The State of Material Ordering in 2026 with QXO

Gabby: Let's get it going.  

Danny: Okay. Thank you all so much. My name is Danny. I am the, host of today's webinar. Today we'll be talking about our partnership with QXO and the awesome integration that we currently have today.

I am joined by two people that matter more than I do for this situation. First and foremost, I have, or I'm flanked by our wonderful colleague, our product lead Diana. Diana, could you just give a quick introduction, about yourself and what you do here at Roofr and all the cool things that you do.

Diana: Hi everyone. I'm Diana. I'm a product designer at Roofr and, I work in suppliers team. We focus on experience for integrations, catalog management, and material ordering flows. My favorite thing about my job is translating complex work workflows into simple and intuitive tools that help people like you guys move faster and, spend your time more efficiently.

Danny: Awesome. And our guest today is one of our main counterparts over at QXO that just made this wonderful integration partnership happen. And that, person is Gabby. Gabby, A quick, can you do a quick intro of yourself as well. We'd love to know what you do at QXO, how long you've been there, et cetera.

Please take it away.  

Gabby: Yeah. So I'm Gabby Fornino. Over on the QXO side. I am our e-commerce change manager. I've been with QXO, formerly Beacon for over six years. Initially when I first joined QXO and the industry I was working directly with, awesome contractors out there to discuss, needs as far as digital presence goes in the organization.

You know. How we can better connect you with, tools to use and, and what was needed and bring you up to speed with new things in technology that were being offered on our side at QXO. And I currently am on our corporate team, working and helping a lot of the launches. So was able to work on our great plan once our partnership with Roofr started.

Working with a lot of you guys to get some feedback on you know, what all our integration offers, how you guys like to work, what makes things most efficient, and just looking for the next great things that we can get added, to our digital suite and offerings to make life easier for contractors.

So, working with our QXO team members as well and hearing everything that all of our reps, whether it's people you talk to at our QXO branch locations, or a sales rep that you might have on our side, I try to be very involved in our field and, and make sure I, and in tune with what, they're all hearing from your, you guys as contractors as well, so it's very exciting to not only have boots on the ground a little bit, and understand a lot from the contractor side, but also see pain points that, we may recognize from a supplier side as well, that we wanna make sure we can improve with you all before it even becoming a hassle and more part of your habit.

Danny: Yeah, that's great intro. So look, I just wanna make sure that everyone understands, that the two guests that I have today. One of them is the owner of the integration on the Roofr side and knows every, detail as to why the product was designed that way.

And then we have our counterpart at QXO and essentially, leads the efforts of getting people on the digital QXO customers. So, just know that that's the people and the experts that we have in the room today,

Before we continue, just a, a few things.

Scan here for a free measurement report. I'm sure that a lot of you guys, use Roofr today for our wonderful, measurements product.

Scan this, get a free report on us. Okay. We're gonna go through our presentation, broken down in these categories, and then I'm gonna go ahead and share my screen. And we're gonna walk through the Roofr platform highlighting, the integration. And I'll be pulling Diana and Gabby for their insights, as we go along.

Let's talk about. How the industry has evolved. So a lot of this has been pulled from our industry study case study that we did last year. We have a new one coming out this year. Here's some, some takeaways that we loved. Number one 24% of Roofrs are fully tech enabled. Meaning the majority are operating with outdated systems.

Now, outdated system doesn't mean that you have bad operations. You know, you could be very much organized, have a actual whiteboard and do things correctly, but that still means that there's a lot more opportunity to streamline. But your main takeaway here is becoming tech enabled. Is still behind.

77% of Roofrs, expect residential roofing revenue to grow over the next three years. So it's a great market for us to be in. And will honestly will always be, 44% of millennials look at company or brands as a whole instead of an indu individual salesperson.

When making a purchase, one good salesperson doesn't make a business. It's important that you guys understand how we make our decisions. A lot of it has to do with how your company is presented to us through brochures, email, the whole digital experience as well as the in-person experience. So just making sure that your brand is getting the attention that it needs to goes a super long way.

