Tell us about your CRM or system and how you'd like to integrate. Our team will review and follow up with next steps. No API credentials are created from this form.

Do not submit passwords, API secrets, private keys, Supabase credentials, Stripe credentials, or payment card numbers through this form. Submissions containing secrets will be rejected.

Integration Goal

Tell us what you want the CRM integration to do.

Order roof reports from our CRMReceive completed PDF reports back into our CRMReceive ESX/XML files back into our CRMTrack order status from our CRMAttach completed reports to jobs, claims, or projectsOther

Technical Capabilities

If you are not sure about these items, your CRM developer can answer them.

CRM can send API requests to external systemsCRM can receive webhook notificationsCRM can verify HMAC webhook signaturesCRM can download completed report filesCRM can attach files to a job, claim, project, or customer recordCRM can securely store API credentials

Order Mapping

External order ID field *

CRM job ID field

CRM claim ID field

CRM project ID field

CRM customer ID field

Claim number field

Mapping notes

Billing & Authorization

Preferred billing method

Automatic card charge per order Monthly invoice, if approved Not sure

Roof Report 360 account email

I understand that if this integration is approved, API-created orders may be billed automatically unless a different billing arrangement is approved. *

Additional Notes

Submitting this form does not guarantee integration approval. Our team will review the request and confirm whether the CRM, workflow, billing setup, and technical requirements are a good fit.

This form does not create API keys. If approved, credentials will be issued inside your Roof Report 360 customer portal.

Roof Report 360 CRM & API Integration Request

Company Information

Integration Goal

CRM / System Information

Technical Capabilities

Order Mapping

Report Types Needed

Webhook Information

Billing & Authorization

Additional Notes