REVIEW OF THE FUNCTIONS

List of topics

Registration

Signing in to the system

Making a new quotation

User Interface - Defining roof design

User Interface - choice of materials for quotation

File

1. Registration

To use the RS Roofs 5 registration is necessary. You use your email address to register. To complete your registration you need to make the following steps:

1.1. Select the Sign in button


1.2. If you have a gmail account, Microsoft LiveID or Facebook, you can use this account to work in RS Roofs 5. In this case, the password to the system will not be necessary. External service (gmail, Facebook) will be responsible for authentication. In this case, in section "Use external services to sign in" click on the correct icon and the provider will ask you for permission to use your ID in RS Roofs 5

1.3. If you do not have access to above mentioned services, you can create a local account with a password in RS Roofs 5. To do this, click on the link "Haven't registered yet? Register now! It's free "


1.4. In the registration form the following fields must be completed: email address, password, repeat password


The password must contain at least 6 characters including at least one other than a letter or number, at least one lowercase letter (a-z) and at least one capital letter (A-Z).

1.5. Select Register

1.6. Correct registration will end with the information about sending e-mail with a link to confirm


1.7. After a few moments, you will receive an email asking you to confirm. Click on the link provided in the email to complete the registration process.


Link to Video Guide

2. Signing in to the system

To sign in to the RS Roofs 5, visit www.rsdachy.pl using a web browser Internet Explorer, Mozilla Firefox or Opera (Chrome and Edge are not supported in this release due to the lack of support for Silverlight).

2.1. Select Sign in


2.2. If, during registration process, you used one of the external services for authentication (Gmail, Facebook, Microsoft Live ID), just click the appropriate button and you will not have to enter your password. External service will carry your authentication and RS Roofs 5 will not demand your password.


2.3. If you used a local account, enter your email address and password.


2.4. You can check the field "Remember me". That will allow your confirmation to be stored in the browser on your computer and you will not have to type your password.


2.5. Click Login


2.6. After correct logging your e-mail will appear instead of "Sign in", the information panel will appear on the screen and RS Roofs 5 will appear in the main menu.


The most common causes of errors while signing in:

• Incorrect email address or password. If you have forgotten your password, click on the link "Have you forgotten your password?"
• The user has not registered yet - you have to go a very short registration process (para 1)
• Registration process has been completed, but an account has not been confirmed by clicking on the link in the email - see the mailbox to find an email with the title "Account confirmation RS ROOFS 5"

3. Making a new quotation

3.1. To make an offer, select the menu RS Roofs 5 / Quotations and then the green button New Quotation or use the shortcut "New Quotation" on the information panel on the home page.



3.2. If your browser does not yet have Silverlight installed, you will be prompted from Microsoft: "To see the contents, you need to install Silverlight." Click "Install Now". After a few moments, your computer will install necessary extensions.


3.3. After a moment the quotation module will appear

3.4. You are ready to prepare a new quotation


4. User Interface - Define roof design


The user interface consists of 4 main elements:

• Action toolbar - menu with tabs and icons
• Main window - central and largest part of the screen
• Properties - On the right side of the application screen there is a panel of properties for the selected item. In this window, there are settings of roof, slope, shape, edge shape or material.
• Document inspector – this contains roof designs used in quotations and an offer section that allows you to prepare an offer for the customer.

Depending on the selected item in a document inspector other functions are available.

4.1. Roof 1

4.1.1. Action toolbar contains functions to delete and insert new slopes, insert slope from repository, create a new roof. You can also import dimensions of the roof from RS Roofs 4.

4.1.2. In Properties, you can change the name Roof 1, add a description and check the total roof surface.


4.2. Slope 1 (for all slopes in Roof 1) - checking in a document inspector element representing the slope the following steps are made available:


4.2.1. In the main window look and dimensions of the slope will appear.

4.2.2. By clicking on the main window (no selected shape) you set slope properties. In Properties, you can change the slope inclination, name and edit pre-defined division lines


4.2.3. Selected shape - in the properties of the shape there is a list of slope vertices. Each vertex has a unique identifier (ID), coordinate X, Y. The actual value of Y (independent of the inclination) is placed in column Yr.


