---
title: "Set up configurable materials for Roofing"
slug: "set-up-configurable-materials-for-roofing"
updated: 2026-10-16T02:44:15Z
published: 2026-10-16T02:44:15Z
canonical: "help.servicetitan.com/set-up-configurable-materials-for-roofing"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

---

### 

#### Who uses this feature

- Administrators, Managers
- Primarily benefits Residential Construction and Commercial Construction business types
- Primarily benefits Roofing and Exterior trades

#### Feature configuration

- The *Manage Pricebook* permission is required to set up configurable materials. Please contact the account administrator on your team.

## 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](https://go.servicetitan.com/#/ask) for more information.

## Create color-specific materials

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

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

> [!NOTE]
> **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**. ![User interface showing a button to add material in a table format.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-configurable-materials-for-roofing-image-ktniwxdw.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A40Z&se=2026-11-01T20%3A50%3A40Z&sr=c&sp=r&sig=vcckqGN3b4nqycs%2F3ghM3klWvbAE78MGJjww%2Bc4r3e0%3D)
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](/roofing/docs/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]
> **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**. ![User interface showing a button to add material in a table format.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-configurable-materials-for-roofing-image-vxy16z77.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A40Z&se=2026-11-01T20%3A50%3A40Z&sr=c&sp=r&sig=vcckqGN3b4nqycs%2F3ghM3klWvbAE78MGJjww%2Bc4r3e0%3D)
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](/roofing/docs/create-project-labels) for Color Required.
4. When done, click **Save**.
5. After saving, click the **Configurable Materials** tab. ![User interface for adding a material with highlighted configurable material option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-configurable-materials-for-roofing-image-hd2c2eah.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A40Z&se=2026-11-01T20%3A50%3A40Z&sr=c&sp=r&sig=vcckqGN3b4nqycs%2F3ghM3klWvbAE78MGJjww%2Bc4r3e0%3D)
6. Select the **Enable Configurable Materials**. ![Settings for adding configurable material with options for selection and behavior.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-configurable-materials-for-roofing-image-s01ksnk7.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A40Z&se=2026-11-01T20%3A50%3A40Z&sr=c&sp=r&sig=vcckqGN3b4nqycs%2F3ghM3klWvbAE78MGJjww%2Bc4r3e0%3D)
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]
> **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.

![Options to set cost display as maximum, minimum, average, or manual selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-configurable-materials-for-roofing-image-s9m3rec4.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A40Z&se=2026-11-01T20%3A50%3A40Z&sr=c&sp=r&sig=vcckqGN3b4nqycs%2F3ghM3klWvbAE78MGJjww%2Bc4r3e0%3D)
8. Click **Add Material** to link color variants. ![Settings for enabling configurable material and adding material variations in the application.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-configurable-materials-for-roofing-image-arcc9v86.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A40Z&se=2026-11-01T20%3A50%3A40Z&sr=c&sp=r&sig=vcckqGN3b4nqycs%2F3ghM3klWvbAE78MGJjww%2Bc4r3e0%3D)
9. Select all the color-specific materials you created earlier for this product.

> [!TIP]
> **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**. ![Interface showing options to add a service and manage items for sale.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-configurable-materials-for-roofing-image-7vrvv5rx.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A40Z&se=2026-11-01T20%3A50%3A40Z&sr=c&sp=r&sig=vcckqGN3b4nqycs%2F3ghM3klWvbAE78MGJjww%2Bc4r3e0%3D)
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. ![User interface showing the 'Materials' tab highlighted in the service addition section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-configurable-materials-for-roofing-image-wz642pjy.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A40Z&se=2026-11-01T20%3A50%3A40Z&sr=c&sp=r&sig=vcckqGN3b4nqycs%2F3ghM3klWvbAE78MGJjww%2Bc4r3e0%3D)
5. In the *Materials* tab, search for and select the generic material, the one with no color stated. ![Interface for adding a service with materials list and search option displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-configurable-materials-for-roofing-image-hvziwm14.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A40Z&se=2026-11-01T20%3A50%3A40Z&sr=c&sp=r&sig=vcckqGN3b4nqycs%2F3ghM3klWvbAE78MGJjww%2Bc4r3e0%3D)
6. After adding, they show on the right side. When finished, click **Save**. ![User interface showing labor cost entry with save button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-configurable-materials-for-roofing-image-adqntlxo.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A40Z&se=2026-11-01T20%3A50%3A40Z&sr=c&sp=r&sig=vcckqGN3b4nqycs%2F3ghM3klWvbAE78MGJjww%2Bc4r3e0%3D)

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](/roofing/docs/manage-supplier-catalog-material-variations-in-servicetitan)
- See [Add materials to your pricebook](/roofing/docs/add-materials-to-your-pricebook)
- See [Add services to your pricebook](/roofing/docs/add-services-to-your-pricebook)