Set up configurable materials for Roofing

Overview

Configurable materials allow you to manage multiple color or style variants of the same product without creating separate services for each option. Instead of creating dozens of individual services for each color combination, you create one generic material that acts as a container for all color variants. Customers can select their preferred color, and the Production team can then easily swap a generic material for the specific variant. Pricing adjusts based on the selected variant, if applicable.

Things to know

• Configurable materials work seamlessly with roofing supplier integrations such as SRS Distribution, ABC Supply, and QXO.

• Configurable materials are compatible with Spec-Based Estimate Templates and Dynamic Pricing. While not required, these features are designed to work together. Ensure they are enabled in your account to use them. Contact Technical Support for more information.

Create color-specific materials

Before creating configurable materials, create individual materials for each color option you offer.

Note: If you're using a supplier catalog, importing the generic material automatically includes all associated variants—no manual setup required.

Note: Do not use Centralized Pricebook if you're using Enterprise Hub to create materials for roofing configurable items.

1. Go to the navigation bar and click Pricebook.

2. Click Materials > Add Material. 

3. In the Add a Material screen that opens, enter the following details:        

   1. In the Code field, enter a unique code for the material.

   2. In the Name field, enter the complete material name including brand, product, and color. For example:                

      1. CertainTeed - Landmark Weathered Wood

      2. CertainTeed - Landmark Charcoal Black

      3. CertainTeed - Landmark Driftwood

      4. GAF - Timberline HDZ Shakewood

      5. GAF - Timberline HDZ Weathered Wood

   3. Complete other required fields including category, unit of measure, and vendor information. For more, see Add materials to your pricebook.

   4. In the Primary Vendor section, enter the vendor cost for this specific color.

4. When done, click Save.

Repeat steps 2-4 for each color variant you offer.

Tip: Use the duplicate button to quickly copy a material and change out the color variation.

Create generic materials with configurable variants

After creating all color-specific materials, create one generic material that acts as a container for all variants.

1. Go to the navigation bar and click Pricebook.

2. Click Materials > Add Material. 

3. In the Add a Material screen that opens, enter the following details:        

   1. In the Code field, enter a unique code for the generic material.

   2. In the Name field, enter the generic material name with no color stated, and 'Color Required'. This signals the production team to swap the generic for a color variant before ordering. For example:                

      1. CertainTeed - Landmark - Color Required

      2. GAF - Timberline HDZ - Color Required

      3. Owen's Corning - Duration - Color Selection Required

   3. Complete other required fields including category and unit of measure.

   4. (Optional) Add a project label for Color Required.

4. When done, click Save.

5. After saving, click the Configurable Materials tab. 

6. Select the Enable Configurable Materials. 

7. Click Set Cost As and select if the generic material should reflect the min, max, average or a manual cost of the variants.        

   Note: Set Cost As can also be selected for all materials from the main materials page by clicking on the Settings icon. Any selection made on an individual material level overrides the global setting.

    

8. Click Add Material to link color variants. 

9. Select all the color-specific materials you created earlier for this product.        

   Tip: Use the search bar to quickly find materials by brand and product name.

10. When finished, click Save.

The generic material now contains all color variants as configurable options.

Create services for generic materials

Create a service for each generic material. Color variants do not need individual services.

1. Go to the navigation bar and click Pricebook.

2. Click Services > Add Service. 

3. In the Add a Service screen that opens, enter the following details:        

   1. In the Code field, enter a unique code for the service.

   2. In the Name field, enter a service name that matches the generic material. For example:                

      1. Shingles - CertainTeed Landmark

      2. Shingles - GAF Timberline HDZ

      3. Hip & Ridge Cap - CertainTeed Landmark

   3. Complete other required fields.

4. Click the Materials tab. 

5. In the Materials tab, search for and select the generic material, the one with no color stated. 

6. After adding, they show on the right side. When finished, click Save. 

The service is now linked to the generic material, which contains all configurable color variants.

Verify configurable materials work correctly

After setting up configurable materials and services, verify that color selection works as expected.

1. Create a test estimate using a service with configurable materials.

2. Add the service to the estimate.

3. Go to the estimate screen and click Action > Select Variant next to the material to select a specific color variant.

4. Verify the pricing updates to reflect the specific variant's cost.

5. (Optional) Try selecting different colors and confirm pricing adjusts accordingly.

If pricing does not update correctly:

• Verify vendor costs are assigned to each color variant.

• Check that Dynamic Pricing is set to use Exact Cost Variation for configurable services.

• Ensure the generic material has Enable Configurable Materials toggled on.

• Confirm all color variants are properly linked to the generic material.

Want to learn more?

• See Manage supplier catalog material variations

• See Add materials to your pricebook

• See Add services to your pricebook