4.2.4. Selected edge shape - the coordinates of the edge and edge length are shown in the properties


4.2.5. In the action toolbar you can find:

• Draw shape - a tool to create a new shape of the slope. The first shape is a slope contour, all subsequent slope shapes are holes • Add shape from repository - library of ready-made shapes • Remove slope - removes the entire slope from the list • Rotate - rotate the selected shape by 90 degrees • Vertical and horizontal reflection - converts the selected shape, mirrored around the X or Y axis • Copy slope - creates a copy of the selected slope • Create bands X and Create bands Y - creates predefined lines connecting sheets. Selecting in the material tab TRAPEZOIDAL SHEETS and PANEL assembly method "by division lines" sheets will be connected at the divisions (eg. for facades, eg. at the pillars)

4.3. Offer

The tab contains the fields to complete the number of the offer and a description.

4.4. Customer data

Complete customer data to be printed on offer


4.5. Offer lines


4.5.1. On this tab, you can complete prices of items on offer, add services / additional materials. Use the discount and calculate gross profit.

4.5.2. The toolbar contains functions to create offer variants

4.5.3. In the main window there is a list of offer items. The basic variant called "All" contains all the positions from quotation. You can add additional items, not originating from quotation using the icon bar on the main window, above the table. Below you find description of the columns in the table of offer items:

• Price from the price list
• UM - unit of measurement
• Discount and suppliers - what discount in relation to the price from the price list you have negotiated with the supplier.
• Sales price – sales price (if different from the price list)
• Discount % - discount for customer as a percentage
• Value of sales - calculated value of sales
• Value of purchase - calculated value of purchase
• Gross profit - the value of gross profit from sales

4.6. Offer summary

Extra field for user's notes.

5. User Interface - the choice of materials for quotation

Having introduced the roof design (all slopes), select materials for the quotation. To do this, select the tab Material. The toolbar contains functions to choose materials. depending on the context of the selected item (shape, edge, vertex)

5.1. Add flashing.

5.2. Add corner.

5.3. Add accessory.

5.4. Add roofing.

The window of roofing selection will appear. After selecting the type of roofing in the "Products", a list of available products will appear. Below the selected product the list of roofing parameters and a photo will appear. If roofing is to be applied to all slopes, leave the selected value "All" in the parameters in "Apply to"


Roofing will be added to all slopes. By switching slopes in a document inspector in the main window, you see the way of the sheets calculation. In RS Roofs 5 you can add more than one roofing to one roof design. In Properties, you can switch between roofings and see dimensional list for slopes.



There is a special tab with settings and functions to optimize the adaptation of material for each selected roofing in the toolbar.

5.4.1. Tab TRAPEZOIDAL SHEETS AND PANELS


Assembly:

• Way of laying sheets – place of connecting sheets when more than one sheet is needed

 - From the longest - the maximum sheets, then cut to size
 - Proportionally - all the sheets of the same length
 - By division line – connection place is determined by the slope division line

• Orientation of laying sheets

 - Vertically  - Horizontally

Installation:

• The direction of installation (depending on vertical or horizontal orientation)

 - From left / from top  - From right / from bottom

• Move

 - The value of moved sheets in mm  - Sheets centering

Optimization:

• Rounding in mm – determines the accuracy of the length of sheet
• Overlap in mm - the length of the vertical overlap when connecting sheets
• Alternating connecting in mm

 - jeśli 0 - arkusze łączone w linii,  - If 0 - sheets connect in a line. Value greater than 0 causes that connecting even-numbered strips is carried out below (zip)

• • Optimize - each change of roofing parameters in sections: assembly, installation and optimization requires the use of this button. The system then calculates optimum solution again using new conditions. "All slopes" means that the parameters will be used during optimizing for all slopes. Changing this option will limit the scope of changes in the parameters to optimize only to the current slope.

Results:

Actions in sheets selected in the main window

• Select – when it is on it lets you mark sheets, reduce, change positions. Marked sheets can be dragged while holding down the left mouse button. While moving the mouse to the upper or lower edge of the sheet, the cursor will change to a two-headed arrow. You can now change the length of the sheet with the mouse. You can use shortcut keys:

 - Ctrl+arrows – moving sheets  - Shift+Up or Shift+Down– sheets enlarging and reducing

• Cutting line - a function to divide sheets. If sheets are marked, cutting will be only for marked sheets. If no sheet is marked, all sheets will be cut in line
• Connect sheets - it allows you to connect adjacent sheets. Both must be marked
• Remove from slope - it allows you to delete the marked sheets.
• Select all - it marks all sheets in the current slope
• Uncheck all – it unckecks all sheets in the current slope
• Enlarge – it enlarges marked sheets
• Reduce - it reduces marked sheets
• The length of the sheet mm - with this field you can change the length of the marked sheets indicating in mm its new size, and then press ENTER. With this function it is possible to determine the length of the sheet, even if their size exceeds the maximum length.
• Snapping sheets - when the function is active, the adaptation of the sheets is easier for the user, because the system on the basis of adjacent sheets facilitates matching the length and position of sheets
• Arrows to move the sheets - functions to move the sheets

Material:

• Remove material - it allows you to remove material from the offer
• Close – it closes the toolbar of the material. This allows you to hide the results in the drawing, without removing them from the offer. As a result, we can add another material.

