My Roof CRM

Measure a roof manually on the aerial map

Draw facets and label edges on the satellite image, set pitch and scale, reach Quote-Safe, then save, finalize and activate the drawing.

Advanced 15 minSales rep / estimator, Owner / manager· 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.

GuideScriptChecklist

When there is no report, draw the roof. The workspace shows an aerial image of the property with tools for facets and edge types. The Totals tab turns the drawing into plan area, sloped area and edge lengths, and the confidence badge tells you when it is good enough to price from.

Drafts save in place. Saving from a finalized snapshot forks a new draft, so a finalized version is never changed by accident.

By the end you can

  • Draw roof facets and classify every edge
  • Set global pitch and verify scale
  • Read the Totals tab and reach Quote-Safe
  • Save a draft, finalize and activate

Before you start

  • The job address is correct (it centres the map)
  • The pitch, from the site visit or the capture notes

Screens used

  • /projects/[projectId]/settings?section=measurements

Step by step

  1. Open the workspace/projects/[projectId]/settings?section=measurements

    On the job page click "Measurements" in the header or "Measure manually" in the Roof measurements card.

    You should see: Project Settings opens on the Measurements section: a banner "Have an aerial report?" with "Import PDF", a top bar with the snapshot badge, confidence badge, "Open map", "Save draft" and "Finalize", the aerial map, a toolbar and the "Measurement details" sidebar.

  2. Draw the facets/projects/[projectId]/settings?section=measurements

    Click "Draw facet" and click each corner of one roof plane, then click the first point again (or double-click) to close the shape. Repeat for every plane. Use Zoom +/- and Rotate to line up with the image. Use "Select", "Undo" and "Delete" to fix mistakes.

    You should see: Each closed shape becomes a facet; the Totals tab facet count increases.

    Facets must not overlap or cross themselves; the Totals tab lists warnings if they do.

  3. Classify the edges/projects/[projectId]/settings?section=measurements

    Choose an edge tool, Ridge, Hip, Valley, Rake or Eave, and click the matching segments. Or select a segment and change "Selected segment edge type" in the Editing tab.

    You should see: Every segment is labelled; Totals shows ridge, hip, valley, rake and eave lengths with no "unlabeled" warning.

  4. Set pitch and scale/projects/[projectId]/settings?section=measurements

    In the Editing tab set "Global pitch (rise / 12)", for example 6. Check "Scale multiplier" is above zero; if you know one real length (a 24 ft eave), enter it in "Reference length (optional)" and tick "Scale verified".

    You should see: Sloped area in Totals recalculates from plan area and pitch.

  5. Reach Quote-Safe and save/projects/[projectId]/settings?section=measurements

    Watch the confidence badge turn from "Draft" or "Needs Review" to "Quote-Safe". Click "Save draft".

    You should see: The snapshot badge shows the saved draft; the Snapshots tab lists it.

  6. Finalize and activate/projects/[projectId]/settings?section=measurements

    Click "Finalize". Then in the Snapshots tab click "Activate" on the finalized snapshot.

    You should see: The snapshot shows Finalized and Active. The job's Roof measurements card shows the numbers. Finalize stays disabled until Quote-Safe.

Tips

  • "Open map" opens OpenStreetMap in a new tab for a second look at the property.
  • Leaving with unsaved edits prompts "You have unsaved measurement edits…". Save the draft first.
  • Editing a finalized snapshot and saving creates a new draft ("Save as new draft"); the finalized one stays intact.

Troubleshooting

  • Finalize stays disabled.

    Read the warnings in the Totals tab. Common causes: an unlabeled edge, pitch not set, or two facets overlapping.

  • The map is centred on the wrong house.

    Fix the address in Project Settings → Customer Details, then reopen the workspace.

Related lessons

Measurements explained: snapshots, active and Quote-Safe

The mental model behind roof measurements: where numbers come from, what a snapshot is, why only one is active, and how measurements reach a quote without silently changing it.

Roof measurementsIntermediate6 min

Apply measurement changes to a quote

When measurements change, review the new quantities for every calculated line, see blocking issues and preserved overrides, and apply them before sharing.

Roof measurementsIntermediate6 min

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