Layouts Overview

What Are Layouts?

Layouts are the master templates for your quotes and reports in MyRoofCRM. Think of a Layout as a complete, pre-designed document shell. Using a Layout ensures every proposal you send has a consistent, professional structure with your branding, saving you significant time during quote creation.

Accessing and Managing Your Layouts

Where to Find Layouts

  1. Navigate to Configuration > Account Settings.
  2. Here, you will see two main sections:
    • Shared Layouts: Pre-loaded templates and any layouts designated for use by your entire team.
    • My Layouts: Layouts you have created for your personal use (if your plan supports this).

Managing Existing Layouts

From the main Layouts screen, you can perform several actions on any listed layout:

  • Edit: Click the pencil icon to modify the layout's design and content.
  • Duplicate: Use the copy icon to create a new layout based on an existing one. This is often faster than starting from scratch.
  • Delete: Click the trash can icon to permanently remove a layout.
  • Set as Default: Designate one layout to be automatically used when creating new reports.

Plan Limitations Pro Plan Required: Creating and using multiple custom layouts is a feature of our Pro and Enterprise plans.

Key Concepts to Know

  • Edits are Forward-Looking: When you edit and publish a layout, the changes will appear in all new reports created afterward. Existing reports already sent to clients or in progress will not be updated automatically.
  • Templates vs. Layouts: Individual pages (like a Warranty page) can be saved as Templates and then re-used across different Layouts.

What's Next?

  • Using Layouts: Learn how to apply a layout to create a new customer quote.
  • Create a New Layout: Step-by-step instructions for building your first custom layout.