Learn how to set up and use Roofr material orders.
Convert measurements and proposals into ready-to-send, accurate material orders.
How to create a material order
1. From scratch
- Click the Material orders tab at the top of a Roofr Job Card
- Click Create Material Order
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Enter required details:
- Supplier and branch location
- Delivery address
- Point of contact
- Preferred contact method
- Delivery date & time
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At least one material item
2. From a proposal
- Click the (…) options menu on a won proposal listing in your Roofr Dashboard
- Select Create material order
- The proposal’s materials will automatically populate.
- Enter required details.
Sending and tracking material orders
- After filling in all necessary details in your material order, click Send in the top right corner.
- Review/edit recipients and subject and add a message body to the email.
- Click Send order.
💡 Add a unique Purchase Order Number to organize your internal accounting and project management.
From the job card you can:
- View/edit the status of the work order (draft, ready to send, sent, rejected, delivered).
- View the work order to edit
- Download or delete the work order (from the … options menu)
What’s Next?
Supplier Integrations: Connection Guide