# Get a roof estimate out from the aerial > The Roofing section takes a roof from an address to a signed estimate. The office measures the roof and prices it from one roof package or two or three as options, the homeowner says yes to a price range, and the salesperson checks the roof, sets the exact price and signs with them on an iPad. The **Crewtavo - Roofing** app adds a **Roofing** section to the menu. It walks one roof through six steps on one page: **Measure**, **Estimate**, **Range**, **Site visit**, **Schedule** and **Invoice**. Each step uses the same quote, job and invoices as the rest of Crewtavo, so nothing is typed twice. :::tip Don't see **Roofing** in the menu? An owner or admin can open **Apps**, choose **Crewtavo - Roofing** and choose **Install**. Any business can install it, whatever its trade, and Paving too: your trade in **Settings → Company** only picks your starter prices and terms. **Uninstall** takes Roofing out of the menu and keeps every estimate, package and price range. See [Install and manage apps](https://crewtavo.com/docs/connections/apps/). ::: ## Before you start: roof packages A roof package is what goes on a kind of roof: the shingles or metal by the square, what's always on it, and **quick adds**, one-tap extras for the estimate. Open **Roofing → Packages** and click **Set up the standard packages** to get **Architectural shingle**, **Designer shingle** and **Standing-seam metal**, with the roofing services they need added to your price list at starting prices to change to your own. Click a package to change it: - **Price a square**: **Set it yourself**, or **Follow ABC prices** (your ABC Supply materials plus labor and the rest, plus your markup), so new estimates price at today's materials. If the roof has a material your ABC branch has never priced, it shows **A square, held**: the price stays where it was instead of leaving that material out, until the branch prices it or you replace it. See [ABC Supply](https://crewtavo.com/docs/connections/abc-supply/#keeping-prices-current). - **Always on this roof**: the services every roof of this kind gets, like tear-off, drip edge, ridge cap and a dumpster. Measured ones fill in from the roof; others start at a count you set, like 3 pipe boots. Each shows your cost and margin. - **Quick adds**: tap a service to make it a one-tap button on the estimate, like chimney flashing, rotten decking or a skylight. - **On its card**: **Highlights** and a one-line **Warranty**, which the homeowner reads when you offer the package as one of two or three options. See [Offer Good, Better and Best options](https://crewtavo.com/docs/sales/good-better-best-options/). **Price ranges**, beside the packages, sets how much room the range leaves on top (15% to start) and what it rounds to. Owners and admins can change it. ## 1. Start a roof estimate 1. Open **Roofing** and click **New roof estimate**. 2. Under **Who's it for?**, pick the client, or type a new name and create them. 3. Pick the **Property**, or choose **Add an address**. 4. Under **What kind of roof?**, pick a package. Your default is already picked. To offer two or three side by side, like Good, Better and Best, click **Offer as an option** on the others. 5. Click **Measure the roof**. The measuring map opens at the house. Where OpenStreetMap or the street map has the building, its outline is already drawn as the roof. ## 2. Measure the roof The **Roof** card at the top of the panel beside the map has four steps, each ticked off as you go. 1. **Outline the roof.** **Outline the building** adds the outline of the building in the middle of the map; **Draw it** lets you click each corner yourself. Building outlines follow the walls, so drag the corners out to the drip edge (often 1 to 2 ft). Draw a porch, garage or dormer at another pitch as its own area. 2. **Set the pitch.** **Set the pitch** opens the pitch picker: pick a common pitch, read it free from lidar where the US has flown it, or measure it with a phone. See [Measure yards and roofs](https://crewtavo.com/docs/measuring/measure-yards-and-roofs/#set-a-roofs-pitch). 3. **Mark the edges.** Pick **Eaves**, **Rakes**, **Ridges**, **Hips** or **Valleys**, then draw along each of those edges and double-click to finish each one. Drip edge, ridge cap, valley flashing and ridge vent price from these. 4. **Save and price it.** Check the **Waste**: about 10% for a plain gable roof and 15% with hips or valleys. Then click **Save the roof**, and **Next: Estimate**. ## 3. The estimate The package goes on the estimate by itself, priced from the roof. Anything with nothing to measure on this roof (like valley flashing on a roof without valleys) is left off, and the estimate says so. The estimate is one list: - **The roof · from the measurements**: the shingles, tear-off and edges. Tear-off has **−** and **+** for layers. **−** takes a measured line off. - **Everything else**: things you count, like pipe boots and a dumpster, each with **−** and **+**. Taking one down to nothing takes it off. - **Add to the estimate**: your quick adds, one tap each, and a search of your whole price list. **Notes for** the salesperson are for the team only: what the homeowner told you, the dog in the back yard. **Your numbers** shows the cost, profit and margin, which the homeowner never sees. **Change** next to the package name starts the estimate over from another package, after asking, if you priced the wrong kind of roof. It can also take two or three packages, to offer them as options. With options, each one is priced from its own package once the roof is measured. Pick an option above the list to see and change its lines, its materials and **Your numbers**. When you add something, choose **Only on** that option or **On every option**. See [Offer Good, Better and Best options](https://crewtavo.com/docs/sales/good-better-best-options/). ### Exact material costs from ABC Supply With [ABC Supply installed](https://crewtavo.com/docs/connections/abc-supply/), open **Materials for this roof** below the estimate: each line's shingles, underlayment, drip edge and the rest, in whole bundles, rolls and pieces, at your own prices at your ABC branch. Pick a line's materials once and every roof after is priced the same way. Each line's cost becomes its materials plus **Labor and