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Using Aerial Measurements in Copilot

Learn how to use the Aerial Measurements tool in Copilot to measure properties, calculate distances, and save results.

Updated over 4 months ago

Step 1: Open the Aerial Measurements Tool

Go to Calculators > Aerial Measurements in your Copilot account.


Step 2: Select a Property

Selecting an address using the Aerial Measurements calculator in Copilot CRM

You can either:

  • Enter an address, or

  • Select an existing customer and property already in Copilot.


Step 3: Adjust Measurement Options

Before measuring, click Measurement Options to configure settings:

  • Units: feet, yards, meters, or acres

  • Decimal precision: number of decimal places for measurements and rates

  • Measurement color: choose a color to represent each measurement type


Step 4: Take Measurements

Measuring property size using the Aerial Measurements calculator in Copilot CRM

Area Measurements

  1. Select what you want to measure: Buildings, Property, Area, or Custom selection.

  2. Click to place marker points around the area.

  3. Close the shape by connecting to the first point.

  4. Copilot will fill in the shape and display the calculated measurement.

Distance Measurements

  1. Select Calculate Distance.

  2. Click two or more points on the map to measure straight-line distances.

Subtracting Areas

If you need to subtract an area (e.g., removing a building footprint from a property lot size):

Subtracting area sizes using the Aerial Measurements calculator in Copilot CRM

  1. Select the area to subtract.

  2. Draw the shape inside your original measurement.

  3. Copilot will adjust the total measurement automatically.


Step 5: Apply Rates to Measurements

You can enter a rate charge for any measurement to automatically calculate pricing.

Applying rates to measurements using the Aerial Measurements calculator in Copilot CRM
  • Enter rates before or after measuring.

  • Copilot will multiply the area or distance by your rate to show total cost.


Step 6: Save Measurements to a Property

Saving measurements using the Aerial Measurements calculator in Copilot CRM

Click:

  • Save Measurements to Property (for existing properties), or

  • Save Measurements to New Property (for new addresses).

A green Saved message will confirm success.


Step 7: View Saved Measurements

To review saved measurements:

Viewing saved property measurements from the Aerial Measurements calculator in Copilot CRM
  1. Go to the Customers tab.

  2. Open the property by clicking the three dots > Edit Property.

  3. In the Main Info section, you’ll see:

    • Saved areas and distances

    • Lot size (automatically updated with all saved building/area measurements)


✅ That’s the full walkthrough of the Aerial Measurements tool! From here, you can explore advanced options by testing different measurement types and rate settings.

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