My Roof CRM

Create and send a material order

Generate the order from the signed proposal, fill in job number and delivery details, edit the materials list, add scope of work and inspection pages, and send it to a supplier.

Beginner 7 minOffice & admin staff, Owner / manager· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

An order is a document for the people doing the work: supplier, crew or both. It is created from the signed card and starts with four pages: Title, Scope of Work, Inspection and Materials. The Materials editor holds the order information and material sections built from the accepted option. Creating an order moves the job to Materials ordered.

There is one order type. Use the Scope of Work page for crew instructions if you want the same document to serve as a work order.

By the end you can

  • Create an order from a signed proposal
  • Complete the Materials page and order information
  • Send the order and find the PDF

Before you start

  • A signed proposal
  • Your email is verified

Screens used

  • /projects/[projectId]
  • /order/[id]

Step by step

  1. Create the order/projects/[projectId]

    On the signed proposal card click "Create order".

    You should see: The order editor opens at /order/<id> with pages Title, Scope of Work, Inspection and Materials. Activity logs "Material order created"; the job moves to Materials ordered.

  2. Materials page/order/[id]

    Open Materials. In "Order Information" fill Job Number, Start Date, Delivery Date, Address line 1, City, State/Province and Zipcode. Edit the material sections and quantities.

    You should see: Materials come from the accepted option; add or remove as needed.

  3. Scope of work and inspection/order/[id]

    Fill the Scope of Work text page for the crew. Keep or hide the Inspection page. Add a "Materials Page" via New Page if you need a second list.

    You should see: Pages behave as in the proposal editor.

  4. Send/order/[id]

    Click "Review and Share", then "Send Order". Enter the recipient in "Enter customer email" (blank by default; use your supplier's address) and send.

    You should see: Toast "Order sent successfully!". The PDF is at /api/pdf/order/<id>.

Tips

  • Edit the order email wording under Settings → Email Settings → ORDER.

Related lessons

Create and send an invoice

Create the invoice from a signed proposal, check what it pulled from the accepted snapshot, set dates, deposit and terms, preview and send it to the homeowner.

Orders & invoicesBeginner8 min

Finish the job: In production and Paid

Use the two manual stages, let the Install underway and review-request automations fire, and understand how Paid affects the board and dashboard.

Orders & invoicesBeginner4 min

Finished this lesson?