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Tips & Best Practices

Updated over 3 months ago

Getting Started

#### 1. Crop Accurately

- ✅ Include the entire roof with ~10-20% buffer

- ✅ Exclude unnecessary surrounding buildings

- ✅ Make sure all roof edges are visible

- ❌ Don't crop too tight - you can't measure what you can't see

- ❌ Don't include too much area - makes measurements harder

#### 2. Start With Perimeter

- Draw all outer edges first using Distance tool

- This creates the framework for area detection

- Makes auto-detection work better

- Provides reference lines for snapping

#### 3. Use Snapping Extensively

- Let the system help you create straight lines

- Green crosshair = perfect alignment

- Blue crosshair = perfect 90° angle

- Only use Shift (purple) when truly needed

### Measurement Techniques

#### Creating Clean Polygons

1. **Plan your vertices**: Think about where corners should be before clicking

2. **Use snapping**: Snap to existing points to ensure continuity

3. **Check for gaps**: Zoom in to verify vertices connect properly

4. **Close carefully**: Double-click on start point to close precisely

#### Handling Complex Roofs

- **Multiple sections**: Create separate area polygons for each facet

- **Different pitches**: Measure each pitch section separately

- **Hip roofs**: Draw individual triangular/trapezoidal sections

- **Valleys**: Mark valley lines first, then create adjoining areas

#### Symmetrical Structures

- Use axis alignment (green crosshair) extensively

- Measure one side, use it as reference for the other

- Double-check with 90° detection for corners

- Parallel edges should snap-align

### Pitch Assignment Strategy

#### Recommended Workflow

1. **Identify all unique pitches** by visual inspection

2. **Group similar sections** mentally

3. **Start with the main roof** (usually largest area)

4. **Work outward** to smaller sections

5. **Use auto-detection** where boundaries are clear

#### Common Pitch Patterns

- **Gable roofs**: Typically 2 sections, same pitch

- **Hip roofs**: 4 sections, same pitch

- **Combination roofs**: Multiple pitches, measure separately

- **Flat sections**: Often porches, garages (0/12 or 1/12)

### Edge Classification Strategy

#### Systematic Approach

1. **Eaves first**: All lower perimeter edges (usually the most)

2. **Ridges next**: Top horizontal edges

3. **Hips**: External angles

4. **Valleys**: Internal angles

5. **Rakes**: Gable ends

6. **Special edges**: Flashings, transitions last

#### Quick Classification

- Zoom out for overall view

- Click edge type once

- Click multiple edges rapidly

- Switch to next type

- Zoom in for hard-to-click edges

### Using Undo/Redo Effectively

#### What Can Be Undone

- ✅ Adding markers, distances, areas

- ✅ Removing measurements

- ✅ Editing measurements

- ✅ Pitch assignments

- ✅ Edge classifications

- ✅ Clearing current drawing

#### Undo Strategy

- Don't be afraid to experiment

- If a polygon looks wrong, undo and redraw

- If you lose your place, undo back to a known good state

- Redo is available if you undo too far

### Review & Quality Check

#### Before Generating Report

- [ ] All roof sections have areas drawn

- [ ] All areas have pitch assigned

- [ ] All edges are classified (or marked unspecified)

- [ ] No gaps between adjacent sections

- [ ] Total area matches expectations

- [ ] 3D view looks correct

#### 3D View Inspection

- Rotate around the model

- Check for missing sections

- Verify pitches look correct relative to each other

- Ensure edge colors are correct

- Click into each section for detailed review

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