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Shingles

Explains How to Set-Up Shingles

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Written by Nick Smith
Updated this week

Roof Wizard button - Set-Up ShinglesShingles

The Shingles dialog allows you to define new shingle products in the Roof Wizard database.

💡Note:

If your system is set to:

Imperial units - coverage can be specified per ft² or per square (100ft²).

Metric units - coverage is only specified per m².


⚙️ Shingle Definition Fields

Field

Description

Supplier

Enter the supplier name or click Supplier to select one from the existing database list. The list of Suppliers is set up in People.

See People for more info.

Profile

The shingle profile or design name.
Enter a name or select one from the database.

The list of profiles is based on the existing Shingle definitions.

Name

Enter or select the name of the Shingle.

The list of Names is based on the existing Shingle definitions.

Material

The shingle’s material (e.g., Asphalt, Composite, Cedar).
Enter manually or select from existing material names in the database.

The list of Materials is based on the existing Shingle definitions.

Product Code

A unique identifier for the shingle. Typically matches the supplier’s product code so that generated orders align with supplier records.
All shingle accessories are linked through this product code.

Shingle Coverage Area

Defines how coverage is measured. Options include:
- Pieces per ft²
- Pieces per square (100ft²)
- Bundles per ft²
- Bundles per square (100ft²)

Pieces per Bundle

The number of individual shingles in one packaged bundle.

Cost

The cost per piece or per bundle (depending on your coverage setting).

Waste File

Links the shingle to a Waste Factors file.
See Tile Waste Factors for more info.

Alternate Category

Assigns the tile to an alternate category for sorting in the Supply & Install summary.

PDF File

Allows you to attach a PDF document — such as a manufacturer specification sheet — for inclusion in your documentation package.


🪟 Dialog Controls

Button

Function

Delete

Removes the selected shingle definition from the database.

Add

Adds a new shingle record to the database (requires a unique product code).

Update

Updates the currently selected record (available only after using [Select]).

Select

Opens a list of all shingles in the database to view, edit, or delete.

Accessories

Opens the Define Shingle Accessories dialog box.

See Tile Accessories for more info.

Cancel

Discards changes without saving.

[OK]

Saves all changes to the data files.


💾 Saved File Locations

When you save shingle definitions, Roof Wizard creates two data files:

File Name

Purpose

shingles_v6.csv

Stores all shingle definitions.

shingleaccess.csv

Stores all associated shingle accessories.

These files are automatically updated when you click [OK].


💼 Quote Groups and Category Linking

As Roof Wizard continues to evolve toward an integrated pricing and job management workflow, each product record now supports Quote Groups.

This feature allows you to:

  • Split estimates into logical categories (e.g., Shingle Supply, Shingle Installation, Accessories).

  • Group related materials for easier reporting and accounting system integration.

Each product definition dialog — including shingles — includes a Category field for grouping flexibility.


📄 Linking PDF Documents

You can link each shingle or accessory to an external PDF document, such as:

  • Product specification sheets

  • Manufacturer installation guidelines

  • Warranty documentation

Linked PDFs are stored in a file called:

PDFS.CSV

This file records:

  • The Product Code

  • The Filename/Path of the associated PDF

Example:

SHGL123, OwensCorning_Duration_SpecSheet.pdf

If a Drawing Report of type PDFReport is defined under Drawings, Roof Wizard can automatically compile and print all linked PDFs, allowing you to generate complete documentation packages for your estimates.


✅ Summary

By defining shingles and their associated data here, you enable Roof Wizard to:

  • Automate material take-offs and bundle calculations

  • Maintain consistent costing and supplier linkage

  • Organise materials by Quote Group

  • Attach and compile product PDFs for professional quote documentation

🔹 Always ensure each shingle has a unique product code, as this is the link that ties together pricing, accessories, and documentation throughout the estimating process.

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