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
- QXO account (with at least one branch and template for roofing orders)
NOTE: Before getting started make sure you've Connected Your QXO 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 the time in 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. They are used to calculate quantities of products they are associated with using measurement data from EagleView, GAF QuickMeasure, or other sources.
PRO TIP: Use the Formula Guide to see examples for common roof system components. We also have a few example Measurement Inputs & Suggested Formulas listed below.
- Log in to your portal
- Navigate to the Orders tab and go to the Formulas section
- Click Add Formula to build a new formula
- Name the Formula
- Associate the Formula to Products from your QXO templates.
Choose the Branch, then Template, then check the Item you want to apply this formula to.
You can also associate multiple items to the same formula. For example:
- Build your Formula.
Use parenthesis ( ) for order of operations. Use measurement inputs like Total Roof Area, Ridges, Hips, etc. see full list
- Double check your formula will produce the expected quantities for the associated products. If everything checks out, click Save.
- Associate Formula to Your Templates' Products 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.
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.
Associate Template products to formulas using the same process as the formula creation one above.
Measurement Inputs
Full List of Measurement Inputs
| Bath Vent (Qty) | Penetrations (Qty) ** |
| CDX Plywood (Qty) | Pitch (Ratio) |
| Chimneys (Qty) | Plumbing Stack (Qty) |
| Drip Edge (LF) | Rakes (LF) |
| Eaves (LF) | Ridge Cap (LF) |
| Facets (Qty) | Ridges (LF) |
| Flashing (LF) | Ridge Vent (LF) |
| Hips (LF) | Roof & Wall Intersection (LF) *** |
| Ice / Water Eaves (LF) | Starter (LF) |
| Ice / Water Valleys (LF) | Static Vent (Qty) |
| Ice / Water Rakes (LF) | Step Flashing (LF) |
| Kitchen Vent (Qty) | Total Roof Area (SqFt) |
| OSB Decking (Qty) | Underlayment (SqFt) |
| Parapets (Qty) | Valleys (LF) |
** Penetrations = Static Vents + Kitchen Vents + Bath Vents + Plumbing Stacks
*** Roof & Wall Intersection = Flashing + Step Flashing
Suggested Formulas
Here is a list of suggested formulas to help get you started.
| ASPHALT SHINGLES | (Total Roof Area * Waste Factor / 100)*3 |
| STARTER SHINGLES - EAVES | Eaves / 100 |
| STARTER SHINGLES - EAVES & RAKES | (Eaves+Rakes) / 100 |
| UNDERLAYMENT | {Total Roof Area}*{Waste Factor}/100 |
| ICE/WATER | (Eaves*6)+(Valleys*3)+(Penetrations*6)+(Roof & Wall Intersections*3))/100 |
| HIP / RIDGE | (Hips+Ridges)/30 |
| DRIP RIDGE | (Eaves+Rakes)/250 |
| FLASHING | Flashing/50 |
| STEP FLASHING | Step Flashing/25 |
| VALLEY FLASHING | Valleys/100 |
| HEADWALL FLASHING | Flashing/10 |
| NAILS | (((Total Roof Area/100*3)*6)+((Hips+Ridges})/30*6)+((Eaves+Rakes)/100*6)*Waste Factor)/7200 |
| CAP NAILS | (Total Roof Area/100)/30 |
| RIDGE VENTS | Ridge Vent/20 |
| SPRAY PAINT | (Total Roof Area/100)/10 |
| CEMENT | Total Roof Area/2000 |
PRO TIP: 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.
You’ve successfully set up your material ordering formulas
Next, learn how to place material orders from your Roof Quote PRO™ portal