How do I use the EagleView integration?

To order an EagleView:

  • Navigate to a Contact or Job
  • Click on the 3 dots in the top right corner of the description pane
  • Select Order EagleView from the drop-down menu
EagleView - Contact menu

 

This will bring up the "Order EagleView" window

EagleView Order Window

Here, you can:

  1. Verify the name on the Contact or Job, and update the address as needed.
  2. Configure the Report Options.
  3. Configure the Delivery Options.
  4. Create a Claim Number.
  5. Update the Number of Structures.
  6. Mark if the structure has changed or been updated and detail relative information as needed.
  7. Place Order

Once the order has been successfully placed, the activity will be recorded under the Contact or Job, including all of the information that was filled out for the order.

The selected reports can be found under the Documents tab of the record once they have been sent over from EagleView.