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Integrations

The tools you already run.
Wired into Roof Manager.

Connect once and your leads, calendar, email, books and payments move on their own. No CRM bill, no CSV exports, no typing the same invoice twice. Every integration below is included on every plan.

live integrations Secure OAuth No extra cost Setup in minutes

Gmail & Google Calendar

One connection: send from your own Gmail and put every job on your calendar.

Live

What it does

Link your Google account and two things start working: proposals and invoices go out from your Gmail address, and every job you schedule lands on your Google Calendar. Takes about two minutes, one time.

One connection covers both

You don't connect Gmail and Calendar separately. Connecting from Settings asks for both permissions in one step. The Google Sync switch on your dashboard only asks for calendar permission — start with Settings below, not that switch, or sending proposals may still be blocked.

Part 1 · One-time setup

01Sign in to Roof Manager at www.roofmanager.ca — a home-screen shortcut can get "Access blocked".

02Open Settings → Profile & Billing → find "Email Sending (Gmail)" and click Connect Gmail.

03Pick your Google account — usually your business address, since it's the one on every proposal and invoice.

04Say yes to both permissions — send email and manage calendar both need to stay checked.

05Check that it took. The box turns green: "Gmail connected" with your email address under it.

"App isn't verified"? Click Advanced → Go to Roof Manager — normal for smaller software companies. Change account or Unsync from the same box later; Unsync stops sending until you reconnect.

Part 2 · Gmail — send from your own address

Everything you send leaves from your Gmail, not Roof Manager. Replies land in your own inbox. Build the proposal or invoice as usual, click Save & Send, and you'll get a "Sent" confirmation with a shareable link — a copy sits in your Gmail Sent folder.

What lands in their inbox

From your address and company name, the full document in the email body, a link to view and sign online, and a Pay Now button if you attached a payment link.

Good to know

Wait a minute between resends. Not connected yet? A Connect Gmail pop-up appears and sends automatically once you do — it also gives you a copyable link to text instead.

No email on the customer record means no send — add one in Customers first.

Part 3 · Google Calendar — every job, both directions

Jobs and appointments you book in Roof Manager appear on your Google Calendar, and your existing Google events show up inside Roof Manager — one schedule, not two.

01Turn on Google Sync on the Dashboard's Calendar card, or Jobs → Calendar tab → Connect Calendar. Already did Part 1? It may already be on.

02Push existing jobs across, once. Jobs → Calendar Connected → Sync All Jobs to Google Calendar.

03Schedule a job from Ready to Schedule, or click any calendar day — the Google event is created for you.

04Add a one-off appointment from a job's events area — the property address fills in as the location automatically.

"Event added — synced to Google Calendar" means it worked. Click any dashboard event to jump to Open in Google Calendar, or delete it — deleting removes it from Google too.

Disconnecting the calendar also stops email sending

They share one Google connection — turn off calendar sync and proposals and invoices stop going out until you reconnect from Settings → Email Sending (Gmail).

Your account — what it can and can't do

It can

Send email as you — only what you click send on. Create, update and delete calendar events for your jobs. Read your calendar so existing events show inside the app.

It can't

Read, open or search your inbox. Send anything you didn't press send on. Touch your contacts, Drive or photos.

Synced both ways

Job address Thread history Calendar events Attachments

Requirements

Google account (Gmail or Workspace)
One connection grants both email and calendar permission

FAQ

"Connect Gmail" keeps popping up even though I connected?

You were likely linked for calendar only. Go to Settings → Email Sending (Gmail) → Connect Gmail and approve the email permission this time.

Older jobs aren't showing on Google Calendar?

Jobs → Calendar Connected → Sync All Jobs to Google Calendar.

Google Ads Leads

Lead-form submissions land on your Lead Board within seconds, campaign attached.

Live

What it does

When someone fills in your Google Ads lead form, they appear on your Lead Board within seconds — with their contact details, the campaign that produced them, and a matching customer record. This is the one-time setup.

About 15 minutes Owner or admin access No cost to set up or test

Before you start

Three things to have ready. The first one catches most people out.

Your privacy policy URL

Google won't save a lead form without a link to your own business's privacy policy. This is your company's policy, not Roof Manager's.

