Roofing CRM integrations: ABC Supply, QuickBooks, Square and claim formats
AerialReports CRM connects to ABC Supply for material ordering, QuickBooks Online for accounting, Square for card and ACH payments, and exports estimates in Xactimate-formatted and Symbility XML files. Each card below says whether it is live, by request, or still in development.
Building Material Suppliers
Order materials from the job. When the estimate is ready, build a purchase order with the line items, quantities and delivery address already filled in. ABC Supply ordering is live today. QXO ordering is in development.
ABC Supply
A national roofing and siding distributor. Look up branches, see your contracted pricing and place orders through your own ABC account, with the order tied to the job.
QXO (formerly Beacon)
Formerly Beacon Building Products. We are building ordering from the job with QXO and are testing it in QXO's sandbox. It is not available to customers yet.
Accounting & Payments
Square Payments
Card (3.2% + $0.29) and ACH (1%, max $50) payments on invoices and proposal deposits, processed through Square.
LiveQuickBooks Online
Two-way sync of customers, invoices and payments between the CRM and QuickBooks Online. Pro plan and up.
LiveField Tools
CompanyCam
Connector for pulling CompanyCam project photos into the job record. Integration-ready; ask us to enable it for your account.
By requestCrew Mobile App
Our own crew app for any phone. Crews check in, upload geotagged photos, complete checklists and mark milestones.
IncludedDoor Knocking
Map territories, log each knock with GPS, keep a do-not-knock list, and turn an interested homeowner into a lead and quote from the door. $45 per rep/mo add-on, Plus $72 (3-rep minimum); request it from the Marketplace.
Add-on · By requestSMS, Email & Voice
Twilio SMS
Two-way texting with homeowners, with each thread kept on the lead or job. Requires a connected SMS number. Pro plan and up.
Pro and upEmail (Resend)
Proposals, invoices and reminders are sent by email from the CRM and logged on the contact.
All plansPhone calls
Inbound call handling with voicemail and transcription logged on the contact. A phone system with call recording is in development.
Calling in developmentInsurance Estimating Formats
Xactimate-formatted export
Export the scope as a Xactimate-formatted file with line items for you to review and import. For a native Xactimate estimate, submit an Xactimate Estimate Request and our team builds it in licensed Xactimate.
Scale and up · Request by jobSymbility XML
Export the estimate as Symbility-compatible XML so the scope and line items do not have to be retyped into the claim.
Scale and upTextMeCode Compliance
Address-level building-code requirements and hazard data, so you know the code before you finalize the scope. $49/mo add-on.
Live · Add-onStorm alerts (NOAA)
NOAA hail and wind alerts, with storm-response texting to the leads tied to an event. Included in Enterprise, or as the $99/mo Leads+ add-on.
Live · Enterprise or add-onAPI, Webhooks & Automation
REST API
Programmatic access to your account data with API keys you create in the CRM. See the API reference for the endpoints that exist today.
EnterpriseWebhooks
Register your own endpoints and receive signed event notifications when records change. Event names are listed in the API reference.
EnterpriseAutomations
No-code trigger and action rules, for example sending a text, creating a task or moving a job to the next stage when something happens.
Scale and upZapier Integration
There is no native Zapier app. You can point a Zapier "Catch Hook" at our webhooks to connect other tools.
Via webhooks onlyDon't see your tool?
Tell us which tool you need connected. Requests that come up often are what we build next.
See the integrations in a demo
We can walk through ABC Supply ordering, QuickBooks sync and the estimate exports using sample data.