Help Center
Answers for Instant Report Setup and Material Orders
Practical notes for supported roof files, sketch handoff, panel and trim order math, and report recalculation.
Getting Started
Source files, sketching, and report handoff basics.
Supported File Types and File Requirements
Use Hover ESX/XML, EagleView XML/JSON, or a completed Sketch a Roof handoff to start an Instant Report.
Read articleSketch a RoofSketch Scale and Instant Report Handoff
Open the Sketch app when you need to draw the roof yourself, then hand the completed sketch to Instant Report.
Read articleMaterial Order Math
The settings and formula choices that shape order quantities.
Panel Cut LF and Panel Waste
Panel Cut LF totals the generated panel lengths, and Waste Per Panel adds extra length to every panel before material totals are calculated.
Read articleMaterial Order MathTrim Coil LF Calculated Source
Trim Coil LF calculated estimates how much flat trim coil is needed for the trim profiles in your report.
Read articleMaterial Order MathAdd Extra as Units vs Percent
Add Extra lets a material line add either a fixed amount or a percentage of the formula result before optional rounding.
Read articleMaterial Order MathRound Up to Whole Order Unit
Whole-unit rounding is for materials you buy in complete packages, not for custom-cut LF or SF quantities.
Read articleMaterial Order MathPrice Basis Conversions
Price basis can differ from order unit only where the app has a supported conversion.
Read articleReports and Billing
Saved report edits and non-billable recalculation.