In this article, we show how to create a single, comprehensive estimate for a job that includes roofing and/or siding installation.
Create an estimate
From the property details page, click + Create estimate under the Estimation tab
Select the project scope for the desired trade(s) with the toggle switches
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.
Click Continue
Note: if our system recognizes a considerable amount of time has passed since the job was originally created, you will see the following banner suggesting to have the support team ([email protected]) ensure the measurements are as up-to-date as possible:
Select your facades
Are you generating a full roof or siding estimate?
You do not need to change anything on the Facades Selection tab! All the facades will be pre-selected, and you will see the total square foot measurement at the bottom of the screen.
To proceed with the estimate, simply click Next
Are you generating a partial roof or siding estimate?
You can change the facade selections in multiple ways:
Deselect specific facades directly on the interactive 3D model
Deselect specific facade tiles on the right side of the screen
Click the Select all checkbox in the upper right corner which will deselect everything so you can proactively select the facades you want for the job
Review or change line segments
Are you generating a full roof or siding estimate?
You do not need to change anything under the Line Segments tab. Since all the pre-selected facades remain unchanged from the previous tab, you shouldn't need to make any changes under the Line Segments tab, either.
However, you can click that tab to double-check the measurements
If everything looks correct, the measurements on the right side of the screen will match the measurement directly below that field. (Due to a small rounding difference, the numbers will not match exactly)
To proceed with the estimate, click Next
Are you generating a partial roof or siding estimate?
You will see:
A banner message that line segments have been updated based on partial siding facades selected from the previous tab
The interactive 3D model with the partial siding selections still active from the previous page
The revised line segment measurement to the right with the original measurement listed in small print below it
The updated total square footage measurement of all siding selections at the bottom of the screen
To proceed with the estimate process, click Next
Complete waste factors and the project questionnaire
You can manually set the waste factor percentage with the slide-scale. For roofing, you can also use the toggle switch to lock in Hover's recommended waste factor.
Note: If enabled, Hover's recommended roof waste factor will be noted in the proposal.
Update style preferences and accessories
After selecting the appropriate waste factors for the projects, you will complete a series of style preferences and accessories, based on your customer's choices.
You can customize line item amounts to appropriately match project scope and, prior to clicking Generate, you can add custom items, if applicable:
Material variations and colors
After completing the project scope questionnaire, you may choose 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
Generate the proposal
Once the steps above have been completed, you will 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 include the following:
Trade section price
All line items
Click Generate
After the customer signs the proposal, you can mark the job “sold”. At that point, the project will be handed off to the production team who can confidently order materials for the project, eliminating the need for any back and forth between the sales and production teams.