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.