Menu path
Set-Up > Materials > Shakes > Define
What it does
The Define Shake dialog allows you to create and manage shake material definitions in your database. You can set coverage rates (per foot or per square for Imperial units), link suppliers and profiles, and associate accessories using product codes.
How to set up a shake definition
Select Setup > Shakes to open the Define Shake dialog
Enter or select the shake details using the fields below
Click Add to save a new definition, or Update to modify an existing one
Click OK to make all changes permanent
🧾 Shake definition fields
Field | Description |
Supplier | The supplier of the shake. Enter any name or click the Supplier button to select from existing database entries |
Profile | The profile of the shake. Enter any name or click the Profile button to select from existing database entries |
Name | The name of the shake. Enter any name or click the Name button to select from existing database entries |
Material | The material of the shake. Enter any name or click the Material button to select from existing database entries |
Product Code | Unique product code for the shake (typically matching supplier codes). Used to associate shake accessories |
Coverage Area Options | Choose from: pieces per sq ft, pieces per square (100sqft), bundles per sq ft, or bundles per square (100 sq ft) |
Pieces per Bundle | How many individual pieces in a packaged bundle of shakes |
Cost | The cost per piece or bundle |
Waste File | Links to specific shake waste factors for this profile (refer Setup > Set Up Pay Rates > Shake Waste Factors) |
Alternate Category | Define a different category for grouping in the Supply and Install summary list |
PDF File | Link a PDF document (such as spec sheet) for inclusion in your document package |
🔧 Dialog controls
Button | Function |
Delete | Deletes the current definition |
Add | Adds the current definition to the database (must be unique) |
Update | Updates the current record with current details (appears after selecting existing record) |
Select | Lists all shakes in database for viewing, editing, or deleting |
Cancel | Does not make changes permanent |
OK | Makes all changes permanent |
💡 Quote Groups and documentation
Roof Wizard includes Quote Groups functionality to split estimates into various groupings for improved pricing and job management with external accounting system linkages. Each material definition includes an Alternate Category field to modify the default category grouping.
The PDF File field allows linking documentation (typically product spec sheets) to create documentation sets for estimates without manual searching when requested by customers.
🧾 Data storage
Shake definitions are saved to shakes_v6.csv and accessories are saved to shakeaccess.csv. PDF file links are stored in PDFS.CSV containing product codes and associated PDF filenames.
If a Drawing Report of type PDFReport is defined under Drawings, it will compile all linked PDFs for printing.
⚠️ Important notes
Each shake must have a unique product code
Product codes associate shakes with their accessories
Use the same product codes as your suppliers for accurate ordering
Imperial units allow coverage per foot or per square settings