Set a default waste and use suggested waste factors for each roof in your instant quotes based on size, complexity, and material type
Requirements
Roof Quote PRO™ active subscription
Admin user access
Overview
Incorporate waste in your instant quote pricing using a default waste factor and turn on AI-Suggested Waste to use dynamic waste for even more accurate instant quotes
Set Your Instant Quote Default Waste
How To Turn On Suggested Waste
Customize Waste For Each Product
Change Waste For Each Quote
Set Your Instant Quotes Default Waste Factor
To start, login to your portal and go to the Settings > Quotes tab
Under the Instant Quotes Feature, scroll down to Add Waste Factor
Turn on Add Waste Factor toggle
Set your Default Waste Factor - this will be used for all instant quotes if Suggested Waste is turned off or when suggested waste can't be calculated
Waste Factor will be included in the price calculation
e.g. 2000 sqft roof, medium slope, $600 per sq, WF = 10%
Total Price = (2000/100)*1.1*600=$13,200
WARNING! Do not double calculate your 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. The waste will be included in the price calculation.
How To Turn On AI-Suggested Waste
Go back to the Settings > Quotes tab
Under the Instant Quotes Feature, scroll down to Add Waste Factor and make sure it is on
Turn on 'Use AI To Determine Waste'
AI is used to estimate the waste based on facet count, roof size, and roof type. Your default waste will be applied when data is not available.
Suggested waste will be shown in your Contact Details Instant Quote tab
Customize Waste For Each Product
You can set a custom waste for each product in your instant quote product selection
By default, waste will not be applied to custom products from My Catalog and will not be available for custom products with a fixed price
To include waste for specific Products (either from the ROOFLE Catalog or My Catalog), go to Products and click 'edit' on a product you wish to include waste
Add waste one of two ways:
- Option 1 - Turn on "Use Instant Quote Settings" to use all instant quote company settings including steep slope charge, default & suggested waste, and price range
- Option 2 - Turn on only the "Waste Factor" toggle and set a custom default waste for that product
Don't forget to save your changes!
Change Waste For Each Quote In Rep Quotes
Manually change the waste factor for each roof structure in a quote using Rep Quotes
Find any contact on your dashboard and click their name to open contact details
Click 'Open Quote'
Click the pencil icon next to the Waste Factor
To change the Waste Factor, select Custom and input a new waste factor
This can be done for each roof structure
Click Save
You'll see the Custom Waste Factor Percentage now in Rep Quotes
Click Update to save your changes to the quote
Conclusion
Improve the accuracy of your instant quotes with AI-powered suggested waste. Customize waste settings account-wide and for individual products. Verify and change your waste per structure for each quote from Rep Quotes.