Overview
Measurement KPIs in the Location and Estimates datasets let roofing and exteriors administrators run custom reports that show measurement report data across their business. You can see which locations have measurement reports, where measurements came from, who requested them, what their current status is, and which estimates were generated using measurement data. This makes it easy to track measurement activity and identify opportunities to improve your estimating workflow.
Who uses this feature
Administrators
Primarily benefits Roofing and Exterior trades
Feature configuration
This feature requires the EnableRoofingMeasurementIntegrations feature gate to be enabled on your account. Contact Technical Support to enable it.
Things to know
Measurement KPIs appear in the Location Basics category within the Location dataset, and in the Estimates dataset. The measurement fields available in the Location dataset are: Measurement Name, Measurement Source, Measurement Request On, Measurement Requested By, and Measurement Report Status. All five fields are filterable and sortable.
The Estimates dataset shows which estimates were generated using measurement data, allowing you to cross-reference estimate activity with measurement history.
If a location has more than one measurement report, the values for each field display as comma-separated entries in a single row. For example, a location with both a Hover and a GAF Quickmeasure measurement would show Hover, GAF Quickmeasure in the Measurement Source field.
Measurement KPIs reflect data from your integrated measurement providers–such as Hover, GAF Quickmeasure, or EagleView. If your account does not use a measurement integration, these fields will be empty.
Best practices
Use filters on Measurement Report Status in the Location dataset to quickly identify locations where measurements are still pending, so you can follow up before a sales appointment.
Use the Estimates dataset to see which estimates were built from measurement data — this helps you understand how often your team is leveraging measurements to speed up the estimating process.
Combine the Measurement Source filter with other location or estimate fields to compare estimate conversion rates across different measurement providers.
Use Measurement Requested By to track which team members are ordering the most measurements, helping with workload visibility and accountability.
Use cases
A roofing company wants to see all locations where a measurement report was ordered in the last 30 days. They build a location report, add the Measurement Request On field, and apply a date filter to view recent activity.
A sales manager wants to know how many estimates were generated from measurement data this month. They run an Estimates report, filter by the measurement KPI fields, and compare that to total estimates created in the same period.
An administrator wants to audit which employees have been requesting measurements. They add the Measurement Requested By field to a location report and review results by employee name.
Build a location report with measurement data
Go to the navigation bar and click Reports.
Click Create Report.
In the New Report screen, create your location report with measurement KPIs:
In the Choose report type panel, select All.
In the Select a report template panel, select Locations.
In the Columns to be displayed in the report panel, search for your measurement fields.
Measurement Name: The name of the measurement report, for example, GAF Quickmeasure Residential or Hover Roof Only.
Measurement Source: The provider that generated the measurement, for example, Hover or GAF Quickmeasure.
Measurement Request On: The date the measurement report was requested.
Measurement Requested By: The name of the team member who requested the measurement report.
Measurement Report Status: The current status of the measurement report, for example, Ready or Pending.
Select the field you want to include in the report and click Next.
Enter the report Set Details:
Enter the report Name
Select the report Category
(Optional) Add a report Description
Select to share the report with other users and allow them to view and edit this type of report
When finished, click Save.
Select a date range for the report and apply any filters or sorting you need using the field controls at the top of each column.
Click Run Report to generate the report.
Note: If a location has more than one measurement, all values display as comma-separated entries within each field.
Build an estimates report with measurement data
Go to the navigation bar and click Reports.
Click Create Report.
In the New Report screen, create your estimate report with measurement KPIs:
In the Choose report type panel, select All.
Note: You can also select the Estimate report type.
In the Select a report template panel, select Estimates.
In the Columns to be displayed in the report panel, search for your measurement fields.
Measurement Name: The name of the measurement report, for example, GAF Quickmeasure Residential or Hover Roof Only.
Measurement Source: The provider that generated the measurement, for example, Hover or GAF Quickmeasure.
Measurement Request On: The date the measurement report was requested.
Measurement Requested By: The name of the team member who requested the measurement report.
Measurement Report Status: The current status of the measurement report, for example, Ready or Pending.
Select the field you want to include in the report and click Next.
Enter the report Set Details:
Enter the report Name
Select the report Category
(Optional) Add a report Description
Select to share the report with other users and allow them to view and edit this type of report
When finished, click Save.
Select a date type and date range for the report and apply any filters or sorting you need using the field controls at the top of each column.
Click Run Report to generate the report.
Note: If a location has more than one measurement, all values display as comma-separated entries within each field.