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RoofScape software

AppliCad Globe Small Roof.Estimating

 

How to use RoofScape

This brief overview will take you through how the software is intended to be used. There are a lot of ways to use this software and provided that you get the result you need, then they are all valid. Note that this pic and all the example pictures of dialog's below are not real dialogs, they are examples only and not active.

Go back to RoofScape to use the functions described.

AppliCad Globe SmallNote: you also have the help button on each and every dialog box. If you're not sure what to do, click the question mark button at the bottom right of the dialog box. It takes you directly to the explanation of the function you are using.


RoofScape Startup

 

The RoofScape software allows the user to create fast quotations based on a 3D roof model. Then five standard reports are produced using the values you have set up for labour and materials. This is done automatically by the roofestimating.com web server using the material and labour rates you created on setup and saved on the secure roofestimating.com website.

The quoting process jumps between the RoofScape application and the roofestimating.com web server which is displayed through your default web browser, such as Internet Explorer or Google.

It is summarised by 6 easy steps: 1. Job-Info (defining job address and job number etc); 2. Draw-Roof (creating the 3D roof model); 3. Modify-Roof (adding architectural features such as dormers); 4. Check-Quantities (to check roof dimensions and pitch); 5. Prepare Quotation (sends the roof model data to the roofestimating.com wber server for automatic preparation of your quotation); 6. View Quotation (drops you into the web browser and roofestimating.com to view your customer's quotation in PDF format).

Prior to using the software, it is essential that you set your User-ID and Material/Labour Rates up - otherwise no useful information will appear on the reports. Follow these steps to set up your material and labour rates - (these will be used to calculate the value of your quotation) and set then UserID so the quotation reports are identified as yours and may only be seen by you.

In case you have any concerns, NO-ONE sees these values. They are stored in a binary database that only the computer can read. Your informatin is safe with us.

  • Setting User-ID

  • 1. Select Cancel from the “RoofScape - New Project” dialog box (see image above).
    2. Select Set-Up-> Set UserID from the pulldown menu. From the resultant dialog box, enter your UserID, which you will have received in an email from RoofEstimating.com. The image below shows a typical UserID screen - don't insert the number displayed here, enter the number emailed to you.

    Note: If you don't have a user ID, then you need to register at roofestimating.com to get one emailed to you.

    3. Then select OK from the dialog box, and your UserID will be set for accessing the website at a later date and identifying your customer quotations.

     

  • Setting Material/Labour Rates

  • 1. Select Set-Up -> Set Rates from the pulldown menu. This will open up your web browser and load the Nett Rates page on the roofestimating.com web site. These are your rates and only accessible by you. No-one else has access to these rates.
    2. You may need to Log In to roofestimating.com in order to access the page. To do so, simply enter your preferred Username and Password that you set when you first registered.
    3. Once you have arrived at the “Specify your own rates” page, you can then specify material and labour rates according to your customer's needs - typically your selling price for each item. See image below for an example of this:


    Note: The rates are based on your base units ie metric will be cost per square metre orper linear metre; if your base units are feet and inches, the cost will be per square foot or per linear foot.


    4. When you are satisfied with the values you have entered, save these away using the “Update Rates” button at the bottom of the page. Once again, you will be asked to enter your password to make any amendments to this page. This is to ensure absolute security of your information.

     

  • Completing your first Quotation

  • Your first quotation will be the hardest, as you learn the basics of how the software works. As a result, we have provided a number of simple steps to guarantee a result. After you get the basic elements working, you will then be able to branch-out and do more with the RoofScape software. If at any stage you feel lost, refer to the pulldown menu File -> which guides you through the process in easy numbered steps (1 through 6).

    1. Defining the Job Information

    (a) Your Company Details
    Select this function using the File -> 1. Job-Info -> Your Company Details menu option.
    The first real work you do in the software is define your company information. You only ever need to do this once, as the values are stored away within the system for future use. Once set, these values will print on the reports that the software automatically generates.
    The values you enter are self-explanatory, see the dialog below for confirmation of the standard values shipped with the software.


