Create estimates with EagleView

Overview

EagleView is a measurement integration tool for roofing and exterior trades. This tool lets you order measurements, track the status of these orders, and transfer the measurements to jobs, customers, and location profiles. These measurements are key to building estimates accurately and procuring materials for roofing and exterior jobs.

Things to know

• You need to set up Spec Based estimate templates before creating an estimate.

• You can create EagleView alerts in Settings to get notified of EagleView report's status.

• This integration utilizes the form created when setting up Spec Based Estimates

Step 1: Setup EagleView integration

Setup the EagleView integration with your ServiceTitan account to order measurements to create customized estimates for customers.

1. Go to the top and click Settings .

2. In the side panel, click Integrations > Measurement Integrations.

3. On the EagleView integration box, click Configure.

4. Turn on the Account Setup toggle.         

   1. If you're already signed in to an EagleView account and want to switch to a different one, turn off the Account Setup toggle. This signs you out of the current EagleView instance.

   2. To connect to a different EagleView account, click Sign in to EagleView and on the new window that opens, enter your new credentials to connect your EagleView account to Servicetitan.

5. After signing in to EagleView, the status updates to Connected.

6. On the Form Source Mapping box, click Create to map form fields to EagleView fields to be used in Spec Based Estimate Template.

7. From the Forms dropdown, select the form to use for your Spec Based estimates.

8. Click Next.

9. The Form Fields pre-populate the fields created in the previous selected form. 

10. In the EagleView field, match and map the fields using the following placeholders to tell ServiceTitan which data from EagleView correlates to which field on the measurement form.        

    1. [Roof Area SQ]

    2. [Facets]

    3. [Predominant Pitch]                

       Note: The [Predominant Pitch] placeholder returns a string value (e.g., "3/12") and cannot be used on its own in formulas that require a numeric result. Ensure your formula outputs a decimal value when using string-based placeholders.
       Valid: IF([Predominant Pitch]="3/12", 10, 20)
       Invalid: [Predominant Pitch] + 5

    4. [Eaves]

    5. [Rakes]

    6. [Ridges]

    7. [Valleys]

    8. [Hips]

    9. [Flashing]

    10. [Step]

    11. [Drip Edge]

    12. [Ridge Cap]

    13. [Starter]

    14. [Penetrations]

    15. [Penetrations Area]

    16. [Penetrations Perimeter]

    17. [Roof Area Sq Ft]

    18. [Predominant Pitch Numerator]

    19. [Suggested Waste]

    20. [Suggested Waste Area Sq Ft]

    21. [Suggested Waste Area SQ]

    22. [Suggested Waste Multiplier]

    23. [Siding Area Sq Ft]

    24. [Siding Area SQ]

    25. [Openings Area Sq Ft]

    26. [Inside Corners Length]

    27. [Outside Corners Length]

    28. [PitchAreaSQ(x)]                

        Note: Simple calculations can be useful for grouping slopes together in the mapping. For example [PitchAreaSQ(2)] + [PitchAreaSQ(3)] +[PitchAreaSQ(4)] groups all 2/12 - 4/12 pitches into one total squares.

    29. [PitchAreaSqFt(x)]                

        Note: Simple calculations can be useful for grouping slopes together in the mapping. For example [PitchAreaSQFT(2)] + [PitchAreaSQFT(3)] +[PitchAreaSQFT(4)] groups all 2/12 - 4/12 pitches into one total square feet.

11. When finished, click Save.

Step 2: Setup Spec Based templates

After creating the forms and setting up your EagleView in Settings, you can now create the Spec-Based template:

1. Go to the navigation bar and click Pricebook.

2. In the side menu, click Templates.

3. From the Create dropdown, select Spec Based Template.

For more information, see Create a Spec Based template.

Step 3: Set up EagleView alert

Set up an alert to monitor the status of EagleView reports and get notified if they fail for any reason. This helps you quickly identify and address issues.

To set up an alert:

1. Go to the top and click Settings .

2. In the side panel, click Integrations > Alerts.

3. Click Add to create a new Alert.

4. From the Add Alert section, select Type as EagleView Status. 

5. Select a Delivery Method.

6. Select your Recipients.        

   Note: EagleView alerts are only sent to the assigned technicians on the job and the user who ordered the report. Not all users in the recipient field will receive alerts, only those directly related to the measurement.

7. When finished, click Save.

Note: You can receive alerts via email, text message, or both, like other standard alerts.

Step 4: Order and view measurements

To create accurately calculated estimates, order measurements from EagleView and pull them into your Spec Based form in ServiceTitan.

