Building Your Catalog: A Step by Step with Nic and Pete

Pete: All right. We're live. Welcome back everybody to the Roofer Masterclass. I'm your host, Pete, with my co host, Nick. And, uh, you know, a good way to kind of start it off here. You know, obviously we did our little, uh, AMA there with the first one, but you know, the first like dive into the platform here of 2025, I think this is a really good one.

Uh, kind of a fundamental piece, right, Nick, uh, of the puzzle here when it comes to, uh, Roofer. You know, of doing this, but let's get some housekeeping in and then we'll, then we'll dive into the catalog a bit.  

Nic: Yeah. Super excited for the catalog. Like you said, super fundamental. It's going to be everything that you need to get that CRM running.

So, uh, let's dive into those, uh, Those housekeeping items.  

Pete: This is us. The biggest point of this slide is make sure you guys have our email addresses. If you need anything, have any questions after a great way to get in touch with us and kind of, if nothing else, Nick and I can point you in the right direction.

If we're not the guy, we can get you to the person in charge, uh, of, uh, you know, help you answer that question. So, uh, hit us up anytime. Easy to remember. Probably the easiest email addresses in all of Roofr. Pete at Roofr, Nick at Roofr. So, uh, there you have them.  

Nic: It would be even easier if I spelled my name like a regular human being, but because there's no K.

So it's just Nick without the K.  

Pete: Well, it's like roofer without the E, right? You had to leave the K out.  

Nic: This is now it all makes  

Pete: sense. Yeah. You were just being, uh, what, uh, techie about it, right? Yeah.  

Nic: I'm being a company man.  

Pete: You were four, you were foreshadowing roofer there.  

Nic: Ever since I was a kid, we knew it.

Pete: Uh, so the big one for us on the calendar, obviously IRE. If you guys have not attended that an amazing event, obviously the problem I would call it, I always call it the super bowl of roofing, right? It's where everybody brings out the big guns. It's where you're going to see all the new stuff and Nick and I will both be there.

So be sure to come by the roofer booth if you're there. And, uh, say hi, check us out and, uh, see what we got going on. Um, and then let's talk about affiliate a little bit, Nick.  

Nic: Yeah, the affiliate program is great. So we have so many people here. Um, I'm seeing like some of the names that are in the, in the background.

So some, a lot, a lot of our big champions and stuff. I see you guys recommending us doing everything online. Get paid for doing it is basically the Roofer affiliate thing. So we have roofer. com slash affiliate. You go there, you can get submit your information and basically anybody you refer, you get paid and you can get up to 350 for each one of your referrals.

So put that back into your business, pay off one of the months of your subscriptions. Any of that stuff there you can use that money for and there's no limit to it. If you refer five people and they all go on a lead, that's, that's not my strong suit. So that's five times 350. So  

Pete: good money.  

Nic: Yeah, exactly.

That's a lots of money. So you can get some nice Christmas presents for that. So it's great. We're really pumped for IRE. We're really pumped for that affiliate program as well. And, uh, looking forward to getting everything started.  

Pete: Yeah. And, uh, one important note there that Jen posted in the chat. Um, if you guys haven't joined us before for one of our shingle and mingles, they're always great events.

They're a great way to network with not only the roofer employees that are there, but also with other roofers and, uh, you know, Have some drinks, have some food with us. So be sure if you are at Irie, make sure you sign up for that and reserve your spot. Um, San Antonio this year, I think we have a pretty cool spot there for that.

Um, you shingle and mingle. So be sure to join us if you guys are in town.  

Nic: Nice. Nice. Um, I think the last spot is here. If you have any questions, you guys are already in the chat or we already drop in where you guys are from. So that's exciting. If you have any questions that come up, hit them up. Pete and I always jump into it.

And if you have any feedback, uh, Send a message to Jen. Jen's in the background here. She's working the chat. So Jennifer at roofer. com and there'll be a survey at the end. We appreciate your feedback. We always want to continue doing these and making them better. So that kind of feedback really helps out with everything.

Pete: Yeah. And, uh, you know, if you are new to the masterclass series, we've got a ton of them on there. Nick and I have been doing these for what, two years now, at least more, maybe three. I don't even remember. And, uh, there's a ton of content there. We have those not only on our website and the help section, but also on YouTube.

So be sure to check those out. Also a lot of help articles, uh, blog posts. Podcasts, tons of stuff there, a lot of content from us. So, uh, take advantage of that if you haven't already. And, uh, so let's talk catalog, right? So catalog, if you are new to Roofer, or if you maybe are just getting into using the CRM functionality, uh, you know, catalog, obviously a big piece of it.

Like catalog, I say, you know, we were just talking about right before we came on this, uh, kind of like, you know, Step one, right? Like it's really kind of at the heart of, uh, you know, the whole thing and, and really kind of drives the whole rest of the platform more or less, right, Nick? Yeah, there's so many tools in that CRM  

Nic: and there's so many great things you can do, but I always think, and we've said it a lot on this masterclass, is that it kind of gets anchored by proposals and What's anchoring that proposals on top of that.

So it's the piece to the piece that runs the entire stuff. So automations can run through that. Your job cards are going to be important to have those proposals in there. So catalog is not only a huge part of it, but it might be. The most important thing that you set up in your entire CRM with us. So, um, that's, what's great about it, uh, with like the ability to customize and make that flow.

And we'll show you a little bit about how we can do that, but also that's, what's great about our implementation. And if, uh, you guys haven't heard about it before, um, we have free implementation. We talk about it a lot. We're going to be talking about it a lot this time, because there's a lot to go over and just know your implementation team is there to help you out with it all.

Pete: Yeah. And I think, like you said, the catalog is so important. It's a foundational piece and it is very daunting when you open it up. You know, obviously when we demo, we show you all this stuff. We have these beautiful built out proposals and they're being fed by this very extensive catalog that I know, like in the account that I always demo, Nick's got a catalog that's got.