Gabby, Diana, I'm sure that you guys have made decisions recently on home improvement, picking a contractor right. It's one thing to have a really, slick talking salesperson, but I'm sure you guys do your research online beforehand.  

Gabby: Businesses that are more discoverable and the most information we can get upfront with even a touchpoint, with a person typically helps.

Um, not to say that we wanna remove the touchpoint with the person necessarily, right? Mm-hmm. We want conversations to happen organically, but we wanna show up well researched, right? Mm-hmm. Whatever that means. Whether it's finding out what areas you service, right? Whether it's how you're marketing your business you know.

Shopping around in the day-to-day doesn't have to be as different as it is for a contractor specifically, right? Maybe it's the cool logo or just knowing it's, it's instilling a little more faith when you have someone that's discoverable and there are tech tools that are out there for.

Public visibility are easy to use, you kind of mm-hmm. It definitely sets the tone for when that first interaction actually happens.  

Danny: If I call your company it's 'cause I chose you. 'cause I did a bunch of research online, right. So to even get my call. It means that I had a positive impression of your digital presence. And then the rest would be the standard stuff. Yeah. One of my favorite takeaways, 50% plus of the buyer's journey is completed before a customer even interacts with sales. So that's exactly what I'm talking about. Right? Cool. Alright, so the next section we wanna talk about is modernizing the roofing sales process. So what did we pull from our, our, our industry study?

First and foremost 10 hours tech savvy Roofrs save 10 plus hours per week, freeing up crucial time for marketing and closing more jobs. Gabby, Diana, I just think from, you know, from our perspective, what does that mean? I think the, when you're using a platform a good one, you have automations. You are streamlining a lot of these manual steps that you would do into one quick motion.

Second point, the number one complaint from homeowners. Slow follow up after the initial contact. Modern CRMs and instant estimating will solve this. I'll be more specific with my number one issue, okay?

'cause this happened recently. I'll call the number. On the webpage, they don't answer 'cause they're busy. I get that. Okay. I leave a message and I send 'em an email. They don't respond back. They try to call me back, but I'm in a meeting like this and I can't answer. And it's this constant, game of telephone.

I hate that. I just want things to be done instantaneously. I wanna speak to someone right away. I just wanna book the inspection. Okay.  

Gabby: Any information I've provided on the front, right. If I'm filling out some personal info on your site page and sending it over, that voicemail you leave, you include some details.

Yeah. Once a company has that information, the first time I talk with them, I want them to already have. Listen to that, have read that and bring it back up in our conversation rather than have to give them information all over again. So being able to actually have a system on the contractor side where you log that info and have it in your pocket to read through and you know, come into agreement over the information that was already provided instead of.

Another questionnaire. Huge difference there because getting that call back and just saying, I provided all this already is a, you know, it causes a little riff.  

Danny: I did to flip this, Gabby, would you say that if, you went through that same flow and I was a contractor and when I spoke to you for the first time, I recited everything that you put in the notes, would that, would I win a lot of brownie points with you?

Gabby: 100%.  

Danny: That give you the impression?  

Gabby: 100%.  

Danny: It's interesting. I don't think there's any demographic that you would speak to that wouldn't be impressed by that.

Roofrs using technology to handle estimates, proposals and scheduling closed 40% more jobs than those using manual methods. On the surface, your reflexes, is it pointing to, you know, proposals looking super modern and sleek, and you got this great, visually beautiful presentation. I think that obviously has has reason to it, but I, I just think it's more about what we just talked about, right? Are you responding quickly? Are you, is, is you as the owner operator. Or the small team that you have and you're, you're punching above your weight with demand.

Do you have a bunch of these streamlined like, automation set up with your CRM so you can actually intake a lot of demand very quickly and efficiently. I think it's more of that than anything else. So again, these are great stats and I hope this is kind of either reminding you of these things that you already know or just hearing it from us.

That these are things that you wanna consider improving for your overall business. So let's talk about why, this workflow matters in, in, in 2026. Okay. 82% of respondents said technology as a moderate to significant impact on their profitability.

