ProjecTrackerSM

Draw the roof Drive your business

CALCULATIONS

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Calculations

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Catch Data from RCSi Estimator

Select “yes” or “no” for ProjecTrackerSM to Create an “Economy Bid” - calculations are based on your company’s“economy bid” default preferences (an option for the homeowner whose primary concern is price).

3 Edit applicable drop down menus in Company Standard Materials or “Leave Standard”. Click “Submit”.

Calculations

1 After clicking “Submit”, ProjecTrackerSM will generate calculations for the roofing job with your company’s materials.

2 Select the orange material titles to view estimate calculations.

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If there was an error made in your original roof drawing in RCSi Estimator, you may re-catch data and overwrite existing data to erase your previously stored data.

Calculations

1 If the client requests a new proposal that requires you to change specifications/ showcase different materials while using the existing drawing data, then you select “Catch Data” and “Create New Number”. A new client subset number (CF# 25000.01) will help you accurately track proposals for your client. • For example, selecting CDX vs. OSB; 15# vs. 30# ASTM Felt Paper; different materials/ material groups.

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3 Make selection and select “Submit”.

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Calculations

It is always best to edit your roof drawing in RCSi Estimator and send the data to the server. If computer with RCSi Estimator is unavailable, this is a secondary option. First, select “CLIENTS” tab and select “Add Optional Client Data” and create a new subset #.

Select “Edit Raw Data” as a secondary option to editing the roof drawing in RCSi Estimator. *Only use if RCSi Estimator is unavailable. Select “Submit Changes”.

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Select “Edit Surfaces” and select radio button for areas you would like to edit the surfaces on.

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Select “Edit Skylights” and edit any applicable skylights.

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Select “Edit Chimneys” and edit any applicable chimneys.

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Calculations

Select orange text to print estimate calculations for a specific material. The material cost breakdown includes labor, materials, dump fees, profit, etc.

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Select “Print Calculations”.

3 Select “File”, “Print”.

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Calculations

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Select “View/Download Raw Data.

3 Select orange button to “Download Records to Excel”. Select “Open” or “Save”.

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Select “View” button ( ) to view raw data (surfaces, skylights, and chimneys). Select “Print” or “Close”.

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