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For more information on ProLine and how to set up the integration, visit this page.
Already using ProLine to manage your roofing projects? They've built an integration that allows you to import measurements for any Hover job in order to automatically generate Proline Reports for use in ProLine quotes!
In this article, we cover how to set up the integration, import the measurement data, and access the Hover measurement PDF and 3D model from within a ProLine project.
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1) Connect your accounts
Log into your ProLine account
Click Integrations from the lefthand menu
Click the Hover tile
Use the drop down arrows to select your desired units of measurement
Use the drop down arrows to select your desired units of measurement
Click ENABLE INTEGRATION
You will be redirected to your Hover account and may need to enter your Hover login credentials, if not already signed-in
Click Allow to authorize the integration with ProLine
Your accounts are now connected!
You will be redirected to the previous Hover-integration-configuration-screen within your ProLine account, and see two confirmation signs that it was enabled successfully:
1) A green checkmark in the upper right corner
2) A message at the bottom of the screen, "This integration is currently on"
2) Import Hover's measurements to any ProLine project
Note: Hover's measurements for a particular project need to have been completed prior to following the steps in this section.
When you're ready to import measurement data for a ProLine project, follow the steps below:
Open the project within your ProLine account
Click Project Details
Click Measure
Select the Hover project data to import
Select the Hover project data to import
Click the Hover icon
Type the project name or address into the search bar pop-up
Click Import
The data should successfully import within a matter of minutes, if not seconds!
When the project status says "Completed", click to open it
The imported measurement fields will populate
To open the Hover measurement PDF, click the small paper-icon
To open Hover's 3D model, click "View 3D model" from the cover page of the measurement PDF
3) Map custom measures in Proline to Hover
This step is completely optional.
Navigate to the measurement settings in Proline
Navigate to the measurement settings in Proline
Log into your Proline account
Click the top left icon (3 horizontal lines)
Click Company Settings
Click Measurements
Create a custom measurement
Create a custom measurement
Click Measurement Report Fields and select Add Measurement from the drop down menu
Enter the name of a Hover measurement that you use
i.e. we use "Trim - Sloped Trim" from the Hover report and called it Sloped Trim
Click Create, and repeat for all other measures
Map your measures to Hover
Map your measures to Hover
Click the top left icon (3 horizontal lines)
Click Integrations
Click the Hover tile
Using the drop down menu, map the name of your measure(s) to the available Hover Measures shown on the left
Need help? Reach out to the ProLine team.
If you encounter issues setting up the integration or importing measurements into ProLine, we recommend reaching out directly to their chat support team for the fastest resolution.