TradeFlow Rough In

Start - Select Job Type

Choose the workflow you want to build. Rough In is the live material-order flow right now.

Step 1 - Rough In Shared Fields

Capture the shared job and homeowner details before moving into the rough in material sections.

Step 2 - Rough In Materials

All rough in materials are fully visible below. Upstairs materials stay in one card, downstairs materials stay in one card, and notes stay in their own card.

1

Drain + Venting

Drain materials, PVC fittings, venting, and B-vent selections are visible here.

2

Upstairs + Downstairs

All first-floor and second-floor boots, ductwork, reducers, and end caps stay together here.

3

Rough In Notes

Keep scratch notes, reminders, or job-specific rough in callouts here while you build the order.

Step 9 - Review / Generate

Review required materials, optional current inventory, and the final net order before generating.

Final Order Summary

Required materials stay separate from inventory so TradeFlow can subtract what you already have on hand.

0 order items
No material quantities entered yet.

AI Autofill Summary

Review the last AI-applied changes before you generate the order.

Carryover Items

These lines still need manual placement or review before generating.

0 open items
No carryover items need attention.

Current Inventory

Already have leftover material from another job? Add it here and TradeFlow will subtract it from the final order.

No inventory has been applied yet.