[5.0] How to Create a Company Custom Price List For RoofTrace™

The Custom Price List feature in RoofTrace™ gives admins control over how roof values are calculated. By setting company-wide prices per square and adding a waste factor, you provide reps with transparent, accurate estimates they can confidently use in the field.

These prices apply anywhere RoofTrace™ calculates costs—on the Address Details page and when creating Opportunities.

Note: Only users with the RoofTrace Admin or RoofTrace DealTrace Admin role can update custom pricing.

Mobile App

1.  Tap on More pag in bottom right 

2.  Select Company Settings from the menu

3.  Tap RoofTrace™ Pricing List

4.  Enter your price per square for each roof pitch (slopes 1/12 through 12/12)

5.  Enter your Waste Factor %. This accounts for extra material due to cutting, overlaps, and installation

6.  Select Save and prices will now automatically be applied wherever RoofTrace™ calculates roof value on an address

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Browser App

1.  Go to Company Settings in the left-hand menu

2.  Select the RoofTrace™ Pricing List tab

3.  Input your price per square for each pitch (1/12 through 12/12)

4.  Enter your Waste Factor % at the bottom. This accounts for extra material due to cutting, overlaps, and installation

5.   Select Save and prices will now automatically be applied wherever RoofTrace™ calculates roof value on an address

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