🚧 Material Orders from Templates is currently in BETA.
🛑 BEFORE YOU BEGIN:
Create a a template from the Proposals section of your Roofr Dashboard
Click the Templates tab, then +Template
💡 A material order can be created with a template from;
the Templates tab in the proposals section
the Material orders section
a Job card
How to create a Material Order from a Template
From a job card, click + Material Order
Select Create without proposal
Choose an existing template and click Use this template
Everything marked as Material in the template will be added to the order ****
Select a measurement report (if available) to include the quantities from that measurement in the Material Order
Choosing to Continue without measurement will leave the quantities for the material at zero
Review items and click Continue
Edit your Material Order as needed and send
💡 Templates can be used for proposals or material orders
What's Next?