Core Products
Estimates
Choose how online estimates appear with the Online estimate non-PDF web view setting: This improvement gives more control over how estimates are shown online by adding a non-PDF web view option. What this means for you:
After inspecting storm damage on a residential roof, a technician sends the homeowner an estimate link. The customer opens it in their browser and reviews itemized line items — shingle replacement, underlayment, ice and water shield — with product photos from the pricebook, all without downloading a PDF.
A CSR walks a homeowner through two estimate options — a repair versus a full reroof — using the non-PDF web view during a follow-up call, allowing them to see scope and pricing side by side in real time.
When a homeowner clicks an estimate link from their email, they can review each line item with descriptions and photos before signing, making it easier to approve work on materials they may not recognize by name alone.
Roofing
Create multiple estimates faster with Spec-Based Estimate Templates - Allow Multi-Select in Build Estimate Modal (Job & Project): This improvement lets you select multiple Spec-Based Estimate Templates (SBET) when building estimates from a job or project, saving time and clicks. What this means for you:
A sales coordinator creates estimates for three SBET templates during a roofing job and submits them all at once.
An office employee selects multiple roofing or window templates, completes forms in sequence, and submits in one flow.
A manager reviews multi-template estimate output to present options during a customer follow-up call.