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
- Order in seconds from your phone
- Send to your supplier from anywhere with less to-dos later
- Keep crews moving with fewer delays
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.