking, customer communication, and business analytics.

Why Integrate Roofr with Emergent?

Building custom integrations with Roofr traditionally requires setting up Zapier workflows, managing multiple disconnected tools, mapping roofing-specific data like measurements and proposals, handling customer communication workflows, wiring payment and accounting systems, syncing across construction management platforms, and building reporting dashboards. Each integration can quickly become a complex project with ongoing maintenance overhead.

Emergent removes that complexity:

• Build by prompt: Describe the roofing business app or automation workflow you need, and Emergent automatically scaffolds the UI, backend orchestration, data models, and integrations for Roofr and any other tools.

• Secure authentication built in: Emergent handles Zapier integration setup and API authentication automatically, with encrypted key storage and environment isolation for development, staging, and production.

• Roofing-aware data mapping: Emergent understands Roofr's data structure, including leads, proposals, roof measurements, job records, customer profiles, payment transactions, and communication histories, helping you map fields accurately across systems.

• Real-time workflow automation: Event-driven triggers via Zapier integration, retries, exponential backoff, caching, batching, and error recovery are built in for reliable automation that responds instantly to proposal approvals, payment completions, and job status changes.

• Multi-tool orchestration: Combine Roofr with QuickBooks for accounting, Google Sheets for reporting, Slack for team notifications, Mailchimp for customer marketing, and CompanyCam for documentation, all in one seamless workflow.

• Secure and scalable: Features include encrypted vaults, role-based access control, audit logs, and environment isolation, suitable for solo contractors and multi-team roofing companies with strict data handling requirements.

How Emergent Works with Roofr in Real Time

STEP 1: Describe your app

Example: "Build a roofing sales hub that captures Roofr leads, sends automated follow-up sequences via Mailchimp, syncs approved proposals to QuickBooks as invoices, tracks job progress in Google Sheets, and sends Slack alerts when payments are received."

STEP 2: Declare integrations

Say "Roofr + QuickBooks + Mailchimp + Google Sheets + Slack." Emergent sets up providers, Zapier integration, authentication flows, and recommended connection methods automatically.

STEP 3: Secure credentials

Connect your Roofr account via Zapier and provide credentials for other integrated tools. Keys are stored in an encrypted vault with environment isolation for development, staging, and production environments.

STEP 4: Select roofing data and map properties

Emergent automatically introspects your Roofr data schema, including lead information, roof measurement details, proposal line items, job statuses, customer communications, and payment records. It then guides you to accurately map properties across systems, such as Customer Name to QuickBooks contact, Proposal Amount to invoice total, Job Status to Sheets tracking column, and Payment Confirmation to Slack notification.

STEP 5: Real-time and scheduled flows

Configure Zapier triggers for Roofr events like new leads, proposal approvals, measurement completions, and payment receipts. Set up scheduled syncs for daily sales reports, or define on-demand actions like bulk invoice generation triggered by dashboard buttons.

STEP 6: Test and preview

Run test queries, simulate Zapier webhook payloads, validate data mapping and workflow logic, check logs for errors, and let Emergent automatically handle authentication and retries.

STEP 7: Deploy

Deploy your app with one click, complete with versioning, monitoring, error alerts, and usage analytics. You can easily roll back to previous versions or iterate on prompts to add new features.

STEP 8: Expand

Add new capabilities like AI-powered lead scoring, predictive job completion forecasting, automated review request campaigns, or connect additional tools like ServiceTitan, Buildertrend, or Stripe without rewrites. Simply describe what you need, and Emergent adapts your workflow.

Popular Roofr + Emergent Integration Use Cases

1. Build an Accounting Automation System Using Emergent with Roofr + QuickBooks Integration

Automatically sync Roofr proposals, invoices, and payments to QuickBooks for seamless accounting, eliminating manual data entry and ensuring accurate financial records for every roofing job from estimate to payment.

How it's built with Emergent?

• Write your prompt: Describe the system (e.g., "Sync approved Roofr proposals to QuickBooks as invoices, record payments automatically, match customers, and generate monthly financial reports").

• Declare integrations: Choose Roofr + QuickBooks + Google Sheets Integration.

• Share credentials securely: Connect Roofr, QuickBooks, and Google Sheets via Zapier and API authentication.

• Select roofing data and map properties: Emergent detects Roofr proposal fields like Customer Name, Address, Proposal Amount, Line Items, Tax, and Payment Status, mapping them to QuickBooks Invoice fields, Customer records, and Chart of Accounts.

• Set triggers and schedules: Enable Zapier triggers for proposal approvals creating instant QuickBooks invoices and payment receipts updating invoice status.

• Test and preview: Validate invoice creation, customer matching accuracy, payment recording, and financial report generation.

• Deploy: One-click deploy with monitoring and error handling.

• Expand: Add automated payment reminders, profit margin analysis, or tax preparation reports.

Outcome: Elimination of manual bookkeeping, accurate financial records, real-time cash flow visibility, simplified tax preparation, and complete audit trail from estimate to payment.

2. Build a Lead Nurturing System Using Emergent with Roofr + Mailchimp Integration

Automatically sync Roofr leads to Mailchimp email lists, segment prospects based on estimate value and roof type, and trigger personalized email campaigns for follow-up, educational content, and conversion optimization.