Everything that's ever been created in the roofing industry in it, you know, so it's like, it looks fantastic. And then you open your account, you've got nothing in there. It can be very overwhelming. And, uh, it's good to know that it's not horrible, right? Like it's not a hard, it's not as hard as it may look to set this thing up as we're going to show you.

And with the support of that implementation team, it's just. Uh, you can make quick work of it and really get up and running in the platform very, very quickly. So, um, you know, some of the key things that the catalog, you know, the catalog is really going to help long term for your, uh, you know, hiring new people, having things standardized, being able to feed those proposals really well.

You know, having all of that stuff in there that makes it easy for your team to operate, find stuff, know what products they're using. All this information is really going to flow from the catalog. So obviously having it set up correctly and having it be fairly extensive is going to be beneficial to everybody, right?

Nic: 100%. And, and the, the key to everything there, like you said, it's, it's not overly complicated and we're going to start from like a brand new user base. Like I created a new account. We're going to go through it. There's quick start menus for you to start off with and start building things easily, but it comes down to, it's pretty intuitive.

Just if you go from left to right across that board and the way that you can build it out, that's going to help you set your, you'd set yourself. Ahead, set yourself going and make sure that you are like your point. Getting those quotes in accurately, making sure you're profitable is another thing there too, and really dialing in, uh, your pricing and everything.

And once you start from that, um, you. You're set up the right spot. So we're going to go over the implementation stuff as well. Um, at the top of our chat bar, there's a little blue banner there. So you can book a call today with your implementation team right there as well. Uh, so that's if you are on any of the plans, the pro premium or elite.

Um, so we'd be going through that, but I'm going to start, we're going to start today with like the walkthrough of it. From the different options with you just signed up for a pay as you go account, the free account there.  

Pete: Yeah. So let's dive into it, Nick, and take a little look, kind of give some insight into some of the ways that we can get started.

You know, let's say we're brand new. You and I just started a roofing company. We jumped on Roofer. You know, we're going to try to stay organized right from the very beginning. Uh, we get in there and uh, what are we going to do here? So  

Nic: I, I just created this account right before here and you can see right off the bat, it's going to tell you some things to get done at Dunning.

That's not a word. Get done. Uh, so you can click new, get the reports directly from here or order directly from there, but we're going to go all the way down on the left hand side to catalog. Once you open up this catalog, there's a quick start menu for it. Now, if you're already in Roofr and I've already been playing around with it, don't worry, I'll go over how to get back to this as well, but it's pretty easy.

So if you're starting, there's a couple of ways of doing it. You could add in items one by one, you could upload from a CSV, which we'll get to as well. But one of my favorite ones, and if you're just getting going is importing from a roofing system, we call it the quick start menu. So you can have it right off the bat here and click on this and it will give you the six major manufacturers in North America, and you can pick which ones you use.

If you use one, Or multiple, you can have that all dialed in this way. And from there, you just hit the next button at the top and all these items are going to automatically pull into your catalog and map the mapping and the coverage part are some of the more daunting things, but we'll show you how easy it is to go through.

But this is quick start menu is going to help you get that done right off the bat. You just have to add your pricing. So once that is up and running, you'll see that it's uploaded in there and we go into the catalog. We'll be able to see everything that's in there. Now I'm going to go quickly into the add items manually on this aspect here.

We can go through it as well, and you can see we'll have a new item. But all those items that we talked about are already here. So all the coverages for the exact specifications from it, all the unit costs are zero because it's your pricing, we need to find out. And all the mapping, which is over here, is already dialed in.

And we'll go through these items one by one, but you can see how there's 30. Now, the other way of doing things is adding them one by one. So you just add an item by clicking on the add item button there. And then once you have it down at the bottom, we could start adding something in. So maybe we're going to add in, um, Ridgeman.

No, it's already there. Ridgeman. Uh, let's think about two by four. No, let's go gutters. I'm changing up my mind and trying to figure out which one. So let's just say we're going to do five inch gutters here, and I want to add a Coverage. So I'm going to say that this is every one foot. I want to get that cost.

So I'm going to go into here and for my measurements and say that the linear feet, I'm going to map these to my gutters directly there. Once I add this in, I could add for every one foot. It's going to, I'm going to charge someone 6. I have a waste factor and we'll get into this in a second. But for the time being, let's just put five.

And then I would say that it's for per linear foot. I could add my tax in if I want. And there we go. That's all dialed in here. Now, the best way, in my opinion, to read it and Pete, tell me if you have another fun way for it, but I always go from kind of left to right. Uh, and I go, okay, so I have a five inch gutters and for every one foot, I'm charging 6 for every 6.

I want to make sure that there is a roughly 5 percent waste on there. The unit is a linear foot and I charged 13 percent on taxes and it's mapped to the EAVS links. And that way we can dial that all in there and make sure it's going. And if I want to go in and edit anything here, click on the edit and I can.

Detail, any descriptions that I want to see underneath it. So five, five inch, uh, K style troughs. Oh, can't take the Canadian out of me, Pete. I'm keeping up.  

Pete: I was wondering if you can catch that one. I was different.  

Nic: So seamless color to pick, um, by the homeowner. And then if I really want to format this nicely.

If you highlight anything, I could format it. Bold, bullet points, whatever. If I want to go one, two, three, whatever the case is, I can make that there as well. So if I go in and then say, uh, let's go, uh, color to be picked by homeowner. So I'll cut, delete the other one. And then I can say that we have end caps, hangers, and caulking included.

So I could add all that stuff in there. Make it nice and clean, have a nice formatting, and we have that all dialed in here. The last thing I will mention is we can mark it as material, labor, or other, so that it's for easy searching right off the bat. So as you can see, left to right is super, super simple to do, and I can duplicate an item or delete it there.

Um, and you can see everything that's dialed in from that aspect.  