A campaign that can carry a lead form

Only Search and Performance Max campaigns support them. It can be paused — you can complete this setup and test it without spending anything.

Owner or admin access to Roof Manager

The Integrations tab is hidden from team members with standard access, since it holds the keys to your lead feed.

Getting connected

You'll move between two sites. Each step is labelled — green for Roof Manager, blue for Google Ads.

01 · RMOpen your Integrations tab. In the Leads module, click Integrations along the top. If the Google Ads Lead Forms panel says Connect, click it once to generate your private delivery address.

02 · RMCopy your two values. A Webhook URL and a Key, each with a copy button. Keep this tab open — you'll come back to it twice.

03 · AdsOpen the lead form editor. Campaigns → Assets → Assets, filter by Lead form, then edit an existing one or add a new one via the + button.

04 · AdsBuild the form. Headline, description, contact questions (take Name, Email and Phone if you can), optional custom questions, your privacy policy URL, and a submission message.

05 · AdsFind the webhook settings. They're collapsed two levels down: Export leads from Google Ads → Other data integration options → Webhook integration (optional). Nothing here mentions Roof Manager by name.

06 · AdsPaste your two values and test. Check both for stray spaces, click Send test data, wait for the green confirmation, then Save. "Pending — under review" afterward is normal.

07 · RMConfirm the test arrived. Refresh Integrations for a green "test received" check and a row in Recent webhook activity — its Detail column shows exactly how your fields were parsed. Fix the form now if anything's missing there.

Your Lead Board won't show a new lead — that's correct

A test verifies the connection without adding a fictional person to your board. The counter stays at 0 until a real customer submits your form.

What happens when a real lead arrives

Customer

Fills in your lead form on Google.

Seconds later

Google delivers it straight to your account.

Roof Manager

A new lead appears on your Lead Board, marked New.

Each lead carries the contact details given, their address if the form asked for it, and the campaign, ad group and click that produced them. Custom questions land in the lead's notes with your original wording. The same person is added to My Customers automatically, and a re-sent lead won't create a duplicate.

Your settings explained

Accept leads

The master switch. Leave it on — turning it off makes Roof Manager reject incoming leads permanently for as long as it's off.

Email me each new lead

Notifies the account owner's email every time a lead arrives, with a link straight to the board.

Regenerate URL & key

Issues a new address and kills the old one immediately — every form using it will fail until you re-paste and re-test.

Recent webhook activity

A running log of every delivery — real leads, tests, duplicates and rejections. Check here first if something seems wrong.

Turning off "Accept leads" loses leads permanently

Google treats a refusal as final and won't retry — any lead submitted while it's off is gone for good. To pause, pause the campaign in Google Ads instead.

Synced both ways

Name & phone Address Form answers Campaign / ad group / keyword Click ID

Requirements

Google Ads account with a Search or Performance Max campaign
Your business's privacy policy URL
Owner or admin access to Roof Manager

FAQ

Why can't I find the webhook setting?

Google nests it two collapsed sections deep and doesn't mention "CRM" or Roof Manager anywhere — expand both "Export leads" and "Other data integration options" to reveal it.

The test worked but no lead showed up — is that normal?

Yes. A test only confirms the connection; the lead counter stays at 0 until a real customer submits the form.

QuickBooks Online

Tick the invoices and proposals you want, press a button, they're in QuickBooks.

Live

What it does

Connect your QuickBooks company once, then tick the invoices and proposals you want and press a button. They appear in QuickBooks with their customers, totals, payments and — if you want — the roof report attached.

It only ever sends. Nothing is read back out of QuickBooks, and nothing in Roof Manager is changed by it.

Nothing happens automatically. Records go across only when you select them and press send.

You cannot double-send. A record already in QuickBooks is never created twice, no matter how often you send it.

Before you start

A QuickBooks Online account — any plan. Does not work with QuickBooks Desktop.
Your QuickBooks sign-in — you'll log in once during setup.
Permission in Roof Manager — "view financials" and "export data". Account owners have both by default; team members may need to ask.

