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Using the LandOne Takeoff Integration
Using the LandOne Takeoff Integration

Learn how to use our LandOne Integration from the ground up!

Aspire Software avatar
Written by Aspire Software
Updated over 11 months ago

Overview

LandOne provides tools for measuring to create property takeoffs using aerial images or PDFs. Aspire has integrated with this measurement tool allowing it to be accessed from within Aspire for measuring takeoffs. Measurements made are then automatically updated in Aspire.

⚠️ A user assigned to the System Admin role is required for these steps to be completed.

In order to integrate with LandOne, there are steps that must be completed in Aspire. The following instructions detail the information that is required to set up the integration between the systems.


Table of Contents


Enabling the LandOne Integration in Aspire

Training Video Overview

Enabling Option and Choosing Provider in Administration

📌 Note: If you own both Go iLawn and LandOne, you can integrate with both Go iLawn and LandOne in Aspire. This feature update will not impact your current takeoff integration settings. So, your existing workflows will not be interrupted.

Go to Administration ➡️ Configuration ➡️ then Application.

  1. In the Application subsection, check Enable Takeoff Integration. Once you check the Enable Takeoff Integration checkbox, you will notice that you have the option to select both Go iLawn and LandOne.

  2. Check the box for both options to simultaneously utilize both takeoff integration options. Otherwise, select the one you will use.


  3. If both takeoff integrations are enabled, choose a default provider for your Property and Estimate Takeoffs by selecting one of the integration options from the Default Property and Estimate Takeoff Provider dropdown menus.

    1. Please note:

      1. These are required fields.

      2. The Takeoff Integration provider that you designate as the default provider will automatically populate when you launch your takeoff projects from the Opportunity or Property details screen in Aspire.


API Client ID and Secret

⚠️ Access to the API is required in order to have a Client ID and Secret, which is needed to complete the integration with Go iLawn. The Client ID and Secret will need to be provided to each program.

To access the API credentials, go to your Profile Settings icon ➡️ Administration ➡️ Application Tab ➡️ then click API.

Then, select New to generate a new set of API credentials for the LandOne integration.


If one is not already created, a Client ID and Secret will need to be created by clicking the New button in the upper left. The Secret should be recorded and kept in a safe place as other integrations will need to use this as well.

⚠️ If there are other integrations that use these credentials, please remember that if the Secret needs to be regenerated at any time, the value will need to be updated in all integrations using these values.

  • Scroll down to the Scope area of the API configuration, and select the Takeoff Integration checkbox.

  • Selecting this option enables all endpoints needed for the Takeoff integration to function.

    • Additional endpoints can be added later, but the Secret will need to be regenerated in Aspire and updated to match within PI.

  • Copy your Client ID and Secret that has been generated from Aspire to use in the next steps.

  • Click Save.

📑 For more information on managing the API credentials, refer to the API Credential Generation article for more details.

Things to Remember about API Connection Set Up:

  • When setting up a new connection, configure the scope before saving. This makes sure the scope is contained in the initial auth token and you won't have to do additional configuration.

    • If needed, you can edit existing API configurations with additional API endpoints but need to regenerate the secret and update the secret in PI afterwards.

  • We encourage only selecting the necessary endpoints when configuring an API to limit security risk in that shared credentials and/or credentials with access to every available endpoint carry more room for error and misuse.

  • The Secret should be recorded and kept in a safe place if needed in the future.


Setting Up LandOne

The integration between LandOne and Aspire requires the following steps to be completed in LandOne.

1. In LandOne, click on the Account Information icon in the upper right corner and select Integrations from the menu.

📌 Note: The user role must be set to Org Admin in order to see this option.

2. The Aspire API Credentials screen will appear where the Client ID and the Client Secret will need to be entered in order to connect with LandOne.

3. Click on Add Your Aspire API Credentials to begin entering the credentials from Aspire. These credentials are copied in from the Evolution Administration - API settings in Aspire (see previous setup information for assistance).

4. Once the credentials are entered, click on the Save Credentials button. The screen will look similar to the following.


