Order job materials and track delivery with ease using Roof Quote PRO™
Requirements
Roof Quote PRO™ active subscription
QXO account (with at least one branch and template for roofing orders)
REQUIRED: Connect Your QXO Account and associate Roof Quote PRO markets with QXO branches.
RECOMMENDED: Set up formulas and associate with products. Orders can still be placed without formulas set up, but quantities need to be entered manually.
NOTE: Before starting your order check for a completed EagleView Premium Report or GAF QuickMeasure. These are used to auto-populate product quantities using measurement data.
Log in to your portal
In the dashboard, find the contact you’ll be ordering for and open their details.
To start an order, switch to the Orders tab. Then select Order Materials
Add a PO reference for this order. Click Next or the Measurements tab to continue.
Measurements will automatically populate from EagleView or GAF QuickMeasure. If no EagleView or GAF QuickMeasure were loaded, it will rely on the measurements from the Instant Quote.
Set your waste factor, number of penetrations, ice and water (if needed), and decking (if needed)
Click Next or click the Material Template tab to continue
Select which QXO Template to use and your items will automatically show suggested quantities based on the measurements & your formulas
From here, you have several actions you can take:
Change variations such as product color and size
Adjust the quantity for each item
Verify the formula used to calculate the quantity
Exclude items from your order & hide excluded items
Verify products in-stock (can still be included if out of stock as your QXO branch will check the product availability with nearby branches.)
When your order looks good, click Next or click the Delivery Info tab to continue
Select from Ship to Address or In-Store Pickup
Select a date at least 24 hours in advance and a preferred time of day
Add Order Notes
Click Next or click the Review Order tab to continue
If everything looks correct, click Create Order to submit your order to QXO
Once an order has been placed, you’ll be able to track its status and delivery. If you need to make changes, contact your QXO branch for assistance.
All orders including drafts can be found in the My Orders section
Congrats! You’ve successfully launched material ordering!
Win more and build faster with the QXO integration