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How To View Roof Summary And Manage Facet Calculations For Non System Add Ons

Why This Matters

Understanding your roof summary and facet calculations helps you create more accurate proposals. This means fewer surprises during installation and happier customers.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

When adding non-system add-ons to a proposal, sales reps can view the roofing summary and select which faces of the roof are taken into account when calculating non-system add-on cost for a proposal.

Step 2

Step 1:From your proposal, scroll down to the“Add-On” section.

Step 3

Step 2:Select“Non-System Add-On” and click“View Roof Summary”.

Step 4

Step 3:Mark the checkbox of the roof faces you would like to include.

Step 5

Related ArticlesHow to Add Non-System Add-Ons?How to Add Non System Add-onsHow to Add Roofing AddersHow to Enable Roof Facet Square EditingHow to Edit the Number of Roof Facet Squares.

Pro Tips

  • 💡 Save time: Set up templates for your most common proposal types so you can reuse them.

  • 📱 Mobile tip: Most Sales Velocity features work on mobile too — perfect for when you're on-site.

  • 🔄 Stay organized: Use consistent naming conventions for proposals and customers.

Troubleshooting

Problem

Solution

I don't see this option

Make sure you have Admin access. Some features require specific permissions.

Changes aren't saving

Try refreshing your browser and make sure you clicked Save before navigating away.

Something looks different from the screenshots

SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.


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