What we're doing today with QXO we think about having an integration directly between your CRM, right? Your business operating system directly to a channel, directly to the other really important part of your business, which is, you know, who you chose as a supplier, your pricing.

Again, super important. And then the second part here is, the standard with labor shortages, material price, volatility, and customer expectations. Rising workflow efficiency is now a core competitive advantage, not a luxury.  

Gabby, I know that you have lots to say about workflow.

We'll kind of save that for the actual presentation, but we'll just bookmark this because when you think of our profitability, we're not just talking about how much more sales are you doing, but it's, you know, how often are you overestimating how many squares you just purchased for that job.

A lot more to it as well. And then just being efficient. At opening and closing your deals and getting the post-production down right.  

Gabby: The profitability and workflow is matched up in the sense of being able to see it in a system and have it organized in a way and straight in front of your face on jobs that need to be in the next step of the process followed up on mm-hmm.

Where you can improve next time based on, seeing what happened with these jobs. Right. Having reporting on it even.  

Danny: Yeah.  

Gabby: Totally linked together.  

Danny: But I think what we can do is I'll just explain this slide and we'll take a quick pause 'cause I think this is a great visual for, for some of the stuff that we're gonna be talking about.

But, before we jump into the demo, the last section here is just the evolution of the buyer's journey. This is, again, this is my favorite topic to talk about. During presentations to roofing companies, I often have the opportunity to go speak at, you know, partner event shows. You know, I'll do demos of contractors, one, one-to-one.

I always love talking about what it's like to be a homeowner.

Making a decision. So just imagine me being a, us being a big demographic of your of who you're selling to. But just to put things into perspective here. So the traditional buyer's journey, you have that initial awareness that's done by marketing. And then the customer goes through exploring solutions, comparing vendors and purchasing.

So you notice that. Just the awareness is done by marketing, then everything else is taken over by your sales team, right? The modern buyer buyer's journey is what Gabby alluded to before, which is, the awareness, exploring solutions, comparing vendors. Then you get that phone call and then you have that last, right?

You're, but overall, your business, you have to own the entire flow, so you, you have to really understand. Okay, how am I going to transition, into the mo into serving a modern buyer's journey? What tools do I have available? Because that's the best way that I'm gonna grow. So I know still the number one way for repeat business though, referrals.

So as long as you're doing a great job at your work, you're always gonna get referrals. So never forget about that. But we talked a lot here. I'd love to ask. Both of you, a few questions, gabby when you come across, newer roofing businesses in startups, so again you're out there working one-to-one with a lot of roofing companies to get them connected to QXO.

So I'm assuming that you're seeing a lot of different profiles. With these companies that you're seeing, what trends are you seeing? Generally speaking for these newer businesses, are they adopting technology from day one or, is it still the same as before? Can you kind of share some incidents as to what you're seeing with new companies?

Gabby: Yeah, I would say they're definitely adopting technology day one. And no longer looking for multiple systems to work through, right? Like in the past it would've helped a lot to have an individual system specifically for estimating, one for organizing jobs and projects, one for organizing their staffing or scheduling crews, right?

But now everyone's looking for a one stop shop. Everything all in one to be organized. And one thing that's most important, I've been noticing a lot more than in prior years, is that a lot of people need access to this information. And whether you have a small team of two, maybe it's just you, yourself going out there, with your business or maybe you have a sales team and a robust process and 10 plus people in your organization.

All of the details on the projects you're working on, materials you're ordering, estimates you're providing, anything you're looking at needs to be shared amongst multiple people, right? So it's not like they're looking for one solution for, themselves and their own role as a business owner, but also keeping in consideration all of the different roles within their organization that would benefit.

Buyers, property owners, homeowners also, to your point you made previously, are looking for something that's more tech elevated, right? Mm-hmm. And other purchases they make in their life, they're seeing details about things online or getting those nicely packaged proposals, right?

