Edit Job à Advanced Edit Mode

PURPOSE

The Edit Job page’s Advanced Edit Mode provides users with a roof layout drawing and a complete set of panel layout drawings. Advanced Edit is the only mode that allows users to make changes to the properties of individual roof panels. The panel properties that can be changed using Advanced Edit Mode are grouped by category, and include Colors, Sheathing, Roof Trim, and Trim Margins. When you are editing a job, Advanced Edit Mode is used to:

§  Change the color of one or more roof panels and/or trim

§  Change the metal, margins, start and/or offset of individual panels

§  Change individual panel trim for Ridge and Hip Caps, Valleys, Transitions, Eaves, Gables, and more

§  Change Trim Margins

In addition to the specific functions noted above, Advanced Edit Mode, Drawings Mode, 3D View Mode and Job Review Mode also allow users to:

§  Change a job’s status from New to Quoted, to lockdown the defined specifications

§  Download Outputs for the selected job

§   Print the contents of the Display Pane

§  Define the frequency with which your job changes are synchronized with our servers

§  Send Feedback or initiate a support request to SmartBuild

FURTHER INFORMATION

See the bottom of this page for a list of high-level and general information help documents and videos about Roofing Passport. For additional information and step-by-step instructions on using Advanced Edit Mode, please refer to following materials:

§  Working with Advanced Edit Mode

§  Editing Panel Specifications Using the Details Properties Tab

§  VIDEO: Overview of the Edit Job Page

§  VIDEO: Making Common Changes

§  Downloading Outputs for Your Job

§  Printing the Contents of the Display Pane

§  Synchronizing Your Content with Our Servers

§  Changing a Job’s Status to Quoted

HIGH-LEVEL/GENERAL INFORMATION

The following documents and videos provide high-level and general background information about Roofing Passport:

§  Action Buttons Visible by Job Status

§  Roofing Passport Glossary of Terms

§  Roofing Passport Quick Start User’s Guide

§  Roofing Passport Workflow Diagram

§  Using the Roofing Passport Help System

§  VIDEO: Overview of the Roofing Passport Process/Workflow

SYSTEM ADMINISTRATORS

The documents provided below are for use by Roofing Passport System Administrators. The features and functions described in these documents are neither available nor visible to general users.

§  System Administrator’s Guide for Builders & Contractors

§  Creating Custom Outputs Using Tokens

§  Managing Builder Accounts

§  Populating the Supplier Materials Database

§  VIDEO: Setting Up Pricing Tables

§  VIDEO: Setting Up the Simple Bid Template

TEMPLATE DOWNLOADS

§  Materials Database Template

§  Materials Database Template Examples

§  Job Bid Template (Simple)

§  Job Bid Template (w/ Payment Schedule)