What is a RoofSnap Office?
A RoofSnap Office is where your logo, documents settings, and pricing/materials preferences are stored. You are able to create one or more Offices to help organize and manage your jobs. Here are some reasons why you might have more than one Office:
- More than one company location - Ohio, Florida, Columbus, Findlay, Cincinnati, etc
- Different roofing divisions - retail, insurance, repair, commercial
- Multiple suppliers, material pricing, or different contract terms or agreements
Where Are Office Settings Located?
You can access your Office Settings via the Web App by clicking the 3 white lines in the upper left corner of your screen. Select Offices & Users, and then Offices on the left tool bar.
What Items Can Be Customized Within My Office?
General Company Information
- Company address
- Company logo
- Add uploads to mobile devices such as pitch books, material catalogs, presentations, etc
- Restrict or allow users to access different offices
Estimating Materials & Pricing
- Sales tax rate - apply to total cost or materials only
- Organize estimates by trades - roofing, gutters, low slope, siding, etc
- Input different material items or colors based on regional availability
- Varying labor or material costs
- Estimate templates - standard materials used per job with the ability to adjust as needed
Document Settings
- Contract terms or agreements
- Pre-start checklist
- Control the visibility of
- Project title
- material quantities
- material and labor costs
- Hide/show insurance proceeds or costs
- Hide/show sub-total and taxes
- Turn on/off the ability to generate project summary & labor reports
How Do I Create Multiple Offices?
All RoofSnap accounts come with a Sample Office. There are two ways to create a new office, depending on your preference.
- For a simpler experience, we recommend copying the same office. This duplicates all your pricing and material settings, as well as your contract terms and estimate templates. From there, you can make updates as needed rather than starting from scratch. Select the COPY option next to the existing Sample Office.
- If you do not wish to use the Sample Office as a starting point, you can create a new empty, blank office that will not have any sample materials pre-loaded. You will need to manually add in all of the materials and service charges associated with labels in the sketch scene, specifically pitch values for steep charges.
Set Up Guides
- Adding your company name and logo
- User settings & permissions
- Adjusting document settings
- Uploading and editing Contracts
- Adding uploads to mobile devices
- Material set up and training