This integration ensures Roofr automatically syncs with the latest QXO pricing, so you never worry about manually updating prices or sending proposals with outdated material costs.
Prerequisites:
A QXO Account
In this article:
Ordered most of your frequently used items in the last 180 days?
How to Connect your QXO Account with Roofr
1) Enter your credentials
In the Integrations section of your Roofr Dashboard:
Click Connect on QXO
Enter your QXO account credentials
2) Confirm your branches
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
š” 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 QXO
š”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 QXO as your supplier catalog
Type the item name (or number) in the search bar
Roofr will search for a matching item across the entire QXO catalog
Choose the correct product from the QXO catalog
After selecting the item, Roofr will gather pricing from all branches youāve set up in your QXO integration
š” Ensure that QXO 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 QXO in the supplier drop-down
Check that each item is connecting to the correct product in the QXO catalog
Confirm individually or click Confirm all
Click Save
Add items via CSV:
1) Download the Roofr Catalog CSV template
Click Manage Catalog then, Download CSV
2) Add QXO SKUs
Open the CSV file.
Add the QXO Supply Item Numbers (SKU) numbers for selected items the column labeled beacon_sku
3) 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 QXO 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 QXO pricing
1) Create Material Order
From a Job card with a won proposal using QXO 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
Check Connect to link any remaining items with QXO (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 QXO branch
You will receive a confirmation number when placing the order and via email
š” Roofr automatically updates order status on the material order and emails the job assignee when suppliers send updates.
What's Next?