Pete: Yeah, I really like the, the description piece is a huge piece, I think, because it allows you not only for your guys to have explanations, but also, you know, if we start to go where we're having some scope of work line items in here, I love the fact that you can format, format those descriptions, right?

That is not just. You know, uh, a jumbled paragraph or whatever that I can add some format to it. And I can really make that a polished description because I may want to do a scope of work description at the top and some line items underneath it when I'm adding this to my proposal. And now I can do that and I can have it really nice and formatted and clean looking as opposed to, you know, there's a giant, you know, paragraph up there at the top.

So, you know, that I really liked that feature that you can manipulate the Uh, the verbiage that way, um, you know, and just a lot, there's a lot of information here, right? Like I really like the fact that we have the ability to add so much information and to either show or hide that information too, depending on how you want to view this catalog, you know, with the filters up at the top.

Nic: Yeah. The scope of work thing is great because a lot of people that we use still do use price per square. So they just list the items in the detail there. So being able to format them and having a 2000 character limit. And just one under one line item for description really allows you to have that kind of customization, that flow to it.

And we'll, I'll show you some examples of how people have built out their templates for Scopawork at the end of this call to make sure we get that shown as well, but yeah, it's very clean to kind of move things around. What's nice, just a quick show around some of the features here. If we want to add all 30 items, I can select them all.

I can add them into one template. I could download them, mark them as something or unselect them all very easily, or even delete them. Careful with that delete one. Um, but even I can see what I'm looking at here. If I want to see everything, which is the description line item and all that stuff, I can show it there.

If I want to shrink or build out these to open that up, I'm able to do that as well. And I can even reorder them the way. So it's like. We used to say back in the day, Pete, and I remember like when we first came out with proposals, I used to say like, Oh, this is an Excel sheet on steroids. Now it's like more of that because I can do stuff like drag things across, reorder, get everything dialed in so I can have it make sense for me.

So I can say like. Like I was saying is now, let me just actually bring that over here. This makes more sense to me if I'm thinking about it, like five inch gutters. Here's a description of it. It's mapped to the East flanks and for every one foot of the eaves, it's 6 and you're going to add the waste in.

So you can build that across the side and just makes your life so much easier and kind of have it flow the way you want it in here.  

Pete: Yeah, I, I agree the flexibility of this now, you know, not having to just be, like you said, it's not just a table that you're kind of stuck with the format of it. And, and it may be the way you guys do it at your company.

Doesn't necessarily make sense. Uh, maybe you like Nick said, maybe when you're thinking about it, you're thinking about it in a different flow. Now you have the ability to just drag out stuff, reorder it huge. Like I think that's, Such a huge thing. It's going to make it so much easier when you're implementing something like this with your team.

If they already have a specific way of thinking about things, you just order it that way. And now it flows easy for them. Easy to pick it up and understand it. Uh, I also love the fact, and you touched on it already, Nick, that being able to separate out now the material and the labor and the other things so that, you know, that's one thing we talk about too, is like, this is a master catalog.

Like this is not just. Where you're uploading your materials at, right? Like you're putting everything in here. You're kind of building like a master price list, a master catalog on the back end that you're going to be able to utilize for everything. You know, that's going to feed your material orders.

It's going to feed your work orders. So you want to have everything that you can think of in here. Um, you know, the other category is going to be perfect to catch kind of your catch all stuff, your dumpster fees and all that kind of fun stuff. You know, but, uh, but now you have the ability to easily find that stuff, filter through it and  

Nic: yeah, all that stuff.

This filter and sort is going to make it a lot easier. So if I only want to see my material items, it'll show that if I only want to see my labor items, it will show that these are very easy to build up before I want to kind of change them. So we've really kind of created this mat, this masterclass, this master catalog to be a lot easier.

To search, to add, to change, to upload. Amanda, I saw one of your things there to have everything dialed in. We can move things by bulk to a template and I'll get into that. It's a new wish feature there, but it really opens up the door to make your life easier to know that everything's in there. I have people in there for like breaking things down by pitch per labor.

I have people in there. Who've created, uh, like you said, dumpster fees or off things like, uh, re, refixing one of the rafters or whatever the case is, you could add in as much in there. I know Amanda had used, has change order line items in there as well. I'm in, in the chat. So a lot of ways that you can really build this out and it doesn't have to be roofing specific.

I got off a call today talking to someone who's like, Hey, is it just. It's roofer. So is it just roofing specific? It's like, no, we've got people doing paving in here. We've got a bunch of different things in there to be done. So whatever you want to put money towards, you can do that. So really, really opens up the door to a lot of cool options.

Pete: Yeah. Yeah. And I love how you can just, you know, like I said, it's just so much easier to maneuver through this than it originally was. Right. Like, obviously when we were originally built the catalog, you know, we were just feeding proposals. It was very straightforward. Uh, and it has just adapted so much to.

You know, how the CRM is pulling all this information and needing it now. Uh, you know, the flexibility that the team has built into it. And, uh, like you said, the ability to search filter, all of these things have just made it so much quicker and, uh, more streamlined to use.  

Nic: Yeah. And why don't we just quickly touch on this waste thing?

Cause I feel like I jumped over it pretty quickly. This waste part is a great way to speed up those, those, uh, proposal builds and make them more accurate as long as you go along, but I wouldn't put the waste in here unless you want to put like a base waste for a shingle, uh, roof, like to redo it because it changes.

If there's too many facets, if a cutoff roof or whatever, it can go from eight to 10 to 15 to 25 percent very quickly. But for items that don't change that often. But you want to make sure you have the coverage. For example, starters, capping, valley, synthetic, all that stuff. And you want to make sure like you got overlaps, you have cut, cutoffs, you have waste, all that stuff in there for those things.

Like for example, valley flashing, I got that overlap around six to eight inches when I'm looking at like adding the metal valley in, I have cutoffs at the bottom and stuff like that. Typically, I'm going to look at around a five to 7 percent way. So I can make sure that 5 percent is added every single time.

