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Enable and use the Eagleview connector

This article explains how to connect XBuild to Eagleview, attach a measurement report you already have to an estimate, order a new report when you don’t, and track the order through delivery without leaving XBuild. When an order is in flight, you can ask the AI in chat for status at any time — and when the report is delivered, it lands in the project’s Documents section automatically so you can keep estimating. You must be logged into XBuild as an Administrator to connect Eagleview, and you must have an active Eagleview account to place new orders (XBuild does not process Eagleview payments — orders bill directly to your Eagleview account). Connectors require an XBuild Pro Subscription Plan or greater.

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Why connect Eagleview to XBuild?

Eagleview measurement reports are the foundation of accurate roofing estimates. This connector eliminates the need to switch tabs, copy addresses, or hunt for delivered files in your inbox.
  • No more re-keying addresses. Order from any project’s saved address — the address flows straight to Eagleview’s PlaceOrder API. No re-typing, no copy-paste mistakes, no fat-fingered ZIPs that stall the order.
  • Two paths to a report. Attach an existing report from your Eagleview library (no charge) or place a new order (billed to your Eagleview account). Both paths start from the chat + menu or a project-page CTA — XBuild checks your Eagleview library first so you never pay twice for the same measurements.
  • Live tracking in chat and on the project page. Order status pushes the moment Eagleview’s webhook fires — to the Eagleview chat widget and the project header. Ask the AI in chat at any time (“is my report ready?”) for an instant status check, with the widget re-rendered inline alongside the AI’s reply.
  • Email notifications for the moments that matter. XBuild emails you when the order is confirmed, when Eagleview needs your input (Pending), and when the report is delivered. Every email has a deep link back to the order in XBuild so you can act without hunting.
  • Reports auto-file. Finished PDFs (and JSON measurements, where Eagleview provides them) are written into the linked project’s Documents section the moment they’re ready — so the file is waiting when you come back to the project, not stuck in an email attachment.

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1. Connect Your Eagleview Account

The Eagleview connector uses a secure OAuth handshake, so you don’t need to manage API keys. Orders placed through the connector use your own Eagleview account credentials and bill directly to that Eagleview account — XBuild does not process Eagleview payments.
  1. Log in to your XBuild dashboard.
  2. Navigate to Settings and then the Connectors section.
  3. Locate Eagleview and click + Add connection.
  4. Give the connection a Display name (for example, “Big Pine Roofing — Acme Account”). This is only used inside XBuild to identify the connection.
  5. Click Continue to Eagleview. A secure window opens and redirects you to the Eagleview login page.
  6. Enter your Eagleview username and password, review the permissions, and click Allow or Authorize.
  7. You’ll be redirected back to XBuild. The connection now shows a green ● Connected indicator with the Eagleview account name.
If you don’t have an Eagleview account yet, sign up directly with Eagleview first — XBuild can attach existing reports and place new orders only against a connected Eagleview account.
Multiple XBuild Locations
Eagleview is connected at the Location level. Each XBuild Location can map to its own dedicated Eagleview account, or multiple Locations can share a single company-wide Eagleview account — whichever matches how your business bills.
  • Separate accounts per Location. Switch into each Location in turn and run through the OAuth flow above using that Location’s Eagleview credentials. Orders placed from a Location bill to its connected Eagleview account.
  • One shared account across Locations. Switch into each Location and authorize the same Eagleview credentials in each one. All Locations will bill to the same Eagleview account, but each Location maintains its own Connector configuration.
If you set up a new Location later, remember to connect Eagleview for that Location too — connections do not chain automatically across Locations (the same way Team members, Component Packages, and other Settings don’t chain).

