Material Order Statuses
Learn what the statuses on your material order mean
What it does: Update the status of your material orders created on Roofr.
Purpose: Streamline your job workflows by allowing you to keep track of your material orders and their status within the same system that you are creating reports, proposals, and managing your jobs.
Available On: Premium & Elite Plans
Updating your Material Order Status
You can update your material order statuses so that everyone on your team are aware of the progress. We have 5 statuses in total:
- Draft
- Sent
- Confirmed
- Delivered
- Rejected
Note: Your status automatically updates from “Draft” to “Sent” when you send a material order via the roofr app.
Step 1: Click on the dropdown beside any “Sent” status. Once your material order is in the “Sent” stage, you can mark them as either “Confirmed”, “Rejected” or “Delivered”
Step 2: If your material order is in the “Confirmed status”, it can only be marked as “Delivered”
Note: No changes can be made to the status manually if it’s in the “Draft”, “Rejected” or “Delivered” status
Table of contents
Your ABC Integration: An End-to-End Guide
This guide walks you through everything you need to know to get your ABC integration setup and ready to use.
New Business? No Catalog? Here's How To Set Up Your ABC Integration
Ready to connect your Roofr catalog with ABC Supply? Even if you're new to the business or haven’t placed an order with ABC yet, you can still set up this integration easily. Follow this guide to get your Roofr catalog connected and ready to go!
Using the ABC Supply Integration in your Roofr Proposals
Roofr's integration with ABC Supply makes it easy to apply real-time pricing to your proposals. Follow these steps to get your proposals set up!
Connecting your Roofr Catalog Items to your ABC Pricing
This guide will help you set up your catalog pricing in Roofr with the ABC Supply integration. This integration ensures Roofr automatically syncs with the latest ABC pricing, so you never worry about manually updating prices or sending proposals with outdated material costs.
Setting Up my ABC Integration in Roofr
Get your ABC supplier set up and synced in Roofr! This integration lets us fetch key info—like your go-to ABC branches and ship-to account number—so you're always pricing from the right place.
What is the Batches and Funding Report for Payments?
More information on the batching and funding reports for payments, how it works, and definition of terms.
How to Add Team Members to a Calendar Event
Assign events to team members (e.g., project managers, salespeople, production managers) to keep everyone on the same page and ensure smooth collaboration between teams.
How to Create Automations for Event Types in Roofr Calendar
Use Automations with your calendar to streamline your workflow even further. Create automations to update the job status, create tasks for your team, send emails and SMS, and keep your whole team operating seamlessly. Here’s a step-by-step guide to setting up automations for your Calendar.
How to Set Up and Use Calendar View
In this article, we'll cover how to set up and maximize the Roofr Calendar view to keep your jobs, team and project schedule organized.
How to Add a Discount to Proposals
With discounts, you can now apply value or percentage-based discounts directly to your digital proposals, making it easier to attract homeowners and close deals.
How to create a personalized contact card on the Instant Estimator
Learn how to personalize your Instant Estimators with personalized contact cards to build trust instantly with homeowners.
Why does my invoice have a new tax rate in the adjusted subtotal?
Why does my invoice have a different total than my proposal?
Your Guide to Automated Follow Up
A guide to using automation rules to create automated follow up with homeowners.
ACH Return Code Definitions
Having ACH codes or errors pop up? Here's what they mean. Understand what your Roofr ACH code definitions are.
How to Add a CompanyCam Project Showcase to your Instant Estimator
Canceling a Paid Roofr Subscription Plan
A step-by-step guide to canceling a subscription plan in Roofr.
Your Guide to Stage Customizations
A guide to the customizing job stages for your job board.
Your Guide to Custom Stages & Multiple Workflows
A guide to the newly customizable job board features that allow you to tailor your workflows.
How to Create an Invoice from a Proposal
Learn how to convert your proposals to an invoice with a single click.
How to Request Credit Card & ACH Payments
Learn how to create a payment request and follow up on requests.
How to Take Credit Card & ACH Payments
Learn how anyone at the company can process payments through Roofr.
How to Sign Up For Roofr Payments
Learn how to sign up for Roofr Payments and complete your application.
How to Add Upgrades to Proposals
Add upgrades to proposals for added revenue opportunities.
How to Duplicate and Delete a Material Order
Learn how to duplicate and delete your material order
How to Send Emails from within a Job
Send emails to homeowners from directly within a job record.
How to Create Email Automations
Automatically send emails when jobs change status via the Automations tab.
How to Create Email Templates
Learn how to create email templates from scratch or choose from a template library.
How to Manage Questions on Your Instant Estimate
Allows you the flexibility to choose which questions are included on your Instant Estimator for your leads to fill out.
How to Use the Performance Dashboard
The performance dashboard is your at-a-glance insight on how your business is performing. It lets you drill down into the data so you can know which leads are bringing in the most revenue, how quickly you’re closing deals, what your win rate is, where your bottlenecks are, how your sales team is performing - and a whole lot more.
