Measurements

Use measurements to speed up your quoting process.

Currently there are two ways to use measurements in SumoQuote: through our integration with EagleView or by manually entering them.

How to use measurements with EagleView:

  1. On your home “Projects” page, click on any project you have started.
  2. Click on the “Measurements” button at the top right-hand corner of the page.
  3. Click on “Search EagleView”.
  4. Click “Apply”.
  5. Roof Measurement Tokens will auto-populate from EagleView.

How to manually enter and use measurements:

  1. Manually enter values in the “Roof Measurement Tokens” section, and any other sections you need to input measurements for (i.e., Roof Pitch, Roofing Accessories, etc.).
  2. Once entered, go to your project page and click on “Create New Report”.
  3. Click on “Quote Details”.
  4. You’ll see that your quantities have been pre-calculated for the line items based on the values you entered in the Measurements section.
  5. Click on the "Authorization” page and you’ll see the quantities also auto-populate from the Measurements section.

 

Updated about 1 month ago

Did this page help you?