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.
*Requirements to create a catalog.
Available On: Pro, Premium & Enterprise Plans
Step 1: After you log onto your Roofr dashboard, click the “Proposals” button on the left side navigation.
Step 2: Then, click on the “Catalog” button on the top navigation bar.
Step 3: To begin creating your catalog, click the “Add Item” button.
Step 4: Then, fill in the item’s description. This will generally be the name of the item, and any important details like size, color, etc.
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: Next, select coverage. This shows what a single unit of this item would cover.
Example: If the item is a starter shingle, you would specify how many linear feet one bundle will cover.
Step 7: Next, type in the unit cost per item. This is your cost for one unit of the item.
Step 8: Then, select the 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 particular job.
Deleting an Item:
Step 1: If you want to remove an item from your catalog, just click the “x” button, and then click "Delete item" to confirm.
Learn how to create a proposal template that you can re-use on future proposals.
Learn how to create a proposal using a measurement report for auto-populated item quantities.