Built by Metorial, the integration platform for agentic AI.
Provider Summary
create and manage jobs
manage contacts and logging
create and retrieve estimates
process invoices and payments
schedule appointments
upload documents and media
track job milestones
manage financial worksheets
retrieve company settings
subscribe to webhook events
Manage roofing contractor business operations including jobs, contacts, estimates, invoices, and payments. Create and search jobs with milestone tracking, assign representatives, and monitor job lifecycle events. Create and retrieve contacts with communication logging. Access estimates, supplements, and financial worksheets. Create and manage invoices, payments, and expenses. Schedule and update appointments via calendars. Upload documents, photos, and videos to jobs. Retrieve company settings such as insurance companies, lead sources, milestones, and trade types. Access reports and manage webhook subscriptions for real-time event notifications on job, contact, and financial changes.
This integration is licensed under the AGPL-3.0 License.
Built with ❤️ by Metorial