Organize roofing estimates with file saveas

Using File SaveAs to organize your roofing bids.

As you accumulate a lot of roofing bids with file saveas you can organize your files into folders. Below we are showing some examples. More examples might be a track of homes or a customer you do a lot of work for. Bids are saved by Last-Name-address or Company-Name-Job-Address by default.
The bid below is being saved by Last-Name-address. Our software supplies the file name circled below and is filled in automatically.

We recommend this not be changed.

Back to top button