About Roofr

Roofr is a comprehensive roofing software that simplifies roof measurement and estimation for contractors. With a focus on precision and efficiency, Roofr empowers contractors by providing accurate roof reports, seamless project management, and easy-to-use estimating tools. By leveraging technology, Roofr helps roofing professionals save time and increase productivity.

Using ID Verification in Roofr with IdentityCheck

Integrating IdentityCheck with Roofr via Zapier enables roofing contractors to verify the identity of clients, subcontractors, and employees seamlessly. This integration enhances trust and security within your business processes, ensuring that only verified individuals are involved in your projects.

Some possible uses of IdentityCheck for Roofr users include:

• Verifying client identities before starting a project.
• Ensuring subcontractor credentials and legitimacy.
• Onboarding new employees with verified identity documentation.

Setting Up ID Verification in Roofr with IdentityCheck

Follow these steps to set up the integration:

1. Create an account on IdentityCheck if you haven’t already.
2. Create an account on Zapier if you don’t have one.
3. Log into Zapier and navigate to the “Zap” creation page.
4. Select Roofr as your trigger app and choose a suitable trigger event (e.g., “New Customer”).
5. Connect your Roofr account to Zapier by following the on-screen prompts.
6. Select IdentityCheck as your action app and choose the appropriate action event (e.g., “Verify Identity”).
7. Connect your IdentityCheck account to Zapier by providing the necessary API credentials.
8. Map the relevant fields between Roofr and IdentityCheck to ensure data consistency.
9. Test your Zap to confirm the integration works correctly.
10. Turn on your Zap and begin using ID verification in Roofr seamlessly.

Using ID Verification in Roofr

Once the integration is set up, using ID verification in Roofr with IdentityCheck is straightforward. Here’s how to do it:

1. When you add a new customer, subcontractor, or employee to Roofr, the Zap will automatically trigger IdentityCheck to start the ID verification process.
2. The individual will receive a notification to provide their ID documents through IdentityCheck’s platform.
3. IdentityCheck will verify the documents and send the verification status back to Roofr.
4. You can check the verification status within Roofr to ensure the individual has been successfully verified.
5. Proceed with your project or hire with confidence, knowing that the identity of the individual has been verified.

By integrating IdentityCheck with Roofr using Zapier, you can add an extra layer of security and trust to your roofing business operations, ensuring that you are working with verified individuals at all times.