Roof Estimator: Roof Bidding Software, Professional Proposals, Invoices, Certifications, Change Orders, Takeoffs, Inspections, Letters

Roof Estimator allows you to customize the Contract/Proposal form, Invoice form, Roof Certifications form, Roof Inspections form, Change Order form and letters form specifically for your company. Which includes adding all your company's information such as: Company Name, Address, Phone Numbers Company Logo and Slogan, any Legal Clauses, Hourly Rates etc.

Required Steps to Custom make these forms for your Company.

The proposal/contract, certifications, invoice, inspections, change orders and letter forms are all customizable specifically for your company. Any text that is in a box / surrounded by borders is changeable, simply delete the existing text and add your own. Each form says the following:

You can edit all text in borders/boxes, when printed borders vanish, click print to view, you can delete this.

Inserting your custom made logo

You will need to delete the existing logo first by clicking the button Del, to insert your company's custom made logo click the Browse button it will allow you to search your hard drive for your custom made logo and it will place it in the same location as the logo you just deleted.

Note: you will need to know where your custom made logo is located on your hard drive

(It's path), so you can easily browse to it.

The logo size must not exceed the size of the existing logo = 133x93 pixels (133 width 93 height) you should not exceed the 93 height, this will force the form to be printed on two separate pages, the width can exceed the 133, by a little bit. Be sure when having your logo made to tell the logo maker of this size limit (133x93). You will want to have it in a .jpg format.

Note: The logo must be in a .jpg format.

Inserting your digital signature file

There is a signature browse and delete button located on all the forms , it allows you to insert your digital signature file, it will get inserted into the same location as the existing Jon Doe signature file.

Here is a link to create a free signature file: http://www.mylivesignature.com/

Note: The logo will automatically get inserted into the all of other forms. The signature file will have a delete and browse button on each from, this allows you to print or send the forms with or with out your signature.

Printing, Emailing and Faxing the Contract / Proposal Forms

The Contract / Proposal Form, Invoice form, Roof Certifications form, Roof Inspections form, Change Order forms, Estimate Takeoff sheets and letters can be printed, faxed or emailed directly out of Roof Estimator.

- Click the Print button located in each of the forms header

- Click File on the top menu

- Click Print

- Next to Name click the down arrow and choose correct printer:

To print select the correct printer: (that prints to a printer)

To Email select PDF printer

To fax select the Fax

Note: You must have installed a PDF printer in order for the PDF option (PDF allows you to email the form) to show up in the list.

You can download a PDF printer from our website for free its located on our contract/proposal page at http://www.roofestimator.net/ContractPropinfo.asp please refer to instructions located on the page.

Templates - Copy and Paste

The Contract / Proposal form has a box called Services to be Performed, it describes to your clients what services will be performed. Roof Estimator has also included a form called Templates. The Templates form provides templates that you can fill out describing each type of roof and the services that will be performed to apply it. Since many of the services performed are the same per roof type, there is no need to type them in manually every time. Simply type into the template form the services that will be performed for each type of roof, and then copy and paste them into the Contract/Proposal form over and over again as needed. (It is a real time saver).You may also use the templates form to copy and paste common used phrases for all the forms in the contract/proposal form.

The Contract / Proposal form must be left open in order for you to get back into it, after opening the Template form and copying your text/template. Do not close the Contract/Proposal form if you plan on revisiting it to paste your text/template from the template form. If you receive a prompt asking for the invoice # it means you closed the contract/proposal form, you will need to close down the contract/proposal form and reopen it.

Mailing the Forms

To Mail your custom made forms just print it out, fold it in thirds with the client information showing in the front, slip it into an envelope that has a window in the front so the client information is showing, preferably an envelope with your logo and company name, place a stamp on it and put in the mail. It's that easy!!!

Emailing the Contract/Proposal Forms as an attachment

The Contract / Proposal Form, Invoice form, Roof Certifications form, Roof Inspection forms, change order forms and Letters can be sent as an email attachment directly out of Roof Estimator, by clicking on: File - Printer or Ctrl-P, both ways will bring up a list of available printers, simply select the printer named pdf and click OK. To send the form as an Email, you must 1st install a pdf printer

Instructions on how to Download and Install a pdf printer (It is so easy!!), 1st you must download the pdf printer, view the download Instructions below / 2nd you must install the pdf printer - after you download it, you simply double click it, that's it!!

NOTE: You must have a pdf printer installed on you computer. To install pdf printer

You must download and install pdf printer on your computer in order to send the forms in Roof Estimator as an email attachment

DOWNLOAD PDF PRINTER

Right Click Download Button and click - Save Link As -

PDF Printer

Select a place to save it to, so you can find it and install it.

To install the pdf printer simply double click the file BullzipPDFPrinter_1_0_0_1082.exe file you downloaded click OK to all the prompts, that's it, the pdf printer is now installed.

Now that you have installed the pdf printer, you are ready to start sending the forms in Roof Estimator as Email attachments, it's so easy!! Open up Roof Estimator - Navigate to the form you want to send as an email attachment, Click the Print button on the forms header, Click Printer choose the Bullzip PDF Printer, select a place to save it to by clicking on the 3 little dots . . . this will open up to allow you to browse to a place on your hard drive to save your form to, we recommend you writing this path down, so you will be able to find your form (you may also want to rename your form prior to saving it, simply delete the existing file name and add your own new file name.

Note: Format box directly above the file name, this allows you to send the form in any format you choose, this is a super cool feature you can choose .jpg and form will be formatted as .jpg and the attached file will automatically get opened at the recipients end with out having to have a .pdf application installed.

OK you have now sent your file out of Roof Estimator and to the hard drive in what ever format you told it to (.pdf, .jpg etc.). Now you will need to find the file on your hard drive, once you find the file you can simply Right click it and choose Send to and select mail recipient this will automatically open up your email editor (outlook, outlook express etc) and automatically attach the file to the email. You will need to fill out the email so it gets mailed to the correct person don't forget to fill in the body and subject, click send that's it. You can also simply open up your email and select attach file and it will allow you to search for the file.

You can also fax the form using this exact same method, you will select fax, send to and select fax recipient.

You can use this as a guide to help you to customize each form in Roof Estimator!!

All the text that is in a box/surrounded by borders can be edited, for instance the text

RE-ROOFING REPAIRS GUTTERS

(555) 555-5555 Fax: (555) 555-5555

6011 Hip St. Ridge Glass, GA

Lic. 5555x

is surrounded by borders and can be edited, simply delete the existing text and enter your own text.

Notice the client info. is not inside a box/surrounded by borders, so it can not be changed.

Every form in Roof Estimator uses this same format, so you can easily see what text areas you can customize specifically for your company.

Note: The logo can be deleted and your companies custom made logo can be inserted, simply by clicking the Del button located under Logo on the forms header and then clicking the Browse button to located and insert your new logo. Follow these same steps for inserting you personal digital signature file., located next to Authorized Signature:

<-- Notice how this text is is surrounded by borders, this means you can edit/change this text.

Once the text is changed you do not need to click save it will automatically get saved.

Note: All the borders will disappear when you print the forms, to view what it will look like when it is printed click the print button located in the forms header. To print the form you will need to click File - Print from the top menu and then select your printer.

Call Toll Free!
1-888-524-3464
1-888-5-BIDING

Call Toll Free!

1-888-524-3464

1-888-5-BIDING