How to Switch Products in an Estimate Quickly

Within an estimate, you can easily switch between different product options using simple on/off switches, allowing you to customize bids for specific customer needs.

How Product Options Work

When you have multiple product choices for the same category (like different shingle types), Roof Chief calculates the quantities needed for each option based on your measurements.

Example: If you have both Timberline HDZ and UHDZ shingles in your estimate:

• Timberline HDZ shows 88 bundles needed
• UHDZ also shows the calculated quantity required

Switching Between Products

To change which product is active in your bid:

1. Turn off the current product using its switch
2. Turn on the alternative product using its switch
3. The estimate updates to reflect the new product choice

The software maintains accurate material calculations for each option, so switching between products gives you the correct quantities automatically.

Benefits

This feature allows you to:

• Present different options to customers during sales meetings
• Adjust bids quickly based on customer preferences or budget
• Compare costs between different product choices
• Maintain accurate quantities regardless of which products you select

Common Use Cases

• Offering premium vs. standard shingle options
• Switching between different manufacturer products
• Adjusting material choices based on customer budget
• Presenting multiple bid scenarios with different products

The ability to toggle products on and off makes it simple to customize each bid exactly for the customer's needs while keeping all calculations accurate.