Proposals

How to Create a Catalog

Learn how to create a catalog so you can re-use items on future proposals.

Last updated
June 17, 2021

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.

*Requirements to create a catalog.


Available On: Pro, Premium & Enterprise Plans


Here’s how it works:

Step 1: After you log onto your Roofr dashboard, click theProposals” 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. 


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