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      Beacon Pro+ Integration: How To Set Up Formulas

      Set up formulas to calculate material order product quantities automatically using EagleView Premium Reports, GAF QuickMeasures, or manually entered measurements

      Requirements

      Roof Quote PRO™ active subscription with admin or production access
      A connected Beacon Pro+ account with at least one branch and template for roofing orders

      Before getting started make sure you've Connected Your Beacon Account and associated markets with branches.

      Orders can still be placed without formulas set up, but quantities need to be entered manually.  That is why we strongly recommend investing in the time setting up formulas.

      Overview

      Set up formulas to make material ordering a breeze. Formulas are built using Measurement inputs, math operators (x / + -), numbers and parentheses. Formulas are used to calculate quantities of products they are associated with using measurement data from EagleView, GAF QuickMeasure, or other sources.

      DOWNLOAD FORMULA GUIDE
      Adding New Formulas
      Associating Formulas To Products
      Measurement Inputs
      Suggested Formulas

      Adding New Formulas

      Log in to your portal
      Navigate to the Orders tab and go to the Formulas section

      Use the Formula Guide to see examples for common roof system components

      Click Add Formula to build a new formula

      beacon-formulas-add-new

      Step 1 - Give your formula a name

      beacon-formulas-name

      Step 2 - Associate your formula to products from your Beacon Pro+ templates

      Choose the branch, then template, then check the item you want this formula to apply to

      beacon-formulas-associate-product

      You can associate multiple items to the same formula

      beacon-formulas-associate-products-multiple

      Step 3 - Build your formula

      Use the Formula Guide for examples of common formulas

      Use parenthesis ( ) for order of operations
      Use measurement inputs like Total Roof Area, Ridges, Hips, etc. see full list

      beacon-formulas-build-instructions

      Step 4 - Test your formula and SAVE

      Test to see if your formula will produce the expected quantities for the associated products

      beacon-formulas-test-instructions

      Finally, Save your formula

      Associating Formulas To Your Templates' Products

      Associate formulas to each item in your Beacon Pro+ templates to automatically generate all quantities when ordering materials

      To see your template(s) details and check which products have a formula, go to the Branches tab and click a template 

      beacon-formulas-template-review

      You can edit and associate formulas from the formula list

      On the Formulas tab, click the three dots to the right of any formula and select Associate Formula to edit associated products

      beacon-formulas-actions

      Associate template products to formulas just like during the formula creation process above

      beacon-formulas-associate-products-popup

      Measurement Inputs

      Measurement inputs are used during the material ordering process

      beacon-ordering-measurements-inputs

      Full List of Measurement Inputs

      • Bath Vent  (Qty)
      • CDX Plywood  (Qty)
      • Chimneys  (Qty)
      • Drip Edge  (LF)
      • Eaves  (LF)
      • Facets  (Qty)
      • Flashing  (LF)
      • Hips  (LF)
      • Ice/Water Eaves  (LF)
      • Ice/Water Valleys  (LF)
      • Ice/Water Rakes  (LF)
      • Kitchen Vent  (Qty)
      • OSB Decking  (Qty)
      • Parapets  (Qty)
      • Penetrations  (Qty) = Static Vents+Kitchen Vents+Bath Vents+Plumbing Stacks
      • Pitch  (Ratio)
      • Plumbing Stack  (Qty)
      • Rakes  (LF)
      • Ridge Cap  (LF)
      • Ridges  (LF)
      • Ridge Vent  (LF)
      • Roof & Wall Intersection  (LF) = Flashing + Step Flashing
      • Starter  (LF)
      • Static Vent  (Qty)
      • Step Flashing  (LF)
      • Total Roof Area (SqFt)
      • Underlayment  (SqFt)
      • Valleys  (LF)

      Suggested Formulas

      DOWNLOAD FORMULA GUIDE

      Here is a list of suggested formulas to help get you started

      1. ASPHALT SHINGLES:  (Total Roof Area*Waste Factor/100)*3
      2. STARTER SHINGLES - EAVES:  Eaves/100
      3. STARTER SHINGLES - EAVES/RAKES:  (Eaves+Rakes)/100
      4. UNDERLAYMENT:  {Total Roof Area}*{Waste Factor}/100
      5. ICE/WATER:  (Eaves*6)+(Valleys*3)+(Penetrations*6)+(Roof & Wall Intersections*3))/100
      6. HIP/RIDGE:  (Hips+Ridges)/30
      7. DRIP EDGE:  (Eaves+Rakes)/250
      8. FLASHING:  Flashing/50
      9. STEP FLASHING:  Step Flashing/25
      10. VALLEY FLASHING:  Valleys/100
      11. HEADWALL FLASHING:  Flashing/10
      12. NAILS:  (((Total Roof Area/100*3)*6)+((Hips+Ridges})/30*6)+((Eaves+Rakes)/100*6)*Waste Factor)/7200
      13. CAP NAILS:  (Total Roof Area/100)/30
      14. DECKING:  Decking
      15. CEMENT:  Total Roof Area/2000
      16. SPRAY PAINT:  (Total Roof Area/100)/10
      17. RIDGE VENTS:  Ridge Vent/20
      18. STATIC VENTS:  Static Vent
      19. KITCHEN VENTS:  Kitchen Vent
      20. BATH VENTS:  Bath Vent
      21. PLUMBING STACKS:  Plumbing Stack

      See the formula being used to calculate each product's quantity

      While ordering, on the template step, you can see which formula was used to populate the product quantity by hovering or clicking the info symbol.

      beacon-formulas-ordering

       

      You’ve successfully set up your material ordering formulas

      Next, learn how to place material orders from your Roof Quote PRO™ portal