---
title: "Create estimates with EagleView"
slug: "create-estimates-with-eagleview"
updated: 2026-10-17T01:04:43Z
published: 2026-10-17T01:04:43Z
canonical: "help.servicetitan.com/create-estimates-with-eagleview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

---

### 

#### Who uses this feature

- Administrators, managers, and technicians
- Residential Service & Replacement

#### Feature configuration

- Account configuration is required to use this feature. Please contact your Success Manager for more details.
- Spec Based templates setup is required to use this feature. Please contact your Success Manager for more details.

## Things to know

- You need to set up [Spec Based estimate templates](/v1/docs/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** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D) **.**
2. In the side panel, click **Integrations > Measurement Integrations.**
3. On the *EagleView* integration box, click **Configure.**
4. Turn on the **Account Setup** toggle. ![User interface for account setup with toggle switch and sign-in button displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-eagleview-image-2k8gkr95.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)
  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. ![Mapping roof area fields to corresponding EagleView measurements for accurate data entry.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-eagleview-image-2257nlbu.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)
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]
> **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]
> **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]
> **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](/roofing/docs/set-up-spec-based-estimate-templates).

## 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** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)**.**
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.** ![Form to add an alert with type, delivery method, and recipients fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-eagleview-image-5omp4iot.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)
5. Select a *Delivery Method*.
6. Select your *Recipients*.

> [!NOTE]
> **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]
> **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

You can order EagleView measurements from a job record or directly from a Location Record. Ordering from a location record lets you initiate measurement requests before a job is created.

**Option1:** To order from a location record

1. Open the location record in ServiceTitan.
2. On the Location record screen, go to the **Files > Measurements** section.
3. Click **Order Measurement**.
4. On the *Order Measurement page*, under the *Where do you want to order from?* question, select **EagleView**.

**Option 2:** To order from a job record:

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.**

After you select the measurement integration either from the location or job record, enter details on the *Order Measurement* screen:

1. Select the **EagleView Measurement Option** based on the report type you want to order.
2. Select a **Delivery Window**.
3. Select a **Measurement Instruction type**.
4. (Optional) Select **Changes in last 4 years** if any of the selected structures have changed in the past four years.
5. Enter details in the *Special Instruction* field.
6. Enter Promo codes in the *Promo Code* field.
7. To input your address, you can do it manually or with map view.

> [!NOTE]
> **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. ![Aerial view of a building with a map interface for location correction.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-eagleview-image-2by5w4bz.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)
    1. Drag the pin on the map to place on the exact location.

> [!NOTE]
> **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.

> [!WARNING]
> **Caution:** There is a limit of 30 pins per measurement order.

> [!NOTE]
> **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.
8. After filling out all the necessary information, click **Order Measurement.** ![Address and coordinates for a location in Glendale, California, displayed on a map interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-eagleview-image-wsy7ra4y.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)

### 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. Click **Active** dropdown to filter active and inactive measurements.
4. From the *Measurements* table, you can see: ![Measurement table section on job screen](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Measurement%20table%20EagleView.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)
  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]
> **Note:** If a measurement order is rejected, the failure reason appears directly in the job Audit Trail.

> [!NOTE]
> **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 **More**![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)in the Measurements table to:

![measurement section action menu eagleview](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-05-25_17-31-13.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)

- Create Estimate
- Download: 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: ![Form for upgrading a report with fields for ID and measurement options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-eagleview-image-0fipkrck.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)
  - Report ID

> [!NOTE]
> **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.
- Deactivate: Remove the measurement from the default active view.

> [!NOTE]
> **Note:** If the measurement is inactive, instead you can see a *Reactivate* button.

#### 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. ![Table displaying project document details including name, type, location, and request date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-eagleview-image-34flixg0.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)
  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]
> **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]
> **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. ![Table displaying measurement requests with details like name, source, and status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-eagleview-image-q8qli9kj.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)
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: ![User interface showing download options for inventory data in various formats.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-eagleview-image-ykkb6cmp.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A33Z&se=2026-11-01T19%3A46%3A33Z&sr=c&sp=r&sig=ydnC6B3kvrEkdREs9PCY5zE8UsxJ2H4oUZkCWCB%2B1WY%3D)
  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](/v1/docs/create-estimates-with-eagleview-on-servicetitan-mobile)
- See [Create Spec Based Template rules in Excel](/roofing/docs/create-spec-based-template-rules-in-excel)

A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan.

**What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job.

**Also called:** Quote, Proposal

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

ServiceTitan's product and service catalog where all items, tasks, materials, and pricing are defined and maintained.

**What it does:** Ensures pricing consistency across all technicians and CSRs and enables fast, accurate estimate and invoice generation.

**Also called:** Price list, Service catalog

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A physical service address associated with a customer, containing all jobs, equipment, and history for that property.

**What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site.

**Also called:** Service address, Property record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A downloadable log of who changed what record and when.

**What it does:** Provides change history for accountability, error investigation, and compliance across teams.

**Also called:** Change history

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history.

**What it does:** Serves as the single source of truth for all customer interactions, history, and financial data.

**Also called:** Customer account, Client record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)