Welcome to the training course on RS Dachy 5 — a modern tool for comprehensive pricing and preparation of roofing offers. With RS Dachy 5, you can provide efficient, precise, and professional customer service: from drawing up a roof plan, through selecting the right materials, to generating a complete offer.
During this training, you will learn:
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how to correctly enter roof geometry — draw roof slopes, define angles of inclination, and dimension unusual shapes;
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how to use the roof library and ready-made roof slopes to speed up the pricing of standard projects;
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how to select roofing and materials (sheet metal, panels, accessories, flashings) and optimize material consumption;
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how to complete an offer: enter customer data, set prices, add discounts, and include accessories — to prepare a professional calculation to send to the customer.
This training is for you:
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if you want to significantly speed up the roof estimation process and reduce measurement errors,
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if you sell roofing materials or want to offer your customers comprehensive services including measurement, pricing, and quotations,
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if you want to use the full potential of RS Roofs 5 — from the first sketch to the final quote.
Curriculum
- 6 Sections
- 39 Lessons
- 13 Weeks
- Getting to know the user interfaceIn this chapter, you will learn about the most important elements of the RS Roofs 5 program interface. We will discuss the layout of the main window, how to navigate it, and the location of key functions needed to create calculations. You will learn where to find the tools for entering roof slopes, previewing, and generating printouts. After completing this section, you will be able to navigate the program with ease and quickly find the options you need.6
- Entering roof and wall dimensionsIn this chapter, you will learn about the most important elements of the RS Dachy 5 program interface. We will discuss the layout of the main window, how to navigate it, and the location of key functions needed to create calculations. You will learn where to find the tools for entering roof slopes, previewing, and generating printouts. After completing this section, you will be able to navigate the program with ease and quickly find the options you need.11
- Material calculationIn this chapter, you will learn how RS Dachy 5 converts the entered dimensions into specific material requirements. We will discuss the principles of calculation algorithms, available settings affecting the selection of sheets, flashings, and accessories, and how to interpret the results. You will also learn how to modify calculation parameters. After completing this section, you will be able to easily create precise lists of different types of materials.11
- Preparation of an offerIn this chapter, you will learn the entire process of creating an offer in RS Roofs 5 — from data collection to final printing. We will discuss the following topics: preparing a dimension list, entering customer data, defining offer lines, and analyzing the summary. You will learn how to generate printouts, export quotations to CSV and Excel, and create variants for different price or material configurations. After completing this section, you will be able to prepare a complete, professional quotation from start to finish.6
- Offer databaseThe Offer Database module collects all previously prepared offers. Here, you can quickly find an offer, change its name, copy it to a new project, or delete it completely. Options for sharing offers with colleagues are also available. This makes the database a central place for working with existing offers, allowing for convenient management of the sales process.3
- Program settingsIn the Settings section, you can define the system's operating parameters at both the user account and company levels. Here, you can change your profile data, language preferences, and contact information. In addition, company settings are available, specifying, among other things, company identification data and configurations common to all users. Thanks to this, the Settings section allows you to customize the system's operation to the individual needs and requirements of your organization.2
Instructor
