My Roof CRM

Import an EagleView or RoofScope PDF

Upload an aerial measurement report, check the values the app extracted, fix anything flagged, and apply it as the active snapshot.

Beginner 6 minOwner / manager, Sales rep / estimator, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

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If you already pay for EagleView or RoofScope reports, this is the fastest route: drop the PDF in, the app reads the totals, you check them, and the job has an active snapshot in under a minute.

By the end you can

  • Upload a report PDF
  • Review and correct extracted values
  • Apply the report and see it active on the job

Before you start

  • A measurement report PDF (EagleView or RoofScope) under 20 MB

Screens used

  • /projects/[projectId]

Step by step

  1. Open the import dialog/projects/[projectId]

    On the job page, in the Roof measurements card, click "Import EagleView / RoofScope" (or "Import new report").

    You should see: Dialog "Import roof measurements" with tabs "Upload PDF" and "From RoofScope".

  2. Upload the PDF/projects/[projectId]

    Drop the file on "Drop the report PDF here, or click to choose", or click and pick it.

    You should see: The file is read and the review step appears. PDFs only, up to 20 MB (4 MB if file storage is not configured).

  3. Review the extracted values/projects/[projectId]

    Read the vendor, report number and date. For each value check the include checkbox, edit the number if needed, and note the badge: "From report", "Check" or "Low confidence". Write pitches as "6/12".

    You should see: The summary line reads "N values will be applied; N fields enabled; N skipped."

    Give the snapshot a meaningful name (up to 160 characters), for example "EagleView 2026-10-01".

  4. Apply to the job/projects/[projectId]

    Click "Apply to this job".

    You should see: The dialog closes, the Roof measurements card shows the numbers, and the snapshot is active. The activity logs "Measurements imported".

Tips

  • Re-importing the same report shows "This report has already been applied to the job." Use "Choose another report" for a new file.

Troubleshooting

  • Most values came back "Low confidence" or empty.

    The PDF is probably a scan or a non-standard layout. Type the values from the report by hand in the review step; they are applied the same way.

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