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2. Attach a Measurement or Order a New One

Once Eagleview is connected, you can pull a measurement report into any chat that’s bound to a project. The connector opens with your existing Eagleview library so you can reuse a report you already paid for — placing a new order is one click away if no match exists.
Open the Eagleview Picker
  1. From the chat prompt, click the + button.
  2. Select Eagleview from the menu (subtitle: “Order measurements”).
The Measurements from Eagleview modal opens. The subtitle reads “Link an existing roof report or order a new one for this estimate,” with a green ● Connected indicator and a count of available reports (for example, “6 reports available”).
Attach an Existing Measurement
Attach measurement is the default mode. The modal shows your full Eagleview report library, most-recent first, with any reports matching the estimate’s address surfaced at the top.
  1. Use the Search reports by address… bar to filter the list. Search hits Eagleview directly, so you’ll find reports outside the initial 50.
  2. Scan each row — each one shows the property address, report type, square count, predominant pitch, and delivery date (for example, “15728 Snug Harbor Road, Charlotte, NC 28278 · Premium - Residential · Delivered today”).
  3. Click the external-link icon on the right of any row to open the report in Eagleview in a new tab.
  4. Click anywhere else on a row to attach it. The modal closes immediately and the report’s PDF is added to your chat compose area as a file chip.
That’s it — no confirmation step, and no charge to your Eagleview account (you’ve already paid for this report). If you grabbed the wrong report, click the × on the file chip in the compose area to remove it and reopen the picker.
Order a New Measurement
If you don’t have an existing report at this address, click + Order new in the top right of the picker to switch to the order form. The breadcrumb updates to Connectors / Eagleview / Order. New orders bill directly to the Eagleview account you connected in Step 1.
  1. Find the property. Use the Search address… field for autocomplete (Google Places). Selecting an address fills the form fields and re-centers the map pin.
  2. Fine-tune the pin if needed. Drag the pin on the map preview (toggle Map / Satellite as helpful) until it sits on the right rooftop. The lat/long readout updates live. Dragging the pin tells Eagleview this is a user-corrected location, which avoids the most common cause of a stalled order.
  3. Confirm the address fields. Address line 1, City, State, and ZIP are required. Address line 2 is optional.
  4. Pick a Report Type. The dropdown shows every product available on your Eagleview account, grouped by Residential, Commercial, and Solar. Each row shows the product name, a one-line description, and the price (for example, “Premium - Residential · $0”). The default is Premium — Residential.
  5. Pick a Delivery Method. Options vary by Report Type — typically Regular (no surcharge), Express, or 3-Hour. Bid Perfect™ is Quick Delivery only. Each option shows its SLA and any surcharge.
  6. (Optional) Choose an Add-On. When the selected Report Type supports add-ons, an Add-On dropdown appears between Report Type and Delivery Method.
  7. (Optional) Add special instructions. Use the free-text field to leave notes for Eagleview’s estimator — for example, “Exclude the detached shed; main house only.”
  8. Click Continue to finalize. The footer notes that the order will bill your Eagleview account.
Review and Submit Order
The Submit step (breadcrumb Connectors / Eagleview / Order / Submit) gives you one last check before the order goes to Eagleview.
  1. Review the summary table at the top: Property type, Building, and Product (report type · delivery tier).
  2. Answer “Have there been any structural changes in the last 4 years?” — defaults to No.
  3. (Optional) Expand Claim Information to add claim details for insurance estimates: Claim number, PO number, Date of loss, and Cat ID. These get attached to the order for downstream invoicing.
  4. (Optional) Add an Eagleview Coupon Code and click Apply. The Order Summary refreshes with the discounted total.
  5. Review the Order Summary — itemized line items plus Estimated Total (USD) — and confirm it matches what you expect. The total bills directly to the Eagleview account shown at the bottom of the summary.
  6. Click Submit order.
The modal transitions to the Tracking step, an Eagleview widget posts to the chat in the Ordered state, an order confirmation email lands in your inbox with a deep link back to the order, and Eagleview begins processing.

