This article provides a simple overview of how users can identify and apply roofing type details within a proposal. It’s aimed at helping users ensure their project documentation accurately reflects the condition and specifications of an existing roof. Whether you're updating details for internal clarity or aligning with customer expectations, selecting the appropriate roofing type is a quick but essential part of building a complete and professional roofing proposal.
Follow the steps below to select the existing roof type for a roofing proposal.
Step 1: Locate the “Roofing Detail” section of the proposal.
Step 2: Open the “Existing Roof Type” dropdown and select the roofing type.
Step 3: The roof type has been updated. A confirmation message will appear at the bottom of your screen.
