This integration ensures Roofr automatically syncs with the latest ABC pricing, so you never worry about manually updating prices or sending proposals with outdated material costs.
Prerequisites:
An ABC Supply Account
In this article:
Ordered most of your frequently used items in the last 180 days?
How to Connect your ABC Account with Roofr
1) Enter your credentials
In the Integrations section of your Roofr Dashboard:
Click Connect on ABC Supply
Enter your credentials
2) Confirm your Account and Branches
Select the account you wish to connect and click ‘Next’
Choose the branches you want accessible in your integrated pricing and click ‘Confirm’
3) Add Branch Contact Information
Click ‘Add branch contact’ on each selected branch
💡 Every branch must have a contact before you can save the supplier.
Add branch contact name and at least one contact method (phone or email)
Click ‘Save’
How to Integrate your Roofr Catalog Pricing with ABC
💡Just starting to create your Roofr Catalog? Use Roofr Jumpstart to import a curated list of common items to your Roofr catalog with supplier prices included.
Add and connect a single line item
Click ‘Add item’
Select ABC Supply as your supplier catalog
Type the item name or SKU in the search bar
Roofr will search for a matching item across the entire ABC catalog
Choose the correct product from the ABC catalog
After selecting the item, Roofr will gather pricing from all branches you’ve set up in your ABC integration
💡 Ensure that ABC is selected as the ‘Source’ in the pre-tax costs column on the line item to view
Connect all the items in your catalog:
Use the Roofr connection widget
Click ‘Connect remaining items
Select ABC in the supplier drop-down
Check that each item is connecting to the correct product in the ABC catalog
Confirm individually or click ‘Confirm all’
Click ‘Save’
Add items via CSV:
Download the Roofr Catalog CSV template
Click ‘Manage Catalog’ then, ‘Download CSV’
Add ABC SKUs
Open the CSV file.
Add the ABC Supply Item Numbers (SKU) for selected items in the column labeled ‘abc_sku’
Re-Upload the CSV
In your Roofr Catalog: click ‘Manage Catalog’ then ‘Upload Catalog’.
Select Update existing catalog items.
Upload your updated CSV file to complete the setup
How to Use ABC Integrated Pricing in your Roofr Proposals
1) Create a Roofr Template
Add the integrated items that you would like to use to a Roofr template
Learn how to create a Roofr template HERE
Click ‘Use Template’ and select the measurement you would like to use for this proposal
2) Use Supplier Pricing
In the ‘Supplier Settings’ of your created proposal, select the Supplier catalog and Branch location you want to use for this proposal. Click ‘Save’
How to send a Material Order with ABC pricing
1) Create Material Order
From a Job card with a won proposal using ABC integrated items;
Click ‘+Material Order’ and select the proposal you want to create the order from
Click ‘Continue’
Review your material items and click ‘Continue’
2) Edit Material Order
Select your branch location from the dropdown menu (if not already selected)
💡When pulling a material order from a proposal with integrated items, the order is locked to that supplier
Check ‘Connect’ to link any remaining items with ABC (if applicable)
Edit your material order as needed
Learn more about Roofr material orders HERE
3) Send Material Order
Click Finalize order
Click Place Order to send your request directly to your ABC branch
You will receive a confirmation number when placing the order and via email. You can use this to reference your order in your Roof Hub order history.
💡 Roofr automatically updates order status on the material order and emails the job assignee when suppliers send updates
What's Next?