You do not need this

Sales tax does not have to be set up in QuickBooks — you can send your tax across without it. One Roof Manager account connects to one QuickBooks company.

Setting it up — four minutes, once

01Connect your QuickBooks company. Integrations → Accounting → Connect. You'll sign in on Intuit's own page — we never see your QuickBooks password.

02Choose how sales tax goes across. Recommended: send tax as a line on the invoice — totals match and no QuickBooks tax setup is needed (it lands as income, not a tax liability, so recategorise that line if you track GST/HST). Or use a QuickBooks tax code once one exists. Or send pre-tax amounts, with tax noted in the memo.

03Decide what travels with each record. Attach the roof report PDF (off by default — slower sending, three at a time instead of thirty). Mark invoices paid in QuickBooks when paid here (on by default — leave it on).

Settings save the moment you click them. Nothing sends until you choose records and press send.

Sending records

01Find what you want. From the QuickBooks card, press Choose records. Filter by type, date range, or search by number or name, then Apply.

02Pick and send. Tick rows, or use Select not-yet-sent to skip anything already in QuickBooks, then press Send to QuickBooks.

You can select hundreds at once — they send in batches automatically. Leave the tab open until the progress bar finishes.

Where everything lands

An invoice

Sales → Invoices, with line items, dates and totals.

A proposal or estimate

Sales → Estimates — QuickBooks' name for these.

The customer

Created automatically; matched to an existing name rather than duplicated.

A recorded payment

Applied to the invoice, showing paid with a $0 balance.

The roof report

An attachment on the record, if you turned that on.

Reading the list

not sentNever been across. Tick it and send.

in QuickBooksIt's there — click to open it in QuickBooks.

check totalWent across, but priced differently — usually a tax setting. Compare before filing.

failedDidn't go — hover to read exactly why.

Sending again is safe

You can re-send anything, any time — the record is never created twice. Sent an invoice before it was paid? Send it again once it is, and the payment catches up. Turned on report attachments after already sending? Send again and only the report goes across. Anything already there is left exactly as it is.

Two things QuickBooks does that surprise people

Estimates never show up in your Profit & Loss

An Estimate is a quote, not a book entry, in QuickBooks — even "Accepted" ones. Turn an accepted proposal into an invoice in Roof Manager, then send that invoice. Don't also convert the Estimate on QuickBooks' side, or revenue double-counts.

On cash-basis books, invoices show as income only when paid

If your P&L is Cash rather than Accrual, a sent invoice won't count as income until a payment lands on it. Check that toggle before assuming an empty P&L means something's broken.

If something goes wrong

No QuickBooks tax code has been chosen

Pick one of the three sales-tax options in Integrations — the first works with no QuickBooks setup.

Customer has no name

QuickBooks requires one — add a name or company to the customer, then send again.

"Reconnect QuickBooks"

The connection expired at QuickBooks' end — press Connect again. Nothing already sent is affected.

QuickBooks is rate-limiting this company

You sent a lot at once. Wait a minute and send the rest — nothing was lost.

Report not attached

The invoice or estimate went across fine — only the PDF didn't. Send that row again to retry the report.

Disconnecting

Integrations → the QuickBooks card → Disconnect. Everything already sent stays in QuickBooks — disconnecting only stops future sends, and you can reconnect anytime.

Connecting a different company starts fresh

Records already sent to the old company will show as not-yet-sent, because they aren't in the new one.

Synced both ways

Invoices Estimates Customers Payments Roof report PDF

Requirements

QuickBooks Online, any plan (not Desktop)
"View financials" and "export data" permission in Roof Manager
One Roof Manager account ↔ one QuickBooks company

FAQ

Do I need sales tax set up in QuickBooks first?

No — send tax as a line on the invoice and it works without any QuickBooks tax setup.

Can a record get created twice in QuickBooks?

No — sending again never duplicates a record already there.

My P&L looks empty after sending invoices — is something broken?

Check whether the report is Cash or Accrual basis first — that's usually the explanation, not a failed send.

Square Payments

A Pay Now button on every invoice and proposal. Money lands straight in your Square account.

Live

What it does

Link your Square account and a Pay Now button can ride along on any proposal or invoice you send. Your customer taps it, pays by card, and the money lands in your Square account. Roof Manager never touches it.

