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
You can update your material order statuses so that everyone on your team are aware of the progress. We have 5 statuses in total:
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
