What it does: Allows team managers to set profitability minimums and defaults for proposal templates to ensure that every proposal sent using a template is profitable.
Purpose: Allows team managers to ensure that their team won’t send a proposal that won’t earn a profit.
Prerequisites:* None, but you must be an team managers to make these changes.
Available On: Premium & Enterprise Plans
Access: Team managers Only
Here’s how it works:
Select Between a Profit Margin or Markup on Proposals
Step 1: In your Roofr dashboard, click “Settings” on the bottom of your left side navigation.
Step 2: Select “Company Profile” in the top navigation, and scroll down to the bottom of the page.
Step 3: Under “Settings” there will be a dropdown option for “Profitability Type”. Select either Margin or Markup.
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Note: Only team team managers will have access to make this change. This change will update for all team members and on all proposals and proposal templates.
Step 4: Click “Save changes” once you’ve selected your profitability type.
How to Set Your Default & Minimum Profit Margin or Markup
Note: Only team managers will be able to set default and minimum profit margins/markups.
Step 1: Log on to the Roofr dashboard and click “Proposals” on your left side navigation.
Step 2: Next, select “Templates” on your top navigation.
Note: You can only set your default and minimum profit margin or markup at the template level. You must select your desired default profit margin or markup for each proposal template.
Step 3: Select the template you would like to add your default profit margin or markup to, select it, and click “edit option” on it to adjust defaults.
Step 4: On the bottom right of the template editor you’ll see “Profitability Settings”. You’ll see the profitability type based on what you selected (“Margin” or “Markup”) in your Company Settings.
Step 5: Select the slider button to include your default and/or minimum profit percentages.
Step 6: In the text field, type in the percentage you would like to include for your default and/or minimum profit percentages.
Note: Your minimum must be less than or equal to your selected default profit margin or markup.
Step 7: Once completed, click the “Save and close” button on the top left of your screen. Repeat steps 3-7 until you’ve added your desired default and/or minimum profit percentages to your template(s).
How to Manually Adjust Your Proposal Subtotal
Step 1: In your proposals dashboard, select the proposal you would like to adjust your subtotal for.
Step 2: Click “Edit Option”, then “Adjust” next to the subtotal.
Step 3: In the “Subtotal” text field, enter your desired subtotal for this project and then enter in the tax percentage. Once entered, click “Save” to adjust your subtotal.
Note: If your subtotal falls below the minimum profitability threshold, team managers will receive a warning before changes are saved. Team members will receive an error message, and won’t be able to save a subtotal that falls below the minimum profitability threshold.