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.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /projects/[projectId] · Guide last checked 2026-10-03

0 of 7 ticked · remembered in this browser

Preconditions

A measurement report PDF (EagleView or RoofScope) under 20 MB
A sample EagleView PDF with no customer data in the Downloads folder.

Steps

1. Open the import dialogDo: On the job page, in the Roof measurements card, click "Import EagleView / RoofScope" (or "Import new report").Expect: Dialog "Import roof measurements" with tabs "Upload PDF" and "From RoofScope".Actual:
2. Upload the PDFDo: Drop the file on "Drop the report PDF here, or click to choose", or click and pick it.Expect: The file is read and the review step appears. PDFs only, up to 20 MB (4 MB if file storage is not configured).Actual:
3. Review the extracted valuesDo: 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".Expect: The summary line reads "N values will be applied; N fields enabled; N skipped."Actual:
4. Apply to the jobDo: Click "Apply to this job".Expect: The dialog closes, the Roof measurements card shows the numbers, and the snapshot is active. The activity logs "Measurements imported".Actual:

Known pitfalls to probe

Trigger each situation deliberately and check the app behaves, or guides the user, as described.

Most values came back "Low confidence" or empty.What should happen or be shown: 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.

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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