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Field Properties
Select a field to edit its properties.
Used on printed materials estimates.
Edit default checklist items per stage. Changes only affect new jobs after publishing. Existing jobs are unchanged.
Changes apply to new jobs only. Existing job folders are not affected.
Changes apply to new jobs only. Existing job threads are not affected.
Manage the crew list available for assignment on each trade. Changes apply immediately.
Edit calculation rules for each materials line item. Formulas use roof measurements pulled from the GAF QuickMeasure XML or entered manually.
Override specific line item formulas for jobs in certain states. Applied automatically when generating materials based on job address state.
Manage payment methods and quick-add presets. Payment methods appear in all payment dropdowns across the app. Presets let you instantly fill out common expenses on any job.
These options appear in the payment method dropdown on all payment forms.
Saved presets appear in the Quick Add button on the Expenses section of any job. One click fills in description, method, and amount.
Define the section headers available for financial worksheets. Toggle the switch to auto-add a section to new jobs. These sections appear in the "+ Add section" popup when editing any job's worksheet.
Select a preset to fill in the expense fields instantly.
Choose a section to add to this job's worksheet. Each section can only appear once per job.
