In v1.22, we were overjoyed to add EagleView Technologies to our growing list of powerful integrations.
Now, aerial roof measurements for your jobs are just a few clicks away and tie directly into the job folder in JobNimbus, at no additional charge.
Here are the steps to order an EagleView in JobNimbus
Note: You must have an active account with EagleView; related charges apply.
1. Turn On EagleView Integration
First thing you’ll want to do is enable the integration with EagleView in JobNimbus. To do that, head to your Settings and find the Features tab shown vertically on the left-navigation.
Find the listing for EagleView under the 3rd Party Features section and click Enable.
2. Set Up Products
After enabling the feature, a new tab in Settings will appear for EagleView. On this tab, you’ll add your email address and password for your EagleView account.
Once you’ve added your email, click Load Products to pull in the product options available to your account.
From this list, choose the products that you’d like to have available to choose from when ordering your aerial measurements from JobNimbus.
After choosing, click Update Products and your choice will be saved and available to choose from when ordering an EagleView.
3. Order EagleView
Now it’s time to order your EagleView. You can order from either a Contact or a Job.
Choose the record that you’d like to order from and use the action menu on that record to choose Order EagleView.
On the popup, fill out the address information (if it isn’t already filled in for you, or if it differs from the one on the job or contact you’re ordering from).
Then choose which report you’d like to order.
Once you’ve chosen your report, choose the applicable delivery method.
Fill in a Claim Number and the number of structures to include.
There is a space for more options where you can include if this structure has changed in the last 4 years, Claim Info, PO Number, and any extra Comments you would like to include.
Once everything is filled out, just click Place Order and your order will be sent to EagleView for processing.
4. Delivery and viewing
When your EagleView order is ready, it will automatically be sent back to your JobNimbus account and attached directly to the job or contact that you ordered it from.
Depending on the delivery method, this can vary in time, but you’ll receive an email notification letting you know that the EagleView is now available for you to see.
If you head over to the contact or job, you’ll see an Activity event is logged for when the order was placed.
If you go to the Attachments tab, you’ll see your EagleView document attached as a PDF and a .JSON file.
Thanks to our new PDF Preview feature, you’re able to view your entire EagleView order results right from inside JobNimbus.
If you have an app that uses the .JSON file to pull out data, feel free to download that file from JobNimbus to pull into that app. We also have plans to use this file in the future to help you get more value out of this EagleView integration.
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You’ll be taken to a page where you can create an account. Fill in all your information and then push “Create Account.”
You will receive a confirmation that your account has been created and that a message has been sent to your email. You will need to complete your registration by going to your email and clicking on the link provided.
Go into your email and find the EagleView Account Activation message. Click on the “Complete Registration” button.
Next, you’ll be taken to a page where you can create a password. Enter your desired password and submit.
Finally, you can access your account. Enter your email address and password you just created to log in.
You can select “My EagleView” in the top right corner to search addresses and view aerial images of roofs.
You can also view the Billing Page to submit orders and manage special instructions, claim information, email recipients, substitutions and customization, and payment information.
Once you’ve finished setting up your account, you will receive a welcome email from EagleView to confirm your account is set up and you can easily change your password or view their support page if you need assistance.
And that’s It!
And that’s all you need to do. Having everything set up, all you have to do is place the order from here on out and you’ll be able to conveniently get aerial measurements of your jobs sent right to the job in your CRM and project management software for reference later.
The Value of EagleView
“An EagleView report can get me the same information in minutes that it would take me half a day to measure myself manually. It’s a no-brainer.”
“We use EagleView QuickSquares reports for most of our roof replacement leads. It allows us to complete six additional estimates per day across our three sales reps. That’s a lot more revenue for the business.”
“We use EagleView over other vendors because it is integrated with JobNimbus. The process is easy, and it has streamlined the way we do business.”
From Mark Mansker, Owner of Absolute Roofing
Overall, it’s important to use aerial measurements with EagleView reports because it will enhance your business greatly. The cost is so small compared to the value it brings. Test out this calculator we made below to help you see how much more money you could be making using EagleView.
If you have any questions about how to set up or use our EagleView integration, don’t hesitate to comment here below or send us an email to firstname.lastname@example.org at any time.
For more how to’s and to learn about setting up other powerful features in JobNimbus, click here.
Ready to start using EagleView?