    (b) The Job Details
    Select this function using the File -> 1. Job-Info -> The Job Details menu option.
    The details for each job will need to be entered each time. Once again, these values will be printed out on some of the reports that the software automatically generates, so it is important that the values are entered correctly.
    At the very least, the user is expected to enter the Job Number value, which is used as a prefix for the reports that are automatically generated by the software. Refer to the Reference Manual for the RoofScape software to learn about some of the other characteristics of this function.

    (c) Selecting the Customer
    Select this function using the File -> 1. Job-Info -> Customer Details menu option.
    The Customer details will need to be entered each time a new customer is required, however customer records can be stored within the system to prevent users from having to re-enter the customer information if they use a customer regularly. To create a new customer, type the customer’s details into the dialog box and then select the Add button. To select an existing customer, simply select the “Sel Customer” button from the dialog. Customers can also be deleted from the database if they are no longer required by selecting the Del-Customer button on the dialog.

    2. Drawing a Roof

    In most instances, you will have a roof sketched on paper that you will need to quote on and you would use the dimensions provided on that sketch to produce the roof perimeter (the Construct Roof > Track Outline function). Note: You may also review AppliCad's YouTube channel for many tips on using the Track Outline function for tracing PDF's, aerial images etc. You really must go to our online learning resource www.academy.applicad.com for detailed instructions on how to use this program.

    In this basic example to get you ging, simply select File -> 2. Draw Roof from the pulldown menu and the Wall Direction and Distance dialog will appear. This dialog allows for the input of wall or eave measurements to create your own perimeter outline.

    Track Outline

    You can start your outline bascally at any corner and you can usually go in any direction. In this example, we will go up [direction 0] and a distance of 6500mm.

    Up

    Select Insert and the first perimeter line is drawn on screen and the screen scaled to fit. You might also have used the shortcut letter 'U' for up, then the distance, as shown below.

    right

    Next set the direction to R [right] and a distance of 4500mm and select Insert.

    right

    Insert

    Work your way around the perimeter as shown below - U6500, R4500, U4500, R4500 then select Close and then Close Square.

    CloseSq

    The wall or eave outline is now complete (no roof exists yet) and the lines are dashed indicating that you are still in construction mode. The length of all lines and the line number is displayed. Use this opportunity to check that the lines are all the correct length. If you have made a mistake, select [Stepback] to remove the incorrect line and then re-insert the correct length.

    If the outline is correct, select [Finish]

    Csoed

    The Roof Defaults dialog is displayed where you insert the parameters that will build the correct roof geometry for you.

    Roof Defaults

    For now, that is until you gain more experience with the software and have completed the online lessons at the AppliCad Academy, just use the values in the dialog example above, then select [OK]

    Finish

    Don't change any of the Roof Mod options, just select [Continue], and your 3D roof model is built.

    3D Model

    The complete Tool kit is described in the first tutorial at the AppliCad Academy, but for now simply select Tools > Tally Quantities and the summary of the roof geometry is displayed for you.

    Tally Quants

    The 3D model is complete, but sometimes you need to modify it to add features.

    You really must go to our online learning resource www.academy.applicad.com for detailed instructions on how to use this program.

    3. Modify the Roof

    Most roof shapes require some modification from the basic hip and valley shape created by the software. Use the  Modify Roof options from the pulldown menu. The various architectural features that you need to add are usually a single mouse click to add to the roof.

    Don't forget to keep your eye on the prompt area at the bottom of the screen - it will continually help by telling you what to do next. The prompts scroll upwards, so read the bottom line, not the top line. If you're not sure what to do, read here first!

    Refer to the Reference Guide for more details on each of the functions in the Mod Roof menu. Most modify functions are self evident, others will require some reading or at least some experimentation. Have a go and if it doesn't work, select Undo from the Icon menu to repair your attempts.

    Next to the Undo button (left hand button) is the Redo button if you go back too far with your undo.

