How to Create a Catalog
Learn how to create a catalog so you can re-use items on future proposals.
What it does: Creates a library for all the items you use on a roofing job. These items can be pulled into proposals and templates.
Purpose: Creates a library for items you plan to re-use on jobs.
- Add materials, labor, and anything else you would include in a proposal
- Add & save each item's measurement area, coverage, unit cost, and tax
- Easily add and remove items at any time
Prerequisites*: None.
Available On: Free, Pro, Premium & Elite Plans
Here’s how it works:
You can access your catalog from anywhere in your dashboard by choosing "Catalog" in the left-side navigation. When starting from scratch, there are three ways you can create a catalog in Roofr.
1. Add Items Manually
Step 1: To add items to your catalog individually, select "Add items manually" from your home screen.
Step 2: Add a new line item. You can quickly fill in the details here, OR under "Actions" select "Edit" to open up the item details page.
Step 3: Then, add the name of the item, and any important details like size, color, etc.
Step 4: Choose what type of item it is, either "Material", "Labor" or "Other". This helps you easily filter and search materials in your catalog later.
Note: New items are automatically marked as "Material", but always check to make sure this is correct.
Step 5: Next, select the type of measurement the item is related to. This could be eaves, valleys, total roof area, etc. If the item is not related to a measurement (such as labor for example), you can leave the measurement as “None”.
Note: These measurements will be used to auto-populate quantities if you create a proposal based on a measurement report.
Step 6: You can select multiple measurement types from the drop-down.
Step 7: Next, Add the coverage. This shows what a single unit of this item would cover. Note: The coverage unit will automatically reflect the type of measurement you have selected in the step above.
Example: If the item is a starter shingle, you would specify how many linear feet one bundle will cover.
Step 8: Fill in the rest of your item details:
- Unit cost per item. This is your cost for one unit of the item.
- Waste percentage is optional. This applies an expected waste factor calculation.
- Unit determines how many units this line item includes.
- Tax percentage included with this item. This is the tax amount you will be charging your customers.
Step 9: Repeat these steps for as many items as you would like to include in your catalog.
Note: You can always come back and add items to your catalog at any time. If you’re in a rush to create a proposal, you can choose to only add the items needed for a current job.
Deleting an Item:
- If you want to remove an item from your catalog, select the item from the list and hit "Delete". You'll be asked to type "Delete" to confirm the action.
- You can delete multiple items at once by checking the boxes of all the items you wish you delete.
Duplicating an item:
If you want to create multiple versions of the same line item (like if you want to have a line item for each color of shingle), under "Actions" choose "Duplicate" and then edit your new line item. Be sure to use a different naming convention for each version so it's easy to add to a proposal.
2. Import from a Roofing System
You can create a catalog by bulk importing all the items from an existing roofing system. This will create line items with the system's measurements and coverage already included, and you can customize the other details.
Step 1: Choose one or more roofing systems to import. Then select which items you would like imported, or choose "All".
Step 2: Add the details of each line item. Under "Actions" select "Edit" to open the full item editor.
Step 3: The name and measurements are already filled in. Customize the description item with any important details like size, color, etc.
Step 4: Choose what type of item it is, either "Material", "Labor" or "Other". This helps you easily filter and search materials in your catalog later.
Note: New items are automatically marked as "Material", but always check to make sure this is correct.
Step 5: Fill in the rest of your item details:
- Unit cost per item. This is your cost for one unit of the item.
- Waste percentage is optional. This applies an expected waste factor calculation.
- Unit determines how many units this line item includes.
- Tax percentage included with this item. This is the tax amount you will be charging your customers.
Step 6: Repeat this for the rest of your imported catalog items.
Deleting an Item:
- If you want to remove an item from your catalog, select the item from the list and hit "Delete". You'll be asked to type "Delete" to confirm the action.
- You can delete multiple items at once by checking the boxes of all the items you wish you delete.
Duplicating an item:
If you want to create multiple versions of the same line item (like if you want to have a line item for each color of shingle), under "Actions" choose "Duplicate" and then edit your new line item. Be sure to use a different naming convention for each version so it's easy to add to a proposal.
