Menu path
Tools > More > Edit Templates (for existing templates)
Tools > More > Edit User Templates (for custom templates)
🧾 What it does
The CAD report template system allows you to create and customise professional reports for quotes, invoices, and other business documents. You can modify existing templates or create entirely new ones with your company branding, layout preferences, and required information fields.
Note: This process uses standard 3D CAD functions rarely needed for roof modelling. Ensure you're familiar with the software's basic operations before attempting template customisation.
🔧 Template Selection Process
Roof Wizard uses a two-tier system for report generation:
First searches for Microsoft Word templates (.DOC or .DOT files) in the ..\User or ..\Corporate folders (.DOC files are recommended)
If no Word template is found, uses the default CAD template stored in RoofWiz.dab
This ensures existing CAD templates continue working after software updates.
🛠 How to access CAD templates
Save your current roof job (you'll be prompted if unsaved)
Go to Tools > More > Edit Templates
Select the template you want to modify from the list
The template opens in the main screen for editing
🧾 Standard CAD Report Templates
All CAD templates are stored in RoofWiz.dab in your ..\User folder. The standard templates include:
Report name | Template name | Intended Use |
Quotation letter | QuotationLetter | A quotation to send to your customer detailing the information as a letter |
Quotation form | QuotationForm | A quotation to send to your customer detailing the information in a tabular fashion. |
Quotation acceptance | QuotationAcceptance | Same as above with the addition of a place for the customer to accept the quote with a signature |
Quotation details | QuotationDetails | This report tabulates the materials and costs for the job |
Installer pay summary | PaySummary | This report tabulates the labor costs for you to perhaps give to the installer |
Material cutting list | MaterialCuttingList | This report tabulates the sheet and flashing cutting lists |
User form 1 | UserForm1 | An extra form for you to define |
User form 2 | UserForm2 | An extra form for you to define |
User form 3 | UserForm3 | An extra form for you to define |
User form 4 | UserForm4 | An extra form for you to define |
Order Forms | OrderForm | The Supplier’s Order form. Generated for each supplier in your list of required items. |
Tax invoice 1 | TaxInvoice1 | A tax invoice |
Tax invoice 2 | TaxInvoice2 | A tax invoice |
Bill Of Quantities | BillOfQuantities | A Bill Of Quantities report |
Roof Quantities | Roof Quantities | Summary of roof geometry (areas and lengths) and a roof plan |
⚠️ Important: Do not change the order of standard report templates. Add new templates below the standard list only.
Example of typical Quotation Form:
Standard Notes
Standard Notes may be set up on the standard CAD Report, Tax Invoice 1 or Tax Invoice 2.
If you print standard CAD Report Types 12 or 13 (Tax Invoice 1 or Tax Invoice 2), the software stops to ask you what you want it to say on the Invoice report and this is the dialog that is displayed. The text strings come from the file TaxInvoiceNotes.txt and can be modified in Wordpad or Notepad to say whatever you want them to say on your invoice template(s).
The following dialog box is displayed when you select either of the Tax Invoice reports:
Linking Templates to Output
You can create any other report template with any name so long as these names are listed in the text files called UserReportNames.csv and UserDrawingNames.csv .
The software needs to know that you have created a new template, what it’s called, and how you wish to refer to it.
UserReportNames.csv is where the preset template names for CAD and Word/Excel Report Templates are associated with the reporting output process.. This allows any template form/report to have any name when displayed in the print options list. Column A is the name you wish to have in the [Print] options list. Column B is the actual file name in the ..\User folder when viewed in Excel.
Note: Do not add new templates or change the order of this list. If you add new template options, add them below the standard report templates.
