Admins can add and manage roofing material types directly in the database. These material types can be enabled or disabled, which controls whether they appear as selectable options in proposals.
Follow the steps below to add a roofing material type.
Step 1: Click “Manage Database”, then select “Database.”
Step 2: Click “Roofing,” then select “Material Types.”
Step 3: Click “Add” or “Import From Superadmin.”
Note: If importing from Superadmin, a pop-up will appear. Click “Yes” to proceed.
Step 4: After clicking “Add”, enter the Name and Parent Label.
Step 5: Click “Add” to save the material type.
Note: The material type will be added to the list and will appear in the “Materials” section of the proposal. It can be enabled or disabled. If disabled, it will not be available as an option in proposals.