My Roof CRM

Connect RoofScope and order a report from a job

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.

Intermediate 8 minOwner / manager, Sales rep / estimator· 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

Rough runtime

4:10

Scenes

7

Lesson

4.4 · Roof measurements

File name

04-04 roofscope-connect-and-order.mp4

Before you record

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

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Connect RoofScope and order a report from a job/settings?activeTab=integrationsTitle card, then the first screen of the lesson.Connect RoofScope once, and every job can pull or order a report without leaving the app.
10:2043sGet your token from RoofScope/settings?activeTab=integrationsSign in at roofscope.com → My Details. In the Third-Party section copy your Scope API Token and note its expiry date.First, in your RoofScope account, My Details, Third-Party: copy the Scope API Token.
21:0343sConnect in Settings/settings?activeTab=integrationsIn Settings → Integrations, on the RoofScope card paste the token into "Scope API Token", optionally set "Expires on", and click "Connect RoofScope".Paste it here, connect, and the app checks it with RoofScope and stores it encrypted. Expiry turns amber when thirty days remain.
31:4643sImport an existing report/projects/[projectId]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".From the job, the RoofScope tab searches your account by address. Ready reports import straight into the review step.
42:2943sPlace a new order/projects/[projectId]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".No report yet? Order one. Pick the product, size and turnaround, confirm the charge, place order. The job tracks it for you.
53:1243sApply when ready/projects/[projectId]When the card reads "… is ready", click "Review & apply" and apply the values.When RoofScope finishes, the card says ready. Review and apply, and the job has active measurements.
63:5515sRecap & next lesson/projects/[projectId]Hold on the finished result, then the end card.Connected and ordering. Next: applying changed measurements to a quote safely.

Narration, in order

  1. 0. Intro: Connect RoofScope and order a report from a job

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Connect RoofScope once, and every job can pull or order a report without leaving the app.

  2. 1. Get your token from RoofScope

    0:20 · 43s

    Sign in at roofscope.com → My Details. In the Third-Party section copy your Scope API Token and note its expiry date.

    First, in your RoofScope account, My Details, Third-Party: copy the Scope API Token.

    Show before cutting: A token string of at least 8 characters.

  3. 2. Connect in Settings

    1:03 · 43s

    In Settings → Integrations, on the RoofScope card paste the token into "Scope API Token", optionally set "Expires on", and click "Connect RoofScope".

    Paste it here, connect, and the app checks it with RoofScope and stores it encrypted. Expiry turns amber when thirty days remain.

    Show before cutting: The card shows a "Connected" badge, Token "•••• last4", Expires and Last checked, with "Replace token" and "Disconnect" buttons. The token is stored encrypted.

  4. 3. Import an existing report

    1:46 · 43s

    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".

    From the job, the RoofScope tab searches your account by address. Ready reports import straight into the review step.

    Show before cutting: The review step opens with the extracted values, exactly like a PDF import. Statuses can be Ready, In progress, On hold (unfunded) or Unknown.

  5. 4. Place a new order

    2:29 · 43s

    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".

    No report yet? Order one. Pick the product, size and turnaround, confirm the charge, place order. The job tracks it for you.

    Show before cutting: 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".

  6. 5. Apply when ready

    3:12 · 43s

    When the card reads "… is ready", click "Review & apply" and apply the values.

    When RoofScope finishes, the card says ready. Review and apply, and the job has active measurements.

    Show before cutting: A snapshot is created and activated; Activity logs "Measurements ready" and then "Measurements imported".

  7. 6. Recap & next lesson

    3:55 · 15s

    Hold on the finished result, then the end card.

    Connected and ordering. Next: applying changed measurements to a quote safely.

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

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

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