How to Create a Company Custom Price List For RoofTrace™

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.

InfoNote: Only users with the RoofTrace Admin or RoofTrace Canvassing Admin role can update custom pricing.
​

Mobile App

1.  Tap on More tab 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


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
​