How to I Upload Reports to Measurements?

Learn how to upload reports from third-party providers.

Accepted Third-Party Measurement Tools

You can upload files from the following third-party measurement tools

RoofR
RoofSnap

Note: If you are using a different third-party measurement tool that is not on the list above, you will need to manually enter the measurements into your estimate.

How to Upload Third-Party Reports

To your measurements, go to the Job you would like to view the measurements for. Then, click on the Financials Tab and select Measurements.
From here, select the blue Upload a file button in the top right corner of your screen.
Next, select the desired file from your computer by clicking the upload window and selecting it or dragging the file into the window from your computer.
- Note: Make certain that the file you are uploading is a .csv, .json, or .xml file. If it is another file type (such as .pdf, .jpg, .heic) the upload will not work.
Once you have uploaded your file, select the blue Save button.