Browse categories
Explore
Fiverr Pro
English
$
USD
I will integrate roofr, jobber, salesforce and buildertrend with quickbooks for roofers
crm specialist
I will help you set up, manage, and optimize your CRM to streamline your sales and customer management. I can organize contacts, build pipelines, automate workflows, manage leads, create follow-up seq...
About this Gig
Stop losing time between roofing estimates, jobs, customers, and bookkeeping.
I will integrate Roofr, Jobber, and Buildertrend with QuickBooks to help roofing contractors create a smoother workflow and improve financial visibility.
Depending on your package, I can help with:
- Roofr, Jobber, or Buildertrend setup
- QuickBooks connection and configuration
- Customer and contact mapping
- Lead and job workflow setup
- Estimate and invoice workflow mapping
- Payment and transaction synchronization
- Product and service mapping
- Customer record cleanup
- Duplicate data review
- Field and status mapping
- Sales pipeline configuration
- Job-costing workflow setup
- Data import and export support
- Workflow testing
- Error identification
- Integration documentation
- Basic user guidance
- Sync verification
- Post-delivery clarification
I focus on accurate data flow, organized records, and practical automation for roofing and construction businesses.
Please message me before ordering so I can review your current setup, required workflows, QuickBooks version, and integration scope. Custom solutions are available for complex roofing operations.
Order now to simplify your roofing software and accounting works
Software:
Jobber
Industry:
Business services & consulting
•
Construction
•
Software
FAQ
Can you migrate existing customer data?
yes. I can assist with importing, mapping, cleaning, and organizing customer, job, estimate, invoice, or payment data.
Can you connect all four platforms?
Yes. I can review and configure workflows involving Roofr, Jobber, Buildertrend, and QuickBooks. The exact scope depends on each platform’s available integration options and your subscription plans.
Can you remove duplicate records?
Yes. Duplicate customer, job, or contact records can be reviewed and cleaned according to your preferred rules.
Do you set up invoices and payments?
I can configure and test invoice and payment workflows where the selected platforms support them
Can you work with an existing setup?
Yes. I can audit your current integration, identify workflow issues, and recommend improvements.
Do you provide API integration?
Yes, when API access is available and custom integration is required.
Can you map custom fields?
Yes. Custom field mapping is available when the connected platforms allow it.
Do you support roofing workflows?
Yes. I focus on roofing and construction workflows involving leads, estimates, jobs, invoices, and payments.