So I don't have to change every single waste factor in the line item when I'm building out a quote, just have to change the shingle one. Same thing for like starters around five to 7 percent cause I got the cutoffs, I got the overlaps in some spots and stuff like that. So it allows you to be a little bit more streamlined with that too.

So the waste factor is just an additional tool to dial in the speed and the accuracy of your quotes coming out back from the catalog. Over onto those templates and proposals.  

Pete: Yeah. The beauty of it is it standardizes it, right? Like it standardizes all that stuff coming over to the proposal. So now if I've got a new salesman, I've got a salesman that maybe isn't a roofing person, uh, you know, that I'm trying to train.

And, uh, it's just so much easier for that person now. Cause you've taken the guesswork out of it. You've taken the objective nature out of it. So whether Nick's quoting or whether I'm quoting, we're going to be quoting pretty much the same now because we're using templates that are being fed by this.

Standard information that the company has put in on the backend for us. Right. So it's not like as a salesman, I'm just using my objectiveness to come up with these numbers. No, they're all there for me. So, uh, you know, it's, I don't want to say we're making it dummy proof, but in a way, that's what the idea of the catalog is, right?

Like you essentially want to make it dummy proof and take the, as much human error out of it as possible.  

Nic: Yeah, exactly. So I wanted to show you that thing. So we started from a blank template, like it's a blank account. We added those quick start menus. One of the cool things when you use that quick start menu and you're brand new to the system.

If I go into proposals now and go into templates, I have three templates built for me automatically. So that quick start takes those items and pulls them directly over to here. And now I have multiple options. Items ready to go. Now in here, we, if you look back in our master classes, we have a template, uh, building conversation.

We can add section headings, organize these and kind of like reorder them and stuff like that to make it a little bit clean. But this is not only going to kickstart your catalog, but it's going to kickstart your, uh, your, uh, template build. Now you have to just add in your PDFs for your brochures, your terms and conditions, and your text and initials, and you're ready to go.

So on a free account, you get five free report, uh, proposals to be sent out. This is going to get you set up and ready to rock that much quicker. And if, uh, we wanted to go back into that catalog and pull more items into there, like for example, we want to put the gutters and, I'll just say, these three items, I can quickly click on those three items, add to templates, and Find the dropdown of where I want to add it and it will put in your, if you have multiple options in the premium and elite plan, you could pick which option that you want to set it in.

And that's going to be in there. We can view that template. And now we can see. Those items have been added in very, very simply. So really cool feature to have in there to build out and allow you to be a little bit more streamlined with that stuff as well.  

Pete: Yeah. I love this from a startup, uh, you know, startup factor.

Like if I'm a new roofer, you know, maybe I've got a roof system or two that I offer, I want to just get in roofer and start using it as quickly as possible. Uh, you know, having this ability to just pull in these roof systems and have those, like you said, essentially have the foundation of the. Temp proposal template built for me.

You know, I go in, I tweak it a little bit to make it mine and we're ready to roll. I mean,  

Nic: yeah.  

Pete: What did that take you? Probably 15 to 15 minutes altogether to kind of organize that catalog a little bit, the way you wanted it and how you have a template in there. So, you know, it's, uh, you know, you're looking at just the speed of getting this thing set up.

The simplicity of it is just a huge plus.  

Nic: A big part here too, when you're building this out after it, like say you use a quick start menu and you're looking to add in your pricing, be very conscious of how things are mapped and how things are laid out. So for example, ice and water shield here, we're going to see that it's 65 foot and the links go in the Evesden Valley.

That's where it's mapped to. So if you want to add in rakes, Step flashings, stuff like that, wall flashing to make sure you can add that all in. But as you can see here, it's marked as roll and it's 65 foot. So we're not going to put a per foot cost here. We're going to put a per roll cost. So whatever your roll is, say it's 200 bucks, it's there.

Same thing if you're looking over here at starters, it's per bundle. And even the shingles, it's per bundle. So we're not putting a per square in. If you did want to flip it over to a per square price, you'd have to look down here and we have markers in square feet and in squares, so we can mark things to a pitched roof area squares.

If you do add shingles. At 312 or below pitch, our system's automatically going to label that as flat. So just a heads up, you might want to click on that. If you don't, if you put flat roof membrane on 312, it depends on this part of the country, so it changes. But if you do put a flat roof membrane on it, then you're not going to have that clicked on.

So that way you'll be able to map this out a little bit better. But once you do that here, we know the squares, we're going to move that 33. 3. Uh, bundles there and say it's 500 a square and we're going to turn this to a square. So that's just a couple good tips to have when you're looking at building out your own catalog.

If it's you doing it your own yourself, this stuff can be built out from here and pulled across the edges. So that is a good tip to have.  

Pete: Yeah. And it's an important note that you can adjust the. Uh, unit of measure, right? Because I think different, sometimes different teams have different ways of referring to stuff.

Uh, you know, some people like to quote it one way and order it a different way. Some people like to quote it exactly how they order it. So depending on how you're doing it, you know, you can adjust that unit of measure to best fit. Uh, you know, your operation and your process.  

Nic: Yeah. So that will dial it in nicely there.

And what, another good thing with it as well is just protecting yourself from any kind of mess ups. That's why I really like added in, like, if you're doing a new system, you have to really pay attention to how it's built. And that flat roofing thing is an important part because, Hey, where I'm from, if 12 or below, you're putting flat roof membrane on because of the snow load and stuff.

But I learned. In different parts of the country where it's warmer, they might put shingles. And sometimes if you don't check that box off, you could be coming up short or coming up heavy on a quote. So this will dial it a little bit more for you.  

Pete: Let's talk. There was a question early on. I saw about what if I wanted to bring in.

Uh, information from another account. So, uh, talk a little bit about downloading from a CSV.  

