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.
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.
Rough runtime
3:19
Scenes
6
Lesson
4.2 · Roof measurements
File name
04-02 import-measurement-report.mp4
Before you record
- A sample EagleView PDF with no customer data in the Downloads folder.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
The viewer is assumed to have: A measurement report PDF (EagleView or RoofScope) under 20 MB.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Import an EagleView or RoofScope PDF | /projects/[projectId] | Title card, then the first screen of the lesson. | Already have an EagleView or RoofScope report? Let us get its numbers onto the job in under a minute. |
| 1 | 0:2041s | Open the import dialog | /projects/[projectId] | On the job page, in the Roof measurements card, click "Import EagleView / RoofScope" (or "Import new report"). | From the job, Import EagleView / RoofScope. We will use the Upload PDF tab. |
| 2 | 1:0141s | Upload the PDF | /projects/[projectId] | Drop the file on "Drop the report PDF here, or click to choose", or click and pick it. | Drag the report in. The app reads the PDF and pulls out the measurement totals. |
| 3 | 1:4241s | 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". | Every number has a badge. "From report" is a clean read. "Check" and "Low confidence" mean open the PDF and confirm. You can edit any value or untick it. |
| 4 | 2:2341s | Apply to the job | /projects/[projectId] | Click "Apply to this job". | Apply, and the job now has active measurements. Any product with a formula can use them. |
| 5 | 3:0415s | Recap & next lesson | /projects/[projectId] | Hold on the finished result, then the end card. | Numbers imported and active. Next, the manual route: drawing the roof yourself on the map. |
Narration, in order
0. Intro: Import an EagleView or RoofScope PDF
0:00 · 20sTitle card, then the first screen of the lesson.
Already have an EagleView or RoofScope report? Let us get its numbers onto the job in under a minute.
1. Open the import dialog
0:20 · 41sOn the job page, in the Roof measurements card, click "Import EagleView / RoofScope" (or "Import new report").
From the job, Import EagleView / RoofScope. We will use the Upload PDF tab.
Show before cutting: Dialog "Import roof measurements" with tabs "Upload PDF" and "From RoofScope".
2. Upload the PDF
1:01 · 41sDrop the file on "Drop the report PDF here, or click to choose", or click and pick it.
Drag the report in. The app reads the PDF and pulls out the measurement totals.
Show before cutting: 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
1:42 · 41sRead 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".
Every number has a badge. "From report" is a clean read. "Check" and "Low confidence" mean open the PDF and confirm. You can edit any value or untick it.
Show before cutting: The summary line reads "N values will be applied; N fields enabled; N skipped."
4. Apply to the job
2:23 · 41sClick "Apply to this job".
Apply, and the job now has active measurements. Any product with a formula can use them.
Show before cutting: The dialog closes, the Roof measurements card shows the numbers, and the snapshot is active. The activity logs "Measurements imported".
5. Recap & next lesson
3:04 · 15sHold on the finished result, then the end card.
Numbers imported and active. Next, the manual route: drawing the roof yourself on the map.
Related lessons
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Paste your RoofScope API token in Settings, then search your RoofScope reports or place a new order from the import dialog and apply it when it is ready.
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