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3. Track Your Order Through Completion

Every Eagleview order moves through four steps — Ordered, In progress, Pending, Completed. Status updates push the moment Eagleview’s webhook fires, so XBuild reflects the latest state without you having to refresh. You’ll see it in three live places: Eagleview chat widget. A widget posts to the chat conversation when you place the order and re-posts on every status transition. Each widget shows the Order #, address, report type, a status pill (ORDERED, PROCESSING, PENDING, DELIVERED), the four progress steps, and an estimated delivery time (typically within 6 hours for residential). Older widgets stay in the thread as historical snapshots — you can scroll back to see the order’s full progression. Project header State pills. While an order is in flight, the project header shows the four steps as pills with the current step highlighted. The pills always reflect current status — they update independently of the chat thread. Tracking modal. Open the chat + menu while an order is in flight and the Eagleview entry shows the order number and status (“Order #EV-NNNNN · in progress”). Selecting it opens the Tracking modal, which mirrors the widget’s status plus a full Order Summary (line items, total, the Eagleview account billed) and a Track in EagleView ↗ deep link. While an order is in flight, the connector won’t let you attach a different report or place a second order on the same project — opening it goes straight to Tracking. Once the order reaches Completed or Cancelled, the connector returns to its default Attach + Order new modes.
Ask the AI About Your Order
You can check on an order at any time by asking the AI in chat — “where is my Eagleview order?”, “is the report ready yet?”, “any update on the measurements?” The AI reads the live order context every turn and responds in natural language with the order number, address, current step, and what to expect next. It also re-posts a fresh Eagleview widget in the same reply, so the live state resurfaces in your conversation without you having to scroll back. Example reply for an in-progress order: “Your EagleView order (#68913605) for 350 Fifth Avenue, New York, NY is still in progress on EagleView’s side. Nothing’s stuck on our end — it’ll attach here automatically the moment they deliver it. Commercial orders like this one usually come back within a day or two.”

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4. When Eagleview Needs Your Input (Pending Orders)

Occasionally Eagleview pauses an order mid-flight and asks you a question — for example, when the address pinpoints to the wrong rooftop, or when available imagery requires a different report type than the one you picked. When that happens, the order moves to Pending and four things show up at once:
  • The Eagleview widget re-posts in chat with a PENDING pill and an inline callout: “Eagleview needs your input — review the requested change to continue.” The widget includes a Review button.
  • A pending-issue email lands in your inbox with a deep link back to the order so you can act on it without coming back to chat first.
  • On your next message, the AI prefixes its reply with a ⚠️ acknowledgement pointing you to the widget — for example, “⚠️ Your Eagleview order needs your attention. Eagleview suggested a different report type for this address — review the widget above to approve or deny. Once you respond, Eagleview should wrap up the report shortly.”
  • The chat + menu shows the order’s status as “pending review,” and the Tracking modal mirrors the same callout.
Click Review to open the ACTION REQUIRED modal, which explains the request in plain language. Three common cases:
  • Report type change. Eagleview suggests a different (and usually cheaper) report because available imagery doesn’t support what you ordered. The modal shows a comparison card — original vs. suggested report type, with both price ranges — and gives you Deny or Approve change buttons.
  • Address confirmation. Eagleview couldn’t pinpoint the structure. The modal opens an embedded map so you can drag the pin to the correct rooftop or update the address, then click Confirm pin.
  • Question from Eagleview. A free-text question from Eagleview’s estimator. Type a reply and click Send response.
Below the primary actions, tertiary links let you Or update the address or close order if you’d rather cancel. Once you respond, the order resumes. A fresh widget posts in the Processing state with a confirmation (for example, “Report type change approved — Eagleview will continue with the updated report type and finish measuring shortly.”).

