Order materials without starting from scratch
Start a material order from the proposal and the materials the customer bought come across in the quantities the measurement report works out, waste included, costed from your catalog. Check them, set the delivery date and site address, then print or PDF a clean order and send it to your supplier.
- Start an order from the proposal's line items in one click
- Print or PDF a clean order to send to your supplier
- Delivery date and site address travel on the order
From sold to ordered, without retyping the list
The materials follow the job — you check the quantities and send.
Built from the proposal
Pick the proposal when you start the order and the accepted option's materials come across with real quantities and waste. Labor stays off the order.
Add anything missing
Add accessories, fasteners, or extras from your catalog in a click, so the crew isn't stuck waiting on a missing item.
A clean order document
Print or PDF the whole order, formatted and itemized, instead of retyping it into an email at 6am.
Delivery details on the order
Set the delivery date and the site address on the order itself, so it lands when the crew does.
Status you can see
Draft, ready to send, confirmed, delivered — every order's state is on the job, not in someone's texts.
Your catalog & pricing
Orders pull from your product catalog, so item names, units, and costs match what you actually buy.
Up and running in three steps
- 01
Start the order
Create it from the proposal and the line items come across in one click.
- 02
Review and send
Confirm quantities, then print or PDF the order and send it to your supplier.
- 03
Track the order
Move it from ready to send through confirmed and delivered, right on the job.
Pairs perfectly with
Proposals
Beautiful good/better/best proposals with photos, financing, and online e-signature.
AI Blueprint TakeOff
Upload a commercial blueprint and let AI build the takeoff — areas, systems, and quantities.
Invoicing & Payments
Branded invoices with deposit schedules, paid online by card or ACH and auto-reconciled.
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