Why This Matters

Enabling margin visibility gives your team instant insight into deal profitability. Make sure your pricing covers costs before sending that proposal.

What You'll Need

Admins can select which roles have access to the margin feature in roofing proposals.

This ensures that only authorized users can manage and adjust margin settings, providing better control and security over proposal pricing.

Follow the steps below to select which users will be able to view the margin section in proposals.

Note:Admins control which users will be able to access and edit the margins in the proposal.

Step 1: Go to “Users and Roles” in the main menu.

Step 2: From the dropdown, select “User Profiles”.

Step 3: Click the “View Detail” button beside the role.

Step 4: Scroll down and select “Customers”.

Locate “Add Roof Proposal Margin” and enable the permission by turning on the toggle.

The margin will show up in the roofing proposal section once the setting is enabled.

💡 Roofing tip: Double-check your material quantities before ordering — measure twice, order once.
📋 Stay organized: Keep your roofing customer records up to date for faster proposals.
🔄 Automate when possible: Pair this feature with automations to reduce manual work.
📝 Proposal tip: Always preview your proposal before sending — first impressions matter.

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.
Materials not showing	Check that materials are properly set up in your roofing database with pricing enabled.