How to Create Templates in ProDocs for Faster Estimates and Work Orders

When you’re using ProDocs, you have the ability to instantly transform the industry’s most accurate roof measurement reports into professional roofing estimates and work orders. These documents outshine the competition and help you work more efficiently. By creating custom templates in ProDocs, you save time and ensure that every document includes the components your business needs.

Watch the Step-by-Step Video Tutorial

Step-by-Step: How to Create a Template in ProDocs

1. Log into Your RoofScope Account and Open ProDocs

Sign into your RoofScope dashboard and open the ProDocs tool to get started.

2. Open the Template Manager

Choose whether you want to create an Estimate or a Work Order template depending on your business needs.

3. Start a New Template

Click Create New Template. Enter your desired template name, then select the type of roof report you want to associate it with. You can base it on an existing template or start from scratch.

4. Customize Line Items, Categories, and Notes

Add line items and categories as needed. You can also include project notes, footer notes, tax rates, markup percentages, and financing details to suit your project’s scope.

5. Save and Set Your Default Template

Once you're satisfied, click Save. To streamline your workflow, assign the template as the default for that particular scope report type.

Benefits of Using RoofScope with ProDocs

RoofScope’s aerial roof measurement reports are 99% accurate and deliver fast, reliable data. When paired with ProDocs, you can instantly generate branded roofing estimates and work orders that reflect your company’s professionalism. This combination of accuracy and efficiency can help roofing contractors increase annual profits by up to 50%.

Final Takeaway

Creating templates in ProDocs and setting them as defaults allows for faster, more consistent paperwork generation. You’ll save time, ensure accuracy, and deliver documents that help elevate your brand—giving you more time to focus on growing your business and serving your clients.