The bulk edit feature for materials in roof proposals lets you update multiple roofing materials at once instead of editing each item one by one.
When a roof proposal includes several materials, making individual changes can take extra time and increase the chance of missed updates. With bulk edit, you can select the materials you need to update and apply changes together, helping your team move faster, keep proposals accurate, and reduce manual work.
Follow the steps below to edit materials in bulk within roofing proposals.
Step 1: Click “Customers” on the main menu.
Step 2: Select the preferred customer from the list.
Step 3: Click “View Detail” on the proposal card.
Step 4: Click “Materials”.
Step 5: Click the “Bulk Edit” button.
Step 6: Select the “Name”, “Material Type”, and the rows to edit. After selecting, click the “Apply Bulk Edit” button.