How to Create Automations
Automations help you effortlessly move the job through the pipeline with the peace of mind that nothing is falling through the cracks.
How to Create Detailed Job Records
Your job details is your command center. This is where you manage your job from inside Roofr, and keeps you hyper organized. You can capture your customer details, lead source data, write notes, create tasks, collaborate with your team, communicate with your homeowners, order reports, track proposals, order and track materials - and keep a detailed activity log of it all.
How to Set Up Your Job Board
Your job board is where the magic happens. Here’s where you’ll track jobs, stay up to date on tasks, and streamline your workflow.
How to Record Your Payments
Learn how you and your team members can record and track payments within one system.
How to Use the Invoice Dashboard
View a list of all of your invoices in one place so you can easily filter for a specific invoice status and more.
How to Send an Invoice
Learn how to create and send an invoice to your customers in minutes.
How to Create and Edit Your Invoices
Learn how to create an invoice in the Roofr platform to properly bill your customers.
How to Manage Your Invoice Settings
How to create consistency for your invoices to keep branding and billing consistent.
How to Add Contractor License Number to Your Proposals
How to automatically add your Contractor License Number (CLN) to the cover page of all your proposals.
How to Set Profitability Minimums on Your Proposals
Learn how admins on your team can set profitability minimums and defaults to ensure your team doesn't send a proposal that isn't profitable.
How to Add Multiple Signatures on a Proposal
Learn how to add multiple signatures or initials to text sections in a proposal.
How to Show & Hide Line Items on a Proposal
Learn how to show or hide line items on a proposal before sending it to your customer.
How to Show & Hide Line Items Totals, Quantities, and Unit Pricing on a Proposal
Learn how to hide or show line item totals, quantities, and unit pricing on a proposal before sending it to your customer.
How to Show & Hide Line Items on a Proposal Template
Learn how to hide or show individual line items in your proposal template for fast re-use before sending it to your customer.
How to Sync All Roofr Jobs to CompanyCam as Projects
Learn how to sync your Roofr jobs as projects within CompanyCam, saving your time and keeping both platforms up to date automatically.
How to Set Up Your Goodleap Account
Learn how to quickly connect your Roofr account to your GoodLeap account.
How to Add a Co-Signer to a Proposal
Learn how to customize your proposal by adding a co-signer.
Roofer Leads and How to Manage Them
Learn how to manage new inbound roofer leads from your Instant Estimator so you can qualify and quote in seconds. Find out more today!
Roof Estimate Software & How to Set It Up (Instant Estimator)
Learn how to quickly set up and start using your own personalized roof estimate software! Find out more today!
How to Link Roofr to CompanyCam
Learn how to quickly connect your Roofr account to your CompanyCam account in seconds.
How to Upload Images from CompanyCam to a Roofr Proposal
Learn how to upload your photos taken on the job site using CompanyCam to a Roofr Proposal.
How to Sync Roofr Reports and Proposals to CompanyCam
Learn how to easily sync your Roofr Reports and Proposals to a CompanyCam Project.
How to Create and Manage Your Jobs
Learn how to create, manage, delete and reassign jobs on Roofr!
How to Create, Edit, and Manage Your Customers
Learn how to create, edit, manage, reassign and delete your customers on Roofr!
How to Integrate Roofr with Other Platforms (Zapier Integration)
Learn how to integrate Roofr with your CRM.
How to Add and Remove Team Members on Roofr
Learn how to quickly invite and add your team members to one shared workspace.
Add Roofr as an App to Your Smartphone
Add the Roofr Dashboard as an app to your smartphone's home screen. The shortcut will make your life a whole lot easier.
How to Reset Your Roofr Password
Learn how to reset your Roofr password in less than 3 minutes.
Roof Pitch & How to Add One to a Pitchless Report
Learn how to manually add a roof pitch to a Report. We'll teach you all you need to know. Learn more now!
Add Material & Calculations To Your Roof Measurement Report
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How to Add Your Logo to Proposals
Learn how to add your business's logo to your proposals.
How to Add Your Logo to Measurement Reports
Learn how to upload your logo and include it in measurement reports.
How to Create a Proposal With a Measurement Report
Learn how to create a proposal using a measurement report for auto-populated item quantities.
How to Send a Proposal
Learn how to send a proposal to prospective clients in just a few clicks.
How to Customize a Proposal
Learn how to customize your proposal by adding new pages, changing the cover image and layout, & more.
How to Create a Roofing Proposal Template
Learn how to create a roofing proposal template that you can re-use on future proposals.
How to Create a Catalog
Learn how to create a catalog so you can re-use items on future proposals.
How to Order a Roof Measurement Report (Roofr Report)
Learn how to order a Roofr Report (roof measurement report) in only a few clicks.
How to Create a Measurement Report (DIY)
Learn how to create a measurement report in minutes.
How to Calculate the Pitch of a Roof
Find out how to calculate the pitch of a roof and learn how to use the pitch tool when creating a measurement report. Check it out today!
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