Nic: Yeah. So we make this super easy. So let's say hypothetically, you have a lot of items in another account and you just want to download it and put it into another one, traditionally, there isn't a way you'd have to like manually punch these in and have it all in there.

It's very difficult, but let's say for this instance, we have 30 items. Say they were 300, whatever you click on manage catalog, you could upload and download a CSV very quickly. If I go to download it, it's going to pull that in and already it's done. So I opened this up here. I'm going to have to come at a full screen here, which remember last time was a bit of a problem.

Pete: Yeah, it gets  

Nic: very  

Pete: touchy  

Nic: always. Okay. Oh, I figured it out. You just got to click on it first. Um, but I was able to download. That entire list, all the pricing, all the descriptions, everything in there. And now I have that set here. And if I wanted to, I could go add it directly in to the other part. Now I, before this call went into my normal, uh, Roofer account, the master account and downloaded it.

And it's about 1500 items, pricing and everything in here. And I just want to show you the power of this. So everything is dialed in here, ready to rock and roll. I have that saved in a Nix catalog. To upload this in, it's very simple. If you have not done this before, um, and you're uploading for the first time from a CSV, or you want to try that out, if you click on the upload catalog part, we do have a sample.

So we're going to go to add new catalog items. You can download the template. The template is pinned at the top of our chat as well. So if you guys need that at all, it's always there for you. But what that catalog looks like, let's see. I think I learned. There you go. We figured it out. It just had to be live on a call.

So, um, but if I open that up here, this is what our template looks like. It's going to show you what we need exactly. So you just kind of copy that and put it into a sheet and start adding your stuff in. So that's going to show you. exactly what we need across the board. So going back into this, if I'm ready to upload that item, I could upload a CSV if I already have it and a find that here it is under Nick's catalog.

Go to open it, it's going to take all those items and 380 items are ready to be added to my catalog and boom, it's in all my pricing, all my things, that's how quick and easy. So to answer the question, if you have another catalog with another account that you want to download, go in there, hit download catalog, go to the new one, hit upload catalog, boom.

One thing I would tip if you're going from one catalog from a different account to this one, delete all the items in the UUID. Because that's made for your account. So that UUID is to map it from downloading and uploading it directly in there. One of the reasons you might do that is if you want to mass update pricing, uh, being able to do it off there might be a little bit easier, um, than going through here.

Um, so if you're going from one catalog to another, delete the UUID or else it will come up with an error. But now we have all these items in here, and if I wanted to add all these just randomly, To another, uh, template. Even I got RFG codes for insurance things. I can go either drop it in here, add it to a new template, and then boom, it's all in here now.

Pete: Yeah. Love the ability to push, right? I think this is one of the first things we talked about when we first built the catalog was the ability to essentially create a template or a push to a template straight out of the catalog. I remember John, One of our engineers, John was like, we should be able to do this.

And I'm like, yeah, this would be cool. So I'm super excited that we have that there. And, uh, it just makes life so much easier because you don't have to flip flop back and forth between screens to get, you know, to get that stuff, uh, organized and set up. So, uh, One of the cool  

Nic: things we just released too, Pete.

Is the endless scroll too. We used to have pages and pages and you get lost in stuff. Now with this endless scroll, it's so easy. I can go from one to 411 very easy. And someone like Amanda, who's in the chat, who has 600 plus items in her catalog, this is just makes your life easier. You don't have to jump from page to page to page.

You can easily find it. You can use the search to find the shingle once. Um, that opens up only 74 of them for me. So I could find step flashing ones. I could change the price. If you change anything in the catalog, you don't have to change it again. The templates, it reflects all those templates right off the bat too.

So it makes your life super, super easy.  

Pete: Yeah, we have the ability to change like Nick showed you have the ability to change what shows here as far as what columns at the top. And, uh, you know, you can adjust the view if that makes it easier. Um, I think I saw a question about showing specific columns. Um, you know, so you have the ability to adjust that there.

Um, so let's talk a little bit, I guess, Nick, about from, I'm going to jump into some questions here in a minute, but let's talk a little bit about option three, which is kind of in the works here, which is integration, right?  

Nic: Yeah, so We got some cool things going on right now, live. So if you are an ABC customer Scared the crap out of me.

Jump scared. I'm not used to having a dog, so just like, Okay, Norm. Everything's cool, man. Um His name is Norm. Uh, sweet name. I  

Pete: like it.  

Nic: But, uh, yeah, one of the big things that we got going on is with ABC. We've been working on this ABC integration and it's awesome. Uh, it's going to help you set up your catalog that much quicker.

And more importantly, it's going to help you stay profitable as things go on. The world's a crazy place. Pete directly put tariffs on Canada. I don't know why, but he was the main impromptu here. Um, so there's a lot of weird stuff going on. We've got pricing increase happening at every supplier and every manufacturer level.

Last thing you want to do is send out a proposal that has the wrong pricing in there and have to either claw it back or deal with that pricing and have a bad review if you don't. So with ABC, we can integrate those pricings in and your live pricing from your, uh, branch, if you have multiple branches, it will take all those multiple branches as well and add them in.

So that you have things to make sure that you're saving times and marking them manually. Uh, there's no backup, so you don't need a back, no back and forth on, uh, any of those prices when they're changing. So you can see that where the supplier, uh, marker is here, we can connect and you'll see those ABC ones coming in.

So really, really cool. And also makes that setup that much quicker. Cause things just kind of go when, during your setup, uh, phase, you could just pull them directly in.  

Pete: Yeah. I mean, the beauty of that is like you said, it just being able to bring your pricelist over from your supplier and backfill it into that catalog.

It's just such a time saver because now you, like you said, you've got accurate pricing. Now you're really just going in and setting mapping and you know, it's, it's really, uh, You know, it's really just streamlines that process big time, even for our implementation folks. You know, if you are taking advantage, leaning heavy into our implementation team, you know, now having the ability to quickly pull your information in and get you set up, it's going to definitely help them as well.

