Roof Link Multiple Estimates Set Up

Setting: 
Profile & Settings > Company Settings > All Settings > Estimate Settings > "Allow Multiple Estimates".

When we release to production (July 22nd 2025), this setting will automatically be enabled on your account.
*By enabling this setting, you allow multiple estimate to be created for a single job. The rep will be required to set an estimate option to 'Primary' before a material order or work order can be submitted.    

We have created an "Estimate Options" Document Template. This will be used when you choose to compile multiple estimate options into one document for your customer to review. 
*The Template is currently not editable and was created for a way for you to show a high-level comparison of the estimate options with your home owner.

When there is only 1 estimate associated to a job, your original 'estimate template' will still be used. 
However, when there are 2+ estimates, this is the template that will be used.

Page 1 includes:

• Your company logo
• Title = Estimate Options
• Automatically adds the reps name, phone and email that is assigned to the prospect
• If you have a photo that is "set as cover image", it will be the photo that is shown. However, if you dont have photo set, then we use our stock photo.
• Customers information

Page 2 (up to 7, depending on the amount of estimates created) includes:

• Your company logo
• Header = Estimate Option Name
• Bid Type
• Total
• Work Doing section
• Payment Breakdown

Final Page includes:

• Your company logo
• Header = "Compare Estimates"

• Shows each estimate options name, bid type, total cost and customer cost

On the Overview screen, you will continue to see the "Estimates" section.

• Next to the "View" button, where you would go to view your created estimate in the Estimate Builder, you will now see a "Create Another" button.
• If you only want a single estimate, then continue your flow.

To add another estimate option, click "Create Another".
This will take you through the same flow you did when creating that first estimate. (Ya know, where you create estimate from: Scratch, Measurement or Drawing, then select a roof template and so on...)

You will then see that you now have 2 Estimate Options created.

In the "Estimates" section on the overview screen, instead of seeing the estimate details, you'll now see this message

By clicking "View Estimates" or the "Estimate Options" tab on the Overview screen, you are directed to the new Estimate Options screen.
This screen gives you a high level view of each estimate option you have created.

Tip!
In the "Work Doing" column, you have the ability to switch that columns view between:

• Work Doing
• Work Not Doing
• Supplements (for insurance bids only)
• Change Orders
• Discounts
• Upgrades

Tip!
If there are more than 3 line items, click "[x] More Items" and we will show you the remaining lines that are not already shown.

Please note that the amount shown on the "[x] More Items" row, is the amount ONLY for those 'More Items'.

You can now compile your estimate options into our Global Estimate Options doc by clicking Export and selecting

Once you have selected one or more estimates, you can either go ahead and Email Estimate Options to the customer and/or Save Estimate Options To Docs. 
If you select "Email Estimate Options", we will compile the selected estimates in the Estimate Options template and email it to the customer.
We suggest you save to docs so you can easily reference what was sent to your customer.

If you select "Save Estimate Options To Docs" we automatically name the Document for you "Estimate Options - [customer name].
If you would like to edit the name, do it here.
Then click "Save Document".

Once saved, you can view it under Documents.

Once the homeowner tells you which Estimate they want to move forward with, you MUST set that estimate option to primary.

There are two ways to do this:

1. On the Estimate Options screen > Actions column, click "Set as Primary"
2. On the Estimate itself, under Actions, select "Set as Primary"

When you "Set as Primary" you will see the following information message.
Click "Confirm".

You can still view the archived estimates on the Estimate Options screen in the "Archived Estimates" section.
This is where you can Restore an estimate option if needed.

Tip!

Once a contract is signed, you can no longer restore an archived estimate. 
*You will no longer have the option to "Restore" in the actions column.

Now that an estimate option has been set as primary, navigate to the primary estimates detail page where you will continue on with your normal flow after an estimate has been created.
i.e. saving contract to docs, enabling signatures, placing material orders and creating work orders.

Tip!

If you use the New Estimate Builder, you will be able to edit the names of your estimate options.
For example, instead of Estimate_1, Estimate_2, you could rename them to Good and Better.

To rename, you can click the pencil next to the name.
When you compile the estimate options into one doc, the new name will be used.

Tip!

If you archive an estimate and need to restore it, click "Restore" on the Estimate Options screen.

Tip!

You can also Create another estimate by clicking Create on the Estimate Options screen.

Once you set an Estimate as Primary, the details of that estimate will now show on the overview screen and you can continue your flow as normal.