Eagleview Integration

Requirements

• Roof Quote PRO™ active subscription
• Eagleview account
• Admin user access

Overview

There are two ways to order measurement reports can be ordered from Eagleview on the ROOFLE platform.

• Manually from your Roof Quote PRO portal by any user
• Automatically from your website’s instant quote tool by the homeowner requesting a final proposal.

Instructions

1. Connect Your Eagleview Account
   1. To start, login to your portal and find the Settings or gear icon.
   2. Choose Developer from the menu
   3. On the Integrations page, click Connect Account on the Eagleview card
      
      
      
   4. You'll be navigated to sign into your company's EagleView Account
      
      1. If you don't already have an account, create one.
   5. After signing in, your account will be connected.
   6. If you're only connecting one account, all of your Roof Quote PRO™ markets will automatically be associated with that account
   7. To connect multiple EagleView accounts, click "Add Account"
      
      
      1. Choose the markets you'd like to connect to the additional EagleView account
      2. Click "Apply" then click "Connect"
      3. You'll be navigated again to sign into your company's additional EagleView Account

      4. After signing in, your additional account will be connected

2. Ordering Reports Manually
   

   1. There are three places where you can order reports manually

      1. On your dashboard, click the three dots on the right for the lead you want to order a report, and click Order Measurement
         

      2. Click on a specific lead on your dashboard to pull up the lead details screen, then click on the Measurements tab. Once there, click Order Measurements.
         
         

      3. In Rep Quotes, if you’ve created a new lead or opened a quote from an existing lead, click the Order Measurements button that appears at the bottom of your screen
         
         

   2. After clicking Order Measurements, you will see a popup
   3. Choose your roof report. In this case, your desired Eagleview product.
      1. By default, your previously selected report will be chosen.
   4. Select which structures you want to include

   5. For EagleView Premium Reports, choose the delivery time

   6. Once all of these options are complete, agree to the terms and click Order
      
3. Ordering Reports Automatically 
   
   1. In your PRO portal, find the Settings or gear icon
   2. Choose General on the pop up menu
   3. Once on the General Settings page, choose the Automations tab
      1. By default, this will take you to the Measurements Order page in the Feature dropdown

   4. Turn On the toggle for 'Measurement Ordering with Get Final Proposal Button'
      

   5. Choose the report you want to order automatically. In this case, your desired Eagleview product.
      1. If required, set the delivery timeframe.
      2. You also have the option to set a backup report incase your preferred report is not available
         
         
         
      3. Click Save Changes
      4. Turning on automatic orders will change the call-to-action button on your product cards to say “Get Final Proposal”

         1. REMINDER! If a homeowner clicks it, a measurement report will automatically be ordered.

            
            
4. Order Statuses and Multiple Orders
   1. After placing an order, you can track the status of your report completion from the dashboard and lead details screen
      1. In Progress: order successfully placed and is being fulfilled
      2. Completed: order complete and report delivered
      3. Failed: order wasn't placed; try again
      4. Declined: order not accepted; place a new order
         
   2. If your order is declined, you will see a reason for the decline in your lead details screen under the Measurements tab.

      1. Click Reorder Measurement to make changes to the order details and try again

   3. You can also place multiple orders for each lead.
      
      1. If there are multiple orders, they will each have a tab in the lead details screen if they are different reports
      2. If they are the same report, switch between reports using the dropdown showing the dates each report was ordered in the lead details screen under that report tab
         

         

5. Completed Reports
   1. Once an order is complete, both Premium and Bid Perfect™ Reports will display all the primary measurement data from the report directly in your lead details screen under the Measurements tab
      
      
      1. Click 'Download PDF' for the complete report
      2. Click 'Download XML' for the XML format of the report
         
         

Premium Reports

Premium Reports offer the highest resolution imagery with extremely precise and comprehensive building structure data. For more details, check out the Premium Report Guide.

1. Select which structures you'd like to order measurements for, including All Structures, Main Roof Structure, Main Roof + Detached Garage, Commercial Complex, or Other (Specify Instructions)
   

2. Select the delivery time, including Regular (3 business days), Express (1 business day), and Three Hour Delivery
   

Bid Perfect™ EagleView Reports

Bid Perfect™ reports offer fast delivery and a price that can support every job you bid, Bid Perfect™ helps you create quick estimates and close more jobs. For more details, check out the Bid Perfect™ Report Guide

1. Select which structures you'd like to order measurements for, including All Structures, Main Roof Structure, Main Roof + Detached Garage, Commercial Complex, or Other (Specify Instructions)