The Roofr catalog is your comprehensive library of job items—including materials (shingles, nails, etc.), labor, and other resources. These items appear in your proposals and can be ordered through material orders.
In this article:
How to Create a Roofr Catalog
How to manually add items to your Roofr catalog
1) Add new item
Navigate to your Roofr Catalog
Click Add item
Name the item
2) Edit the item details
Click Edit on the line item
Select the measurement associated with the item from the dropdown
💡For flat or sloped areas you can map the item to square feet (sqft) or squares (squares). Be sure to select your preferred measurement type correctly.
In the Coverage field; Set the amount of sqft or linear feet a single unit of this material covers (e.g. per bundle or roll)
Enter the unit type that this item comes in
3) Edit the item cost
Enter the pre-tax cost for a single unit of this item
Waste percentage (optional): Add a waste percentage if you want it automatically calculated for this item. You can add waste at the proposal level instead of setting it on individual items in the catalog
Tax percentage (optional): Add in the sales tax (The tax customer pays to you) and the material purchase tax (The tax you pay when purchasing materials)
How to add items in bulk from roofing systems to your Roofr catalog
1) Access roofing systems
Navigate to your Roofr Catalog
Click Manage catalog then Import from Roofr Jumpstart
Click Start Setup
2) Select Items
In the left hand panel;
Select/deselect the Roofing systems you would like to include in your catalog
Select/deselect the Generic item block of items
In the right hand panel;
Select/deselect the individual items you wish to include in your catalog
3) Preview and Save
Click Preview Items
Remove any unwanted items
Click Save in catalog to finalize
💡Imported items will include associated measurement, coverage and unit. You will need to add your individual unit cost and optional waste/tax.
How to add items via CSV to your Roofr catalog
1) Download Your Roofr Catalog CSV
Navigate to the Catalog section of your Roofr Dashboar
Click Manage catalog then, Download CSV
or
Add new catalog items using a CSV template
Navigate to the Catalog section of your Roofr Dashboard
Click Manage catalog then, Upload catalog
Select Add new catalog items
2) Add Items
Open the CSV file
Add items following the column layout provided
Save the edited CSV file
💡The column headers must remain as is and information should follow the template provided in the downloaded CSV.
3) Re-Upload the CSV
Back in your Roofr Catalog; click Manage catalog then, Upload catalog and Update existing catalog items
Click Upload CSV and select your edited CSV file
Click Import to finish uploading
💡 The more you know:
Item Type: Material, Labor, or Other
Use this label to categorize your item as material (shingles, nails, underlayment), labor (installation hours, crew time), or other (equipment rentals, permits, disposal fees) to better organize and classify your catalog items.
Description Field:
Add a detailed description to explain the purpose, specifications, or function of the item. This description will be visible to customers on their proposals, so make it clear and professional.
What's Next?