Integration · CRM
Build Proposals Instantly From Your Site Survey Data
Connect Ensite to SubcontractorHub and measurements, photos, and field notes from your site survey flow directly into the proposal builder. Contractors eliminate the manual data transfer step between site visit and proposal generation — and the errors that come with it.
What Connects Between Ensite Site Survey and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
Measurements and Dimensions to Proposal
Roof pitch, square footage, linear footage of ridges and valleys, and any custom measurements captured in Ensite sync directly to the SubcontractorHub proposal as line item quantities. The proposal calculates material quantities from actual measured dimensions — not estimates — producing an accurate scope with the margin you planned.
Site Photos to Job Record
Photos captured during the Ensite survey attach automatically to the SubcontractorHub job record, organized by category (existing condition, damage documentation, measurements). Your estimator reviews the photos alongside the job record without waiting for someone to manually upload a camera roll.
Field Notes and Scope Annotations
Notes added by the field surveyor in Ensite — special flashing requirements, existing damage to note in scope, accessory counts, access constraints — sync as job notes in SubcontractorHub. The estimator builds the proposal with the full context of what the surveyor observed without a phone call.
Survey Completion Trigger for Proposal Generation
When an Ensite survey is marked complete, SubcontractorHub automatically creates a new proposal pre-populated with the survey data and notifies the assigned estimator. The estimator receives an actionable, pre-loaded proposal to review and price — not a notification to go find data somewhere.
How to Connect Ensite Site Survey with SubcontractorHub
Connect via Ensite API Key
Generate an API key in your Ensite account and enter it in the SubcontractorHub integrations panel to link the two systems.
Map Ensite Measurement Fields to Proposal Line Items
Configure which Ensite measurement fields (total squares, ridge feet, valley feet, etc.) populate which SubcontractorHub proposal line item quantities.
Set the Survey Completion Trigger
Enable the automatic proposal creation trigger so that every completed Ensite survey creates a ready-to-price proposal in SubcontractorHub.
Run a Test Survey-to-Proposal Flow
Complete a test survey in Ensite and confirm a new SubcontractorHub proposal is created with the correct measurements, photos, and notes attached.
Ready to connect Ensite Site Survey?
Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.
Who Uses the Ensite Site Survey Integration
Roofing Estimator Handling 15 Surveys Per Week
A roofing estimator building 15 proposals per week from field survey data used to spend 2 hours per day transferring Ensite measurements into proposals manually. With the integration, each completed survey creates a pre-populated proposal automatically. The estimator reviews, adjusts margin, and sends — cutting proposal turnaround from 24 hours to 2 hours.
Storm Restoration Team Surveying 50 Properties in 48 Hours
After a major storm event, a restoration company deploys four surveyors who complete 50 Ensite surveys in 48 hours. Each completed survey instantly populates a SubcontractorHub proposal. The inside sales team prices and sends all 50 proposals within four hours of survey completion — speed that's impossible with manual data transfer.
Solar Installer Using Site Survey for Shade Analysis
A solar installer uses Ensite's shade analysis tool on every survey. Ensite's shade percentage and roof orientation data sync to SubcontractorHub and inform the system size recommendation in the proposal automatically — the estimator doesn't recalculate shade-adjusted production estimates by hand.
HVAC Contractor Documenting Existing Equipment Before Replacement
An HVAC contractor surveys existing equipment — unit model, age, condition, refrigerant type — before proposing a replacement. Ensite survey notes on existing equipment sync to the SubcontractorHub job record, giving the installing tech the context they need before arriving on site.
Common Questions About the Ensite Site Survey Integration
Does Ensite work for trades other than roofing?
Yes. Ensite supports site survey workflows for multiple trades including HVAC, solar, siding, and general construction. The field mapping in SubcontractorHub can be configured to match the measurement types relevant to your trade.
What happens if a surveyor updates the Ensite survey after the proposal is created?
Updated survey data syncs to the job record as a note flagging the change. The original proposal is not automatically revised — an estimator reviews the update and edits the proposal manually if the measurements change. This prevents automated changes to proposals that may already be in review.
Can I attach Ensite reports (PDF exports) to the SubcontractorHub proposal?
Yes. The integration can attach Ensite's PDF survey report to the SubcontractorHub job record alongside the raw measurement data. This is useful for jobs where you want to share the survey documentation with the homeowner or a subcontractor.
Does the photo sync include all photos or just flagged ones?
By default, all photos from a completed Ensite survey sync to the SubcontractorHub job record. You can configure a filter to sync only photos flagged by the surveyor as 'proposal-relevant' if you want to reduce the volume.
How does the integration handle surveys where measurements are incomplete?
If a survey is marked complete in Ensite but has missing required measurement fields, SubcontractorHub creates the proposal with the available data and flags the missing fields. The estimator is notified to complete the missing measurements before pricing and sending.
Connect Ensite Site Survey with SubcontractorHub
Your team keeps working in the tools they know. SubcontractorHub ties them together so nothing falls through the cracks.
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