- Help Center
- New Sales Experience
- Measurements
-
Learning & Training Resources
-
New Sales Experience
-
JobNimbus Payments
-
Boards
-
Engage
-
Contacts & Jobs
-
Mobile App
-
Automations
-
Calendar & Tasks
-
Reports
-
Dashboard
-
Financials
-
QuickBooks
-
Integrations
-
Settings
-
Roofer Marketers
-
Additional Resources
-
Events
-
Industry Resources
-
App Status
-
Suggestions
-
Profit Tracker
How Do I Order and View Measurements Reports in the New Sales Experience?
Learn how to order and view measurements reports from EagleView, HOVER, and other imported Measurements in the New Sales Experience.
On This Page
Ordering an EagleView Report
Note: In EagleView ,the report owner must apply measurements in order for suggested waste percentage to show. If someone other than the person who ordered the report applies the measurements, the waste percentage will not show.
- To order reports from EagleView, first go to the Job you wish to order a report for. Then, click on the Financials Tab and select Measurements.
- Select the Order option under EagleView.
- Once you have placed the order, the measurement report will show in a pending status under Measurements.
Note: Premium Residential and Premium Commercial reports are the only report types supported in JobNimbus.
- Once the order is completed by the measurement provider, the report will display under Measurements with the options to View or Apply the report.
Note:
- A blue checkmark in the upper right corner of the completed report indicates that the measurements from the report have been successfully applied.
- In order for the measurement report to be imported into the corresponding Job's Documents tab, the measurements must be successfully applied.
- In cases where a new or additional measurement report is applied, only the measurement fields that are currently empty will be filled with data from the new report. Any existing measurements, will not be replaced.
- To view these reports later, simply select the Measurements option again under the Financials tab and select to View the report you wish to see.
Importing HOVER Reports
- To import HOVER reports, first go to the Job you wish to order a report for. Then, click on the Financials Tab and select Measurements.
- On the next page, select the Search button on the HOVER option.
- Enter the address of the report you want to import in the search bar and hit enter on your keyboard to search for your desired report.
- Once you enter the address, select the Report you want to import by clicking the button on the left. Then select Download This Hover Report.
- Once you import your report, it will show in a pending status under the Measurements tab.
- Once the import is completed, the report will display under the Measurements tab in a Completed status.