Video Walkthrough - Roofing Price Book Example

Learn to use the Price Book with a real-world example of a Roofing project.

Roofing Example

Refer to THIS article for a more general overview of how to create items inside Builder Prime’s Price Book feature. For definitions of commonly used terms, refer to THIS article. Below are the steps to create a Price Book example for the Roofing project.

First, create a parent category: Roofing. Everything will be “under” this main category. 

Next, make Subcategories for different brands used. In this example, I exclusively use GAF shingles, so there is only 1 subcategory.

Next, add Items, which are the different shingles. Each is priced differently per square, so these are all individual Items.

Addons can also be included to cover starter strips, ventilation, plywood, warranty, and essentially any other component that will drive the price.

Finally, pre-add costs for labor and materials.

This is just one of many ways to set up Price Book! The goal is to build a flow that works best.

1.  Create the Category for Roofing

Cheat Sheet 📜 

• Category Name: Roofing
• Parent Category: Leave Blank to make this the Parent Category
• Invoice Description: If something else is desired on an invoice, as opposed to “Roofing” from the Category Name, define that here.
• Notes: These Notes will be displayed on an Estimate.
• Properties: Create Properties for things like Color.
• Available Discounts: Optional. This category of items can be made discountable by allowing only certain discounts to apply to a category, subcategory, or specific item.
  

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• Category Name: GAF Shingles
• Parent Category: Roofing
• Invoice Description: If something else is desired on an invoice, as opposed to “GAF Shingles”, define that here.
• Notes: These Notes will be displayed on an Estimate.
• Properties: Create Properties for things like Color.
• Available Discounts: Optional. This category of items can be made discountable by allowing only certain discounts to apply to a category, subcategory, or specific item.
  

  ---

Cheat Sheet 📜

• Timberline HDZ
  
  • Name (example): Timberline HDZ and Timberline NS
  • Category: GAF Shingles
  • Measurement Type: Single Item/Custom Unit
  • Price Method: Per Measurement Unit
  • Price Method for Measurement Range: Price per measurement unit
  • Measurement Unit Label: Sq.
  • Price -- fill in
  • Available Addons: Any/All below

Tip: Once the first item is created and saved, utilize the Copy Item button to quickly copy the item information. From there, update the Item name and price, choose to nest this under GAF Shingles, and the item is ready for use. If Addons are added to the Item before the Item is copied, these will also copy over to save time

Cheat Sheet 📜

Create any additional Addons used to update the price of the job. Some other examples of Addons for Roofing include Warranty Upgrades, Slope, Leak Barriers, Plywood, and Roof Deck Protection.

5.  Costs
 

6. How the Roofing Price Book Looks When Completed