My Roof CRM

Measurement tokens and categories (Settings)

See the standard tokens such as @roof.total_area_sqft, add categories and tokens for the things your estimators capture, and disable the ones you never use.

Advanced 6 minOwner / manager· 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

Rough runtime

3:19

Scenes

6

Lesson

4.6 · Roof measurements

File name

04-06 measurement-settings-tokens.mp4

Before you record

  • Default measurement settings, with one custom token to add on camera.
  • 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: Measurement tokens and categories (Settings)/settings?activeTab=measurement-settingsTitle card, then the first screen of the lesson.A short, slightly technical lesson: the tokens behind every quantity formula.
10:2041sOpen Measurements settings/settings?activeTab=measurement-settingsGo to Settings → "Measurements" (activeTab=measurement-settings).Settings, Measurements: the dictionary of numbers your formulas can use.
21:0141sRead the Roof tokens/settings?activeTab=measurement-settingsExpand Roof. Note token keys such as total_area_sqft, waste_percent, ridge_lf and their units.Roof holds the classics: total area, waste percent, ridge, hip, valley, eave and rake lengths. These are what reports and drawings fill in.
31:4241sAdd a token/settings?activeTab=measurement-settingsClick "Add Token", choose a category, give it a label and key, and pick a unit: Square, Square Feet, Linear Feet, Each, Piece, Gallon, Hour, Bundle, Percent, Roll, Box or Text.Need skylight count? Add a token in Openings with unit Each. Formulas can use it immediately.
42:2341sDisable what you never use/settings?activeTab=measurement-settingsToggle off tokens that do not apply to your business.Switch off tokens you never capture so the formula picker stays short.
53:0415sRecap & next lesson/settings?activeTab=measurement-settingsHold on the finished result, then the end card.That is the measurements module. Next: the price list, where those tokens turn into dollars.

Narration, in order

  1. 0. Intro: Measurement tokens and categories (Settings)

    0:00 · 20s

    Title card, then the first screen of the lesson.

    A short, slightly technical lesson: the tokens behind every quantity formula.

  2. 1. Open Measurements settings

    0:20 · 41s

    Go to Settings → "Measurements" (activeTab=measurement-settings).

    Settings, Measurements: the dictionary of numbers your formulas can use.

    Show before cutting: Heading "Define the tokens your estimators capture…" with categories Roof, Wall, Siding and Openings, and buttons "Add Category", "Edit Category" and "Add Token".

  3. 2. Read the Roof tokens

    1:01 · 41s

    Expand Roof. Note token keys such as total_area_sqft, waste_percent, ridge_lf and their units.

    Roof holds the classics: total area, waste percent, ridge, hip, valley, eave and rake lengths. These are what reports and drawings fill in.

    Show before cutting: Each token shows a key, label, unit and an enable/disable control.

  4. 3. Add a token

    1:42 · 41s

    Click "Add Token", choose a category, give it a label and key, and pick a unit: Square, Square Feet, Linear Feet, Each, Piece, Gallon, Hour, Bundle, Percent, Roll, Box or Text.

    Need skylight count? Add a token in Openings with unit Each. Formulas can use it immediately.

    Show before cutting: The token appears in its category and is available to formulas as @<category>.<key>.

  5. 4. Disable what you never use

    2:23 · 41s

    Toggle off tokens that do not apply to your business.

    Switch off tokens you never capture so the formula picker stays short.

    Show before cutting: Disabled tokens stop appearing in the formula token picker.

  6. 5. Recap & next lesson

    3:04 · 15s

    Hold on the finished result, then the end card.

    That is the measurements module. Next: the price list, where those tokens turn into dollars.

Related lessons

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The mental model behind roof measurements: where numbers come from, what a snapshot is, why only one is active, and how measurements reach a quote without silently changing it.

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Pricing methods: automatic vs manual, and quantity formulas

Understand how automatic pricing is computed, when a manual override makes sense, and attach a quantity calculation so a product's quantity comes from roof measurements.

Price list & pricingAdvanced10 min

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