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Calculation and waste preferences

Setting up estimation calculations, and waste preferences for siding and trim

Updated over a week ago

Hover's estimate template calculations are based on best practices we've seen in the industry. You may require different preferences to match how your organization orders and installs siding and trim.

Click the arrows below to expand or collapse additional information.


Set up your siding calculation preferences

If the calculation preferences are not set up from the Manage Workflows page, the default for all jobs will be set at 10% for areas with openings less than 33 SQFT.

Calculation preferences are only available for siding, at this time.

1. Navigate to the Manage Workflows page

Option 1: From the homepage

  • Click the drop down in the top right corner

  • Select Manage workflows

Option 2: From the estimation view

There are a couple ways to access Manage Workflows from within the estimation view:

You can either select Help from the top corner, or click on your initials to select Manage Workflows from the drop down

2. Select Calculation Preferences from the menu

From this page, you can:

  • Include or exclude openings less than 33 SQFT in your siding calculations, as well as in your non-siding wall calculations (e.g. brick, stone, stucco)

  • Automatically account for siding in areas where trim may or may not be applied

    • (e.g. siding on the trim area of openings or at corners)

  • Automatically account for non-siding wall materials in areas where trim may or may not be applied

    • (e.g. brick, stone, or stucco on the trim area of openings or at corners)

Make the adjustments manually and, once saved, these calculation settings will be applied to all future projects. You can adjust these settings at anytime.


Adjust waste preferences at the template level

Adjustments made at the template level will override the installation and waste preferences set on the Calculation Preferences page.

To review the template-level-waste applied to your estimate, click Summary from the Project details card in the estimation view. Then scroll to the waste factor section:

To make changes to the template waste coverage:

  • Click Edit Scope:

  • Choose the template(s) when prompted

    • Selecting (2) or more templates of the same trade type will lead you to the area-selection screen, prior to the waste factor screen.

  • When the Waste factor screen appears, slide the bar to make adjustments for each trade or manually input the percentage

    • Alternatively for roof waste adjustments, you can click the checkbox to set Hover's recommended waste percentage

  • On the additional screens, update the product style preferences and accessories (shutters, vents, etc.)

  • Click Create Estimate - you will be redirected to the estimation view, complete with changes.


Update waste preferences at the line level

Adjustments made at line-level will override the installation and waste preferences set at the template-level.

Some template line items have default waste factors that will override any template-level waste settings. These default waste factors can be modified with the calculator icon at each line.

Click the calculator icon to review or edit the coverage and waste factor calculations at the line-level:

  • You can see the context for how the material line item was calculated at the top of the pop-up. To make changes:

    • Click into the Waste field to manually enter a new waste factor

    • Click into the Coverage field to manually enter a new value

    • Click Update - the line item measurement will adjust immediately

  • To save any template-level or line item-level waste adjustments for future jobs, use the β€œSave as template” option.

Still have questions? Reach out to our support team.

  • Call us (+1.844.754.6837). We're real people and ready to help!

  • Email us ([email protected]). We'll usually reply in about 30 min.

  • Chat with us. We generally answer in less than 3 mins.

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