Material & Work Orders
How to build the material order straight off a signed quote — shingle bill of materials, AI metal takeoff with panels cut to length, and saved suppliers.
Build a shingle material order
How to generate a shingle bill of materials from the signed quote and the roof measurement, pick your supplier, and copy, print or email the order out.
5 min4 steps
AI metal takeoff
How to build a whole metal order with AI — panels cut to exact length, trims converted to sticks and consumables — from the report plus a photo of your notes.
6 min4 steps
Manage your suppliers
How to save your roofing suppliers — name, Material or Metal type, order email, rep, phone and account number — so every material order fills itself in.
3 min4 steps