In this article, you’ll learn how to create a single, comprehensive estimate for a job that includes roofing and/or siding installation.

Overview:

  1. Getting started

  2. Full or partial installations

  3. Completing waste factors and the project questionnaire

  4. Material variations and colors

  5. Generating the proposal


Getting started

  • When you’re ready to create an estimate for a project, navigate to the property and click CREATE AN ESTIMATE

  • Select the appropriate template for the project by toggling on the different trades that will be included in the project.

    • Each template selection will determine which questions the sales representative has to complete to ensure the project estimate accurately reflects all the labor and materials needed for that particular installation package.

    • You’ll see the grand total number of templates summarized at the bottom of the screen

    • Click Next

NOTE: Each organization can customize as many project templates as they need during their onboarding process.


Full or partial installations

  • Choose whether the job includes the full or partial installations for roofing, siding, or both.

    • You’ll see a 3D model with all roofing and siding facets labeled, if both trades are applicable to the project. If the project is a partial roof replacement or a partial siding replacement, this is where you can specify which roof and siding facets should be included in the estimate.

  • You can deselect any of the facets that should not be included in the estimate by either:

    • Clicking on the facet label on the 3D model

    • Clicking on the individual facade tiles on the right side of the screen or

    • Unchecking the Select all checkbox in the upper right corner which will deselect everything; allowing you to manually select the desired facades for the job

  • Deselecting any facets will automatically update the line segment measurements, as well

    • The original measurement is shown in small print below the updated measurement

    • To proceed with the estimate, click Next


Completing waste factors and the project questionnaire

  • On the Select Waste Factors page, you can manually choose the waste factor percentage with the slide-scale or you can use the toggle switch to lock in our recommended waste factor:

  • After selecting the appropriate waste factors for the projects, sales reps have to complete a series of selections based on customer choice.

  • Throughout the questionnaire, you can customize line item amounts to appropriately match project scope and you can add custom items, if applicable:


Material variations and colors

  • After completing the project scope questionnaire, you’ll need to select material variations and colors, as previously discussed and agreed upon with the customer.

    • During this process, if an organization has chosen to enable color matching, reps will be able to select the main shingle or siding color for example, and some or all of the accessory colors will auto populate to match the color template.

      • Click on a template and click Select variations

      • Choose the agreed upon color(s)

      • Click Done and you’ll see a full list of all the selected color variations

Turning off the automation

If you don’t want the system to auto-match the colors of a certain project, simply toggle off the Material variation


Generating the proposal

Once the steps above have been completed, you’ll have access to the full estimate and can create a proposal to present to the customer.

  • Click Get Proposal

  • Name the proposal and be sure to include the customer’s email address and any applicable notes

  • Depending on your preference, you have the option to:

    • Toggle to Include trade section price or

    • Toggle to Include all line items

  • Click Generate

After the customer signs the project contract, you’ll mark the job “sold” at which time, the project is officially handed off to the production team who is then able to confidently order materials for the project, eliminating the need for any back and forth between the sales and production teams.

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