    Once all the features have been added to the roof, you are ready to go to the next step. THE MOST IMPORTANT ONE!

    4. Check the Roof

    The roof model must now be checked to ensure that you have modelled it correctly. The quotation that will be generated by the roofestimating.com server software uses the model geometry information - the areas. lengths etc. and your previously input materials and labour rates, to generate the quotation and the roof drawing. It is very important to ensure that the model geometry is correct.

    Use the Tools -> Dimension Roof -> Auto-Insert to dimension the extents of the roof. Compare these dimensions to your sketch and ensure that the roof is the same. You will also find the Tools -> Dimension Roof -> Roof line lengths very helpful in checking the job.

    If you leave these dimensions on the model, they will be included in the printout of your roof plan and on the client quotation.

    Also check the roof pitch has been correctly defined - a lot of errors occur by using the incorrect roof pitch on a job Tools -> Show Pitch. Then check the line categories Tools -> Show Line Types. If a line category needs to be something else, like an eave line needs to be a box guter instead of Fascia, use Tools -> Change Entity -> Line Type. Select the line type you want, then select the line(s) to change. Click the Tools-> Show Line Types off and on again to see the change.

    You can also check the total geometric quantities against your expectation. Tools -> Tally Quantities.

    Tally Quants

    5. Submit the job for Preparation of the Quotation

    The roof model and your customer's details are all part of the job. From the File menu, select the File -> 5. Prepare Quotation option and the job details are exported to the roofestimating.com web server. Your roof geometry, the pricing rates and the customer's details are all brought together to create a roof plan and the client quotation. A pdf file is made of each of the standard reports and then posted to the web site for you to review.

    To export the model details, you must have a working connection to the Internet so that a connection can be made to the roofestimating.com server. Select the File -> Prepare Quotation option and your job is exported. Your job will be sent to the roofestimating.com site and the following dialog box displays the progess.

    Once the transmission is complete the software reports that the file was successfully uploaded to the server.

    The server software processes the information and in a flash, it will be stored on the web server for your review. Select the option from the File menu, View Quotation to review the quotation that has just been prepared.

    6. View Quotation

    This option opens Internet Explorer and connects you to the roofestimating.com web server. You are asked to log in using the user name and password you setup when you registered. Your subscription will be checked as part of the process and if it is current, you will be connected to the View Quotation page. All your recent jobs (if you have any, plus the latest job) are listed in order. The files are created using a date/time stamp and your user ID so that you can easily find them. The Display page will look much like the one below.

    The files are all in a PDF file format and will require Adobe's Acrobat Reader to view. You might need to load this FREE application from the Adobe web site if you do not already have it loaded. Once open in Acrobat Reader, you can print them on your local printer. You may also wish to attach the PDF file to an email and send it to your customer that way. So that you can review the file at a later time, maybe when you're not connected to the web, use File -> Save As in Acrobat Reader.

    That just about wraps up the quick start Online Help. For more information, refer to the online tutorials found on this site or the software manuals accessible from the Help -> Manuals menu option.

    Or download them from here -

     


     

    The Process

    The tutorials listed below will introduce the correct steps to use to create the roof shape, check that it is correct and then create a quotation using your predefined rates. You may jump to any of the links at any time, but we suggest that you start with the Overview first. At least then you will understand the process before you get too deep and lose the thread of how to get the best from your use of our online estimating system.

     


    These tutorials will get you started - if you have a further question, please drop us a line - info@roofestimating.com


     

    Software Services

    For our roofing customers, AppliCad has the most advanced software at a level that suits your business.

    A business doesn't make money costing, quoting, designing, documenting, drawing, scheduling, organising and managing. These things are important, however, you only make money installing the roof. AppliCad will significantly reduce the time spent on non-income-earning administration, and significantly speed up the actual income earning task of supplying and installing roofing.

    Visit the AppliCad web site for more details about the full range of products for modelling roofs, estimating roofing materials.