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5-Step Workflow

Updated over 3 months ago

The Roof Measurement Editor uses a streamlined 5-step workflow to ensure accurate, complete measurements.

### Step 1: Crop Area

**Purpose**: Focus on the specific roof you want to measure by cropping the satellite image.

#### How to Crop

1. When you enter the editor, cropping mode is automatically active

2. Click and drag to draw a rectangular crop area around your roof

3. Release to set the initial crop area

4. **Adjust the crop**:

- Drag the **corner handles** to resize diagonally

- Drag the **edge handles** to resize in one direction

- The crop area will show an orange border with white handles

#### Tips for Cropping

- Include the entire roof structure with a small buffer around the edges

- Avoid including too much surrounding area - keep it focused on your roof

- You can always go back to this step if you need to adjust

#### Navigation During Crop

- **Click & Drag**: Move the crop area handles

- **Mouse Wheel**: Zoom the underlying Google Map

- The crop defines what will be measured in the next steps

**When to Continue**: Once you've framed your roof perfectly, click **Next** to proceed.

---

### Step 2: Measurements

**Purpose**: Draw all the roof edges and sections that you need to measure.

#### Available Measurement Tools

##### 1. Distance Tool (Ruler) πŸ“

Measures straight-line distances between two points.

**How to Use**:

1. Click the **Distance** tool in the toolbar

2. Click once to place the start point

3. Click again to place the end point

4. The measurement completes automatically after 2 points

5. Distance is displayed in feet along the line

**Best For**:

- Individual roof edges (eaves, ridges, hips, valleys, rakes)

- Perimeter measurements

- Wall segments

##### 2. Area Tool (Polygon) ⬛

Measures the area of roof sections (facets).

**How to Use**:

1. Click the **Area** tool in the toolbar

2. Click to place corner points around the roof section

3. Continue clicking to add points (minimum 3 points required)

4. **To complete the polygon**:

- **Double-click** on any point, OR

- **Click near the first point** to snap and close, OR

- **Press Enter** to close the current polygon

5. Area is displayed in the center in square feet

**Best For**:

- Roof facets/planes

- Individual sections with different pitches

- Complex roof shapes (L-shapes, hip roofs, etc.)

#### Smart Measurement Features

##### Automatic Snapping 🧲

The editor automatically snaps your cursor to:

- **Existing vertices** (endpoints of lines or polygon corners)

- **Midpoints** of existing lines

- **Any point along existing lines**

- **Grid alignment** (when axis-aligned with any existing point)

**Visual Feedback**:

- **Orange crosshair**: Default mode with auto-snap enabled

- **Green crosshair**: Aligned horizontally and/or vertically with existing points

- **Blue crosshair**: Forming a 90-degree angle with the previous segment

- **Purple crosshair**: Shift key pressed (snap disabled for precise placement)

##### Precision Control

**Hold Shift**: Temporarily DISABLE snapping for precise, freehand placement

- Use this when you need to place a point exactly where you click

- Crosshair turns purple to indicate snapping is disabled

- Release Shift to re-enable snapping

**90-Degree Angle Detection**:

- When drawing, if your cursor forms a ~90Β° angle from the last segment, the crosshair turns blue

- This helps create perfect rectangular shapes

- Tolerance: Β±10 degrees

##### Axis Alignment

- When your cursor aligns horizontally or vertically with ANY existing point, the crosshair turns green

- This helps create straight lines across multiple roof sections

- Extremely precise: ~3cm tolerance

#### Navigation During Measurement

**Temporary Pan Mode** (Command/Ctrl):

1. Hold **Command** (Mac) or **Ctrl** (Windows/Linux)

2. Measurement mode temporarily pauses

3. Click and drag to pan the map

4. Release Command/Ctrl to resume measuring

5. Your previous measurement mode is restored automatically

**Mouse Wheel**: Zoom in/out (map stays centered on mouse position)

#### Managing Measurements

**Edit a Measurement**:

1. Click the measurement in the results panel (right side)

2. It will be highlighted on the map

3. Click **Edit** to modify its points

4. Original is temporarily removed until you complete the edit

**Delete a Measurement**:

1. Click the measurement in the results panel

2. Click the trash icon πŸ—‘οΈ

3. Confirm deletion in the modal

**Visibility Toggle**:

- Click the eye icon πŸ‘οΈ next to any measurement to hide/show it

- Hidden measurements are not included in final calculations

#### Keyboard Shortcuts in Measurement Mode

- **Esc**: Cancel current drawing and clear all points

- **Enter**: Complete current polygon (area mode only)

