Works With What You Already Use.

QuickBooks Online

Accounting

Available

Two-way sync for customers, invoices, payments, and expenses. Eliminate manual data entry and reconcile in minutes.

• Invoice sync
• Customer sync
• Payment reconciliation
• Expense import

Xero

Accounting

Beta

Connect your Xero accounting for streamlined bookkeeping and financial reporting.

• Invoice sync
• Bank reconciliation
• Chart of accounts mapping

Accept payments online, process deposits, and set up recurring billing. Automated payment reminders reduce accounts receivable.

• Online payments
• Deposit collection
• Recurring billing
• Automated reminders

Google Ads

Marketing

Available

Track lead attribution from your ad campaigns. See which keywords and ads actually generate closed deals.

• ROI tracking
• Conversion import
• Campaign sync
• Cost-per-lead analytics

Google Analytics 4

Marketing

Available

Track website visitors and conversions from the widget all the way into your CRM.

• Traffic sources
• Event tracking
• Conversion attribution
• User behavior

Meta Ads

Marketing

Beta

Connect Facebook and Instagram campaigns to lead records and closed revenue.

• Lead form sync
• Campaign attribution
• Cost-per-job reporting

Google Business Profile

Marketing

Available

Manage reviews, posts, and business insights from the marketing dashboard.

• Review management
• Post scheduling
• Review request automation

EagleView

Measurements

Available

Import industry-standard aerial measurement reports and auto-map facets to estimates.

• Report import
• Auto-facet mapping
• 3D models
• Insurance-ready PDFs

Hover 3D

Measurements

Beta

3D property measurements from smartphone photos for fast, insurance-grade reports.

• Photo-to-3D
• Material estimates
• Design visualization

Our proprietary AI satellite measurement tool. Address-only input, instant results, and pitch detection.

• Address-only input
• Instant measurements
• Pitch detection
• Bulk processing

Twilio

Communication

Available

Programmable SMS, voice, and phone numbers for lead follow-up and call tracking.

• SMS campaigns
• Call routing
• Number provisioning
• Voicemail transcription

Gmail

Communication

Available

Send emails directly from your Gmail account with templates and thread tracking.

• Email sync
• Template sending
• Thread tracking
• Signature support

Google Calendar

Communication

Available

Sync appointments, job schedules, and team availability two ways.

• Two-way sync
• Availability checks
• Team calendars
• Appointment reminders

Cal.com

Communication

Available

Let homeowners book inspections and consultations directly from your website.

• Booking pages
• Round-robin routing
• Calendar sync
• Custom intake forms

CompanyCam

Documents

Beta

Photo documentation for every job, synced to the project timeline.

• Project sync
• Photo feed
• Timeline view
• Job-site checklists

Google Drive

Documents

Available

Auto-backup contracts, invoices, and project files with folder automation.

• File storage
• Folder automation
• Document backup
• Shareable links

Canva

Documents

Beta

Create branded proposals, flyers, and marketing materials without leaving the workflow.

• Template library
• Brand kit sync
• Export to PDF
• Direct import

Embed the Instant Estimate Widget on any WordPress site with a simple shortcode or plugin.

• Shortcode embed
• Widget plugin
• Lead capture
• White-label styling

Beacon Pro+

Platform

Available

Live pricing and direct material ordering from Beacon Roofing Supply.

• Live pricing
• Order placement
• Availability checks
• Delivery tracking

ABC Supply

Platform

Available

Connect your ABC account for streamlined material ordering and invoice import.

• Catalog sync
• Order tracking
• Invoice import
• Branch lookup

QXO

Platform

Coming Soon

Digital supply chain and logistics network for modern material procurement.

• Digital supply chain
• Real-time logistics
• Order orchestration

SumoQuote

Platform

Available

Import SumoQuote proposals and signed documents into the CRM and job pipeline.

• Proposal import
• Signed doc sync
• Dashboard metrics
• Status mapping

Build custom integrations with your existing tools using our event-driven webhooks.

• Event subscriptions
• Zapier-compatible
• Custom endpoints
• Audit logs