Roofing Estimator Pro Version 2.0 Sampling of New...
Transcript of Roofing Estimator Pro Version 2.0 Sampling of New...
Roofing Estimator Pro Version 2.0 Sampling of New Features
Below are descriptions and screenshots of a number of the new features release in Roofing Estimator Pro Version 2.0a.
1) Roof section Manager: The roof section manager allows for managing the different sections of the roof job
and assigning measurements to get an estimate of the total square feet of the roof job.
a. Roof Section Manager Screen – This screen shows the sections entered for the job in summary
fashion with a grand total of all sections. Notice that there are 4 roof sections for this job, which are
for a 24’x36’ three story colonial with three 3rd floor windows, a farmer’s porch and a 2 car garage.
The total job is 23.09 Squares.
b. Each Section can be viewed in more detail by clicking the “plus” button to expand and see the
individual settings.
2) Roof Dimensional Calculator: When you edit the settings of an individual section or add a new section using
the section editor screen, you will use the Roof Section Editor to determine the dimensions of the roof
section. This is the screen where the actual measurements are entered.
a. You start by choosing a general shape for the section, then enter the measurements, some notes
about the section. There are 6 pre-defined common shapes to choose from which allow you to
input data quickly to automatically calculate the square feet of the section.
b. Additionally, you choose the type of roof section to add and can also input an additional waste
calculation to your total estimate of square feet of product needed to cover the section.
c. The roof waste settings are managed by pre-defined settings or can be overridden by choosing the
“Custom” type from the dropdown list. End users can add new roof types via the Roof Type Pick List
Editor. Each roof type has a “Roof Waste Factor” which will be used to calculate the amount of
extra shingles needed to install onto the given type of roof.
3) Detailed Costing for Products: You can now breakout costs by Material, Labor and Equipment. Additionally,
you can setup a desired profit margin for items. These settings will be used to pre-populate and control
pricing when the item is selected on a job or estimate.
a. Tracking Product Costs – Below is the product entry screen showing the new fields for Labor Cost,
Material Cost, Equipment Cost and Target Profit Margin. Together, these fields will automatically
calculate a “Unit Price” to sell the product at. If you would like, you can override the unit price by
clicking the checkbox next to the unit price and entering the desired sales price.
4) Enhanced Product Selector Screen: A new product selector screen has been added to the system to more
easily identify and add products to an estimate. The larger screen allows for choosing to add products by
selecting a category and a supplier to drill down into available products and then choosing the appropriate
product to add to the job. The interface is responsive and quick, requiring only 3 mouse clicks to look
through the entire products file and find the product you want to add to the estimate.
a. In the example below, we have chosen the Shingles Product Category, and then chosen the ABC
Shingle Supply Supplier, which resulted in 3 items available for selection in the center of the screen.
We then chose the OC-TruDefinition item, which filled in the bottom section of the screen where we
enter the measurements.
b. When adding a product to an estimate, there are new costing features that allow you to granularly
control the material, labor and equipment costs for installing the product at this particular job site.
Also, you have control over the profit margin for this particular item as well and can tailor it to your
specific needs for this job. These costing and profit attributes are used to automatically calculate
the unit price for the item. However, if you would like to override the unit price, you can click the
checkbox next to the unit price and enter your own unit price for this particular item.
5) Expense Tracking: Every job has unforeseen expenses. You are now able to add expense categories and
then track the actual out of pocket expenses that were not calculated into the job at the time the estimate
was created.
a. Expense category manager – You can setup a list of custom defined expense categories to track your
miscellaneous expenses.
b. Misc. Expense Screen – When you have expenses for a job that were not part of the original quote,
you can track them via the Misc. Expense tab on the job itself.
c. Adding a Misc. Expense – Adding an expense is straightforward. You choose an expense category
from the pre-defined list, and then you assign a description, a date, a cost and a quantity.
6) Customer File Storage: We have added new tab to the customer screen to upload and store various types of
documents which are related directly to customers. This feature allows you to upload and store files to the
system in a familiar “Windows Explorer” type interface.
a. File/Folder Screen – This screen shows all of the files and folders being used for the given customer.
b. Upload a new file – This screen shows how to upload a new file to the customer file storage area.
Note that you can upload multiple files at a time to make things easier.
7) Global File Storage: We have added new button at the top toolbar level to upload and store various types of
documents not related directly to customers. This feature allows you to upload and store files to the system
in a familiar “Windows Explorer” type interface.
a. File/Folder Screen – This screen shows all of the files and folders being used for global file storage.
b. Upload a new file – This screen shows how to upload a new file to the global file storage system.
Note that you can upload multiple files at a time to make things easier.
8) System Security: We have Added Role Definitions and permissions for each system module. These allow the
Admin to administer new roles and create sets of permissions for adding, viewing, editing and deleting
records.
a. System Modules – There are over 25 system modules that you can administer permissions for
access.
b. Modules Permissions – Each of the system modules has the ability to add defined roles to get
access. For each module, you can define Add/Edit/Delete and View permissions.
c. Role Permissions – A given role can be assigned permissions to a given module. In this screen, the
“Basic User” role is being denied (Not Checked) access to any of the permissions for the “Company
Setup Module
d. User Assignment to role – Each user must be assigned to a system security role. In the example
below, the user is being assigned to the “Basic User” role, which will allow limited access to the
system.
e. Security Messages – If a user is not allowed to perform a certain function, either that function will
be unavailable (in the case of Edit/Delete, the buttons will be suppressed) or the user will receive an
alert message (see below) letting them know that they are not able to perform the given function.
From this screenshot you can see that the “Save” button” has been disabled. This particular user
has “Read Only” privileges for the Company Module.
This is a Huge Up-date For The Roofing Estimator Pro “Get More Roofing Estimates, And
Make More Sales” We build everything for you, and all you have to do is run your business.