- **Ctrl+Z / Cmd+Z**: Undo last action

- **Ctrl+Shift+Z / Cmd+Shift+Z**: Redo

- **Shift** (hold): Disable snapping for precise placement

- **Command/Ctrl** (hold): Temporary pan mode

**When to Continue**: Once all roof edges and sections are drawn, click **Next**.

---

### Step 3: Set Pitch

**Purpose**: Assign pitch values to each roof facet (area) for accurate surface area calculations.

#### Understanding Roof Pitch

- Pitch is expressed as **rise/run** (e.g., 5/12 means 5 inches of rise per 12 inches of horizontal run)

- Steeper roofs have higher pitch values

- Pitch affects the actual roof surface area vs. the flat projection area

#### Available Pitch Options

The Facet Panel provides:

- **0/12** (Flat roof)

- **1/12** through **12/12** (increasing steepness)

#### How to Assign Pitch

##### Method 1: Click Existing Areas (Recommended)

1. The Facet Panel automatically opens on the left

2. Click a pitch value in the panel (e.g., "5/12")

3. Click on a roof section (area polygon) on the map

4. The section is classified with that pitch

5. Repeat for all roof sections

**Visual Feedback**:

- Selected pitch is highlighted in the panel

- Classified areas show their pitch label in the center

- Areas without pitch remain visible but unclassified

##### Method 2: Auto-Detection

If you have line segments drawn but no areas:

1. Select a pitch in the Facet Panel

2. Click BETWEEN the line segments (inside a roof plane)

3. The system automatically detects and creates the roof facet polygon

4. The pitch is automatically assigned

**Auto-Detection Requirements**:

- You need closed boundaries formed by distance measurements

- Click inside the boundary you want to detect

- The system finds the smallest closed polygon containing your click point

#### Navigation During Pitch Assignment

**Shift + Drag**: When zoomed in, hold Shift and drag to pan

**Command/Ctrl + Drag**: Temporary pan mode (facet mode pauses)

**Mouse Wheel**: Zoom in/out

#### Facet Panel Actions

**Exit Facet Mode**:

- Click the Facet Panel button again (orange icon turns gray)

- Facet mode pauses but your classifications are saved

**Delete All Facets**:

- Click "Delete all facets" at the bottom of the panel

- This ONLY removes pitch classifications, not the area polygons themselves

#### Area Calculations

- **Flat Area**: The 2D projection area (what you see from satellite)

- **Roof Area**: Actual surface area accounting for pitch

- Formula: `Roof Area = Flat Area Γ— Pitch Multiplier`

- Multiplier = √(rise² + run²) / run

- Example: 5/12 pitch has multiplier of 1.083

**When to Continue**: Once all roof sections have pitch assigned, click **Next**.

---

### Step 4: Classify Edges

**Purpose**: Classify each roof edge by type (eaves, valleys, hips, etc.) for detailed reporting.

#### Available Edge Types

The Edge Tools Panel provides 10 edge classifications:

