Docs / Quotes & jobs

Job address and site data

Overview

Most jobs happen somewhere other than your shop. When you put the job address on a job — where the work actually is, not the customer's billing address — two things change. Setell prices that job for its local labor market instead of your home region, and it looks up what public building records say about the property so you have a starting size to work from.

The second part is an estimate, and Setell says so. It is there to save you typing, not to replace your own measurement.

Steps

Open the job and find the Job site card in the right column.
Click Add, type the address the way you'd write it on an invoice — 11 Advantage Ave, Omaha, NE 68106 — and click Save.
Setell confirms the market it's pricing for, e.g. "Priced for Omaha-Council Bluffs, NE-IA."
Leave the field empty and save to remove the address.

You can also just tell Setell in Studio: "the Henderson job is at 11 Advantage Ave in Omaha." Customers can fill it in themselves on your intake form, and Setell picks it up automatically when an email mentions where the work is.

What happens next

Pricing follows the job. A cold-start quote uses that location's labor rates. When Setell adjusts a number for geography it tells you so on the quote — "Job-site region: labor in Omaha-Council Bluffs runs ~7% above the national average." If you already have your own history for this kind of work, your own numbers win — geography only fills the gap before you've built that history.
Site data appears when it's available. If public records have the building, a Site data card shows the footprint with its source and how confident the match is. It feeds the next quote draft as background, the same way an attached drawing would.
Nothing here is shown to your customer.

Confirming what Setell found

Every derived number arrives marked Estimate. Two buttons sit under it:

Confirm — you've looked and the number is right. It stops showing as an estimate and Setell treats it as yours.
Adjust — type the real number. Same result, your value.

Once a job has a footprint, a Roof pitch picker appears. Choose the pitch and Setell estimates roof area from it — a 6:12 roof has about 12% more surface than its footprint. That roof-area number is itself an estimate until you confirm it, because the math can't see overhangs, dormers, or a roof made of several separate planes.

You can do all of this by asking too: "confirm the footprint on the Henderson job", "the footprint is actually 2,600", "that roof is a 6:12", or "look up the site data again" — in Studio or from any connected agent.

If you work on roofs

Roof trades get a better read than a footprint. When your trade is a roof trade — roofing, exterior envelope, or solar — Setell pulls 3D roof geometry for the address — the actual sloped surface area across every roof plane, the dominant pitch, and how many planes there are — instead of estimating from the building footprint. Where public USGS lidar covers the address, Setell measures the roof from that lidar as well and uses the imagery read as a second opinion. Everything is labelled with its source and imagery date, and it's still an estimate until you confirm it.

Which trades qualify is a licensing condition of the imagery, not a plan restriction — it's on every plan for the trades it covers. A landscaper or a machine shop quoting the same address gets public building records instead. Set your trade under Settings → Your trade (see docs/playbooks). Roofing and exterior envelope are playbooks you can pick there; solar isn't a playbook — choose Something else and type it in.

Roof geometry needs an address that lands on a building, and it isn't everywhere — where the imagery or the lidar doesn't cover the address, Setell falls back to the footprint and says so.

Review the measurement

A number you can't see behind is a number you have to either trust or redo. So once Setell has derived site data for a job, a Review measurements button sits under the values on the Site data card. It opens Measurement review — the picture behind the numbers.

Open the job and click Review measurements on the Site data card.
You get the aerial image the measurement was computed from, credited to its provider.
Alongside it, Roof shape — how many planes, how much of the roof the biggest one is, the directions the planes face, and the pitch — followed by every plane with its area, its share of the roof, its pitch, and the direction it faces. A legend says what each column means.
Confirm or Adjust any row without leaving the panel. A row you've already settled reads You confirmed this.

What the panel tells you about its own limits, because you're about to price from it:

How good the picture is. High-detail imagery is called that; medium says treat the areas as approximate; low says treat the areas as a sketch. The capture month and year are shown.
Whether it measured the right building. If the matched building sits far from the address Setell geocoded, the panel says so and tells you to check the picture before trusting the numbers.
Whether the area is physically sensible. Setell compares the roof area against the building's plan area — a roof smaller than the ground it covers, or steeper than a 12:12 would explain, is called out as a likely bad building match rather than quietly averaged in.
What aerial imagery can't see. Measured from aerial imagery, not from the roof. It can't see condition, layers, or access.

If Setell has the numbers but no image yet, the panel says so and the numbers stay editable. Measurement review is operator-only — it never appears in your customer's Deal Room.

What site data can and can't tell you

Footprint is plan area — the outline of the building seen from above. It is not roof surface. A pitched roof has more area than its footprint.
It can't see pitch, condition, or access.
Match quality is shown honestly: Good match means the address landed directly on a building; Rough match means Setell found a structure nearby and it may be the neighbour's.
Confirm before you quote from it. These are public-record estimates, marked Estimate on every row.

Troubleshooting

No Site data card. Setell either found no address match, no building on record (structures under about 450 sq ft aren't included), or the public data service didn't answer. Re-saving the address tries again.
The number looks wrong. Check the match quality on the card. A Rough match may be a neighbouring building. Trust your own measurement over it — that's what it's for.
New construction is missing. Public building records lag; a recently built property may not be in them yet.
It says the wrong metro. Make sure the address includes city, state, and ZIP. Setell resolves the most specific thing it can — ZIP first, then city and state, then state.

FAQ

Is this a replacement for a roof report? No. It's a starting number so you're not typing from scratch. If a job needs certified measurements, order the report you always order and attach the PDF to the job — Setell reads it and drafts from it.
Do I need the address? No. Everything works without it; you just get your home region's pricing and no site data.
Does the customer see it? No. The address, the site data, and the pricing reasoning are all operator-only.
Why is my quote priced for a different city than my shop? Because the job is there. That's the point — you're quoting work in that market, not at your address.

docs/quotes/create-job · docs/autonomy/pricing-analyst · docs/insights/your-patterns · docs/roof/report

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