RoofSnap is available on multiple device platforms, allowing you to access and update all of your projects on the go! Here is a quick overview of navigation within the iOS iPhone app.
The RoofSnap mobile app is available to download on the Apple App Store.
While the overall functionality of RoofSnap is the same on both the iPhone and iPad, there are some minor differences in the navigation interface. An iPad should be rotated to landscape mode (long side parallel to the ground) in order to navigate using the menu on the left side. An iPhone allows you to navigate by scrolling through tiles in either portrait or landscape mode.
General Settings & Information
Before diving in to each tile and option in the links below, it's important to note the (i) button in the lower right corner of the menu tab. This is where all of your app information lives including your App and iOS version numbers. (To avoid any glitches with the app, make sure it is up to date and running the most recent release.)
Primary Settings:
- Resync All Data - if you are missing projects or other project data, resyncing refreshes the app to pull in any projects created on other platforms.
- Manage Templates - modify or delete saved estimate templates.
Quick Links:
- My Projects
- Start New Project
- Project Map
- Need Some Help?
- Manage Materials
- Order SketchOS
- Uploads (Optional)
My Projects
Click the blue My Projects button to access your completed orders and DIY projects.
- If you have the Admin user role, you can filter projects by user by tapping on the user name (Jane Smith in the image below).
- You can also filter projects by Office or Status.
- Tap the (i) in the lower right corner to sign out, resync your data, delete your estimate templates, and view your App version. Resyncing your data refreshes the app to pull in any projects created on other platforms.
Start New Project
If you know the address for the project property, click the green Start New Project button. It will prompt you to select the Office and allow you to input the address.
- You can also include customer details, billing information, and insurance details.
- Click Done in the upper right to save your changes and open the main project menu.
- Once you have created your project, you can click the Details tab to edit this information.
Project Map
To pull up your current location, click the purple Project Map button. This will generate a map showing your current location. You can move the map by dragging your fingers over the screen.
- Press and hold on the structure you need to get measurements and build an estimate for.
- A pop up will open with the address and the option to Create a project.
- When you click Create, it will take you to the project Details menu - allowing you to add customer details, billing information, and insurance details.
Need Some Help?
We offer a support article and tutorial database dedicated to helping you utilize all of RoofSnap's features. Click the orange Need Some Help? button (or access Help Center left of the (i) icon under My Projects) to open our knowledge center. Use the search bar at the top to find articles to answer all of your questions regarding features, pricing and more.
Manage Materials
While you can access the Materials Manager via a mobile device, we recommend initially configuring your settings on a computer's web browser. The mobile browser is ideal for quick updates on the go.
Clicking the blue Manage Materials button will open your device's default web browser to the Materials Manager, located within your RoofSnap accounts back end settings. Here, you can organize all of your necessary roofing materials, service charges and warranty pricing. All items in the Materials Manager are configured to seamlessly populate within our estimating and documents suite.
- Toggle between Offices by tapping on your Office name.
- Select different material categories by clicking the white button with three gray lines to the left of the Search All bar.
- Type material descriptions into the search bar or tap Browse Materials to select an item. To apply the material to your catalog click the green Add Material button.
- Click the blue buttons with the white lines to open the folded tool bars. (See images below)
- When clicking the top tool bar in line with the Office name, you can filter between the three primary categories - Shingles, Materials and Services.
- To breakdown per line item pricing by material cost, labor cost, and profit margin, click on the Detailed View button.
- When clicking the bottom tool bar in line with the Material Category name, you can apply a waste percentage to that category.
- Use the Delete button to remove materials you no longer want to see in your catalog.
- Use the Save button to save any changes made within each category. Note: You must click the Save button within each category in order to save any changes you make. If you switch categories without saving, your updates will be lost.
Order SketchOS
To place an order through our Measurement Ordering Service, click the yellow Order SketchOS button. This will open your device's default web browser to your order screen.
- Click the green + Add New button and then Order under your preferred report type.
- Complete the order flow to place your order.
Optional: Upload Tiles
You can upload your own custom tiles for quick access to items specific to your organization's needs. Include links to your pitch book, company website, material color options or other needed websites or documents.
You can access your Account Management page directly here. Within the iOS App you can click the Materials Manager button, tap the blue icon with three white lines in the upper right corner and select My Account.
- Select Offices on the left toolbar, then Edit next to your Office.
- Click Uploads on the left toolbar.
- Add a Description, which will be the title visible on your iOS tile.
- Upload a document or add a URL and click the blue + Add button.
If you have any issues with navigating the layout of the iOS iPhone App, we're happy to help! Please contact our Support Team or give us a call at 877-766-3762!