Do I need measurements to send a proposal?

No. Lump-sum quotes and items without formulas work without any measurements. Measurements matter when products have quantity formulas.

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.

Intermediate 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], /projects/[projectId]/settings · Guide last checked 2026-10-03

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Preconditions

A job with two snapshots: one imported and active, one finalized manual drawing.

Steps

1. Find measurements on the jobDo: Open a job and look at the "Roof measurements" card on the right.Expect: Either "No measurements yet…" with "Import EagleView / RoofScope" and "Measure manually", or a summary of Pitch, Roof area, Squares, Ridges, Hips, Valleys, Eaves, Rakes and Waste from the active snapshot.Actual:
2. Understand snapshotsDo: Click "Measure manually" (or the "Measurements" header button). In the workspace, open the Snapshots tab in the "Measurement details" sidebar.Expect: Each snapshot shows "Snapshot vN", Active or not, Finalized or Draft, "Updated …" and "Saved by …". Finalized snapshots that are not active have an "Activate" button.Actual:
3. Understand Quote-SafeDo: Look at the confidence badge in the top bar: "Draft", "Needs Review" or "Quote-Safe".Expect: Finalize is disabled until the drawing is Quote-Safe: at least one valid facet, a pitch between 0 and 24, a scale above zero, every edge classified, and no overlapping facets.Actual:
4. Understand how quotes reactDo: Remember this rule: when the active snapshot changes, proposals on the job show "Measurements changed. Refresh quote lines before sharing." and the quote editor offers "Review changes". Nothing changes until you click Apply.Expect: Sharing a proposal is blocked while the warning is present.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

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.

Roof measurementsBeginner6 min

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.

Roof measurementsAdvanced15 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

Measurement tokens and categories (Settings)

See the standard tokens such as @roof.total_area_sqft, add categories and tokens for the things your estimators capture, and disable the ones you never use.

Roof measurementsAdvanced6 min

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