The document provides instructions for using ProjecTrackerSM software to generate roofing job calculations and proposals. It outlines steps to create an initial economy bid based on default preferences, edit materials and submit the calculations. It also describes how to catch existing drawing data to create new proposals with different specifications, or to overwrite errors. The document details how to view and print calculation reports and raw data records.

1. ProjecTrackerSM Drawthe roof Driveyour business

2. CALCULATIONS

3. 1 2 Calculations Catch Data from RCSiEstimator 1 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). 2 3 Edit applicable drop down menus in Company Standard Materials or “Leave Standard”. Click “Submit”. 3

4. Calculations After clicking “Submit”, ProjecTrackerSM will generate calculations for the roofing job with your company’s materials. 1 2 Select the orange material titles to view estimate calculations. 1 2

6. It is always best to edit your roof drawing in RCSiEstimatorand send the data to the server. If computer with RCSiEstimator is unavailable, this is a secondary option. First, select “CLIENTS” tab and select “Add Optional Client Data” and create a new subset #. Calculations 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”. 1 1 Select “Edit Surfaces” and select radio button for areas you would like to edit the surfaces on. 2 2 3 Select “Edit Skylights” and edit any applicable skylights. 3 Select “Edit Chimneys” and edit any applicable chimneys. 4 4

7. 3 1 Calculations Select “Print Calculations”. 1 Select orange text to print estimate calculations for a specific material. The material cost breakdown includes labor, materials, dump fees, profit, etc. 2 3 Select “File”, “Print”. 2

8. 2 1 Calculations Select “View/Download Raw Data. 1 Select “View” button ( ) to view raw data (surfaces, skylights, and chimneys). Select “Print” or “Close”. 2 3 Select orange button to “Download Records to Excel”. Select “Open” or “Save”. 3