So it's nice to follow suit as buyers are moving into that zone as well. And, and the industry is coming to rise matching. Just the tech levels of buyers included. So, really great food for thought there too that, you know, looking for a solution that can cover multiple aspects of your day-to-day operations versus having multiple platforms and logins and keeping track of all your passwords and subscriptions and who's irresponsible for which, having that all consolidated for, new companies especially, has been a, a huge priority.

Danny: So what I'm hearing is that, 'cause obviously it helps you scale your business, which is the whole idea, right? How do you become that small startup to the small and muddy, to then growing into, you know, more of the mid market, larger enterprise, if that's the goal?

There are multiple categories to running a business for a roofing company. Right. I think it seems like the easier part is just doing the roofing related stuff, but the other business ops, like invoicing, financing, all of those things also need to be taken care of. I think you bring a great point because oftentimes Gabby, we talked to, owner operators, right?

And so for them, it's like they themselves. Are handling, marketing, sales, installation, customer service, et cetera. Diana, I know that you are, one of the au great authors of how we built out a lot of our key products here at, at at Roofr. What advice would you give, let's just stick with this contractor that we have in mind.

This, this new upstart. That are looking to evolve, their business through technology from your perspective, of course, as a, as someone that's building these great tools.  

Diana: Yeah, I think, it's definitely, it might feel intimidating kind of starting with a new platform, especially if, you are not.

Into technology that much. So what I would recommend is selecting, one workflow that you feel like currently hurts the most to you. For example, what we hear oftentimes, from our new users, most of them struggle maybe with the proposal creation because it takes too long for them to create a nicely look in.

One that would contain enough information for the homeowner that would look consistent with their brand, that would maybe have all of the materials that they need to show to the homeowner. So kind of choosing that one for workflow and, trying to fix it with that platform that you choose.

So let's say if we're talking about proposal. Creation at Roofr. Once you have that one proposal created, that basically is your material order, work order in one click. Like you don't have to create those other records manually anymore.

It's just with a matter of one click. You from that proposal create a material order work order and invoice and so on. So I think that probably would be my main piece of advice to get started, like choose one workflow. And get it going.  

Danny: And that's a great segue to the demo that I'm gonna do.

Alright, so I'm gonna go ahead and share my screen. Gabby, thank you for setting this up. I know that you meant it intentionally when you said that, contractors are looking for an all in one.

So thank you as a, a partner. But I, regardless if you choose us or any other platforms, if you look at, if you look at the trends of the overall software industry, that's, that's, we're all going right? There's validity to that. So I just logged into Roofr.

I know that you guys already, for the audience members and a lot of people watching, I'm sure you guys already know a lot about how we work. I'm gonna make a quick version of this, and I'm gonna focus on the integration side and proposals 'cause it's my favorite feature. So just imagine you're logging into Roofr, right?

You can order your report. $13, measurement reports comparatively to our competitors. Great competitors out there, some, companies that have been here for a very long time deliver a great product that we all know of. But in terms of, price quality, I would say we're a no brainer.

And the reason why we can do that is because of the fact that we're a full suite and, it's a hook to our platform, but when you order a report, there's no, cutting corners. It's a full seven page report. Plus we have this, material calculations page, they call the takeoff page. But you guys won't need to use this anymore if you're using our integration.

The big thing here is on the report summary. We call this the meat and potatoes. We save the measurements data here in case you want to use this for a job and we provide the waste factor, et cetera.

Let's just say you order this measurement report. What are you doing? You're speed with a homeowner. You're doing the inspection. You come down from the ladder, homeowner goes, great, Danny, I'd love a quote. And that's where with Roofr, that's, this is where we actually start to shine. So before I show you how to shrink into a quote, et cetera, the first thing I want to do is I wanna talk about setting up your supplier.

So all you have to do is go to settings, go to integration, connect your Roofr account, your QX O account, and what you'll see as soon as you authenticate both accounts, the first screen that you'll see. Is this thing here. So once you've connected your account, your the qx the integration, your QXO account will tell us which branches, you typically purchase from, and which ones you want to choose to purchase from for your account.

