RoofScope reports and the ProDocs estimating and work-order software from Scope Technologies are a powerful pair. They let you instantly create professional, custom-branded estimates and work orders from takeoff reports, which win you more jobs, and increase your profit margins. Because customization is key, here’s how to add taxes, markups, and financing to your project.
Watch the Step-by-Step Video Tutorial
Step-by-Step: Adding Taxes, Markups, Financing
1. Get Started
As you are creating a ProDoc, click the edit button next to “Add Taxes, Markups, and Financing.”
2. Add Tax
Enter a value in the tax field. Then, apply it either to the material cost or a percentage of the total cost. Enter additional tax fields if needed.
3. Add Markups and Discounts
Beneath the tax section, click on Overhead or Profit to add a markup or discount. Simply enter a value in the corresponding field.
4. Add Financing Options
In this section beneath the markups and discounts, you have the opportunity to add up to three different financing options with customizable terms. From here, you can generate an estimate or generate the invoice by clicking on the appropriate button.Use RoofScope with ProDocs!
Our remote aerial measurement reports are the best and most accurate in the industry. ProDocs is Scope Technologies’ proprietary estimate and work-order software, which allows you to instantly transform the scopes into impressive, custom-branded paperwork. With seamless integration between them both, generating estimates and work orders is simple, and the impact is significant!
Conclusion
It’s easy to generate estimates and invoices with customized tax, discount/markup, and financing options.
written by RoofScope published on 04. 07. 2025