Pro accounts
Accounts your contractors run themselves
Tiered pricing, jobs, quotes and one-click reorders for the Pros who buy on account, on desktop and in the mobile app.
Book a DemoGeneral
Main Catalog Products
Showing 20 of 1,326 products
How a Pro account works
- 1
You set up the account
Choose the customer group, pricing, credit limit and tax settings.
- 2
Pros shop and reorder
On desktop or in the app, with their own pricing and stock levels.
- 3
Quotes and orders flow
Quotes are approved, orders are organized by job, and everything syncs to your ERP.
- 4
Invoices and payments
Pros pay and track credit themselves, and your team sees it all.
Pro accounts
One dashboard for the whole account
Each contractor gets one place to manage their account on desktop, with the same account in the mobile app. Orders, quotes, invoices, payments and credit are all there, so Pros spend less time calling the counter.
- Orders and quotes in one login.
- Invoices, statements and payments.
- Credit limit and available balance at a glance.
General
Welcome Back, Sam!
Let's have a look at your recent updates
Recent Orders
Quotes Updates
Recently Viewed
Standard Dry Wall
Fiberglass Insulation
Drywall Screws
Order Again
Knob Locks
34 in stock
Oak Lumber
12 in stock
Pro accounts
Pricing that fits each Pro
Each customer sees the pricing that fits them. Set pricing and discounts by customer group, so your best accounts are rewarded automatically and your margins stay protected.
- Automated tiered pricing based on customer groups.
- Product-specific and category-wide pricing.
- Discounts from a wholesale reference point.
General
Main Catalog Products
Showing 20 of 1,326 products
Pro accounts
Reorder in a click
Pros place large orders quickly and repeat past purchases in one click, so rebuilding a materials order for the next job takes seconds.
- Place large orders quickly.
- Repeat past purchases in one click.
- Keep each job's orders together with Jobs.
Reorder a past job
Your pricing is applied automatically
Decking Project
15 items · Last ordered Aug 12
Basement Renovation
18 items · Last ordered Jul 29
Fence Line, Oak Street
9 items · Last ordered Jul 14
Jobs
Orders organized by job site
Contractors group their orders by job, so each site's materials stay together instead of living in one long order history.
- Create a job for each job site
- See every order placed against a job
- Available in the app and on the customer dashboard
Pro accounts
Find any order fast
Pros filter their orders and open the details to find what they need, without calling the counter.
- Filter orders to narrow a long list.
- Open the full details of any order.
- Look up past orders when a job needs the same materials.
General
Orders
Every order for Demo Builders Ltd.
Pro accounts
Know where every order stands
Pros see each order's status, from pending through delivered or picked up, and they are notified when it changes, so they can plan the job around deliveries and pickups.
- Detailed status updates on every order.
- Delivery and pickup tracking.
- Order history and reordering in a few clicks.
General
Back to Orders
Order #58357
Order status
You get a notification in the app or by email when the status changes.
Items
Delivery
Pro accounts
Pay, track credit and download invoices
Pros pay, check their credit balance and handle invoices in one place. That keeps accounts current and cuts down on billing questions to your office.
- Credit limit, available credit and balance.
- Payment history and payment updates.
- Downloadable invoices and statements.
General
Credit Limit
$150,000.00
Available Credit
$28,957.00
Credit Outstanding
$121,043.00
Cash Outstanding
$0.00
Total Outstanding
$121,043.00
Pro accounts
A wishlist for the next job
Customers keep the items they buy most in one list, ready for the next job.
- Save items for later.
- Buy straight from the wishlist.
General
Wishlist
Items saved for the next job
Standard Dry Wall
$362.35/unit
Add To CartKnob Locks, Satin
$41.20/unit
Add To CartOak Lumber 1x6x8
$28.90/unit
Add To CartFiberglass Insulation
$273.00/unit
Add To CartDeck Screws, 5 lb
$24.90/unit
Add To CartCedar Fence Board
$8.81/unit
Add To CartJoist Hanger 2x10
$1.92/unit
Add To CartPocket Door Lock
$7.52/unit
Add To CartRewards
Give contractors a reason to order in the app
Points are earned on app and portal orders only, so contractors have a reason to self-serve, and orders move off your counter and your phones.
- Counter and phone orders earn nothing
- Customers can still order in the app and collect in store
- Points to the company or to the individual
- Counter order0 pts
- Phone order0 pts
- App or portal order240 pts
Order in the app and collect in store, and the points still count.
In the app
The same account, in your contractors' pockets
Pros do not have to be at a desk. The native mobile app gives them their own pricing, jobs, quotes and invoices on the job site.
- Order by voice or scan a barcode at the yard
- Approve quotes and pay invoices from the job site
- Message your sales team without phone tag
Company users
Add userDemo data
Sam Rivera
Manager
Alex Chen
Purchaser
Jordan Lee
Purchaser
Teams
The whole crew on one account
A contractor's company can have several people ordering. They share the company account, pricing and credit, and the company manages who is on it.
- Add the people who order for the company
- Mark users active or inactive
- Everyone shares the company's pricing, credit and order history
Takeoffs
Quotes from a takeoff
Send a takeoff document and the Takeoff Agent drafts the quote from your product data.
Works with
CRM
Profiles, pricing, credit and product access.
Rewards
Reward the person who chooses where to buy.
Mobile app
Shop, scan, voice-order and message from your phone.
Common questions
What is a Pro account?
Customers are classified as Pro or Regular. Pro accounts get tiered pricing, credit and the tools contractors use to buy on account.
Can contractors reorder quickly?
Yes. Large orders and repeat purchases take one click.
What are Jobs?
Jobs let contractors organize their orders by job site, so each site's materials stay together.
Can several people from one contractor use the account?
Yes. A company can have several users who share its account, pricing and credit, and the company can mark users active or inactive.
Can Pros use the mobile app?
Yes. The native mobile app gives Pros their own pricing, jobs, quotes and invoices, with voice ordering and barcode scan.
Do Pros see their credit and invoices?
Yes. They see their credit limit, available credit and balance, payment history, and downloadable invoices and statements.