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Import measurements you already have instead of re-ordering them

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Import measurements you already have instead of re-ordering them

This improvement lets you bring in a roofing measurement report you already have, from GAF QuickMeasure, EagleView, Hover, or a file on your device, instead of placing a new order.

Available inCore
Feature type
Enhancement
Industry
Roofing and Exteriors
Roles
Roofing and ExteriorsAdministratorsManagersEstimatorsCSRs
Region
All Regions

What's changing

Before, if you already had a measurement report, ordered before you started using ServiceTitan, or from a supplier, there was no way to bring that report into ServiceTitan. You had to manually re-key the measurements. Now, you can import an existing report directly into the measurements table on a job or location, either by pulling it from a connected provider (GAF QuickMeasure, EagleView, or Hover) or by uploading the file from your device.

Workflow comparison — before & after

← Before
✓ After
1.You have a measurement report from before you started using ServiceTitan, or from a supplier.
1.Open the measurements table on the job or location.
2.There is no way to bring that report into the measurements table.
2.Select Import.
3.You re-enter the measurements by hand into your estimate.
3.Choose GAF QuickMeasure, EagleView, or Hover if the provider is connected, or choose Upload from Device.
4.You risk typing errors when copying numbers over.
4.For a connected provider, pick the report from the list. For a device upload, add the file (JSON, XML, PDF, or Sketch).
5.Confirm the source and measurement name, then finish the import.
⚠ Extra manual work and a higher chance of mistakes when you already had the data on hand.
✓ The report's measurements populate the table without re-entry, and the report is ready to use for an estimate right away.

How it works for your industry

Roofing and Exteriors
  • A roofing office employee inherits a job where the homeowner already had an EagleView report ordered by a previous contractor. Instead of re-ordering, the office employee imports that report directly into the measurements table.
  • A CSR is onboarding a new roofing account that already has a stack of GAF QuickMeasure reports from before the switch to ServiceTitan. The CSR imports each report so the estimate can be built without waiting on new orders.
  • A production manager gets a PDF and JSON measurement file emailed from a supplier who ran the measurement outside ServiceTitan. The production manager uploads both files directly from their device into the job's measurements table.

How to prepare

01Have an administrator confirm your existing roofing measurement integrations and any prerequisite configurations are enabled. This feature extends that same configuration, so no new setup is required if you already use GAF QuickMeasure, EagleView, or Hover ordering.
02Confirm the two new permissions, Order measurements and Upload measurements, are set the way you want for each role. Both are turned on by default so nobody's access changes unexpectedly.
03Identify any jobs or locations with measurement reports ordered outside ServiceTitan that could be imported instead of re-ordered.
04Train office staff on the new Import option in the measurements table, including when to use a connected provider versus a device upload.
05Bookmark any knowledge base articles or Academy videos for team training.