A send modal over the order sheet: suppliers are contacts wearing the supplier hat, the email renders the order rows inside the tenant's branded email chrome, and a CSV version is available for a yard that would rather import than read.
Also called: send order · email the yard · supplier order record · ordered badge · order the materials · supplier order · send to the yard · order sheet · email the material order · order materials · send to the lumber yard · purchase order from an estimate
- 1Rows are rendered as the inner table of a branded email; the header and footer come from the tenant brand path so the supplier sees the BUILDER, not the platform.
- 2The send goes through the orders API, which uses the org's send cascade and records a supplier_order.
- 3Recording the order is what makes it appear on the supplier's card and stamps the project pipeline's 'ordered' badge.
- 4Optional note, deliver-to and needed-by fields ride in the message meta block.
A material order emailed straight off a takeoff and written down nowhere is an order the supplier is holding and the office has no record of, which surfaces when the delivery arrives or when it does not. Sending the order records it against the job in the same action: who it went to, what was on it, and when. The send and the record cannot come apart.
- Orders sent ad hoc with no record against the job or the supplier.
- Supplier-facing email carrying the wrong brand.
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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