Roof Wizard uses various data files to store configuration settings, pricing information, and system parameters. Understanding these files helps you maintain and customise your software effectively.
🧾 What are data files?
Data files contain the configuration information that makes Roof Wizard work for your specific business needs. Most of these files are automatically created by the software and store information like:
Company details and settings
Pricing and pay rates
Material specifications
Delivery areas and rates
Job prompts and custom fields
🔧 Editing options
You have two main options for editing data files:
Option 1: Within Roof Wizard (Recommended)
The safest approach is to use the built-in editing commands provided under the Set-Up menu options. This method ensures:
Proper file formatting is maintained
Data validation prevents errors
Changes integrate correctly with the software
Option 2: External editors
Many data files can be edited outside Roof Wizard using:
WordPad or Notepad for basic text editing
Microsoft Excel or other spreadsheet software
Spreadsheet programs offer advantages like:
Ability to make global changes to prices
Better data organisation and sorting
Easier bulk updates
⚠️ Important editing precautions
When editing files outside Roof Wizard:
Always create backups before making changes
Edit with caution as errors can seriously affect software operation
Test changes thoroughly before using in production
If you're not confident with spreadsheet programs, stick to editing within Roof Wizard
💡 Best practices
Use the built-in Set-Up commands whenever possible
Make incremental changes and test frequently
Keep backup copies of working configurations
Document any custom modifications you make
🛠 File format compatibility
Roof Wizard's data file formats are Comma Separated Values (CSV) files and compatible with Microsoft Excel and other spreadsheet software, making them accessible for advanced users who need to perform complex data operations.
After editing, they must be saved as a CSV file.
Note: The Roof Wizard software reads the CSV file - it does not do any translation of the data held in the respective CSV files. This keeps data file management very simple.