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What file operations can I perform in Roof Wizard?

Complete guide to the File menu options for creating, opening, saving, merging, and exporting models in AppliCad Roof Wizard.


File Menu (pulldown menu bar)

The File menu is your central hub for all project file operations in Roof Wizard. You can create new models, save existing work, open previous projects, merge multiple models together, and export model geometry for use in other applications.


File Menu Options

Here's what you can do from the File menu:

Option

Function

New

Create a new roofing project model from scratch

Open

Open an existing saved project from your database

Save

Save your current project with existing name and location

Save As

Save your current project with a new name or to a different location

Recent Files

Quick access to recently opened projects

Import

Import data or geometry from external files

Export

Export model geometry for use in CAD programs or other applications

Merge Models

Combine two or more separate roof models into a single project

Print

Print reports, plans, and documentation

Exit

Close the Roof Wizard application


🔧 Common File Operations

Creating a New Project

  1. Click File in the top menu bar

  2. Select New from the dropdown menu

  3. Choose your project template or start with a blank model

  4. Enter project details in the setup dialogue

  5. Click OK to begin your new project

Opening an Existing Project

  1. Click File > Open

  2. Browse to locate your saved project file

  3. Select the project and click Open

  4. The project will load with all your previous work intact

Saving Your Work

  1. Use File > Save to save changes to the current project

  2. Use File > Save As to create a copy with a different name

  3. Always save regularly to prevent data loss


🛠 Advanced File Operations

Model Merging

Model merging allows you to combine separate roof sections or buildings into one comprehensive project. This is useful when:

  • Working with complex multi-building projects

  • Combining work from multiple team members

  • Adding extensions or additions to existing structures

To merge models, use File > Merge Models and select the additional project files to combine.

Exporting Model Geometry

Export functions let you share your roof model data with other CAD programs, clients, or contractors. Common export formats include DXF, DWG, and other industry-standard file types.

An alternate method of exporting roof geometry is the RXF or XML variant of RXF. These file formats are widely supported in the roofing industry.


💡 Database file organisation tips

A database file (filename.DAB) can contain any number of models - you may have one job per database file or multiple jobs per database file. Be aware that other CAD models are automatically created for each job as part of the reporting process, such as quotation report models and drawing models, which will increase the overall size of the database file over time.

Customer-based organisation: You may create a database for each customer (e.g., PorterHomes.dab) and save all job models for that builder in that database - using a street address or a job number. Usually, a street address is easier to remember.

Time-based organisation: For builders with many jobs, create time-indicative file names (e.g., PorterHomesQtr3-2026.dab) with all jobs for that period saved in that database. Use street addresses to uniquely identify each job.


💡 File Management Tips

  • Save frequently during design work to avoid losing progress

  • Use Save As to create backup copies before making major changes


⚠️ Important file management warnings

There are many ways to file your jobs and some thought should be given to your situation before you get too far into it.

Do not save databases to sub folders. The software opens the model from the specified ..\User folder and then does all its work in this folder seeking material data, pricing data, report templates etc. reading and writing data during the process of creating your quotation and material lists. If you save to a sub-folder it cannot find the required information and causes major grief.
If you need this file structure, consider the database file name as you would a sub-folder and the model as a job file, and work with that.

NOT recommended: Saving all jobs in a single database called JOBS.dab or similar. The file becomes very large, very quickly, slows downloading times, and if lost or corrupted, you risk losing everything.

Note that there is a limit to the length of file names and that includes the file path i.e. C:\AppliCad\Roof Wizard\User\PorterHomes.dab
plus the model name, so try to keep name details as brief as you can but still be meaningful.


⚠️ Important Notes

  • Always ensure you have sufficient disk space before saving large projects

  • Network saves may be slower than local saves - plan accordingly

  • Some export formats may not preserve all Roof Wizard-specific data

  • When merging models, verify that units and scales match between projects


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