Overview
You can map roof types to adders so pricing updates automatically when the roof type is selected in a proposal.
Why this matters first: This prevents underpricing and keeps proposals consistent across reps.
💡 Industry term: Adder = an extra cost line item (for complexity, materials, access issues, etc.).
Prerequisites
Roof types created in Solar System settings
Adders already configured
Team agreement on which adder belongs to each roof type
Step-by-Step Instructions
Part A: Create Roof Types
Open Manage Database → Database.
Go to Solar System and open Roof Type.
Click Add, enter roof type name, and Save.
Part B: Map Adders to Roof Types
In Solar System, open Adders and select an adder.
Open View Detail then click Edit.
Enable Auto Add.
Select the matching Roof Type, then click Update.
Part C: Validate in Proposal Flow
Create/open a proposal and edit the Roof Type in production details.
Confirm the linked adder appears automatically.
Pro Tips
💡 Use naming pairs like “Tile Roof → Tile Adder” so mappings are obvious.
⚠️ Test every roof type once after setup to catch missing mappings.
Real-World Example
A solar contractor mapped “Tile,” “Flat,” and “Shingle” roof types to different labor adders. Reps stopped forgetting manual adders, and gross margin variance improved.
Troubleshooting / FAQ
Question | Answer |
Adder did not auto-apply | Verify Auto Add is enabled and roof type mapping is saved. |
Multiple adders appear unexpectedly | Check if more than one adder is mapped to the same roof type.   |
Roof type missing in proposal | Confirm roof type exists and is active in Solar System settings. |
Change Log Summary
Change | Details |
Original Title | How To Auto Add Adders Based On Roof Type  |
New Title | Auto-Add Proposal Adders Based on Roof Type to Protect Your Margins |
Key Updates  | Split into setup/mapping/validation phases, integrated 9 screenshots, added margin-focused guidance and FAQ |