If your team uses RoofLink, Brelly Co-Pilot can help you pull together job, customer, estimate, inspection, and follow-up details without bouncing between systems.
That can make it easier to understand the state of a job, find the right documents, and keep next steps moving.
Before You Start
Before using RoofLink in Brelly:
Make Sure RoofLink Is Enabled For Your Workspace
Make Sure Your RoofLink Account Is Connected In
Settings→IntegrationsStart With The Job You Want To Review, Since Most RoofLink Data Connects Back To A Job
If you do not see RoofLink in Integrations, ask your workspace admin for help.
Everything RoofLink Can Help You Do
Jobs And Customers
With RoofLink enabled, Co-Pilot can help you:
Search For Jobs By Name, Address, Customer, Or Job Number
Browse Jobs
Open A Full Job Record
Review Job Activity
Review Job Financial Stats
Review The Job Checklist
Create A New Job After You Confirm The Details
Update Job Details After You Confirm The Changes
Browse Customers
Open A Customer Record
Update Customer Contact Details After You Confirm The Changes
Review Saved Customer Payment Methods
Estimates
RoofLink integration can also help you review estimate details:
Browse Estimates
Open An Estimate
Review A Full Estimate Summary
Review Estimate Line Items
Review The Contract View For An Estimate
Review Supplements
Review Change Orders
Inspections, Documents, And Photos
Co-Pilot can also help you pull field and file details:
Browse Inspections
Open A Full Inspection
Review Inspection Details In More Detail When Needed
Browse Documents
Open A Document
Review Signed Documents
Browse Photos
Open Photo Details
Work Orders, Notes, Events, Todos, And Payments
RoofLink can also help you stay on top of work in motion:
Browse Work Orders
Open A Work Order
Review Crew Work Orders
Browse Notes
Open A Note Thread
Add A Note After You Confirm The Content
Reply To A Note After You Confirm The Content
Browse Events
Open An Event
Create A New Event After You Confirm The Details
Browse Todos
Create A New Todo After You Confirm The Details
Mark A Todo Complete After You Confirm The Right Task
Browse Payments
Open A Payment Record
Team And Reference Data
Co-Pilot can also help you pull supporting account context:
List Team Members
Review Insurance Companies In The Account
Review Lead Sources
Some RoofLink Actions Need Review First
Several RoofLink actions write back into the system, so they should be reviewed carefully before you confirm them.
That includes:
Creating A Job
Updating A Job
Updating A Customer
Posting A Note
Replying To A Note
Creating An Event
Creating A Todo
Completing A Todo
Estimate Editing Is Not Part Of The Current Integration
Co-Pilot can help you review a large amount of RoofLink estimate data, but the current integration does not let Brelly create or edit estimates for you.
If you need to change estimate contents, you may still need to finish that work directly in RoofLink.
File Uploads And Deletes Are Not Part Of The Current Integration
The current RoofLink integration can help you review documents and photos that already exist, but it does not currently support:
Uploading New Files
Uploading New Photos
Deleting Existing Records In RoofLink
How To Use RoofLink With Co-Pilot
To use RoofLink in Brelly:
Open Co-Pilot
Ask Co-Pilot To Find The Job You Need
Review The Job Details, Estimate Data, Inspections, Or Follow-Up Items
Ask For The Next Related Record If You Need More Detail
Confirm Any Write Action Before It Is Completed
For example, you might ask Co-Pilot to:
Find A Job By Address
Show The Job Checklist
Pull The Estimate Summary
Open The Latest Inspection
Show The Signed Documents
Add A Note After You Review The Text