The Gmail Integration centralizes your communication by maintaining a complete record of all customer interactions, standardizing message quality and ensuring you can track all incoming communications without missing a beat.
Brand consistency: Your clients will receive emails from your email domain directly, instead of from Roofr.
Centralization: Harness the ability to track communication and have context across the life cycle of a job.
Efficiency: Allowing you to review all communications sent to and received from homeowners for future reference, dispute resolution, or compliance needs.
đď¸ Access Note:
Roofr team members may have visibility on emails sent on integrated email threads.
How to set up your Gmail integration
1) Connect Roofr to Gmail
Navigate to the Integrations section of your Roofr Dashboard
Click Connect in the Gmail section
Review and accept access and visibility permissions
2) Confirm your Google account
Select the Google account that you wish to sync with Roofr Inbox
Review 'Privacy Policy' and 'Terms of Service' and click Continue
Click Allow to let your Roofr account read, compose and send emails from your Gmail account
What's Next?