Step 1: Log in to your organization. From the main menu, click “Manage Database” and navigate to “Database”.
Step 2: Choose “Roofing” and select “Adders” from the drop down menu.
Step 3: Click “Add”.
Step 4: Select your “Adders” from the drop down list and click “Add”.
Step 5: Click “Yes”.
Step 6: You can also add a new adder to list by clicking “Add Adder” at top of your screen.
Step 7: Add the details of your new adder and click “Add”.
Note: You can also enable “Auto Add” for your roofing adders by clicking on the “Auto Add” checkbox. You can set the conditions for Auto Add such as distance, state, pitch and many more. As soon as your proposal meets the condition, the adder will be automatically added to your proposal.
Note: Admins can set up auto-add rules for roofing adders based on the square size. When the conditions are met, the adder will be automatically included in the proposal.
Step 1: From the “Square size” dropdown, select the desired condition.
Step 2: Enter the “Square Size” value.
Note: You can now assign specific states to roofing materials within the database. If no state is selected, the material will be made available by default across all states.