Catalog & Ordering
Manage your catalog, materials and work orders
7 articles
Catalog
Build and manage your materials and pricing
- How to create a Roofr CatalogLearn how to create comprehensive item listings for your Roofr catalog. This guide covers setting up accurate pricing, configuring area mapping, and adding all the essential details needed to manage…
- How to use Roofr JumpstartLearn how to set up and use Roofr Jumpstart to import a curated list of common items to your Roofr catalog with supplier prices included. Save time with instant material…
- How to format your CSV for catalog uploadLearn how to correctly format your CSV file to upload materials to your Roofr catalog.
- How to manage material purchase taxLearn how to use the purchase tax column to add material purchase tax to your Roofr catalog items.
Material and Work Orders
Create orders and send straight from Roofr
- How to Create a Material OrderLearn how to set up and use Roofr material orders.
- BETA • How to create a Material Order from a TemplateLearn how to use templates to quickly create a material order, without needing a proposal as the starting point. Save time, reduce manual entry, and increase flexibility in your workflows.
- How to manage Roofr Work OrdersLearn how to convert your existing job information into a detailed work order to edit and manage your scope of work.