Right now, you only see one. It's a test account, unfortunately, but just imagine you would see the, the map of the US or that specific state. Click on confirm. And then here you, for the branch that you added, you want to make sure that you choose which one's preferred, your home branch, right? And then you want to add in your branch contact.

Super important just because when you send out material orders, a copy of this will be sent by email to your outside sales rep at your branch. You can also add multiple contacts, so if you wanted to add a branch manager as well, maybe someone on the, digital, Gabby's digital team. Whoever may be, you can save that.

And so now you've set up the QXO, you authenticated your QXO and your Roofr account together, and you've selected your branches that you're gonna be purchasing your materials from. The next thing. And the most important thing is to set up your catalog. So in case you guys don't know what is a Roofr catalog, this is where you have to index all of your materials.

Anything that you charge an estimate, you wanna make sure you have it, logged and indexed in your catalog. Right now what we're gonna do is we're gonna focus on the materials, okay? So if you guys look in your calendar today and you're seeing that you haven't connected any of your materials, you want help raise your hand.

Come speak with us. It's one of the things we'd love to help out with. And it's free of charge, okay? But the idea is, so for this for this test account, we're big fans of certainty. By the way, Gabby, if you didn't know, they're very nice to us. They're great organization. We're very agnostic.

We'd love for you guys to choose the material providers you want to with certainty. It's a close partner of ours. We have a lot of their, materials here. So let's just pretend I'm a. A, a certainty contractor. I created a line item. It's a certainty roofing grand man or shingle. Let's just do another item just to show you guys how great this is.

So again, I'm sending up a catalog, I'm gonna connect it to my QXO account, it's gonna search that catalog. What do I want to do? And so I just wanna say, let's say it's a certainty landmark. Oops. Certainty, landmark. It would do a search and it's already been added, but I would click on add. And the item would appear automatically connected.

Gabby, did you know about that? Because I didn't until yesterday, but this has apparently been out for a while.  

Gabby: Searching our supplier catalog with ease. It's the best way to, if during the install season you have a few various miscellaneous materials you're picking up that you don't purchas.

Normally, maybe you're diving into, a new product line this year, or you know, a new line of business that you're experiencing. Easy to go on there and search exactly what you're looking for, if it's not something that's in your normal order. Cadence. So we're really excited.  

Danny: Awesome. By the way, I'm pretty sure Diana, led these new products that drive adoption.

Diana, all credit to you because this is becoming really cool.  

Diana: Yeah, we heard you got the feedback from users, so everything you guys share, any feedback we always take it in seriously and try to make those updates quickly.  

Danny: Yeah we're making it much easier to do it now. The other way that you can do it as well is you can actually just upload a CSV.

There's a specific format that we need everything to be typed in. And you can just upload it. Here, if you wanted to understand what the format looks like, just simply just download the csv. We also have help columns, et cetera. Look. We don't ever think we're gonna come to a point where this is gonna be completely self-serve.

There's a lot of nuance to the way that you guys wanna show your estimates, your materials, your pricing, et cetera. Human intervention always needs to happen. That's why we're here. However, I'm confident as, especially as we track forward, that a lot of this can be done quite easily on your side through the great work of Diana and the rest of our team members on the product side.

The other thing that I wanna mention is that in the future, oh, by the way, you can also jumpstart. So you can click on Jumpstart, choose, like, you know, the shingle brand that you have, and then we can upload a batch of like a hundred common items for that brand and it'll come connected with the SKUs.

You just wanna double check that the SKUs are accurate to what you have in QXO, but that's the whole point. And then in a few months, I think we're gonna be able to pull directly from the QXO account, Gabby. Diana, keep me honest here, but from my understanding, at one point in Q2, we're gonna be releasing an update, hopefully if all goes well, where you're gonna be able to pull in, I think, the most common, most recent a hundred items and it skews into Roofr.

Diana: Yeah. So basically what we are working on right now is what you showed when you were trying to add one off item from QXO catalog. So what we are working on is whoever has, account with QX O and ordered, materials before you can upload all of your previously ordered materials from QXO to Roofr catalog.