the rest**, so the cost, profit and margin use today's material prices, on the iPad too. Roofing also gets a **Catalog** tab, after **Projects** and **Packages**: ABC's items at your branch with your price on each, what your account usually buys, and every material in your price list checked with ABC in one click. See [Browse ABC's catalog](https://crewtavo.com/docs/connections/abc-supply/#browse-abcs-catalog). ## 4. Send the range The card beside the estimate shows the range the homeowner will see: the estimate rounded down, to the estimate plus your room on top, rounded up (an $18,304 estimate goes out as $18,300 to $21,050). With options, it runs from the lowest option to the highest plus the room on top, and the bar marks each option's price. Pick who goes out under **Site visit by**, then click **Send the range to** the homeowner, by email, text or a link you copy. They see the range, what's included and what could change the price (like rotten decking at your price a sheet), and two buttons: **Yes, send someone out** and **I have a question**. With options, they see each one with its own range and can tap **I'm leaning toward this one**. When they say yes, the office gets a notification to book the visit, and the step says when they said yes. Their exact price never reaches their screen until it's set on site. Did they say yes on the phone, by text or in person? Click **… said yes on the phone** (before you've sent the range) or **… said yes another way** (after). In the "Did … say yes to the range?" box, pick **Which one are they leaning toward?** if there are options, add **How they said yes** if you like, and click **Yes, they agreed**. Nothing is sent to them; the team is told to book the visit, the same as if they'd tapped yes. :::note Want to skip the range? **Send the exact price instead** sends the full estimate for them to sign online, the way any quote works. ::: ## 5. The site visit, on an iPad On the iPad, open the project and click **Start the site visit**. The screen fills the iPad, without the app's menus. Held sideways, it shows what to change on the left and the paper on the right: the estimate in your [document style](https://crewtavo.com/docs/sales/estimate-templates/), with your letterhead and contract, the way the homeowner will sign it. "What … will sign. It changes as you do." Each change lights up on the paper as it lands, and tapping a line on the paper opens it to change. The price and **Review and sign** sit along the top. On a narrower screen (under 1000 pixels wide, like most iPads held upright), the paper fills the screen, with the price and **Review and sign** along the bottom. **Make changes** opens the left side as a sheet over the paper, and **See the estimate** closes it. The left side has three tabs: - **Add items**: picture tiles to tap onto the estimate. **For this roof** has the package's quick adds, then come your price list's categories, and **Search your price list** finds the rest. A tile already on the estimate shows how many, with **−** and **+**. - **Line items**: the estimate the office made. **−** and **+** fix anything they guessed, **−** takes a line off, and **Found something else?** adds what you find, like chimney flashing. Each change is marked **Added**, **Changed** or **Taken off**. Tap a line to change **How many**, the **Price for one** and the words **Under the name on the estimate**. **Does the roof match?** has **Fix measurements**. Below it, **Your notes**, with **Take a photo**, are for the office and crew; a note from the office shows at the top. - **Price**: the range the homeowner said yes to and whether you're inside it. Type a price under **Set the price**, move it with **−$500**, **−$100**, **+$100** and **+$500**, or tap **Round to** a round figure or **Use** the estimate as it is. Your margin at today's prices stays hidden until you tap **Show margin**, since the homeowner can see the screen. **You changed** lists every change since the office's estimate. With options, **Line items** shows each one. Tap **They chose this one** on the homeowner's pick: the price is set for that one, and **Review and sign** waits until it's marked. :::tip The tiles show your own pictures. Add one to any service in the **Picture** column of **Settings → Price list**; without one, the tile shows a drawing. ::: Click **Review and sign**. Hand the iPad over: the homeowner sees the estimate in your document style, types their name and signs with a finger. If your contract asks for initials, they draw them once under **Your initials** and tap **Add my initials** on each section that asks. Your saved signature goes on your company's line; the first time, sign once and keep **Save my signature for next time** ticked. If there's an email address for them, tick **Email … a copy** to send them the signed estimate. Then click **Sign and finish**. **Signed. Nice work** then offers **Print a copy** (to any AirPrint printer nearby). Emailing a copy and texting them a link show there too, when your Crewtavo can send email and texts. The office gets a notification, and the project moves to **Schedule**. ## 6. Schedule and invoice Back in the office, the **Site visit** step shows what the salesperson changed on site, their notes and photos, and **The signed estimate** with both signatures, to open or print. Click **Schedule the job**: the estimate's lines become the job's scope. With options, the chosen option's lines and the ones on every option come along. The deposit button, like **Bill the 30% deposit, $5,400**, makes the deposit invoice. Under **Invoice**, **Create an invoice** opens the job's invoice options: a deposit, progress or final invoice. Clients pay online from their link. ## Projects **Roofing** lists your open projects with their package, the price (or the range, while that's what the homeowner has seen) and the stage, such as **Range sent**, **Wants a visit** or **Signed**. **All** shows lost and finished ones too. For how Crewtavo's roof measuring compares with EagleView and Hover reports, see [Free roof measuring](https://crewtavo.com/free-roof-measuring/). Everything else Crewtavo does for a roofing company is on [Roofing software](https://crewtavo.com/roofing-software/). Source: https://crewtavo.com/docs/measuring/roofing-estimates/ (last updated 2026-11-04)