Configure Additional Costs Settings To Make It Easy For Sales Reps To Finalize Quotes
Requirements:
Roof Quote PRO™ active subscription
Admin user access
Overview:
Set up your additional cost questions and selections that sales reps can easily fill out to turn an instant quote into a final price
Default Additional Costs
Custom Extra Costs
Additional Costs For Custom Products
Instructions:
Go to the Settings > Quotes tab in your portal and choose the Feature Additional Costs
Set Up Default Additional Cost Items
Turn on each default Additional Cost question and add a fixed price or price per square charge for answers that require extra cost
A preview of the Additional Cost form is displayed on the right
Multi-Story Charge
How many stories above ground is the roof?
Some installers charge more for properties that are multiple stories
Currently the instant quote doesn't determine how many stories the roofs are above ground
Add the cost for 2-stories roofs and roofs that are 3+ stories
If your typical project is much higher, you can create a custom additional cost question
Layers
How many layers will need to be removed?
The instant quote is for a single-layer tear off
Currently the instant quote tool cannot see underneath the top layer to determine if the roof has multiple layers
Add the cost for each extra layer of roofing needing removal below the top one
Chimney/Skylight
How many chimneys/skylights need new flashing?
Chimneys and skylights require extra flashing materials and labor
Currently the instant quote doesn't determine how many penetrations each roof has
Add the cost for flashing 1 Chimney, 2 Chimneys, and 3+ Chimneys
And the cost for flashing 1 Skylight, 2 Skylights, and 3+ Skylights
Residential roofs typically do not have more than 3 chimneys/skylights
Roof Condition
Current roof condition. Please check all that apply.
Add costs for any conditional item that require additional materials and labor
- Some items, such as Algae Stains, Hail Damage, Wind Damage, and Missing Shingles don't typically require an additional cost but are good to take note of for the homeowner and your production team
- Some items, such as Roof Leaks, Sagging, and Structural Damage may require on-site inspection
Roof Type
Current roof type.
Removal of existing roofing material may require additional labor costs
Currently the instant quote does not recognize the existing roof type
Add the cost for removing each type of roofing material
Asphalt-shingle is the assumed existing roof type for instant quotes, so it's recommended to keep this set to $0
New Decking
Does roof need new decking?
Replacing decking requires extra material and labor
Currently the instant quote tool cannot see underneath the top layer to determine if the roof needs new decking
Add the cost for replacing decking by the sheet or for the entire roof
Difficult Access
Is the project easily accessible?
If there is nowhere to place a dumpster or the roof is difficult to access there is typically an extra cost for labor
Currently the instant quote doesn't determine how accessible the roof is for crews
Add the cost for roof inaccessibility
Set Up Custom Extra Cost Items
Create custom additional cost or scope items
Step 1 - Create the question
It doesn't have to be in question form, but create a question or headline for your custom item
Step 2 - Choose if the rep can select multiple options or keep it as single
An example of using multiple options would be an upgrades list
Step 3 - Add your options, set the cost and choose fixed, per square, per linear feet, per each, per bundle, per piece, per roll, per carton, per tube, per can, per case, or even set a custom metric
To add more options, click the + icon to the right of the last option
To delete an option, click on the trash icon to the right the option you want to delete
Once complete, click Save Changes!
HEADS UP! Once your extra cost items have been saved and used in quotes, you will have limited access to changing the details such as options. You may need to create a new question then remove the old one.
Any quotes using the old question will still store the additional costs values last saved for that specific quote. If settings or costs have changed, reps can update the additional costs to match the current settings
Include Additional Costs For Custom Products
By default, Additional Costs are included in all products from the ROOFLE Catalog, but are not included in Custom Products from My Catalog
To turn on Additional Costs for custom products, go to Products and click Customize on a custom product in your selected products
On the right side, find and turn on 'Include Additional Costs' to include Additional Cost computed in Rep Quotes to the product's price
Click Save Changes
Conclusion
Congrats on setting up additional costs! Reps can go from instant quote to final bid in minutes using Rep Quotes! Create a seamless efficient process for your sales team to sell roofs virtually or on-site.