Follow this step-by-step guide to create a Fast Estimate and seamlessly convert it into a proposal for your roofing customers.
ADMIN - Watch this other video for the set up of templates -> TEMPLATE SETUP
🏁 Step 1: Start from the Canvassing Section
Open the Roofing Redline app.
Navigate to the Canvassing section.
Select the homeowner/customer you’re working with.
🛠️ Step 2: Launch the Fast Estimate Tool
On the customer's page, tap the Tools button.
Select Fast Estimate (⚠️ Do not use the Proposal tool directly here—it will not pull in roof measurements.)
🏗️ Step 3: Select and Modify the Roof
Highlight the roof by tapping on the structure.
You can:
Select multiple structures.
Add another structure by tapping Add Roof and outlining it by tapping points to form a polygon.
Modify the shape:
Tap and drag existing points to adjust.
Tap the dot between lines to create new corners (useful for outcroppings or unusual shapes).
📐 Step 4: Input Pitch and Pricing
After finalizing your measurements, tap Next.
Enter the roof pitch to improve accuracy.
Adjust the waste percentage using the slider.
Enter a general price if desired (optional – this won't affect the final quote from the proposal template).
📄 Step 5: Convert Estimate to Proposal
Tap the Create Proposal button.
Choose from your available proposal templates.
📌 If you don't see templates, reach out to your admin.
🧑💼 Admins can contact Roofing Redline Support for help setting these up.
✏️ Step 6: Edit and Customize the Proposal
Tap Edit Quote to review the:
Total square footage
Cost per square (based on the template’s default pricing)
Select different quote options or add new quotes as needed.
Customize the proposal layout:
Add or remove pages
Upload project photos
Add text, PDFs, or a custom cover image
🧾 Step 7: Refine Quote Display
Modify how quotes appear (e.g., hide price per unit).
Ensure the homeowner sees only what you intend to share.
📤 Step 8: Share the Proposal
You can:
Download as a PDF
Send via Text or Email
Use the built-in Sign feature (recommended):
Triggers a notification when the homeowner views the proposal
Allows for easy tracking of proposal status
✅ Note: Email and SMS will use your phone’s native apps (e.g., Mail or Messages). Be sure your work email is set up on your device.
🔁 Step 9: Track Proposal Status
Proposal status will automatically update (e.g., to “Signed” when completed).
You can also manually adjust status or edit proposal details.
📞 Need Help?
If you have questions or run into issues:
Email: [email protected]
Use the Help Center inside the Roofing Redline app
Chat with us using our chat feature at roofingredline.com or in your app.