So, you just basically do it with one click, and you'll have your catalog populated with those materials that will show QXO prices live.  

But good thing is that once you set it up, like once you kind of dedicate that time to upload your items or import those items from QXO or from Jumpstart, once you do that, once you have your integration connected, that's it. Like you just do it once and then you never need to come back to that catalog and update your prices.

'cause what. The integration does is it automatically updates your prices. So every time Q XO makes updates, we know about it, and your catalog at Roofr is up to date. So, yes, it's a long process to kind of get it up and going, but it's just one time thing you need to do, and then you get rewarded.

Danny: And that ties into your point right before you jump into the demo, which is, stick to your workflows, do it correctly the first time, and then save yourself a lot of time, pain and money lost. Right.

So, so once you've got the catalog set up, and by the way. Our implementation team is free. We'll do a lot of the heavy lifting for you. We'll help you out for this entire process, especially for you're a new customer. It'll happen as soon as you become a subscriber. The second thing we wanna do right after that is we want to create a proposal templates.

So we'll sit down with you and say, and ask you, okay, Gabby, Diana, how do you guys currently show your quotes today? Let's take the same process but make it look better and build it within Roofr so it happens a lot quicker. So we'll start with the cover page. Bear with me because these are just samples, but cover page is super important about us section.

Gabby: When you know we're searching out businesses and wanna learn more, we have to see that about us and those referrals. You get those referrals, you get those testimonials.

I loved that mention earlier. By the way, this is always gonna be word of mouth and relaying information, but  

Danny: yeah.  

Gabby: How better to have it than listed right on your website, some feedback from those in the neighborhood you're working in.

Danny: Shadow to us doing callbacks. This is how well we're doing right now. Slow start, rocky start because me, but now we're, we're in the group. So again, about a section. Just have one. Build it once. We'll build it for you if you need to. It goes a long way. Okay? Because remember, you're not the shopper people like us are, right?

People that are outside of the industry. So we have a, a section for inspection photos. We have the estimate section. So I. If you like, good, better, best we can do it, MultiOption. We can do it. Whatever you wanna do will help you set it up. And this is where I think this is important to mention. All the items here, we're pulling it from that catalog that you built, which is really important.

'cause we wanna scale this out rarely, really easily. Okay. Giving through the rest. So once you have that all done, so let's say you are the salesperson, or I'm the salesperson, and. This is Gabby's home.

Gabby: Really nice.  

Danny: Yeah.  

Gabby: Loving it.  

Danny: I'm doing an inspection. I'm on the roof. I come down from ladder and Gabby goes, great. Danny, I would love a quote and instead of me going okay, gimme a couple of days, which is not gonna make her happy.

I probably will lose that job because it's a competitive market, right? The difference here, if I'm using Roofr, I can say Gabby, absolutely. I've already pre, prepared most of it for you. Gimme a few minutes. Let me just create this, lemme get my laptop. This for you. So I would go to that measurement report and I would click on this blue button.

And I would choose my template that I just showed you, and I would choose my UXO Denver branch, and then automatically it's taking all the material information, the labor costs that I put in the catalog. It took the measurement report dimensions, right, and it's made me a quote in a few seconds, the thing that would take me roofing companies without a good process, hours, days to do.

Now you can do it in a second. Right? It goes back to what we talked about before.

When we talk about how does, how does technology increase profitability, how does it, you know. Help businesses scale. This is exactly it, right? You just saved so much time. You saved yourself two to three hours, and you have a better shot at closing the deal.  

Gabby: You also saved me time for my home, because now that's right.

I can cancel my appointments with the Roofr I had tomorrow because you gave me the proposal and I'm good to go.

Danny: Okay. So from here, I can send it by email to Gabby, or if she has the time, I can sit down with her right away, pull on my iPad at the computer and just walk her through. Look, when you're presenting a quote to a customer in any business that you're in, you pull out a proposal.

They're just gonna wanna see the price for us, but it's really important as a seller. Just go through with providing more details as to who you are. For me, for my wife, and for most of us working with people that we feel that are gonna do the job that're not going to try to, you know, under, under prices, but then, you know what I mean?

