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

Rough runtime

3:43

Scenes

6

Lesson

8.2 · Orders & invoices

File name

08-02 material-orders.mp4

Before you record

  • A signed proposal with a realistic materials list; a dummy supplier email.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

The viewer is assumed to have: A signed proposal; Your email is verified.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Create and send a material order/projects/[projectId]Title card, then the first screen of the lesson.Signed job, shingles to order. Let us make the material order.
10:2047sCreate the order/projects/[projectId]On the signed proposal card click "Create order".Create order from the signed proposal. Four pages, and the job already moved to Materials ordered.
21:0747sMaterials 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.Order information is what the supplier needs: when and where. Materials are pre-filled from the signed option; adjust quantities for the pallet.
31:5447sScope 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.Scope of Work is where crew instructions go, so this one document serves supplier and crew.
42:4147sSend/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.Review and Share, Send Order, type the supplier email. Done, and the PDF is on file.
53:2815sRecap & next lesson/order/[id]Hold on the finished result, then the end card.Order sent. Next, finishing the job: In production and Paid.

Narration, in order

  1. 0. Intro: Create and send a material order

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Signed job, shingles to order. Let us make the material order.

  2. 1. Create the order

    0:20 · 47s

    On the signed proposal card click "Create order".

    Create order from the signed proposal. Four pages, and the job already moved to Materials ordered.

    Show before cutting: 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.

  3. 2. Materials page

    1:07 · 47s

    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.

    Order information is what the supplier needs: when and where. Materials are pre-filled from the signed option; adjust quantities for the pallet.

    Show before cutting: Materials come from the accepted option; add or remove as needed.

  4. 3. Scope of work and inspection

    1:54 · 47s

    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.

    Scope of Work is where crew instructions go, so this one document serves supplier and crew.

    Show before cutting: Pages behave as in the proposal editor.

  5. 4. Send

    2:41 · 47s

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

    Review and Share, Send Order, type the supplier email. Done, and the PDF is on file.

    Show before cutting: Toast "Order sent successfully!". The PDF is at /api/pdf/order/<id>.

  6. 5. Recap & next lesson

    3:28 · 15s

    Hold on the finished result, then the end card.

    Order sent. Next, finishing the job: In production and Paid.

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?