My Roof CRM

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.

Beginner 5 minOwner / manager, Office & admin staff, Sales rep / estimator· 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.

GuideScriptChecklist

A layout is a complete proposal with no job attached: pages, default text, quote sections, authorization set-up and a price list. New proposals copy it. One layout is the Default, used by the "Create proposal" button. Shared layouts are visible to the whole team; private ones only to their creator.

By the end you can

  • Explain what a layout contains
  • Find and change the default layout
  • Know who sees shared vs private layouts

Step by step

  1. Open Layouts/settings?activeTab=layouts-report

    Go to Settings (it opens on Layouts) or /settings?activeTab=layouts-report.

    You should see: Heading "Layouts — Reports" with "Create layout", a search box, and tabs "My Layouts" / "Shared Layouts".

  2. Read a layout row/settings?activeTab=layouts-report

    Look at one row: Shared or Private badge, "DEFAULT" badge or "MAKE DEFAULT" button, and Edit / Duplicate / Delete.

    You should see: At most one layout carries DEFAULT.

  3. Change the default/settings?activeTab=layouts-report

    Click "MAKE DEFAULT" on another layout.

    You should see: The badge moves; "Create proposal" on jobs now uses it.

  4. Know the limit/settings?activeTab=layouts-report

    Remember Starter allows 5 layouts; Pro and Beta are unlimited.

    You should see: Creating beyond the limit shows an error toast.

Related lessons

Proposals explained: reports, layouts, templates and pages

The vocabulary and the moving parts: how a proposal is made of pages, how layouts and templates differ, and what the homeowner actually receives.

Proposals & quotesBeginner6 min

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.

Proposals & quotesIntermediate8 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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