How it's built with Emergent?

• Write your prompt: "Sync new Roofr leads to Mailchimp automatically, segment by estimate value and service type, send educational email sequences, and trigger follow-up campaigns for abandoned proposals."

• Declare integrations: Select Roofr + Mailchimp Integration.

• Share credentials securely: Authorize Roofr and Mailchimp via Zapier integration.

• Select roofing data and map properties: Map Roofr lead data including Name, Email, Phone, Address, Roof Type, Estimate Amount, and Proposal Status to Mailchimp subscriber fields, tags, and custom segments.

• Set triggers and schedules: Configure Zapier triggers for new leads, proposal views without approval, and measurement completions to trigger appropriate email sequences.

• Test and preview: Validate lead syncing, segmentation logic, campaign trigger conditions, and email personalization.

• Deploy: Launch automated lead nurturing with real-time prospect data.

• Expand: Add AI-generated personalized content, SMS follow-up via Twilio, or customer review request campaigns post-job completion.

Outcome: Automated lead follow-up, personalized prospect engagement, higher proposal conversion rates, improved customer education, and consistent communication without manual email management.

3. Build a Job Tracking Dashboard Using Emergent with Roofr + Google Sheets Integration

Create live, auto-updating Google Sheets dashboards that visualize Roofr job pipeline with lead sources, proposal conversion rates, average job values, payment status, and team performance metrics for data-driven business decisions.

How it's built with Emergent?

• Write your prompt: "Sync all Roofr leads, proposals, and jobs to Google Sheets with real-time status tracking, conversion analytics, revenue forecasting, and team performance dashboards."

• Declare integrations: Pick Roofr + Google Sheets Integration.

• Share credentials securely: Connect Roofr and Google Sheets via Zapier and API authentication.

• Select roofing data and map properties: Map Roofr data including Lead Source, Lead Date, Estimate Amount, Proposal Status, Job Status, Payment Amount, Sales Rep, and Completion Date to Sheets columns with calculated metrics and charts.

• Set triggers and schedules: Enable real-time syncing via Zapier triggers or scheduled daily batch updates for comprehensive reporting.

• Test and preview: Validate data flow, formula accuracy, chart generation, and metric calculations.

• Deploy: Launch live business intelligence dashboard with automated reporting.

• Expand: Add conditional formatting for overdue proposals, pivot tables for lead source ROI analysis, or automated weekly executive summary emails.

Outcome: Complete sales pipeline visibility, data-driven forecasting, team performance tracking, lead source attribution, and strategic decision-making without manual spreadsheet updates.

4. Build a Team Communication Hub Using Emergent with Roofr + Slack Integration

Send real-time Slack notifications to your roofing team when important events occur, including new leads, proposal approvals, measurement deliveries, payment receipts, and job milestone completions for instant team coordination.

How it's built with Emergent?

• Write your prompt: "Post Slack alerts when Roofr receives new leads, customers approve proposals, roof measurements are ready, payments are processed, or jobs reach key milestones."

• Declare integrations: Choose Roofr + Slack Integration.

• Share credentials securely: Authorize Roofr and Slack via Zapier integration.

• Select roofing data and map properties: Map Roofr events like Lead Name, Address, Estimate Amount, Proposal Status, Measurement Details, Payment Amount, and Job Stage to rich Slack message formatting with action buttons and customer details.

• Set triggers and schedules: Configure Zapier triggers for instant notifications with conditional routing to specific Slack channels based on job type or sales rep assignment.

• Test and preview: Simulate Slack messages for different roofing events and validate channel routing accuracy.

• Deploy: Activate production alerts with monitoring and retry logic.

• Expand: Add automated crew scheduling reminders, weather delay notifications, or customer satisfaction survey triggers post-completion.

Outcome: Instant team awareness of business activities, faster lead response times, improved proposal follow-up, enhanced crew coordination, and proactive customer communication without constant platform checking.

5. Build a Photo Documentation System Using Emergent with Roofr + CompanyCam Integration

Automatically link CompanyCam photo documentation to Roofr job records, organize images by project phase, generate automated progress reports for homeowners, and create before/after galleries for marketing and insurance claims.

How it's built with Emergent?

• Write your prompt: "Sync CompanyCam photos to Roofr jobs automatically, organize by inspection, installation, and completion phases, generate customer progress reports, and create marketing photo galleries."

• Declare integrations: Select Roofr + CompanyCam + Google Sheets Integration.

• Share credentials securely: Connect Roofr, CompanyCam, and Google Sheets via Zapier and API authentication.

• Select roofing data and map properties: Match CompanyCam project IDs to Roofr job records, photo timestamps to job phases, image metadata to documentation fields, and photo collections to customer report templates.

• Set triggers and schedules: Configure automatic photo syncing when images are uploaded and scheduled weekly progress report generation for active jobs.

• Test and preview: Validate photo linking, job phase categorization, report generation, and gallery creation accuracy.

• Deploy: Launch automated documentation workflow with real-time syncing.

• Expand: Add AI-powered quality control checks, automated insurance claim documentation, or social media marketing post generation from completed job photos.

Outcome: Complete job documentation, professional customer communication, streamlined insurance claim processing, marketing content generation, and elimination of manual photo organization and report creation.