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FEATURE / MATERIALS CATALOG

Catalog-backed estimating

Turn measured scope into material quantities for review.

Keep unit, coverage, waste, cost, and source notes on each reusable item. Then review the handoff from proposal math to job materials.

Open materials catalogSee aerial takeoff

CATALOG BASIS / REVIEWABLE OUTPUT

Takeoff-to-order material register

Sample calculation
Sample measurementOrganization catalog + copied startersEstimator review required
Coverage conversion32.50 SQ ÷ 1/3 SQ = 98 proposal bundles+ 10% waste = 108 order bundles

SAMPLE CATALOG VALUES

Catalog basis ledger

Illustrative catalog and supplier values
  1. 01Architectural shinglesOrganization itemMeasured input32.50 SQ1/3 SQ / bundle10% catalogProposal · 98 bundlesOrder · 108 bundlesUnit cost: $40.00Sample Gulf Branch · sheet importReview inputs
  2. 02Drip edge, eavesOrganization itemMeasured input140 LF10 LF / piece5% catalogProposal · 14 piecesOrder · 15 piecesUnit cost: $12.00Sample local branch · manualReview source
  3. 03Ridge vent, 4 ftStarter copiedMeasured input30 LF4 LF / piece5% catalogProposal · 8 piecesOrder · 8 piecesUnit cost: $22.00Unassigned · manualAdd supplier
  4. 04Pipe bootOrganization itemMeasured input7 penetrations1 each0% catalogProposal · 7 eachOrder · 7 eachUnit cost: $15.00Sample Gulf Branch · sheet importReview source

HOW IT CONNECTS

From catalog basis to a company-reviewed order record.

  1. 01

    Copy or create

    Duplicate a shared starter or create an organization item with the inputs your shop maintains.

  2. 02

    Set the math

    Choose unit, coverage basis, coverage rate, waste, cost, and optional supplier provenance.

  3. 03

    Generate for review

    A received measurement can seed catalog-backed proposal and order quantities for estimator review.

  4. 04

    Convert to operations

    When an accepted proposal is converted to a job, eligible catalog-backed material lines can seed an empty job-material list; labor and other lines are excluded.

  5. 05

    Order by supplier

    Staff can draft and share one-supplier purchase orders, then record responses and receiving exceptions.

WHAT'S LIVE VS. GATED

Use the shipped material path without pretending a distributor is connected.

Live

Organization catalog + starter copy

Coverage basis, waste, cost, source, SKU, supplier, active state, and roof-system templates.

Live

Measurement-backed proposals

Catalog and assembly lines calculate proposal quantity, order quantity, COGS, sell, and margin for review.

Manual path

Job conversion + supplier PO records

When an accepted proposal is converted to a job, eligible catalog-backed material lines can seed an empty job-material list; labor and other categories are excluded. Manual proposal lines remain available.

Provider-gated

Distributor search, account pricing, API submission

No connected supplier account, automatic purchase, accepted order, or delivery promise is shown here.

BACKED BY YOUR CATALOG

Keep the material math attached to its source.

Get started