Order Measurements

1. Open the job in ServiceTitan.

2. Scroll to the Measurements section.

3. Click Order Measurement.

4. On the Order Measurement page, under the Where do you want to order from? question, select EagleView. 

5. Select the EagleView Measurement Option based on the report type you want to order.

6. Select a Delivery Window.

7. Select a Measurement Instruction type.

8. (Optional) Select Changes in last 4 years if any of the selected structures have changed in the past four years.

9. Enter details in the Special Instruction field.

10. Enter Promo codes in the Promo Code field.

11. To input your address, you can do it manually or with map view.        

    Note: If you do not have the map view, contact your success manager to enable it.

    1. To input it manually:                

       1. The Address, City, Country, State, and Zip/Postal Code automatically populate based on the job location.

       2. Select the Manually Set Lat/Lon to ensure the correct latitude/longitude coordination is sent to GAF QuickMeasure if the current address is not verified.

    2. To use the map view:
       You can switch between Map and Satellite view.                 

       1. Drag the pin on the map to place on the exact location.                        

          Note: By default, a pin is already placed based on the verified address of the customer.

       2. To add a new address, click the map icon to drop additional pins. Each pin comes as an individual measurement order.                        

          Caution: There is a limit of 30 pins per measurement order.

          Note: Multiple pins are available only for Commercial or Multi-Family property types.

                                  After adding addresses, you can see the list of addresses below the map.                    

       3. (Optional) To update the address pin label names, click the pencil icon.

12. After filling out all the necessary information, click Order Measurement. 

View Measurements

After ordering, view measurements:

• In the Measurements table on the job screen

• By going to the Measurements section on the project screen

• By going to the Measurements table on the Location record

View the Measurements table in the job screen

1. Open the job in ServiceTitan.

2. Scroll to the Measurements section.

3. From the Measurements table, you can see:         

   1. Name: Combination of the word Measurement + Address

   2. Source: Selected source in spec based template set up

   3. Date Created: Measurement's created date.

   4. Created By: Who created the measurement.

   5. Status: Measurement's status.                

      Note: If a measurement order is rejected, the failure reason appears directly in the job audit trail.

Note: The measurement order will be in Processing status first. After EagleView completes the order, the status changes to Ready.

After the measurement status is Ready, click Morein the Measurements table to:

• Create Estimate

• Download PDF. You can also download measurements in the following format:        

  • PDF

  • XML

  • JSON

• View Measurement

• Upgrade Report: Allows users to request an upgraded version of an existing report.
  On the Upgrade Report window, complete the following fields:         

  • Report ID                

    Note: Prepopulated with the original report ID.

  • Measurement Instruction Type

  • EagleView Measurement Option

  • Delivery Window

After filling out the details, click Upgrade Report. The new upgraded report appears in processing status in the Measurements table.

View the Measurements table from the project dashboard

1. Open the project where you created the measurement.

2. On the right side, click the Documents section.

3. From the Project Documents section on the right side, click Measurements.

4. From the Measurements section, you can view existing ones.

5. To view a measurement, click on the measurement.         

   1. Name: Name of the file.

   2. Type: File types available.

   3. Job Location: Job's location where the measurement is stored from.

   4. Requested by: Who requested the measurement.                

      Note: This is the same as the Created By in the job screen.

   5. Date Requested: When the measurement is requested.

View the Measurements table on the Location record

Note: The Measurements table on the Location record is view-only. To order new measurements, open a Job and use the Measurements section there.

1. In ServiceTitan, go to the Customers screen and open the customer record.

2. Under the customer's locations, click the Location you want to review.

3. On the Location record, click Measurements under Files section. 

4. Review the measurements listed. You can review the following details:        

   1. Source

   2. Date Requested

   3. Requested By

   4. Status

5. To download a file, click Actions > Download next to a measurement and select the file format you want:         

   1. PDF

   2. JSON

   3. XML

6. To view the measurement information, click Actions > View Measurement.

Step 5: Create estimates from the Office

After EagleView completes the order, the measurements are transferred to the Spec-Based Estimates form, and you can proceed with creating the estimate:

1. On the job page click Job Actions.

2. Click Add an Estimate.

3. Select Spec Based Templates.

4. Choose the template from which you want to create an estimate.

5. Click Next.

6. On the Select Measurement Option window:        

   1. To use an existing measurement form: Open the dropdown menu under Existing Measurements and select a pre-completed form.                

      1. If there are multiple buildings in the measurement report, click Select Building(s) dropdown and select all buildings or one of the buildings.

   2. To enter new measurements manually: Click Manual Input and fill in the measurement details directly in the form.

7. After you select the measurement option click Next.

8. Review or manually input the measurements in the form and click Save.

This creates estimates on the job based on the information you input in the measurement form.

Want to learn more?

• See Create Estimates with EagleView on mobile

• See Create Spec Based Template rules in Excel