Create an accurate measurement report using the CRMs Measurements Feature to help you quickly measure and get the information you need to send an accurate Estimate!
Part 1: Open the Measurement Tool
Log into your account
If a Contact and/or Project does not exist, create them
From the menu, choose Projects
Locate and open the project you want to measure
From the Projects Menu tab, click Measurements
On the right-hand side, click Open Measurement Tool
A new tab will open with the Measurement Tool
Part 2: Measure & Draw Your Roof
The available Image of the address provided when the project was created will load
If there are multiple images, you can change the image by clicking Images in the menu from the right-hand side
From the bottom menu, click Show Grid and square off your image
This will overlay a grid over the image so you can square off your image before measuring
Use the rotate button from the bottom menu to rotate the image 10 degrees until it's squared off with the grid
When complete, click the Hide Grid button
You can Zoom in and out using the magnifying glass icon on the bottom menu or by using your mouses scroll button
Next, from the menu on the right click Tools, then Draw and we will start from the top of the roof and work our way down
Left-click with your mouse to drop your first point
Drag your mouse across the exterior section and left-click again to drop another point
Continue to outline the rest of the facet of the roof, when you get back to your first point, the facet will be complete and a purple shading will show
To have your point stop making a line, right-click on your mouse
Click on a point to continue measuring the roof
Close facets by connecting points
Part 3: Label Your Measurements
After you've completed your measurements, you can now label your edges and facets
From the menu on the right-hand side, click Tools, then Draw
Next to Draw, you'll see two tabs, Edges and Facets
To start to label your measurements, click Edges, then from the menu, choose the proper label and click your line
The line will then change color to the label you chose
Part 4: Assign Pitch
From the menu on the right-hand side, click Tools
Click Facets
The Predominant Pitch will automatically show
To assign a pitch to a particular facet, click on the Pitch
Next, click on the Facet
You will see the Pitch assigned underneath the Sq. Ft count
Part 5: Access Report
After you've completed your measuring, you can exit the tool and access the Measurement Report
At the top left of the screen, click Exit Tool
A "Leave Site" pop-up may appear, click Leave
The Measurement Tab will close, and you will return to the Measurements Tab on the Project Page
You will see the Schematic and Measurements appear
Click the Download Report button
Download and Save the report to your computer to share as needed!