And, uh, you know, it's a big, a big advantage and, uh, we have other. Suppliers, you know, right now, ABC is, is live. And like Nick said, and we do have, uh, in the works, the other suppliers, the other major suppliers. So you'll be able to, uh, utilize them in the same fashion or similar fashion here shortly. So, um, you know, definitely going to streamline getting that catalog.

Going and, uh, being able to utilize it very quickly.  

Nic: Yeah, a hundred percent. And you can even see in that template that we sent out your ABC skew has a column for that too. So if you get your skew information from there directly, then it's going to make your life a lot easier. But when you go back into this, it's not just the material pricing that's going to be dialed in, but it's also going to make sure that those sync directly with your proposals.

Like we were talking about, we could mark the, uh, branch location, the supplier catalog and the ship to area. With your actual account number so that if you're sending a quote and you're about to send out that proposal, it will alert you if your pricing is out to date. So hypothetically pricing goes up at midnight.

You're doing a quote at 3 a. m. in the morning because you're an early riser or you haven't gone to bed yet because we're roofers. You can send that out with confidence knowing that it will alert you that a price is different. And then you can convert those one proposals into material orders directly with MyABC.

Send them out, check for the availability and get that right out there. And coming very, very soon is we're going to be able to actually be able to, uh, Uh, see the updated order status is live in Roofr as well. So whether it's confirmed, rejected, delivered, sent, all that stuff there. So really cool integration.

And like Pete said, it's not just ABC. ABC is just the first, and we're happy for them to be the first one, but we have the major manufacturers coming in here as well that will be dialed in with that. So, uh, stay tuned for ones that rhyme with. Meekin and other words that rhyme with Shmesh  

Pete: Maresh. I was gonna say, I can't wait to hear what you rhyme with that one.

One was  

Nic: harder. I had to figure that one out on the fly. Shmeekin and Shmesh Maresh. Uh, those ones will be coming up soon as well.  

Pete: Yeah. And I mean, that's a huge piece, right? Like, because we, so many times, like I know, you know, especially like, let's say you're a commercial person, right? You may be writing a proposal.

It may take you days to write the proposal up. Right. And so, you know, In the meantime, pricing changes or something, you know, and now things are inaccurate in there. Uh, so I love the fact that it'll alert you, right? That it's good. You always can write your proposals with the confidence that if you did miss something or, you know, you're like Nick said, maybe your timing is off or something that the system is going to catch it for you and, and super smart.

And, uh, you know, You know, you're not going to get set up for failure by, uh, you know, just bad timing or something. So, uh, that's a huge, huge advantage, obviously having those integrations and, um, you know, what they do for your workflow and how they help feed your templates and your material orders and everything and streamline that whole entire process.

You know, I know everybody's got a system for ordering materials, but, um, you know, this really, really dials it home and makes it so simple to go from. Proposal signed proposal to material order to process through the ABC system. And like Nick said, the other suppliers as well here soon. So, uh, very, very cool piece and, uh, very excited to see that, uh, you know, being utilized by contractors.

Nic: And if you don't have one of those three suppliers, um, that's not a problem. Like I see Newcastle supply in there. I know a lot of people are with Mars. A lot of people are with elite.  

Pete: Yeah.  

Nic: Who names in Canada, roof, Mark Gibson, all that stuff. It's okay. Because guess what they have at their, at your, your account rep there has your pricing probably on a spreadsheet.

And all you have to say is send me that CSV. And when you're getting implemented into Roofr, the really cool thing is you're going to be able to have this set up. So you put in your ID number, you'll be able to go through the setup scope. You'll be able to upload those items and our team will build out that catalog for you.

If you have that and you're very good in like formatting and you like to really dial it in, you can download that example CSV and just start adding and start building that stuff out and upload it very swiftly. So whether you're with one of those three majors or There'll be some follows in the future, or maybe you're with a Newcastle supplier, or Mars, or something else out.

Don't worry, it's not going to stop you, it's not going to be that much harder. You just get that pricing sheet from your supplier, ask for it in CSV form or Excel form if you can, that's a nice bonus, and you can just give it to our team during the implementation system. Our implementation doesn't end.

After your first setup. So roofer. com slash implementations, where you're going to want to go. And in here, if you ever want to re upload or re implement anything else, you just fill out this form and you'll get a form that will come out and you fill out the stuff that you need to get updated. So we're here to help you out with that.

And we also have our live education sessions. They're not just like our masterclasses every two weeks. It's every Monday, Tuesday, Wednesday. They have a CRM on Monday, a run through. Where it's live like this, you could ask questions, just one host instead of two. Um, you're not going to get the cool people like us, but equally cool people.

Um, and then Tuesdays you've got proposals and Wednesdays you have material orders, uh, invoices, payments, and work orders. So those are your three sessions every week, week over week, brand new each time. You could register live for a session there and it could help out, but we've got that backing there.

And. Going back to what you said earlier, too, is a big difference on different tools and stuff like that. I was talking to a customer today and he said, Oh, I'm meeting with XCRM later on. What are three questions to ask? And I said, like, they're great. They're a fantastic tool. The questions that you should ask are user costs, integration costs, and most importantly, and should be your first question.

What's the cost and time frame of implementation? Ours is free, which is a nice number to have. But also how quick it is. Once you fill up that form, things get built quickly and live in your site. So you can just be clicking around your, your thing and learning from the Roofer Academy or that onboarding sessions and realize that you have a new catalog uploaded and some templates and these things are getting built in live.

So those are things I really recommend diving into.  

Pete: Yeah. And I think one thing to note too, is that this type of support is ongoing, right? It's not like. We're going to implement you and be like, here it is. We did it for you. You're on your own. Now go nuts. You know, like this, these guys are here for you for your duration as a roofer customer and you should leverage them.