We would just rather work with people that we like, that we trust. And a lot of that has to do with how you present the company. And to Gabby's point. These testimonials. Fantastic. Okay. Inspection photos that you've taken, photos with and you uploaded to your catalog, you walk them through Gabby.

This is what we're gonna be doing. This is the inspections, these are the areas of damages that we need to replace. I'm gonna walk you through on the certainty materials. I wanna make sure that you understand why we're choosing certainty and why they're best in class. Gabby says, Danny, incredible presentation. I want everything. So I'm gonna go ahead and choose all the options. We're gonna have the customer, in this case, Gabby sign off and everything.

We're gonna click on finish. So you have signed a proposal. It's now in your Roofr account, in the jobs folder for it.

I'm skipping over this here m stuff just 'cause I wanna focus on the material ordering. But then you would have all these automations. So let's go back to that signed proposal. There's two things you want to do. Number one, you wanna create an invoice 'cause the customer needs an invoice, right? Second thing.

And then you can, we also integrate with QuickBooks and we can accept credit card payments, et cetera. But the other thing that you wanna do that's more important. For the sake of this conversation is you wanna create that material order, you gonna create material order you wanna make sure that you remove anything that's not a material.

So the warranty here, 'cause your QXO branch can't deliver warranty for you. 'cause it's intangible thing, right? It's just,  

Gabby: sorry everyone. One thing we don't supply  

Danny: unfortunately and exclude zero quantity because our product team is smart and they think ahead. So what happens is. If you look at the materials, by the way, what's really cool now is the materials.

The naming convention is not how you named it in your catalog. It's the actual corresponding name and SKU that, the branch can actually provide. Just choose your Java account. I shouldn't have clicked on that 'cause I don't know what any of this means, but typically there's just only one associated to your account or maybe two.

And then from here you can see exactly what's in stock. Let's say you wanted to change colors, you're able to do that with our system. You can change things before you send it out. Click on save, and then if I just clicked on finalized order, it'll say, Hey, Danny. It's great that you want to finalize your order, but your QXO branch is missing some important information 'cause they can't read your mind.

And that is where do you want it delivered? So you can have a job site, ground drop rooftop. Who your point of contact is preferred method of contact delivery date. Right. And let's just say it's morning.

You click on finalize order. Oops. I do have to check. Choose a button. I'm gonna just choose the first. First one, okay. Okay. Good.  

Diana: While it loads. I just wanted to add, let's say you've created your material order out of that proposal, but maybe there are some materials that were not included in your proposal, like maybe you didn't want to go so detailed to your hormone proposal, like nails and stuff like that, and you want to add those additional materials.

You can do that. Not only you can add materials from your Roofr catalog, but say you don't have that material in Roofr catalog. You can search directly in QXO catalog kind of like

Danny: That is huge. I didn't know that.

Diana: Oh well,  

Danny: I'm kidding. 'cause I know that this has been around for a long time, but I just forgot to keep to add it in. But this is a great feature. I'm not gonna test anything out here because. I may mess everything up and then have a breakdown, which I don't want it to in public. Okay, so I, I save everything.

I click on finalize order, and then I can click on place order. What happens is an order is sent digitally from my QXO account directly to my branch via the a Roofr platform. Why is this important? First and foremost, let's just say the first thing. If you're still ordering your materials through calling, emailing, texting, not telling you not to do that, but you should probably at least go to q xo.com at shop that way because you don't have to wait for someone to accept your order, you can actually, the whole purpose.

And the big benefit to e-commerce is that you can make these purchases at any time that you want, right? So if you don't have a QX o account today, go to the portal, create yourself an account, get yourself set up and start ordering online, okay? 'cause it, it's gonna be much better for you. And then after you do that quickly, go to Roofr.com, put your credit card in, get a subscription, and then integrate your Roofr account to your QXO account.

