Set products, pitch bands and your own prices

Before you start

Only a company administrator should change the company’s rate card.

Follow these steps

1. 01

   Under Products you sell, select what you offer and deselect what you do not. Deselecting keeps the saved rates without offering that product.

2. 02

   Choose Default material for pins where a rep does not choose a material.

3. 03

   Expand each selected product. Review its pitch bands and enter the price per square for each automatic band. One square is 100 square feet.

4. 04

   Select Manual quote to leave a band without an automatic rate. On roofs measured by section, an unpriced section can still use the main roof pitch’s rate as described below. For asphalt sections at 1/12 or 2/12, the flat-product rule takes priority when it is on; when it is off, a mixed roof can use its dominant steeper pitch’s rate.

5. 05

   Review waste, minimum job and any financing fields that apply to that product.

6. 06

   Select Save pricing. Wait for confirmation and review a sample estimate before using the rates with customers.

Automatic pricing for an unpriced section

Valid section prices stay in place unless your configured low-slope rule routes the section to a flat product or the section is 0/12 asphalt, which requires a low-slope product. With that rule off, an asphalt section at 1/12 or 2/12 with a blank or manual-quote band uses the same product’s rate at the dominant measured pitch of 3/12 or steeper. Areas at each steeper pitch are added together to select that rate, even when the low-slope sections cover most of the roof. Equal areas use the lower pitch. A roof measured entirely at 0/12 through 2/12 cannot borrow a steeper rate from the card. Other unpriced sections continue to use the pitch covering the largest total measured roof area.

Your configured low-slope product takes priority for asphalt sections at 0/12, 1/12 and 2/12. Select an offered TPO, EPDM or modified bitumen product and give it automatic prices at all three pitches. Routed sections use that product’s own rate and waste. An invalid configured product remains a blocker; it does not trigger the shingle-rate fallback. A 0/12 asphalt section requires a selected, offered low-slope product with usable rates, even if the asphalt band itself has a positive price. Without that product, the quote stays held for correction; a hand-price approval does not clear this product requirement. The fallback keeps measured areas and pitches unchanged and adds a quote note naming the rate pitch used. It selects a pricing rate; it does not confirm installation suitability. If that measured source pitch has no usable rate, QuoteQuiver does not search for a different priced band. Other quote checks continue to apply.

This applies when quotes are created or repriced. Saved quotes and hand-entered totals are not automatically changed.

If something looks wrong

• Cannot finish setup? A selected product may still have a blank automatic band. Price it, mark it manual, or deselect the product if you do not sell it.
• An estimate seems wrong? Check product, pitch, measured area, waste and minimum job before changing the whole rate card.