My Roof CRM

Create a layout and set it as default

Create a new layout in Settings, build its pages in the layout editor, pick its price list, and make it the default for new proposals.

Intermediate 8 minOwner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

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Rough runtime

4:11

Scenes

6

Lesson

6.11 · Proposals & quotes

File name

06-11 create-a-layout.mp4

Before you record

  • Standard intro and terms text ready to paste.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Create a layout and set it as default/settings?activeTab=layouts-reportTitle card, then the first screen of the lesson.Let us build the layout your company will use for every replacement job.
10:2054sCreate/settings?activeTab=layouts-reportIn Settings → Layouts click "Create layout". In "Create New Layout" enter a Name, tick "Shared" so the team can use it, and click "Create".Create layout, name it, share it, and the editor opens.
21:1454sBuild the pages/edit/layout/[layoutId]Edit the Introduction, Terms, Warranty and Authorization pages with your standard content. Add sections to Quote Details. Reorder or remove pages.Put in everything that is the same on every job: your intro, your terms, your upgrade list, your quote sections.
32:0854sLayout Settings/edit/layout/[layoutId]Click "Layout Settings". Set "Layout Name" and the "Pricing" list, then save.Layout Settings: the name and the price list every proposal from this layout will use.
43:0254sMake it default/settings?activeTab=layouts-reportReturn to Settings → Layouts and click "MAKE DEFAULT" on your new layout.Back in Settings, make it the default. Done: the Create proposal button now builds your proposal.
53:5615sRecap & next lesson/settings?activeTab=layouts-reportHold on the finished result, then the end card.Next: editing, duplicating and deleting layouts.

Narration, in order

  1. 0. Intro: Create a layout and set it as default

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Let us build the layout your company will use for every replacement job.

  2. 1. Create

    0:20 · 54s

    In Settings → Layouts click "Create layout". In "Create New Layout" enter a Name, tick "Shared" so the team can use it, and click "Create".

    Create layout, name it, share it, and the editor opens.

    Show before cutting: The layout editor opens at /edit/layout/<id> with the default seven pages.

  3. 2. Build the pages

    1:14 · 54s

    Edit the Introduction, Terms, Warranty and Authorization pages with your standard content. Add sections to Quote Details. Reorder or remove pages.

    Put in everything that is the same on every job: your intro, your terms, your upgrade list, your quote sections.

    Show before cutting: Everything autosaves exactly as in a proposal.

  4. 3. Layout Settings

    2:08 · 54s

    Click "Layout Settings". Set "Layout Name" and the "Pricing" list, then save.

    Layout Settings: the name and the price list every proposal from this layout will use.

    Show before cutting: Proposals created from this layout inherit the price list.

  5. 4. Make it default

    3:02 · 54s

    Return to Settings → Layouts and click "MAKE DEFAULT" on your new layout.

    Back in Settings, make it the default. Done: the Create proposal button now builds your proposal.

    Show before cutting: The DEFAULT badge moves.

  6. 5. Recap & next lesson

    3:56 · 15s

    Hold on the finished result, then the end card.

    Next: editing, duplicating and deleting layouts.

Related lessons

The report editor: pages, toolbar, preview and settings

Reorder and toggle pages, rename the page you are editing, add a new page, preview a page as PDF, choose a price list in Report Settings and save the proposal as a layout.

Proposals & quotesBeginner10 min

Layouts explained and the default layout

What a layout holds, how the default layout is chosen, the difference between My Layouts and Shared Layouts, and the plan limits.

Proposals & quotesBeginner5 min

Edit, duplicate and delete layouts

Change an existing layout's pages, duplicate it to make a variant, delete unused layouts, and understand what changing a layout does to existing proposals.

Proposals & quotesIntermediate5 min

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