Watch the full walkthrough — then follow the steps below.
From your dashboard sidebar, click "Catalog". This is your Material Catalog — the master list of every product you sell, with units, pricing, and coverage.
Click "Manage catalog" → "Load Defaults". 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 current Canadian market pricing. It skips automatically if your catalog already has items.
Click "Add item" to add anything specific to your shop. Each item takes a category, name, SKU, unit (bundles, rolls, boxes, pieces), unit price, and coverage per unit (e.g. "33 sq ft per bundle"). The coverage drives auto-quantities on proposals. Mark your go-to shingle as the default so it's pre-selected.
Open each item and set the unit price to your real cost so proposals reflect your margins, not a national average. Use the search bar at the top to jump to any item by name, SKU, supplier, or category.
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, line items and pricing pull from your catalog automatically, and material orders generate from the Proposals module and route to the right supplier with the correct quantities — no re-typing, no arithmetic.