1. **Eaves** 🟒 - Lower edge overhanging the face of a wall

2. **Valleys** πŸ”΄ - Internal angle between two sloping planes

3. **Hips** 🟣 - External angle between two sloping planes

4. **Ridges** πŸŸͺ - Horizontal line at top where two planes meet

5. **Rakes** 🟑 - Sloped edge at the end wall

6. **Wall Flashing** βšͺ - Where roof meets a vertical wall

7. **Step Flashing** 🟀 - Flashing where roof meets wall at angle

8. **Parapet Wall** 🟠 - Low protective wall along roof edge

9. **Transition** 🩷 - Where roofing material or pitch changes

10. **Unspecified** πŸ”΅ - Default/unclassified edge

#### How to Classify Edges

1. The Edge Tools Panel automatically opens on the left

2. Click an edge type in the panel (e.g., "Eaves")

3. Click on a distance measurement (line) on the map

4. The line changes color to match the edge type

5. Repeat for all roof edges

**Visual Feedback**:

- Selected edge type is highlighted in the panel

- Classified edges show in their respective colors

- Unclassified edges appear white

- Hovered edges highlight in yellow

#### Edge Colors Reference

| Type | Color |

|------|-------|

| Eaves | Green |

| Valleys | Red |

| Hips | Purple |

| Ridges | Light Purple |

| Rakes | Yellow |

| Wall Flashing | Gray |

| Step Flashing | Brown |

| Parapet Wall | Orange |

| Transition | Fuchsia |

| Unspecified | Cyan/White |

#### Navigation During Edge Classification

**Shift + Drag**: When zoomed in, hold Shift and drag to pan

**Command/Ctrl + Drag**: Temporary pan mode (edge mode pauses)

**Click on lines**: They highlight in yellow when hovered

#### Edge Panel Actions

**Delete Single Edge Classification**:

1. Click on a classified edge on the map

2. It becomes highlighted

3. Click "Delete edge" in the panel to remove its classification

**Delete All Edge Classifications**:

- Click "Delete all edges" at the bottom of the panel

- This removes edge types from ALL measurements

- The distance measurements themselves remain

**Exit Edge Mode**:

- Click the Edge Tools button again to close the panel

- Your classifications are saved

**When to Continue**: Once all edges are classified, click **Next** to review.

---

### Step 5: Review

**Purpose**: Review your complete measurements in 3D and generate the final report.

#### 3D Visualization (Default View)

The Review step opens with an interactive 3D model of your roof:

##### 3D Controls

**Camera Navigation**:

- **Left Click + Drag**: Rotate camera around the roof

- **Command/Ctrl + Left Click + Drag**: Pan the camera

- **Right Click + Drag**: Pan the camera

- **Mouse Wheel**: Zoom in/out

- **Middle Click + Drag**: Zoom in/out

##### 3D View Features

**Overview Panel** (Top Left):

- **Total Roof Area**: Sum of all facets with pitch multipliers applied

- **Sections**: Number of roof facets

- **Total Edges**: Sum of all edge lengths

- **Section List**: Click any section to focus on it

**Section Selection**:

1. Click on a roof section in the 3D view OR in the list

2. Camera smoothly animates to focus on that section

3. **Section Details Panel** appears showing:

- Square footage (with pitch multiplier)

- Pitch (e.g., 5/12)

- Type (facet type)

- Polygon shape preview

- Individual edge dimensions

4. Other sections dim to highlight the selected one

5. Edge labels appear on the 3D model

**Hover Effects**:

- Hover over sections in the list to highlight them in 3D

- Sections glow subtly when hovered

- Click to select and lock focus

**Deselect**:

- Click the X button on the Section Details panel

- Click anywhere outside a roof section

- Returns to overview with all sections visible

##### 3D Visual Elements

**Lighting**:

- Realistic directional lighting with shadows

- Ambient light for clear visibility

- Shadows cast on the ground plane

**Materials**:

- White roof surfaces with subtle metallic finish

- Semi-transparency when dimmed

- Selected sections have subtle lift effect

**Edge Lines**:

- Colored based on edge type classification

- Thicker lines for ridges

- Dashed lines for valleys

- Positioned at roof elevation

**Labels**:

- Pitch and area shown in center of each section

- Black background with white text

- Selected section labels highlighted in orange

- Edge dimension labels when section is selected

#### 2D Map View (Alternative)

Switch to 2D view using the toggle button:

**2D Features**:

- Same satellite imagery from measurement steps

- All polygons and lines visible

- Pitch labels on each facet

- Edge colors from classification step

**2D Navigation**:

- **Command/Ctrl + Drag**: Pan the map

- **Mouse Wheel**: Zoom in/out

- All measurements are visible simultaneously

#### Generating the Report

1. Review all measurements in 3D or 2D

2. Ensure all facets have pitch assigned

3. Verify edge classifications

4. Click **Generate Report** button (top right)

5. A PDF report downloads with:

- Property address and report name

- Total measurements summary

- Individual facet details with pitch

- Edge classifications and lengths

- 3D visualization snapshots

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