5.4.2. Tab ROOF TILES


Assembly:

• Way of laying sheets – place of connecting sheets when more than one sheet is needed

 - From the longest - the maximum sheets, then cut to size  - Proportionally - all the sheets of the same length

• Orientation of laying sheets

 - Vertically

Installation:

• The direction of installation (depending on vertical or horizontal orientation)

 - From left / from top  - From right / from bottom

• Move

 - The value of moved sheets in mm  – Sheets centering

Optimization:

• Rounding in mm – determines the accuracy of the length of sheet
• Optimize - each change of roofing parameters in sections: assembly, installation and optimization requires the use of this button. The system then calculates optimum solution again using new conditions. "All slopes" means that the parameters will be used during optimizing for all slopes. Changing this option will limit the scope of changes in the parameters to optimize only to the current slope.

Results:

Actions in sheets selected in the main window

• Select – when it is on it lets you mark sheets, reduce, change positions. Marked sheets can be dragged while holding down the left mouse button. While moving the mouse to the upper or lower edge of the sheet, the cursor will change to a two-headed arrow. You can now change the length of the sheet with the mouse. You can use shortcut keys:

 - Ctrl+arrows – moving sheets  - Shift+Up lub Shift+Down – sheets enlarging and reducing

• Cutting line - a function to divide sheets. If sheets are marked, cutting will be only for marked sheets. If no sheet is marked, all sheets will be cut in line
• Remove from slope - it allows you to delete the marked sheets.
• Select all - it marks all sheets in the current slope
• Deselect all – it deselects all sheets in the current slope
• Enlarge – it enlarges marked sheets
• Reduce - it reduces marked sheets
• Arrows to move the sheets - functions to move the sheets

Material:

• Remove material - it allows you to remove material from the offer
• Close – it closes the toolbar of the material. This allows you to hide the results in the drawing, without removing them from the offer. As a result, we can add another material.

5.4.3. Tab Context MODULAR


Installation:

• The direction of installation (depending on vertical or horizontal orientation)

 -From left / from top  -From right / from bottom

Optimization:

• Assembly

 - parallel – connecting sheets in vertical line  - interlocked installation – in an overlapping arragement (like bricks in a wall)

• Waste

 - not using waste – no sheets cutting  - using waste – sheets from cutting are used in other places

• Optimize - each change of roofing parameters in sections: assembly, installation and optimization requires the use of this button. The system then calculates optimum solution again using new conditions.

Results:

Actions in sheets selected in the main window

• Select – when it is on it lets you mark sheets, reduce, change positions. Marked sheets can be dragged while holding down the left mouse button. You can use shortcut keys:

 - Ctrl+arrows – moving sheets

• Remove from slope - it allows you to delete the marked sheets.
• Select all - it marks all sheets in the current slope
• Deselect all – it deselects all sheets in the current slope
• Arrows to move the sheets - functions to move the sheets

Material:

• Remove material - it allows you to remove material from the offer
• Close – it closes the toolbar of the material. This allows you to hide the results in the drawing, without removing them from the offer. As a result, we can add another material.

5.4.4. Tab FLASHINGS


Results:

Actions in sheets selected in the main window

• Select – when it is on it lets you mark flashings
• Remove from slope - it allows you to delete the marked sheets.
• Select all - it marks all sheets in the current slope
• Deselect all – it deselects all sheets in the current slope

Material:

• Remove material - it allows you to remove material from the offer
• Close – it closes the toolbar of the material. This allows you to hide the results in the drawing, without removing them from the offer. As a result, we can add another material.

5.4.5. Tab Context ACCESSORIES


Material:

• Remove material - it allows you to remove material from the offer
• Close – it closes the toolbar of the material. This allows you to hide the results in the drawing, without removing them from the offer. As a result, we can add another material

6. File

On File toolbar, there are functions to save, print and export deals

• Save draft – it records the offer to the workspace
• Save – it saves the offer to file
• Export to PDF - it exports the offer to file
• Print - print preview