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.

1. 1

   Open Suppliers

   Go to Settings. “Suppliers” is the last card on the page: “Your material suppliers. The order email & account here auto-fill on every material order — pick the supplier per order.”

2. 2

   Add one

   Click “Add supplier” and fill in “Supplier name *” (required), “Type,” “Order email,” “Contact / rep,” “Phone” and “Account #,” then “Save supplier.”

3. 3

   Pick the right Type

   “Material (shingles/accessories)” is your shingle and accessory house. “Metal” is your panel and trim supplier. The type is what decides which supplier list a shingle order and a metal order each offer you.

4. 4

   How it auto-fills

   On a material order, choosing a name from the “Supplier” dropdown drops that supplier’s order email and account number onto the order — the email drives “Email <supplier>” and the account number prints under “Supplier details.”