How Are Calculations Used With the New Sales Experience?

Learn how to create Measurement Tokens and Calculations within the New Sales Experience to make estimating even faster.

Creating Measurement Tokens

Click on your Initials or Profile Picture in the top right corner of your screen and select Settings.
Under the Settings menu on the left-hand side, select Financials, then select Products & Services. One there, select Manage Calculations.
On the next page, select Calculation.
When you access your measurements for the first time, you will find that there are already some basic roof and wall tokens available.
If you need to, you can add additional measurements by clicking on the Tokens dropdown and selecting the token you would like to use from the list.
Once you have entered the Formula, Token and Rounding options, select Save in the top right corner.
Additionally, you can also add measurement tokens by going to Estimate Settings in your Settings menu.
In your Estimate Settings, select Measurement Tokens.
- Here you can:
  1. Add tokens and edit existing categories (listed in the screenshot above as Roof Measurement Tokens and Wall Measurement Tokens).
  2. Add new categories for other types of work or trades you provide.

After creating and saving a measurement category, you can then add measurement tokens to the new category.
To delete a measurement token category, you must delete all the tokens within that category first. Once all the tokens are removed, you will be able to delete the category.

For more information regarding Tokens, click here.

Configuring Calculations

Click on your initials or profile picture in the top right corner of your screen and select Settings.
Under the Settings menu on the left-hand side, select Financials, then select Products & Services. Once there, select Manage Calculations.
To configure your calculations, click on the Calculation button to the far right of the product you wish to configure a calculation for.

If you see a green checkmark next to an item, it means that a calculation has already been set up for it. If there is no checkmark, it means that no calculation has been associated with that item yet.

In the Formula field, you will build your calculations using the Measurement Tokens you have saved to your measurement token categories.
- Using these Tokens together with a Formula will allow your financial documents to automatically calculate the needed quantities of your line items.
- For sample Formulas, click here.
Select a measurement token from the available Tokens by clicking the drop down arrow to the far right to see a full list of your Token options.

Sample Calculation Formulas

Shingles - Measuring in bundles:
- Total Roof Area *(1+Suggested Waste Percentage)/33
  - Assumes that there are 33 square feet in a bundle. This typically works for 3 bundle squares and would need to be adjusted if it was a 4 or 5 bundle square.
Shingles - Measuring in squares:
- Total Roof Area *(1+Suggested Waste Percentage)/100
  - Assumes that there are 100 square feet in a square.
Ice & Water
- ((Total Eaves + Total Valleys)*(1+Suggested Waste Percentage))/66
  - Assuming that the roll coverage is 66 LF. They typically specify that they are 2SQ rolls but are installed usually by Linear Foot.
- ((Total Eaves + Total Valleys)*1.1)/66
  - Assumes a standard 10% waste for ice and water.

Synthetic Underlayment
- Total Roof Area/1000
  - Assumes that coverage is 10 square per roll.
Valley Metal
- Total Valleys/10
  - Assumes that a standard piece of valley metal is 10 feet. They may add waste to this but typically not.
Drip-Edge - Convert from linear feet to per piece
- (Total Rakes+Total Eaves)/10
  - Assumes that a standard piece of drip-edge is 10 feet They may add waste to this but typically not.
Starter Shingles
- (Total Eaves+Total Rakes )/120
  - Assumes there are 120 linear feet per bundle. You can adjust to 100, 116, 130, etc. depending on how many linear feet are in the user’s bundles.
Hip & Ridge
- (Total Hips + Total Ridges)/3
  - Assumes there are 33 linear feet per bundle of hip & ridge.
Ridge Vents
- Total Ridges/4
  - Assumes that a ridge vent piece is 4’.
Gutters
- Total Eaves
Coil Roof Nails
- Total Roof Area/1500
  - Will cover 1500 square feet (or 15 squares) per box of nails.
    
    *Adjust number for how many square feet nails will cover.
Plastic Cap Nails
- Total Roof Area/2000
  - Will cover 2000 square feet (or 20 squares) per box of nails .
    
    *Adjust number for how many square feet nails will cover.
Vents
- Vents
  - When it comes to vents, you simply need to add the tokens for the specific type of vent you are using. There is no calculation involved in this step.
    
    *Adjust for the vent in question, for example a standard vent uses the standard vent token, a turbine vent uses the turbine vent token.
Step Flashing
- Step Flashing
  - If priced linear foot.
- Step Flashing/?
  - If priced per box. They typically come in 50 or 100 piece boxes and installers may install differently but commonly is 3 pieces per LF, so if it was a 100 piece box then Step Flashing/33.