You know, like let's say you decide to switch suppliers. You know, two years down the road, uh, you know, you can come to this implementation team and ask for help. And they're going to be more than willing to jump on there and get straightened out and get you set up. So, you know, um, they're a huge, huge part of the success of getting you, uh, going on the platform and keeping you going.

So definitely leverage them, take advantage of it. And those new sessions that they're doing, uh, you know, those Q and a sessions are fantastic. So. Uh, you know, take advantage of those and jump on this. So I'm gonna dive into some of the questions here, Nick, kind of, kind of work back from the bottom here.

Um, Tina said, if the prices are updated in the catalog, is there any quick and easy way to update an old proposals prices?  

Nic: Hmm. Great question. Let's leave. My flow here. Now, Tina, put it in the chat. If is it sent or signed? That's what I was thinking. If it's signed, probably not. You're going to have to have a conversation with that customer and discuss it.

If they're down for it and they sign a document. Great. What you can do with a signed proposal is You can just go in and hit copy and then just reorder, rechange the pricing very easily. So that can help out and you resign that you have a note at the front and saying, Hey, this is a new proposal based on the new pricing.

And that's easy. And you can go from there. That's an option. Uh, if it's sent just very simply cancel signature requests, go in there and start editing. So that would make it easy as well. So I can go in and say, all right, well, the pricing for this went up to 86 a bundle, right? So. Now that price changes across the board and ready to rock and roll.

I could go and resend this one out there. So those, it depends on what stage you're in. Sent, not signed, Tina, you're in a good spot. Just cancel signature request, go edit the stuff and send it back out just by that.  

Pete: Yeah. Uh, Scott's got a good question here. Can I create multiple catalogs? He's saying if I had sloped roofing, flat roofing, aluminum, Is there a reason to create multiple catalogs?

And if so, could I do that?  

Nic: So not yet, but I don't think you need to. Um, we will be creating like some section headings in here eventually as well, so that you could organize this stuff. But really I have stuff in here. This is my master catalog. There's 800 items in there, but if I want to go and find paving information, I spell paving.

Uh, I can add it, find it in there really quickly if I knew how to spell it. Or if I want to do, um, gutters, I could find gutter real quick. All the information on there. If I have flat roofing material, I could find that stuff here as well. So anything that's kind of dialed in for it, I'm able to find that stuff very quickly.

So there's no need to break it up piece by piece. We will have section headings similar to our, uh, proposals to kind of organize it a little bit more. But right now it should all be in one.  

Pete: Yeah. Diana had a question about material orders and said, if I pull a material order from a proposal, it will show all the line items that have a quantity of one or more.

How do I exclude items that I do not want in my material order form?  

Nic: Cool. Um, let's go from a one proposal here. So the best way to do it is going from a job. So I'm just going to cheat and go to a job that already has a signed proposal and flow through. So if I go in to proposal signed, And go to material orders in this job card, go to create a material order.

I could pick it from that one job right here. Darn it. I picked a Christmas light one. So I'm going to go back and pick a different one. What are the odds of that? Um, so I go into material orders and I'm going to order material here. I could pick from that one proposal. So everything that the customer selected is going to come in.

If you don't want anything in here, uh, like, was it Anna that was the first one? Uh,  

Pete: Diana. Yeah, Diana.  

Nic: So Diana, you can go in and exclude any items that mark with zero. So, uh, cause you're not going to order anything with a zero item in there. And you could go from there and do that there. If you don't want to, you can kind of do edit it this way.

Once you're in here, the item you're going to hit is edit and you just hit the X. So if I have underlayment left over from the job before and I don't want to order that, Get rid of that. Drip edge. I got some left over. I'm going to use that as well. If I want to add something else in, I can quickly add it in from my catalog.

So if it was a skylight, there we are. Add that in. And if I want to import something from a proposal, I could go back and pick the item that I want to import as well. So that should help out. If you have any other questions on it, just let us know. By the way, you have to hit save after this. And you're good to go.

And while you're in here, make sure you put the colors.  

Pete: Yeah. One other question from Diana earlier on was, uh, asked about labor costs. Do we, is it typical to put labor costs into the catalog? Yeah. I think you kind of answered that, you know, by showing the ability to filter by those items, you know, you have the material, you have labor, you have other, so yeah, I would load all that stuff in there, Diana, so that you have it all kind of in a master catalog.

Um, and you can work out of that.  

Nic: Like this real quick. Uh, so labor, you can make sure that it's for the pitched roof area and you can say my pitched labor is 120 a square. Um, Oh, that's the other way around. 1, 120 is square. And that's dialed in. You don't have a waste factor on it. But what you're going to do with this is mark this as So it will show up and labor items will not, will not populate into material orders as well.

So it makes it a little bit easier.  

Pete: I believe it was Alex had a question about bulk editing, the ability to bulk edit a catalog items.  

Nic: Um, if it's pricing or something like that, the best way to do that is to highlight the ones that you want to do. So in this case I highlighted a bunch here, but let's just say it was just these ones that I wanted to bulk edit.

I can quickly download these. It's going to pull it in here. I'm going to go in and pull this guy over here

and now I can quickly go in and edit it. So if I want to edit would shake in the pricing. I can go in and quickly add that this is 1230 a square now, but I want to add in a different description, I can do that as well. So just like we showed for downloading that CSV, how it's quick and easy for the entire thing, if there's only a couple items that you want to do, you can do the same thing.

Take that CSV that you just downloaded and re upload it in with the new edits and you're able to do all that.  

Pete: Yes. Quick and easy way to bulk edit. Amanda, I already took a picture of your, uh, new item request because that's a good one and I'll get that addressed. Um, Amanda, always with the great ideas.

Yeah. Yeah. She's got that extensive catalog, so she's probably running into some stuff that most people aren't. Um, Christopher asked when setting up the ABC catalog, do I have to manually map every item?  