🔧 Creating Custom Templates
To create new report templates:
Create your template (CAD or Word *.DOC format)
Add template names to UserReportNames.csv and UserDrawingNames.csv files
Go to Tools > More > Edit User Templates
Select Add/Edit to link your new template
Enter the display name and select the template file
For drawing templates, specify the drawing type code
🧾 Template Components
Report templates consist of:
Line work: Borders, dividers, and layout elements
Regular text: Static labels and annotations
Key Text Strings (KTS): Dynamic fields prefixed with ### that pull data from your job
Diagonal lines: Define roof plan insertion areas (on CAD layers 999 or 990)
🔧 Working with Key Text Strings
Key Text Strings are commands that insert job data into templates:
Go to Tools > More > Modify Text > Insert Key Text
Select category from the dropdown
Choose the appropriate KTS from the right panel
Click Insert-text and place on template
Position the text where needed
💡 Tip: KTS can be embedded in regular text. Example: "Dear ###CustName, The price for your job is $###JobTotal."
🔧 Text Modification Tools
Function | Purpose |
Ins-Text | Insert regular text annotations |
Text-Defaults | Set default font, size, colour, justification |
Change | Modify selected text properties |
Move | Relocate text elements |
Copy | Duplicate text elements |
Edit | Change text content |
Delete | Remove text elements |
🛠 Text Formatting Options
Available formatting controls include:
Colour: Select from colour palette
Font: Choose from available system fonts
Height: Set text size (larger number = larger text)
Style options: Italic, Bold, Underline
Justification: Left, Center, Right alignment
Boxed: Add border around text
🔧 Layout Modification
To modify template layout:
Select CAD > Line from main menu
Use Insert to add new lines (Free, Horizontal, Vertical, Constrained)
Use Edit > Trim to create perfect corners
Use Move to reposition lines
Use Delete to remove unwanted lines
🔧 Line Properties
Customise line appearance using CAD Edit > Change:
Colour: Select from colour palette
Style: Choose line type (solid, dashed, etc.)
Weight: Set line thickness
Use CAD Edit > Defaults to set standard properties for new lines.
🛠 Additional Features
Feature | Function |
Ins-Logo | Insert company logo (JPG, BMP, TIF formats) |
Set-Text-Height | Define text height for table reports |
Set Text Field Width | Control column widths in reports |
Make-Text-Float | Prevent text movement by other KTS |
Insert Co Logo | Add graphics with positioning control |
🔧 Adding Company Logos
Copy image file to ..\User folder (BMP, JPG, PNG formats recommended)
Go to Tools > More > Modify Text > Insert Co Logo
Select your image file
Click top-left corner position
Drag to set bottom-right corner and size
⚠️ Limitation: CAD templates support only one graphic per template. For multiple images, combine them in a graphics editor first.
🔧 Special Invoice Features
For Tax Invoice templates (Types 12 and 13):
Software prompts for invoice text when printing
Text options stored in TaxInvoiceNotes.txt
Edit this file in Wordpad or Notepad to customise options
🔧 Roof Plan Integration
To include roof plans in templates:
Draw diagonal line on Layer 999 (for roof plan) or Layer 990 (for flashing drawing)
Line defines the extents/size of the inserted plan
Scaling the Roof Picture
Any CAD report or CAD drawing that incorporates a picture of the roof, draws the roof to best fit between the extents of the diagonal line input on the template on layer 999.
The roof picture may be further constrained by a ‘proper’ scale factor so that the picture may be compared with other drawings of known scale. For example the best fit across the page might be 1:187. This cannot be compared to anything useful, so the software automatically adjusts this scale to 1:200 if that is one of the scale options that you have set.
The range of scale options is defined in the software and these scales are 10; 20; 50;100; 125; 150; 175; and 200. The operator may also define any other scale options. This is done by defining a series of scale values in a simple text file. The file must be called Scales.dat; it must be in the ..\User folder and be in the form of:
50 100 115 125 150 165 175 200 END
🔧 Saving Templates
Use File > Save for existing template updates
Use File > Save-As for new templates
Templates save to RoofWiz.DAB by default
💡 Best Practice: Start by replicating your current reporting process to develop template creation skills effectively.
⚠️ Important: Save your current job before modifying templates as the workspace will be cleared for template editing.