Integration meeting · 10 September 2026

Texas Roof Advisor

Eleven months of hail across Carlos Puckerin's 31 ZIP codes, and a straight answer on which of his systems we can plug into today.

Live onCCDocs

Dialing8,439 calls

Owed20 appts

The showpiece

Where the hail actually fell

Real county lines, real cities. Every block is a patch of ground that took hail that day, raised and coloured by the largest stone measured there. Drag the map to spin it.

Hail 0.25″ 0.5″ 0.75″ 1″ 1.5″ 2″+

0.75″ is the line where a roof claim usually becomes real

His ground, ranked

Six storms that count

Eighteen hail days touched his ZIPs in eleven months. Six crossed the three-quarter-inch mark. This is the backlog his crews have never knocked.

Date	Largest stone	Properties hit	Where it landed hardest

His regions

Richmond and Katy carry it

Total hail impacts per city across all eleven months, inside his ZIPs only.

City	ZIPs	Impacts	Largest

Straight answer

What we plug into

Carlos runs GoHighLevel, ServiceTitan and Housecall Pro. Here is exactly where we stand on each, with no rounding up.

Working today

What we have

Appointments into your CRMBooked appointment, call notes, and the corrected address written straight into the client's system. Two-way on AccuLynx: it finds the job that already exists by phone number and posts onto it. 981 appointments delivered · 6 clients · still running today
GoHighLevelCalendar built, appointments booked, moved, reassigned and pulled back when QC fails. Carlos already has a calendar provisioned. His calendar is live now
Your own portalclients.ccdocs.com. Every appointment with the call recording, the QC verdict, and a dispute button. Only his data, nobody else's. 4 logins already sent to his team
A shared Slack channelUs and his team in one room, appointments posted as they land.#texas-roof-advisor-admin is open
A live Google SheetEvery appointment appended to a sheet he owns, if he would rather work from a spreadsheet than a portal. Running for 2 clients
Recordings and QC on every bookingNothing reaches him ungraded. If it fails our own check, he never sees it.

Not built

What we don't have

Housecall ProNo connector, either direction. This is the one that matters -- it is where his team works today. Bridge available now, native build is a project
ServiceTitanNo connector, either direction.
JobNimbus, Roofr, CompanyCamNothing. Worth saying out loud so nobody plans around them.
Two-way calendar with his own Google CalendarWe push to a calendar we provision. Reading his existing calendar back is being built, not shipped.
A self-serve integrations pageEvery connection above is wired by us, by hand, per client. There is no toggle he can flip himself.

The honest bridge

How Housecall Pro gets solved

Week one — nothing to buildPortal and the shared Slack channel. His team already has logins. Appointments land the day they are booked.

Week two — the sheetEvery appointment appended to a Google Sheet he owns, in his format. Housecall Pro imports from a sheet.

Then — the real connectorWe have built exactly this once, for AccuLynx, and it is two-way. Housecall Pro is the same shape of job.

Before we can start

Four things we need from Carlos

Housecall Pro accessWho owns the account, and can they issue us an API key. Nothing moves without this.

Which system winsWhen an appointment exists in both places and they disagree, which one is the truth. Answer this once and it never bites us.

Confirm Central timeHis intake says EST, his office is Sugar Land. Every appointment time depends on this.

The inside walk-throughIs the interior inspection standard on every visit, or offered when the homeowner is comfortable. It is written as optional right now.