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Help Center

Guides for every part of MyMetalRoofer. Or press ? anywhere in the app to open Help and its tours.

Getting Started

Welcome to MyMetalRooferWhat the platform does and the path from an address to a finished, signed proposal.Navigating a projectHow the project tabs work: Overview, 3D Model, Estimation, Cut Sheet, BOM, and more.Plans and report pricingHow flat per-report pricing works, what each plan includes, and where prepaid balances and free credits fit in.

Projects

Creating a projectThe address → roof-image → SF cost → verify → save flow that turns a property into a measurable project.Your first login: the dashboard tour and the labeling practice runWhat new accounts are offered on first sign-in, and how to pick the tours up again later from Help.Setting up your organizationInvite members, assign roles, and manage the shared SF credit pool and billing.

Roof Labeling

Labeling a roofThe draw → label → save pipeline that turns an aerial image into a measured roof.Roof edge types explainedWhat eave, ridge, hip, valley, rake, gable, and the rest mean, and why labeling them correctly matters.

Estimating

Building the EstimateHow the project estimate is built from the labeled roof, what each cost line means, and what you can adjust before sending it to the client.Reading the Cut SheetThe cut list: panel run lengths, stock selection, trim, and the panel width that drives the whole takeoff: what is editable and why it matters to the fabricator.Working with the Bill of MaterialsThe BOM: how quantities are auto-derived from the labeled roof, how to override them, and how unit costs roll up into the estimated materials cost.

Proposals & Sharing

Building a proposalUse the proposal builder to assemble a branded, paper-style proposal from your project data: toggle sections, edit content inline, and download a PDF.Sharing a proposal and collecting signaturesSend a proposal to your customer with a secure link, let them sign electronically, and track when it has been signed.

Account & Settings

Company brandingSet your logo, company details, and brand color so every proposal and PDF looks like it came from your business.Team and rolesInvite people to your organization and control what they can do with four roles: owner, admin, member, and viewer.