Create estimates with Hover in ServiceTitan and ServiceTitan Mobile

Overview

Hover helps roofing and exterior trades capture accurate measurements using onsite photos taken in the Hover app unlike GAF and EagleView. After you schedule a job in ServiceTitan, it sends the job to Hover, which captures photos and measurements and attaches them to the job for use with Spec-Based Templates just like you do with EagleView and GAF QuickMeasure.

Things to know

• This feature is currently in Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.

• Set up Spec Based estimate templates before creating an estimate.

• Create Hover alerts in Settings to get notified of Hover report's status.

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

• ServiceTitan logs the photos captured and sent to Hover in the job's audit trail and attaches them to the job.

Step 1: Setup Hover integration

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

1. Go to the top toolbar and click Settings .

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

3. On the Hover integration box, click Configure.

4. Click Sign in to Hover in the Account Setup section. A new window opens and brings you to Hover integration. You need to enter your Hover account credentials to connect your account to ServiceTitan.        

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

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

6. On the Form Source Mapping box, click Create to map form fields to Hover 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 Hover field, match and map the fields using the following placeholders to tell ServiceTitan which data from Hover 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. [Suggested Waste]

    14. [Soffit Eaves Length]

    15. [Soffit Level Frieze Board Length]

    16. [Soffit Rakes Length]

    17. [Soffit Sloped FriezeBoard Length]

    18. [Soffit Eaves Avg Depth]

    19. [Soffit Level Frieze Board Avg Depth]

    20. [Soffit Rakes Avg Depth]

    21. [Soffit Sloped Frieze Board Avg Depth]

    22. [Soffit Eaves Area]

    23. [Soffit Level Frieze Board Area]

    24. [Soffit Rakes Area]

    25. [Soffit Sloped Frieze Board Area]

    26. [Roof Area Sq Ft]

    27. [Predominant Pitch Numerator]

    28. [Siding Area Sq Ft]

    29. [Siding Area SQ]

    30. [Openings Area Sq Ft]

    31. [Inside Corners Length]

    32. [Outside Corners Length]

    33. [Inside Corners Count]

    34. [Outside Corners Count]

    35. [Siding Trim Sq Ft]

    36. [Siding Openings Sq Ft]

    37. [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.

    38. [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 Hover in Settings, create the Spec-Based template:

1. Go to the top toolbar and click Pricebook.

2. In the side menu, click Templates.

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

For more, see Create a Spec Based template.

Step 3: Set up Hover alert

Set up an alert to monitor the status of Hover 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 toolbar 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 Hover Status. 

5. Select a Delivery Method.

6. Select your Recipients.        

   Note: Hover 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 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 Hover 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 flyout, under the Where do you want to order from? question, select Hover.
   Enter the Additional Information and Location Information details.         

   1. Additional Information:                

      1. Hover Project Name: This is automatically populated with the service location name and job type. You can always update it.

      2. Internal Assignee Email: Who the job is assigned to in the Hover application. By default it's assigned to the first technician on the first appointment of the job. You can always update it from the dropdown options.

      3. Capturing User Name: The name of the person who takes photos to import into Hover. It can be either a sales person or customer. You can select from the dropdown list or add your own name.                        

         Note: If you select a customer, the customer automatically gets a link to attach the photos.

      4. Capturing User Email: The email address of the person who takes photos to import into Hover.

      5. Do not send email to capturing user: Suppress the email Hover sends if you do not want the person capturing photos to receive an email with the link. This is helpful if you have selected the sales person as the capturing person.

      6. Capturing User Phone Number: The phone number of the person who takes photos to import into Hover.

      7. Deliverable Type: Indicates the type of job in Hover.

   2. Location Information:                

      1. Location Name: The name of the location of the job.

      2. Address: The address of the location of the job.

      3. Apt. Unit, Suite, etc.: The address unit of the location of the job.

      4. City: The city of the location of the job.

      5. State: The state of the location of the job.

      6. Country: The country of the location of the job.

      7. ZIP/Postal Code: The ZIP/Postal code of the location of the job.

5. After you're finished, click Order Measurement.

After sending the job to Hover, you see a popup confirmation that your job has been sent to Hover:

View Measurements

After ordering, view measurements:

• In the Measurements table on the job screen.

• By going to the Measurements table on the Location record.

View the Measurements table on 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 Requested: Measurement's requested date.

   4. Requested By: Who requested the measurement.

   5. Status: Measurements status.                

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

Note: The measurement order is in Processing status first. After Hover 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

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

Create estimate from the Office

After Hover 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 screen, 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.

   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.

Create estimates from ServiceTitan Mobile

After a measurement order is completed by Hover, the measurements pre-populate in your Spec Based Estimates form. You can then easily create estimates.

1. If you aren't already on the Job screen for your current job, tap Overview on the dashboard, and then tap your current job.

2. Tap Forms.

3. Tap the measurement form you use to create estimates.        

   Note: If your business uses a lot of forms, you can filter by business unit to find the one you need.

4. On the Select measurement option window select the option:        

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

      Note: The Existing measurement will be grayed out if an existing measurement does not exist.

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

5. Tap Select.

6. Review the measurements populated from Hover and edit or add any additional information if needed. 

7. When finished, tap Save.

This creates estimates on the job based on the information you input in the measurement form. You can view them on the Estimates tab.

Create estimates by editing existing forms

You can make changes to the information entered on the measurement form. After the form is updated, you can apply the changes to the existing estimates or create new ones. For more on how to edit forms, see Edit submitted form measurements.

Want to learn more?

• See Create estimates with GAF QuickMeasure

• See Create estimates with EagleView

• See Set up spec-based estimate templates

• See Manage spec-based estimate templates in ServiceTitan and ServiceTitan Mobile

• See Create Spec Based Template rules in Excel