From Proposal to Material Order in One Click | Roofr

WHY ROOFR MATERIAL ORDERS ARE DIFFERENT

Because material order f*ck-ups are for rookies

Material orders that mirror your proposals

Eliminate the risk of incorrect orders. How? Because your proposals turn directly into a material order, so the quantities and material types are always accurate.

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Live pricing & direct ordering from your go-to supplier database

Double check stock availability and submit orders in seconds to your preferred supplier with your agreed pricing. Yes: That means you can do it all in Roofr without jumping between apps and log-ins.

Never manually type out a material list again

Materials and quantities are auto-filled while labor and “other” items are removed so you never have to manually enter material requests again. Instead, you can pitch a job, call your mom, or hang with the fam. It’s your free time.

Your entire team can see when orders were placed and paid

Order history and all payment records are kept safe and sound (and organized) in your Roofr account. This gives you peace of mind and reduces the back and forth questions about when orders were placed.

4 steps from proposal to materials ordered

Turning proposals into orders is easy

Step 1

Customer creates a proposal

Step 2

Convert to Material List

Step 3

Customize Details

Step 4

Submit Order

Step 1

Create a proposal

Yup, this is the same detailed digital proposal you create from Roofr Measurements and send to homeowners.

Step 2

Skip the spreadsheet

Once the homeowner signs and the job is won, proposals are automatically turned into a material list.

Step 3

Add in the deets

Review stock availability, set delivery dates, or edit items and quantities if you need to. If not, then you’re good to go!

Step 4

Done and ordered

Select your supplier and click “submit”. Ordering from one of our partners? Integrate with their database for faster processing.

Roofr on mobile

Order materials before you leave the job

Integration with preferred suppliers

Eliminate phone calls and miscommunication by sending orders right from Roofr. Check stock and submit orders from the field with direct ordering integrations to suppliers like ABC Supply, QXO (formerly Beacon), and SRS, plus features like dropdown selection and auto-populated contacts.

The old way vs. the Roofr way

A few ways Roofr can make your life easier

The old way

Playing telephone tag

Wasting time on back-and-forth

Potential for miscommunication

The Roofr way

All info in one place (the Roofr Dashboard)

Email reminders keep your team in the loop

Updates in one place are reflected everywhere

The old way

Manual process

Easy to make mistake

Takes up a lot of time

The Roofr way

Automatically created from signed proposals

Reduces human error of manual input

Automated creation and send to save time

The old way

Searching through emails for receipts

Payments by different people on different cards

Risk of double-ordering

The Roofr way

Payment details automatically tracked

All payments through Roofr

Automated creation and send to save time

The old way

Incorrect or incomplete orders cause tension

Pass off to suppliers feels challenging

Prices aren’t up to date causing quoting issues

The Roofr way

Standardized format means to missing details

One-click send off between you and suppliers

Supplier integration includes real-time pricing

Roofr CRM

One platform with all the tools you need for your roofing business

Leads

Capture quality leads by offering instant roof estimates with your pricing.

Measurements

$13 detailed roof measurement reports delivered in as little as 2 hours.

Proposals

Stunning, fully customizable proposals that empower you to win work faster.

Payments

Enjoy instant, secure payments with Roofr. Never lose track of a payment again.

Join thousands of roofers who successfully streamline their sales process with Roofr