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
Enter required details:
Supplier and branch location
Delivery address
Point of contact
Preferred contact method
Delivery date & time
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?