Connect RoofScope and order a report from a job

Preconditions

• A RoofScope account with API access (Growth/Advantage, deposit or partner accounts)
• You are the workspace owner for the connection step
• A RoofScope sandbox or test token. Do not show a real token on screen; paste it with the field masked.

Steps

• 1. Get your token from RoofScopeDo: Sign in at roofscope.com → My Details. In the Third-Party section copy your Scope API Token and note its expiry date.Expect: A token string of at least 8 characters.Actual:
• 2. Connect in SettingsDo: In Settings → Integrations, on the RoofScope card paste the token into "Scope API Token", optionally set "Expires on", and click "Connect RoofScope".Expect: The card shows a "Connected" badge, Token "•••• last4", Expires and Last checked, with "Replace token" and "Disconnect" buttons. The token is stored encrypted.Actual:
• 3. Import an existing reportDo: On a job click "Import EagleView / RoofScope" and open the "From RoofScope" tab. Type the address in "Search your RoofScope reports by address" and click "Import" on a report whose status is "Ready".Expect: The review step opens with the extracted values, exactly like a PDF import. Statuses can be Ready, In progress, On hold (unfunded) or Unknown.Actual:
• 4. Place a new orderDo: Expand the order form. Choose the Report (RoofScope, RoofScope Plus (roof + gutters), RoofScope X), Size (Small up to 4 buildings, Large up to 7), Structures to measure, Extra buildings, Turnaround (Standard, Rush, Express) and optional notes. Tick "I understand this order is charged to our RoofScope account at our RoofScope prices." and click "Place order".Expect: The job's Roof measurements card shows the order as "In progress" (or "On hold until your RoofScope account is funded") with "Check status". Activity logs "Measurements ordered".Actual:
• 5. Apply when readyDo: When the card reads "… is ready", click "Review & apply" and apply the values.Expect: A snapshot is created and activated; Activity logs "Measurements ready" and then "Measurements imported".Actual:

Known pitfalls to probe

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

• The order sits "On hold (unfunded)".What should happen or be shown: Your RoofScope account needs funds or terms. Fix it at roofscope.com, then click "Check status".