Nic: Um, we do that for you, but yes, you should also like if you're doing it solo and cause you could really self serve your ABC, uh, build cause it's really easy to do that integration.

Um, basically what you would do is you would, I don't have it live in my system, but you would go into your integrations and then you would click here on ABC and hit connect. And then when you're in your catalog, you just click on supplier and hit connect and start connecting those line items. Yes, I would.

You have to map those again. Your implementation team is more than happy to do it for you, but if you would like to do things on your own there, we have kind of collateral and videos to help you out with that in our help center. Um, which good time to plug that roofer. com slash help. And if you go in here, you can see everything that's built in here.

We are how to set it up piece by piece, bit by bit.  

Pete: We got a good question here by Justin. And I think, I wish we had Devon chair for this one. Cause it's actually, it would be a good question for him, but he says, do items linked with a supplier need to have the name match exactly. For example, ABC has, uh, grace select, um, could I change the name and the items still be linked for live pricing?

Nic: From my understanding, when you're selecting it, it has to match, but after you can edit it. As long as it's connected, you can then change the name. Um, but double check with your account manager so they don't kill me. Um, so I don't want them to get more work and hear lies from me. But I'm pretty, I'm like 90 percent sure that once you click on that, connect it, you could then edit the item name.

Because to your point, some of the ABC or catalog items have a lot of stuff in there. So it will say like galvanized steel steps, 28 per P bundle, et cetera, as the entire line item. And you're like, I don't need that. Or like, uh, Ico dynasty, three bundles of square. That's not the name of the item. That's just what it says in ABC.

So you, you, you can edit that a little bit.  

Pete: I think there is some mapping stuff that can be done there, uh, once it's synced. But, um, yeah, I would get with your account manager just to make sure that Nick and I don't lie to you on here. So me and Pete like to lie. We like to just make stuff up on the fly.

Uh, cause I saw a couple of people asking, is there going to be a recording of this? Yes, there's always a recording of this. I think you automatically get one if you're registered for it. It sends you, uh, I know it sends me one, uh, always. And so I believe you get a copy of the recording of this, but you can go back and watch.

But also, you know, like we mentioned YouTube, uh, and the help center will always have them if you wanna refer back to them later. Um, let's see if we got anything else in here that we missed, Nick. James said, I'm unable to change material quantities on the tablet, only on the desktop. That is strange. Um, yeah, I'd have to actually  

Nic: play  

Pete: with that one.

Nic: Yeah, if you can send us a message, either to Pete at Roofr or Nick at Roofr, we can take a look into it. Probably would need to jump on a call with you and see it live. Uh, so we'd probably have to screen share through your iPad or tablet, whatever you're using, to kind of take a look at or record it while you're doing it.

Um, cause that shouldn't happen. Uh, if it is happening, it's something that we can fix up.  

Pete: Yeah. Carlos, uh, yeah, definitely take a look. If, uh, you're not using ABC, we have a great partnership with them. Uh, you know, obviously the integration coming online is, uh, is a big thing for us also, if you're using beacon, you know, we will have a very similar situation with beacon soon, so, uh, you can hang tight on that as well.

But, um, yeah, definitely take a look. Uh, the team has done some great things with ABC and, uh, we're very tight with those guys. And, um, You know, anything we can do to help you out, let us know.  

Nic: Yeah. Carlos, if you have any, like, if you do want a nice warm intro for your area, we probably are pretty close with the, your account reps in that area as well.

So just send me or Pete a message. We'll connect you with your local rep and have a chat. Not saying go to ABC, Pat, like from Stoneway, but just if it, if it's something of interest and you want a warm intro, happy to help out as well.  

Pete: Just scanning here to see if we missed anything, but I think we've just about covered everything, Nick.

Cool.  

Nic: Well, excited. I was going to, I I'll, I'll let the secret out. I was a little nervous cause it's been a while since I played with the catalog before we jumped on. So I did like some checking and stuff cause it's always been new features for us and not something that's existing. Um, I'm pretty good with it, but it's been a while.

So I'm excited that went smooth. I'm excited you guys got to enjoy that as well. So, uh, that went well, I think.  

Pete: Yeah, and definitely, uh, has evolved. Right. I mean, like from the original catalog to now, you know, like Nick and I, obviously, you know, we're in it's the software all the time, but these things evolve so much so quickly.

And now with the whole ABC integration, there's even more evolution happening in that catalog back end. So, um, Yeah. So cool to see. And yeah, definitely smooth, Nick. You would have, you looked very seasoned in there. Close one. Otherwise Richie would  

Nic: have fired me on the spot.  

Pete: He watches these later and judges me.

There you go. So yeah, very, very clean. Looked really good. And uh, lots of good info. I appreciate all the questions in the active chat. Like it always helps guys. I think it's, it's great for, you know, the insight of how you guys are using it Uh, you know, people to be able to, to work out some of the kinks there.

Like we said, definitely take advantage of the team. Always hit up Nick and I, any chance you need us for anything. And, uh, just a reminder, we'll both be at IRE. So if you think of something between now and then you want to swing IRE and ask us, we can always show you there live as well. Um, or hit up your implementation team.

Nick showed you how to get in touch with them and, uh, or booking them to implementation call. You get that link right there in the chat. And also the CSV template there at the top of the chat, uh, that you can utilize to, uh, upload your catalog if you want to bring in your own price list. So lots of great stuff here.

I think that handout is actually even available afterwards. I'm pretty sure, uh, Jen would know that better, but I'm pretty sure that's even available after the, uh, um, after we're done here. So thank you guys for joining us. Glad we could share all this information with you. Like I said, catalog is kind of the heart of this whole thing.

We want to make sure everybody feels comfortable with it. So, uh, you know, hopefully we were able to answer all the difficult questions for you. And if not hit us up and we will see you next time on the Roofer Masterclass. Thank you everybody.  

Nic: Thanks everyone. See ya.

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