📄 What report formats does Roof Wizard output?
Microsoft Word + Excel
Roof Wizard automatically generates reports in:
Microsoft Word (.docx)
Microsoft Excel (.xlsx)
These are formats your customers, suppliers, and installers already use.
🧾 What reports can Roof Wizard produce?
Common report types
Roof Wizard can generate reports such as:
Client quotes / estimates / proposals
Material order forms for suppliers
Installation diagrams for installers
Complete material lists (including fasteners and accessories)
Labour summaries
Cutting lists (where applicable)
🧩 Are the reports customisable?
Yes - fully editable templates
Standard report templates are included, so you can start producing reports immediately. You can then customise templates at any time to match your business, including:
Branding (logo, colours, headers/footers)
Layout and formatting
Wording and sections
What data appears (materials, labour, accessories, totals, etc.)
🧠 Advanced customisation
Smart fields (Key Text Strings)
For deeper control, templates can use Key Text Strings (smart placeholders) that automatically pull job details, quantities, totals, and other job data into your Word/Excel reports.
You’ll find step-by-step guidance in this help centre for working with:
Report templates
Key Text Strings
Template locations and best practice
🗃️ File formats (backwards compatibility)
To maximise compatibility across different computers and office software versions, Roof Wizard reports must be saved as:
Word (.doc)
Excel (.xls)
Report templates saved as the newer .docx and .xlsx file formats will not print and can cause crashing.