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5. When Your Report Is Delivered

When Eagleview marks the order Completed, five things happen automatically:
  • A fresh Eagleview widget posts to the chat with a green DELIVERED pill, all four progress steps checked, and “Delivered today, [date]” in the footer.
  • A file chip lands in the chat thread with a green NEW badge — for example, “OrderEV58821.pdf · 566.6 KB · Just delivered by EagleView” — with download and open-in-new icons.
  • The PDF is saved to the project’s Documents section with the filename pattern {address-slug}-eagleview.pdf. When Eagleview provides a machine-readable JSON measurements file alongside the PDF, it’s saved to Documents as well so downstream estimating can read the totals, pitches, and edge lengths directly.
  • An order-delivered email lands in your inbox with a deep link back to the project so you can pick it up wherever you are.
  • On your next message in chat, the AI acknowledges the delivery and offers to keep moving — for example, “Your EagleView report is ready and attached above. I’ve pulled the roof totals, pitches, and edge lengths into the estimate — ready when you are. Want me to draft the line-item estimate against these measurements now?”
The order is now terminal. The connector reverts to its default Attach + Order new modes on this project, so you can place another order whenever you need to.

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6. Troubleshooting Common Issues

  • The Eagleview entry is missing from the chat + menu. The connector isn’t connected for the active Location. Open Settings → Connectors → Eagleview and click + Add connection to run through the OAuth flow. Eagleview must be active in the Location you’re working from before it appears in the chat picker.
  • Eagleview is greyed out or says “No project selected.” The chat isn’t bound to a project yet. Attach a project to the chat, or start typing a prompt — XBuild will create a project from the address on your first attach or order.
  • I don’t have an Eagleview account — can I still use this connector? No. Orders place against your own Eagleview account and bill directly there; XBuild doesn’t process Eagleview payments. Sign up with Eagleview first, then come back to Settings → Connectors → Eagleview to connect.
  • I don’t see a report I just ordered in Eagleview directly. The picker pulls from the last sync. The list refreshes every five minutes; close and reopen the modal to pull the latest, or use the search bar (search hits Eagleview directly and bypasses the cache).
  • The “Attach measurement” list is empty. Either your Eagleview account doesn’t have any delivered reports yet, or the OAuth permissions didn’t grant access to your library. Disconnect and reconnect from Settings → Connectors → Eagleview to re-grant scopes.
  • I switched Locations and Eagleview isn’t connected anymore. Each XBuild Location has its own Eagleview connection. Open Settings → Connectors → Eagleview from the new Location and connect Eagleview there. You can use the same Eagleview credentials across Locations or a different account per Location.
  • I can’t place a new order — the modal goes straight to Tracking. This project already has an Eagleview order in flight (Ordered, In progress, or Pending). XBuild supports one in-flight order per project at a time. Wait for the current order to reach Completed or Cancelled, or cancel it from the Review modal, then place the new one.
  • Eagleview suggested a different report type and I missed the email. Open the chat + menu — if the Eagleview entry shows “pending review,” click it to open the Tracking modal and use the Review button. The Pending widget is also still in the chat thread above.
  • The order has been “In progress” for longer than expected. Most residential reports come back within a few hours; commercial can take longer. Ask the AI in chat (“any update on the Eagleview order?”) for the latest, or click Track in EagleView ↗ in the widget to open the order directly on eagleview.com.
  • My order was cancelled but I didn’t cancel it. Eagleview auto-cancels orders if a Pending request isn’t answered within their window (typically a few days). The widget shows the reason inline. To re-order, open the chat + menu → Eagleview → + Order new and start a fresh order.
  • My report shows as Delivered in chat but the file isn’t in Documents yet. Occasionally the delivery webhook lands a few seconds before the file finishes downloading. Refresh the project’s Documents tab; if it’s still missing after a minute, contact XBuild Support.
  • I’m not getting any emails for my Eagleview orders. Check your spam folder first, then verify the email on your XBuild profile is current. XBuild sends order-confirmation, pending-issue, and order-delivered emails — if all three are missing, contact XBuild Support so we can re-trigger the notification pipeline.
For further technical assistance, contact Eagleview Support via the Eagleview Help Center or by phone at (866) 659-8439. For XBuild-side issues, contact XBuild Support at support@x.build.