Introduction
This document explains the Contractor’s Cloud / Eagleview Integration. All billing will operate normally between you and and Eagleview.
Set Permissions You will first need to set your user permissions. Menu Bar → Corporate Settings → Users → Pick User → Permissions → Process Permissions → Integration Permissions
Is Eagleview Administrator If this user is an Administrator or an Executive and you want to give them access to the Eagleview integration setup interface, turn this permission to ON. Can order Eagleview Reports Turn this permission ON for the users that are allowed to order Eagleview reports.
Eagleview Setup Menu Bar → Dashboard → Corporate Dashboard → Eagleview Integrations Below is the screen you should see.
EAGLEVIEW INTEGRATION: At any time you can turn on or off the integration regardless of settings by clicking this button ON or OFF. AUTHENTICATION METHOD: You can integrate with Eagleview with 1 corporate account or multiple user accounts (i.e. each user ordering has a separate Eagleview account).
BY COMPANY : Enter in your Eagleview Username and Password, then press the Click to Integrate button. NOTE: We do not store your eagleview password in any manner. It is used only once for the authentication.
BY USER :
To authenticate by individual accounts enter their Eagleview Username and Password, then click the Connect button.
Either method, you will be notified when the authorization was successful. DEFAULT EMAIL NOTIFICATIONS: Here you can design additional Eagleview status notification emails based on job criteria for this particular company. Not only can you add your user emails, but you can add the email of a user in a particular role within a job, To add a default email, simply pick a user, role, team, or contact email from the following pulldowns and it will be added. NOTE: Only the users that belong to this company will be shown.
Ordering Within a Job
To order an Eagleview, go into a job. Within the icon bar at the top, you will see an Eagleview icon. Click this icon to order.
CALIBRATE THE STRUCTURE’S LOCATION: Since Eagleview likes coordinates, It is always a good idea calibrate the latitude and longitude of the structure’s location. Simply drag the orange flag to the structure of choice on the map. Once you drop the pin, Google will geolocate the coordinates of where the flag was placed.
ORDERING AN EAGLEVIEW: Based on your permissions, you should see an Order an Eagleview button. Click that to order. You will wait a few seconds while Eagleview complies the available products for your account.
Complete the eagleview form then click the Submit Eagleview Order button. This form is similar to Eagleview’s submission form on their website. For additional information on the order form, please review Eagleview’s site.
Once your order has been submitted, you will see the order details in the Previous Eagleview Orders table. The status within this table will automatically update as Eagleview processes the order. You can click on the blue plus sign to see a summary of the order you submitted.
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