What it does: Sends material orders directly to your supplier from within Roofr, and creates a library of all of your material orders created.
Purpose: Streamline your job workflows by allowing you to create material orders within the same system that you are creating reports, proposals, and managing your jobs.
Prerequisites: You need to have at least 1 supplier setup before you can create and send a material order
Available On: Premium & Elite Plans
Note: Material orders can only be sent via email
Sending a Material Order
Step 1: After you finish creating your material order, you will see a blue button on the top right of the screen that says “Preview Order”.
![](https://cdn.prod.website-files.com/6493173e3cea69ef8852e65e/65bb4b96ccfe6f53f65e45d1_Screenshot%202023-12-11%20at%2011.03.20%E2%80%AFAM.webp)
Step 2: You will then be taken to a “Preview” screen. This is what your supplier will see when you send them the material order. You can go through the details to make sure everything entered is correct
![](https://cdn.prod.website-files.com/6493173e3cea69ef8852e65e/65bb4ba5730df48bc6de08a3_Screenshot%202023-12-11%20at%2011.07.20%E2%80%AFAM.webp)
Step 3: On the top right of the screen, you will see a button that says “Send Order”.
Note: You can also choose to download the order as PDF by clicking the dropdown arrow beside the button.
Step 4: When you click “Send Order” an email tab will appear. The branch email address is pre-filled and cannot be edited. This is the email of the point of contact at that specific branch that you setup when you created a supplier.
![](https://cdn.prod.website-files.com/6493173e3cea69ef8852e65e/65bb4bbf8074483e22d12824_Screenshot%202023-12-11%20at%2011.07.44%E2%80%AFAM.webp)
Note: You can choose to copy yourself - or others on the email.
Step 6: Write your email! The material order you just created will be included as a link - so you can include any extra info here.
![](https://cdn.prod.website-files.com/6493173e3cea69ef8852e65e/65bb4bcd92786757a13265ff_Screenshot%202023-12-11%20at%2011.10.48%E2%80%AFAM.webp)
Step 7: Hit “Send Order” and you’re done! Your supplier has received your material order and you’ve saved yourself a whole bunch of time.
![](https://cdn.prod.website-files.com/6493173e3cea69ef8852e65e/65bb4be4ec2f5d41278deaef_Screenshot%202023-12-11%20at%2011.12.29%E2%80%AFAM.webp)
Here’s what your supplier receives
This is the email your supplier will see - keep in mind it will be white labelled with your logo.
![](https://cdn.prod.website-files.com/6493173e3cea69ef8852e65e/65bb4bfbe0774fa4c27c60fc_Screenshot%202023-12-11%20at%2011.14.37%E2%80%AFAM.webp)
When they click “View Material Order”, they will see the same screen you saw in the preview page. They will have the option to print, or download as pdf.
![](https://cdn.prod.website-files.com/6493173e3cea69ef8852e65e/65bb4c0a5eec8d7189367816_Screenshot%202023-12-11%20at%2011.16.29%E2%80%AFAM.webp)