Step 1: Select a Template
Choose the roofing package.
Identify the pitch of the roof on an eagle eye view plan.
You have two template options:
Standard Area
Roof Area Tool
Both produce the same result, but the pitch is set in different areas.
Step 2:
Click the green button to begin setup.
Depending on your template:
Standard Area
The pitch will be located in the part.
Roof Area Tool
The pitch will be located on the assembly level. You will add the pitch here.
Step 3: Go to Parts
Click Save and Go to Parts.
If Using Standard Area:
Each part includes a pitch variable.
Click the “+” icon next to each part to adjust the pitch.
For underlayment, make any adjustments to coverage of roll.
For All Templates:
Adjust the waste percentage as needed.
For underlayment, make any adjustments to coverage of roll.
(Optional) Add cost and markup:
Click the “+” icon next to each variable.
Costs are typically entered by Square.
Once all settings are complete, click Save and Close.
Step 4: Perform the Takeoff
The measuring tool will start automatically.
Trace each section of the roof, starting a new assembly/layer if pitches are different.
Using each area individually allows you to run the joist tool for framing, if needed.
Step 5: Finish Measuring
Press Escape on your keyboard or click Stop to end the takeoff.
Step 6: Generate Reports
Navigate to Reports → Estimate.
Review calculated quantities, including:
Shingles
Underlayment