Integrations

Bring the book of business you already keep.

The reason contractors stay on software they dislike is the thought of re-typing everything. So do not re-type it.

This page describes the imports and the accounting export that ship today, and nothing that is still behind a gate.

In, and back out

Step 1Jobs from RoofrA CSV of your existing jobs becomes FL Permit Pay records.
Step 2Catalog and supplier pricesYour price catalog and supplier price files load in as data, not screenshots.
Step 3Out to accountingA pay application exports for QuickBooks instead of being re-entered.
Step 4A traceable runEvery import runs as a recorded job, per organization.

Illustrative workflowIllustrative view of the shipped import and export paths.

How the work moves

Switching costs are a data problem.

Every path here exists to remove one reason not to move: the work already recorded somewhere else.

Step 1
Import your jobs
Bring existing jobs over from a Roofr export rather than rebuilding them by hand.
Step 2
Import your pricing
Load the catalog and supplier price files your estimates already depend on.
Step 3
Export to the accountant
A completed pay application leaves as a QuickBooks export, so billing is entered once.
Step 4
Imports you can audit
Each import is a recorded job scoped to your organization, so a bad file can be traced back to the run that loaded it.

Next step

Import the jobs and the pricing, and let the accounting export handle the rest.

Imports run per organization and are recorded as jobs you can trace.