Make your instant quotes as accurate as possible with settings like Suggested Slope, Steep Slope Charge, Waste Factor, and Price Ranges.
Requirements:
- Roof Quote PRO™ active subscription
- Admin user access
Overview:
Set up your instant quote settings to improve accuracy and enhance the customer experience. Using all the available settings will give the best results on average.
Instructions:
- To start, login to your portal and go to the Settings tab.
- Choose General from the menu.
- Select the Quotes tab.
- Select Instant Quotes from the Feature dropdown menu.
Toggle Suggested Slope
Even though it is not recommended, you may decide to turn off Suggested Slope for your instant quotes.
To turn the Suggested Slope on/off, use the toggle..png?width=519&height=202&name=Screenshot%202025-07-17%20at%2013.25.03%20(2).png)
Set Default Slope
If Suggested Slope is disabled or when data is unavailable, the Default Slope will be shown to Homeowners going through the instant quote process. The Default Slope is set to Medium when your account is created.
To adjust, choose a different simplified slope from the list of options.
NOTE: If you have more than one market on your account, you can set the Default Slope per market.
To adjust, turn the "Default Slope for all markets" off and choose each location from the Market dropdown.
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Add Steep Slope Charge
Labor typically cost more for steep slope roofs
Add a Steep Slope Charge to include that extra cost. It can be calculated either Per Sq or as a Fixed Cost. 
NOTE: Steep Slope Charges will be automatically calculated into the Instant Quote price for any roof determined to be 9/12 slope or more.
Add Default Waste Factor
Incorporate waste in your instant quote pricing. This also allows your reps to adjust the waste when finalizing a quote in Rep Quotes.
NOTE: Waste Factor will be included in the final price calculation.
- Scroll down to Add Waste Factor
- Turn on Add Waste Factor toggle
- Set your Default Waste Factor.
WARNING! Do not double calculate waste
All of your products' per square pricing is likely already factoring in a default waste. After turning on Add Waste Factor, you will need to adjust your product pricing to remove any waste percentage that was built into the price beforehand.
Use AI-Suggested Waste
Turn on AI Suggested Waste to use a dynamic waste factor for even more accurate instant quotes. The system takes into account facet count, roof size, and roof type when determining suggested waste.
To activate, toggle the switch located below the Default Waste Factor section.
NOTE: The Default Waste Factor will be used for all instant quotes if Suggested Waste is turned off or when suggested waste can't be calculated.
PRO TIP: Suggested waste will be shown in your Contact Details Instant Quote tab
Show Price Ranges
Not comfortable showing an exact price? Turn on Price Ranges!
- Choose a percent variance
- Set the range type
-
Total Price + Range %The total price will be set as the minimum amount and the max will be your range % above total
e.g. range % = 10%, total price is $10,000. Price Range - from $10,000 to $11,000 -
Total Price +/- Range % (default)Your range % will be set below total price for minimum and above total for max
e.g. range % = 10%, total price is $10,000. Price Range - from $9,000 to $11,000 -
Total Price - Range %The total price will be set as the max amount and the minimum will be your range % below total
e.g. range % = 10%, total price is $10,000. Price Range - from $9,000 to $10,000
