Glossary
The words you will meet in the app and in these guides, explained in plain language. Each entry links to the lesson that covers it.
- Accepted snapshot
- The locked record of exactly what the homeowner signed: the chosen option, upgrades and totals. Invoices and orders are built from it, never from the editable draft.Create and send an invoice
- Active snapshot
- The snapshot whose numbers feed the quote formulas. Importing a report activates it automatically; a manual drawing must be finalized and then activated.Measurements explained: snapshots, active and Quote-Safe
- Additional price list
- A second set of prices that overrides the default product list for a specific proposal or layout, for example retail versus insurance pricing.Additional price lists and overrides
- Automatic pricing
- A product price worked out as (Material + Labor) × (1 + Margin ÷ 100). Typing a price directly switches the item to a manual override.Pricing methods: automatic vs manual, and quantity formulas
- Automation
- A message (email or text) the app sends to the homeowner by itself when something happens: an appointment is booked, a reminder is due, or the job moves to a stage.Automations: automatic emails and texts to homeowners
- Customer
- The homeowner or property owner. Customers are created automatically from the name and email you type when creating a job, and the Customers page rolls up every job linked to them.Customers: the roll-up view
- Invoice
- The bill created from a signed proposal, with the accepted option, upgrades, adjustments, deposit paid and balance due. One invoice per proposal.Create and send an invoice
- Job
- One roofing project for one property, from first call to final payment. The board, calendar, proposals, photos, orders and invoices all hang off a job. The Jobs list page still calls them "projects"; it is the same thing.Create a job (and its customer)
- Layout
- A reusable blueprint for proposals: which pages exist, in what order, with what default content. Every new proposal starts as a copy of a layout. One layout is marked Default.Layouts explained and the default layout
- Lead source
- Where the job came from (phone call, website, referral, Google, Facebook / Instagram, door knocking, repeat customer, other). Optional, set when creating the job.Create a job (and its customer)
- Manual sign
- Recording that a homeowner accepted in person or on paper, without a drawn electronic signature. Shown as "Manual sign" on the job.Sign now and Manual sign (in person)
- Material order
- The order document created from a signed proposal, listing materials, delivery details and scope of work for suppliers or crew.Create and send a material order
- Measurement snapshot
- One saved set of roof measurements for a job. A job can have several snapshots (drafts, finalized versions, imports); exactly one can be Active.Measurements explained: snapshots, active and Quote-Safe
- Measurement token
- A named measurement such as @roof.total_area_sqft or @roof.ridge_lf that estimators capture and formulas reference. Tokens are grouped into categories (Roof, Wall, Siding, Openings) in Settings.Measurement tokens and categories (Settings)
- Optional upgrade
- An add-on the homeowner can tick on top of the option they pick, such as gutter guards or a skylight. Set up on the Authorization page.Authorization page: disclaimer, upgrades, selections and signers
- Owner / Member
- The two workspace roles. The owner can invite and remove people, manage billing, connect RoofScope and edit automations. Members can do everything else.Invite your team and understand roles
- Price adjustment
- A discount or markup applied to a quote option, as a dollar amount or a percentage. Adjustments can be shown to or hidden from the homeowner.Quote editor: adjustments, taxes and totals
- Primary signer
- The first person who must sign a proposal, prefilled with the customer. Additional signers sign in order after the primary signer.Additional signers: two or three people signing in order
- Product list (price list)
- Your default catalog of products and services with units, costs and prices. Quote items are suggested from it. The sidebar calls it "Price list".The product list: your default pricing catalog
- Proposal (report)
- The branded document you send the homeowner: cover, introduction, quote options, inspection photos, terms, warranty and the signature page. The editor and some buttons still say "report"; proposal and report mean the same document.Proposals explained: reports, layouts, templates and pages
- Quantity calculation (formula)
- A formula on a product that turns roof measurements into a quantity, for example total area with waste divided by the coverage of one bundle. Items with a formula are "calculated lines" in a quote.Pricing methods: automatic vs manual, and quantity formulas
- Quote option
- One priced version of the work inside a proposal, shown to the homeowner as a choice (for example Good / Better / Best). A proposal can hold up to three options.Quote editor: options, sections and items
- Quote-Safe
- The confidence badge a manual drawing earns when it has at least one valid facet, a pitch, a scale, fully classified edges and no overlapping facets. Only a Quote-Safe drawing can be finalized.Measure a roof manually on the aerial map
- Read-only workspace
- What happens when a trial or beta ends, or a subscription is canceled or unpaid: you can still log in and read everything, but saving is blocked until a plan is chosen.Plans, trial and billing
- Shared PDF
- A PDF uploaded once under Settings → PDFs (a brochure, a warranty certificate) that can be dropped into any proposal as a "Shared PDF" page.Files: your shared PDF library
- Shared snapshot (published version)
- The frozen copy of a proposal the homeowner sees after you send or share it. Editing the draft afterwards does not change it until you Republish.Track opens, edit after sending and republish
- Stage
- Where a job is in the sales-to-paid flow: New lead, Inspected, Quote sent, Signed, Materials ordered, In production, Invoiced, Paid. Stages are the columns on the board.The job board: stages, cards and drag-and-drop
- Super admin
- A My Roof CRM staff account whose email is listed in SUPER_ADMIN_EMAILS. Super admins only see the Admin Panel, not a workspace.The super-admin panel: overview, users, plans, payments, settings
- Template
- A reusable block of content for one page type: an introduction text, a quote details set-up, an authorization page, custom page text, or an email. You pull a template into a page while editing.Templates explained: categories, shared templates and limits
- Text token (merge field)
- A placeholder such as {{CUSTOMER_FIRST_NAME}} that is replaced with real data when a proposal, email or automation is produced.Text tokens: personalise proposals, templates and emails
- Workspace (organization)
- Your company account: its members, branding, price list, layouts and jobs. Created with the first account as "<Your name>'s Company" and renamed through Branding.Create your account and verify your email