Before you start
- A completed roof measurement report for the property (or start without one and type the lines).
- Your prices in Pre-Saved Proposal Templates. Lines without a price arrive blank.
- Gmail connected under Integrations, to email the proposal from your own address.
How to build a Roofing Proposal in Roof Manager, step by step
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Step 1: Start a proposal from the report
- Pick the report
- Or start blank
Open Proposals (page heading Proposals & Estimates) and press New Proposal. Under Start a Proposal, pick the roof report for the job. You can also press Create Proposal on a completed order in Report History, or Create proposal without a report to type every line yourself.
What happens next
The builder opens with the report attached. The homeowner’s address, a suggested tax rate and your saved waste % are filled in, and the measured material quantities are imported.
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Step 2: Enter the homeowner
In Customer Info, choose New Customer or Existing Customer and enter the name, email, phone, property address and the scope of work. In Include in Customer Proposal, choose whether the homeowner sees the Customer Copy of the report or the full report.
What happens next
A new customer is saved to your CRM contacts when you save the proposal.
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Step 3: Check the quantities and prices
- Fill every “set price” line
In Materials & Pricing, review the imported lines: shingles, underlayment, ice and water, ridge cap, drip edge, starter, valley flashing, nails and caulk. Each is priced from your Pre-Saved Proposal Templates. Any line you haven’t priced shows set price with an amber border; type your cost or remove the line. Adjust the waste % and press Recalculate Materials if needed.
What happens next
Your cost, the customer price and your profit update as you edit. Lines left unpriced are not removed for you, so check every amber line before you send.
Note
Prefer one price per square? Switch the pricing method to Per Square. Bundle Pricing lets you enter unit prices in one sheet and press Build from Report to rebuild every line from the report, including labour, tear-off and disposal.
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Step 4: Customize the proposal
In Customize Proposal, set the title and intro, add notes such as warranty and payment terms, and add your licence or insurance numbers under Certifications. Quick Templates (Standard Replacement, Roof Repair, Insurance Claim, Flat Roof / TPO, Inspection) fill the title, intro, scope and notes in one click.
What happens next
Your logo and document colours come from Business & Brand. The proposal is valid for 30 days from the day it is created.
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Step 5: Preview and send
- Email it from your Gmail
- Status as the homeowner acts
In Review & Send, press Preview to see what the homeowner sees, or Download PDF. Press Send to Customer to email it.
What happens next
The homeowner gets an email from your Gmail with a “View & Accept Proposal” button. The proposal changes from Draft to Sent, and to Viewed when they open it. If Gmail isn’t connected, Roof Manager asks you to connect it first.
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Step 6: The homeowner signs online
- The homeowner signs
The homeowner opens the link, reviews the proposal and the report, draws a signature, types their name and presses Accept & Sign Proposal (or Decline). It works on a phone.
What happens next
The proposal changes to Accepted with the signature, name and date saved, and you get an email. Nothing else happens automatically: no job, invoice or deposit is created for you.
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Step 7: Convert an accepted proposal to an invoice
Back on the Proposals list, press Convert to Invoice on the proposal (the invoice icon; “Convert to invoice” in the phone menu) and confirm.
What happens next
A draft invoice with the same line items is created in the Invoice Manager. Review it before you send it: check the bill-to customer, the property address and the terms, and set anything that is missing. Converting again creates another invoice.
Good to know
Proposals are built, not generated
A report fills the quantities; you check them, price the blanks and press Send. Nothing is sent to a homeowner automatically.
Unpriced lines stay on the proposal
A line marked set price is not removed for you. Price it or delete it before sending.
Signing doesn’t create the job or invoice
Acceptance records the signature and emails you. Create the invoice with Convert to Invoice and schedule the job yourself.
Email needs your Gmail
Proposals are sent from your connected Gmail. You can also copy the share link from the list and send it yourself.
Troubleshooting
A line has no price
It reads set price. Type your cost in the line, or price that product once in Pre-Saved Proposal Templates so future proposals fill it.
The quantities look wrong
Check the waste % and press Recalculate Materials. Quantities come from the report; if the report is wrong, request a re-trace from Report History.
Send asks me to connect Gmail
Connect Gmail under Integrations, or use Copy share link on the Proposals list and send the link from your own email.
The homeowner can’t sign
Proposals expire 30 days after they are created. Duplicate it as a new draft and send the new one.
Convert to Invoice: the customer is missing
Open the new draft in the Invoice Manager and set the customer and address before sending.
What happens next
When the homeowner signs, convert the proposal to an invoice, review the draft and send it with a Square payment link.
Proposals and invoices in the roofing CRMGmail and Square integrationsWhat the attached report looks like
Watch the walkthrough
Prefer video? Watch the walkthrough below. The written steps above reflect the latest workflow.
1:19
The interface may look slightly different from this walkthrough. Follow the current written steps above for the latest workflow.
Build a proposal: questions
How do I create a roofing proposal in Roof Manager?
Open Proposals, press New Proposal, pick the roof report, check the lines and prices, enter the homeowner and press Send to Customer.
Can roof measurements fill the proposal quantities?
Yes. Picking a completed report imports the measured material quantities, and Calculate Materials re-runs the take-off with your waste %.
Where do the prices come from?
From your Pre-Saved Proposal Templates. A product with a price and coverage prices its line; anything else arrives as set price for you to fill.
What happens to lines without a price?
They stay on the proposal with a blank, amber price box. Price or delete them before you send.
Can the homeowner sign electronically?
Yes. They draw a signature and type their name on the proposal page, on any device, and you are emailed when they accept.
Does accepting a proposal create an invoice?
No. Press Convert to Invoice on the accepted proposal to create a draft invoice, then review and send it.