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How do I define shingles?

Learn how to set up and configure shingle definitions in Roof Wizard's material database.

Menu path

Set-Up > Shingles


What it Does

The Define Shingles feature allows you to create and manage shingle definitions in your Roof Wizard database. Each shingle requires specific details for accurate estimation and ordering.


🧾 Accessing the Define Shingle dialog

  1. Navigate to Set-Up > Shingles

  2. Click Define to open the Define Shingle dialog box

  3. Configure your unit preferences (Imperial users can set coverage per foot or per square)


πŸ”§ Shingle definition fields

Field

Description

Supplier

Enter the supplier name manually or click the Supplier button to select from existing suppliers in the database

Profile

Enter the shingle profile manually or click the Profile button to select from existing profiles in the database

Name

Enter the shingle name manually or click the Name button to select from existing names in the database

Material

Enter the material type manually or click the Material button to select from existing materials in the database

Product Code

Each shingle must have a unique product code. Use the same code as your supplier for consistent ordering. The shingle and all accessories are linked via this product code

Shingle Coverage Area

Choose from: pieces per sq ft, pieces per square (100sqft), bundles per sq ft, or bundles per square (100 sq ft)

Pieces per Bundle

Specify how many individual pieces are in a packaged bundle of shingles

Cost

Enter the cost per piece or per bundle

Waste File

Link to specific shingle waste factors for this profile (refer Setup > Set Up Pay Rates > Shingle Waste Factors)

Alternate Category

Define a different category so the shingle appears under a different group in the Supply and Install summary list

PDF File

Link a PDF document such as a spec sheet for inclusion in your document package


πŸ”§ Dialog controls

Button

Function

Delete

Deletes the current shingle definition

Add

Adds the current definition to the database (must be unique)

Update

Updates the current record with new details (appears only after selecting an existing record)

Select

Lists all shingles in the database for viewing, editing, or deleting

Cancel

Discards changes without saving

OK

Makes all changes permanent


πŸ’‘ Data storage and file management

Shingle definitions are saved to the binary data file shingles_v6.csv and accessories are saved to shingleaccess.csv.


πŸ›  Advanced features for quote management

Roof Wizard provides enhanced pricing and job management capabilities with external accounting system integration. The software allows splitting estimates into various groupings using Quote Groups.

Alternate Category: Modify the default category for each material item to organise estimates according to your business needs.

PDF Linking: Attach PDF files (such as product spec sheets) to create comprehensive documentation sets for estimates without manual searching.


πŸ’‘ PDF documentation system

The system creates a file called PDFS.CSV containing the product code and associated PDF filename for each part (flashings, metal panels, fasteners, etc.). If you define a Drawing Report of type PDFReport under Drawings, you can compile and print a complete list of all PDFs.
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Both alternate categories and PDF linking are available across all product definition dialog boxes, enabling comprehensive documentation and organisation throughout your estimates.


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