Ordering roof measurements (external)

Ordering roof measurements (external) is a refined operational playbook for Estimates teams in Klaus Connect.

Objective

Use external measurement providers when in-house capture is delayed or unavailable.

Article profile

• Primary audience: SALES
• Content type: HOW_TO

Primary app screens

• pages/portal/roof-measurements/measurement-reports.tsx
• pages/portal/external/roof-scope.tsx

Execution workflow

1. Submit external order with accurate address and structure metadata.
2. Track report status and expected delivery date.
3. Import report values and compare with visual sanity checks.
4. Store report artifact in documents for traceability.

Common failure points

• Ordering with incomplete property metadata.

Handoff and follow-through

• Estimator confirms imported values before contract issue.