Because then you can have your business operations platform completely embedded, folded into how you wanna purchase from QXO. There's that, and that's pretty much most of my presentation, but I have this one question that I would love to ask the both of you, starting with you, Gabby. I wrote it down and actually might be two questions.

First question. You interface with a lot of businesses, right? From the digital side. So you met a lot of contractors. If you had one piece of advice for that small mighty roofing button business that has, the ambitions to grow and those who are listening today, what would that be in the realm of.

Operations technology from your perspective and what, what you do day to day. What, what would your recommendation be?  

Gabby: Start today. Don't wait and dream up this idea of how you want the organization of your projects to be. Start off the bat, use the resources available. One thing I think that's amazing, especially about our partnership is we have so many people that want to help get you onboarded and learn the process.

And not only the. General process, but how there can be niche changes and adjustments to it for you and the way you work day in and day out. So just start, right? Do a little research on it. There's plenty of articles out there. And just try it, right? There's nothing that hurts in giving it a go once and see how it may improve or impact, your normal processes.

But the longer you wait, the more you know. The less time you're saving in the long run. Right? So don't have hesitations. Try it. Anything you might do, especially just talking when it comes to our integration specifically, is not an end all. Be all right?

You could send a material order that you need to call your rep and get some adjustments on the back end. You could make some minor mistakes in your catalog within the Roofr side that the Roofr team can support you in fixing. So start now and, and, dip your feet in the water and, and start working towards your ultimate goal.

Maybe your goal at the end of this season is to hire on, new team members, right? Like these small changes can go ahead and make the world of a difference in achieving those goals.

And the time is always now.  

Danny: That's awesome. And the other byproduct of that too, Gabby, from what you're saying is that the quicker that you adopt it, the quicker that you're gonna learn a lot of things quick, like early,

Gabby: it's so easy to develop the habit.  

Danny: Just getting on that bike is always the hardest part. But I think that's a great segue to my question to you, Diana. If you were, starting a roofing business or if you had to, advise for one what's, what are you prioritizing as that one area of that roofing business's flow or whatever it may be, to modernize first?

Diana: I kind of mentioned like, I don't wanna repeat myself, but I feel like creating the, the process of creating proposals is like the one area or like the one workflow that pays out the fastest to you, I guess, as a business.

'cause Yeah. I think the way you present yourself to the homeowner, the potential homeowners the way you create those proposals, like the time you spend, the faster you do it, the more efficient you are, the slicker your proposals are. I would say that would bring the most impact at first. And then again, if you are adopting, a CRM like Roofr for example, that will boost your workflows moving forward.

So, yeah, I would say what worse, modernizing first is probably your estimates. Proposals and, both because it's gonna make your life easier moving forward. And because the modern homeowners are all like using digital systems, they check their emails, they, look at PDFs and not like.

Printed out papers.  

Danny: There's no reason why someone should wait more than a day to get a quote. It doesn't make any sense. And it's not because you're lazy. It's probably 'cause you're super busy and that's the whole point.

Final Q and a though. Is the QXO system different from the ABC in that there's not a catalog item for every single CT LM shingle color?

Gabby: I'm not sure what it looks like to the other suppliers, but I think what you might be asking is if you're looking at the logged catalog items, you would see one specific line item for. Certainty, landmark, and then a dropdown menu within that same line item to choose your colors versus seeing. Each line item by color, so it's consolidated in one line, but you will have a dropdown menu to select your colors.

Danny: Okay. Any other questions? I, again, bit of a rough start on my side, but we found our groove. Gabby can't thank you enough and I can't tell you how much we appreciate. It's been awesome to work with you, the rest of the team.

And honestly, we've admired, the transformation of QXO. You guys were always tech forward, but I think that has exponentially grew with this new strategic position that you all have. We're super excited for the future.

Diana, thank you, for all that you do. We're all excited. Thank you all so much. Thanks for coming. And if you don't shop at QXO today, you might wanna take a look 'cause they're pretty cool. They're pretty awesome.  

Gabby: How could be now? Yeah. Thanks so much Danny.  

Danny: Incredible. Alright, awesome. Thank you. Bye everyone.