Build an Estimate
Build an Estimate Learn how to create an estimate, move an estimate, duplicate an existing estimate or add a new one in under two minutes!
Roof Measurements
Capturing your measurements is easy in Roof Chief. We've got a place for you to organize all the important measurements. And of course, when you enter this information, Roof Chief can calculate your materials, labor, and other associated costs automatically.
Tear Off & Permits
Tear Off & Permits In this video you will learn where Tear Off, Labor, and Dump Fees live in Roof Chief and how to override them, as well as where to add a permit to the cost of the job.
Material & Labor
Material & Labor Go over Material and Labor quantities to see how it’s calculated based on your companies products and rates. Get specific by moving, dragging, and selecting what you’d like to view.
Pricing
Once you've figured out your costs, it is time to come up with a Sales Price. Roof Chief makes it easy...
Duplicating Estimates
Once you've got one Estimate in good shape in Roof Chief, it's very easy and fast to create copies and versions.
Use this to leverage the power of the software. It takes very little time to come up with different options, so you can help guide the customer to the best outcome.
Deleting Estimates
First off, let’s get you to the Estimate. Find the Contact on your list, and then click the blue Estimates button to the right of it. To delete estimates, simply hold your cursor over the estimate you would like to … Continued
Approving the Sale
Approving the SaleSelect the estimate the customer chose and approve it by entering a date so it appears in the report and is visible to the rest of your team!
Special Notes
Special Notes are a quick and powerful way to further tailor your Proposal or Contract to the specific project and its needs.