In Roof Manager

Connect Square, build the document, attach the payment link, send it.

Your customer

Opens the email or online link, signs, and taps Pay Now.

In Square

Takes the card, sends the receipt, holds your money, pays you out.

Before you start

You need a Square account of your own — free at squareup.com. Have your business details and the bank account you want paid into ready.

Square's standard processing fee comes off each payment — the current rate for your country and plan is in your Square dashboard. Not to be confused with paying us: report credits and your Roof Manager subscription are billed separately under Profile & Billing.

Part 1 · One-time setup — connect your account

01Sign in to Roof Manager at www.roofmanager.ca — use that exact address, or Square may reject the connection.

02Open Settings → Profile & Billing → Payment Integrations. (Or use the Connect Square banner on Invoices or Proposals.)

03Click "Connect Square" and sign in to the real Square account you want the money in.

04Approve the permissions. This is what lets a Pay Now button exist at all.

05Check that it took. The box turns green: "Square connected with your business name."

"No location was found"? Add an active location in your Square dashboard, then Disconnect and Connect again. "Square OAuth not configured on the server" is on our end — email sales@roofmanager.ca.

Part 2 · Invoices — a Pay Now button

01Create the invoice with a customer attached — a link can't be made for an invoice with nobody on it.

02Click "+ Pay Link" on the invoice row, or the Square Pay Link button inside the invoice.

03Confirm the link is on. A Square Payment Link · Ready to pay panel appears with Open and Copy.

04Send it. Attach the link before you send — resend if it went out without one.

Clicking + Pay Link again returns the same link, not a second one. A paid invoice won't take a link. Brand-new accounts unlock payment links after 7 days, capped at 2 per 24 hours for the first month — email sales@roofmanager.ca to lift it sooner.

Part 3 · Proposals & deposits

The Proposal Builder can charge the full total or a smaller deposit — Attach Payment Link only appears once Square is connected. The full total is filled in for you; tap 50% or 30% deposit, or type any amount.

Full total

Attaches to the proposal — the Pay Now button appears on the customer's page and in the email automatically.

Deposit

Copied to you to send yourself. The proposal page keeps its full-total button so the amount on screen always matches.

If Hide pricing is on, the Pay Now button is left out of the email — there's no amount for it to match.

Part 4 · What your customer does

Opens your email, with the document and a green Pay Now — $1,234.00 button under the total.

Signs on the pad and presses Accept & Sign — the document flips to ACCEPTED.

Pays through Square's secure checkout — card, Apple Pay, Google Pay. Tipping is off.

Square emails a receipt with your business name on it — you don't send anything.

Part 5 · After the money moves

In Roof Manager

The invoice flips itself to Paid the moment it clears, with Square's transaction reference. Paid by cheque or e-transfer? Hit Mark Paid yourself. Paid and Owing filters show who still owes you.

In Square

Money sits in your Square balance and pays out on your Square payout schedule. Refunds happen in Square, not Roof Manager.

Turning it off: Settings → Payment Integrations → Disconnect. Links already sent still work; you just can't create new ones until you reconnect.

Synced both ways

Payment status Amount & method Payout date Receipt

Requirements

Your own Square account, with a bank account and an active location
Square's standard processing rates apply

FAQ

Does Roof Manager ever see card numbers?

No — Square handles the payment and money; Roof Manager only sees status.

They paid but the invoice still says unpaid?

Give it a minute; if it's still not updated, confirm the payment landed in Square, then use Mark Paid.

Where do I find a deposit link I made?

It's copied to your clipboard, not shown on the proposal — that's deliberate, so you send it yourself.

Connect your stack in an afternoon. Every integration on this page is included on every plan — free trial too. Nothing here costs extra.

Start free — 2 reports

sales@roofmanager.ca · support@roofmanager.ca
236-380-1959 · Alberta, Canada

Got questions about our tools? We're here to help. Ask here!

The tools you already run.Wired into Roof Manager.

Connect your stack in an afternoon. Every integration on this page is included on every plan — free trial too. Nothing here costs extra.

The tools you already run.
Wired into Roof Manager.