Watch the full walkthrough — then follow the steps below.
From your dashboard sidebar, click "Proposals", then expand the "Pre-Saved Proposal Templates" panel at the top of the page. This is the master list of every product you sell, with units, pricing, and coverage.
Click "Load Standard Products". Roof Manager seeds a full set of standard roofing products — shingles, synthetic underlayment, ice & water shield, starter strip, ridge/hip cap, drip edge, valley metal, nails, ridge vent, and more — with units and coverage filled in and prices left blank for you to set. The button only appears while your list is empty, so it can never overwrite your own items.
Click "Add Item" to add anything specific to your shop. Each item takes a category, name, SKU, unit (bundles, rolls, boxes, pieces), your unit price, and coverage per unit (e.g. "33.33 sq ft per bundle"). The coverage drives auto-quantities on proposals — without it an item can lend its name to a proposal but not its price. Mark your go-to shingle as the default so it's pre-selected.
Open each item you use and enter your real unit price — items marked "set price" have no price yet and will never put a dollar figure on a proposal until you give them one. Your proposals reflect your margins, not a national average.
Back in the sidebar, click "Suppliers" to open Supplier Management. This is where your branches, account numbers, and store reps live so ordering material is one tap.
Click "Add Supplier" and fill in the supplier name, branch, your account number, phone, email, and address — then add your store representative's name, phone, and email. Save, and the supplier is ready to receive orders.
That's the setup done. Now when you build a proposal from a roof report, line items and pricing pull from your templates automatically, and material orders generate from the Proposals module and route to the right supplier with the correct quantities — no re-typing, no arithmetic.