How To Edit Roof Squares and Predominant Pitch in RoofTrace™

How To Edit Roof Squares and Predominant Pitch in RoofTrace™

RoofTrace™ automatically calculates roof squares, predominant pitch, and replacement value. Most of the time, those numbers are accurate enough for fast estimates and sales conversations. But if you see something that looks off, you can manually edit roof squares or pitch to make your estimate more precise.


Mobile App

1.  Search for or select an address



2.  Tap the Property tab


3.  Next to 
Roof Squares or Predominant Pitch, tap the value you want to change


4.  Enter the corrected number and save. 
The Roof Value will automatically recalculate based on your edits
Info
Note: Adjusted values will carry through into Opportunities if you create an asset from the property (for Canvassing subscriptions).

Browser App

1.  Search for or select an address



2.  Click the Property tab


3.  Next to 
Roof Squares or Predominant Pitch, select the value you want to change


4.  Enter the corrected number and save. The Roof Value will update instantly
InfoNote: Adjusted values will carry through into Opportunities if you create an asset from the property (for Canvassing subscriptions).

FAQs

Why would I edit roof squares or pitch?
Sometimes RoofTrace™ may over- or underestimate roof size/pitch due to unusual structures, newer buildings, or data gaps. Editing lets you correct the value so your estimates stay credible.

How do I save the updated price?
If you have a Canvassing subscription, you can save the price when you create an Asset. The recalculated Roof Value will auto-populate the Opportunity Price. Requires RoofTrace Canvassing User or RoofTrace Canvassing Admin roles.

What happens when I leave the page?
The fields revert to the original RoofTrace values. To save the price, create an asset with a RoofTrace Canvassing User or RoofTrace Canvassing Admin roles. 




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