Measure a roof manually on the aerial map

Preconditions

• The job address is correct (it centres the map)
• The pitch, from the site visit or the capture notes
• A job at an address with a simple gable roof visible on satellite imagery.
• No existing snapshots on the job.

Steps

• 1. Open the workspaceDo: On the job page click "Measurements" in the header or "Measure manually" in the Roof measurements card.Expect: 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.Actual:
• 2. Draw the facetsDo: 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.Expect: Each closed shape becomes a facet; the Totals tab facet count increases.Actual:
• 3. Classify the edgesDo: 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.Expect: Every segment is labelled; Totals shows ridge, hip, valley, rake and eave lengths with no "unlabeled" warning.Actual:
• 4. Set pitch and scaleDo: 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".Expect: Sloped area in Totals recalculates from plan area and pitch.Actual:
• 5. Reach Quote-Safe and saveDo: Watch the confidence badge turn from "Draft" or "Needs Review" to "Quote-Safe". Click "Save draft".Expect: The snapshot badge shows the saved draft; the Snapshots tab lists it.Actual:
• 6. Finalize and activateDo: Click "Finalize". Then in the Snapshots tab click "Activate" on the finalized snapshot.Expect: The snapshot shows Finalized and Active. The job's Roof measurements card shows the numbers. Finalize stays disabled until Quote-Safe.Actual:

Known pitfalls to probe

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

• Finalize stays disabled.What should happen or be shown: 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.What should happen or be shown: Fix the address in Project Settings → Customer Details, then reopen the workspace.