Using the LandOne Property Takeoff Integration

Training Video Overview

When the takeoff integration is enabled, a new button is available for launching the appropriate service. Within the service, takeoffs can be set for the selected properties, and those takeoffs will be updated in Aspire.

The takeoff items from Aspire are reflected in the takeoff service. However, the takeoff values for any given takeoff item are only synchronized from the takeoff service to Aspire, and not the other way around.

To use the integration:

1. In Aspire, select Properties from the menu and choose the desired property. The property must have a valid address in order for the integration to launch properly.

2. With the Properties tab displayed, click on the More icon (•••) on the right side.

3. Select the Takeoffs option from the menu

4. The Property Takeoffs screen will be displayed with the Services/Items that were defined in Admin previously.

📌 Note: If there are not takeoffs defined in Admin, then the Launch LandOne button will be inactive, and if clicked a tooltip will display that indicates the next steps for the user.

5. In order to move into LandOne to perform the takeoffs, click on the Launch LandOne icon at the top of the screen.

6. The LandOne program will launch, and you will be asked to login.

7. Once logged in, the address from Aspire will be used to locate any existing projects that match the address. If an existing project is not found, a new project will be created, and the option of how to continue in creating the project needs to be selected:

Once the desired option has been chosen, click on the Next button.

8. For this example, the Capture Aerial option was chosen in the previous step. With that option chosen, once the Next button is clicked, the Choose Aerial Image screen will appear. This screen is used to capture the aerial image of the desired area.

9. Once the image appears, the takeoff items are displayed down the left side of the screen and measurements are ready to be taken.

10. As takeoffs are conducted, the measurements will be updated in the appropriate lines in LandOne. (See: 60" Rider Mower)

11. In order to send the takeoffs back to Aspire, click Send Data to Aspire, which is located on the right side of the screen.

12. Once this button is selected, the Aspire Property Takeoff screen will be displayed and you will chose to send Estimates or Actuals back to Aspire.

Select the appropriate option and then click on the OK button.

13. Once the Send Data to Aspire option has been configured, the project screen will display the measurement data under the option on the right side of the screen. This example is sending Actuals back to Aspire.

14. As the measurements are taken, they are also being updated in Aspire automatically to the Property Takeoffs. To see the measurement updates in Aspire, the Property Takeoffs screen needs to refreshed by closing the screen (if still open) and then reopening it.


Overriding the Default Property Takeoffs Selection


📌 This section only applies if you have both the Go iLawn and LandOne integrations enabled in Administration.

To override the default property takeoff that was selected in Administration:

  1. Go to Properties and search for your property

  2. Once you've clicked on the desired property, in the Property Details Screen, find the Takeoff Override field.

  3. From the drop down, select the integration you would like to use.

  4. To revert back to your Default Provider, choose Select One at the top of the dropdown menu.


Using the LandOne Estimate Takeoff Integration

Training Video Overview

In order to use this integration, there must be an Opportunity with an Estimate that is either:

  • currently in bidding status or

  • an Estimate that can be reset to bidding status.

If no such estimates exist, one can be created from the Opportunities Search List screen. Locate and select the opportunity for which an estimate should be completed.

1. In Aspire, create an Estimate on the desired property.

2. With the Estimate tab displayed, click on the triple dot menu (...) in the upper right.

3. Select the Launch LandOne option from the menu.

4. The LandOne program will launch, and you will be asked to log in.

5. Once logged in, the address from Aspire will be used to locate any existing projects that match the address. If an existing project is not found a new project will be created, and the option of how to proceed in creating the project needs to be selected:

Once the desired option has been chosen, click on the Next button.

6. For this example, the Capture Aerial option was chosen in the previous step. With that option chosen, once the Next button is clicked, the Choose Aerial Image screen will appear. This screen is used to capture the aerial image of the desired area.

7. Once the image appears, there will be blank Materials list displayed down the left side of the screen.

8. To add materials to the project, click on the plus icon (+) in the top right corner of the Materials list to display the New Material screen.

9. Select the Aspire option at the top of the box when creating new material. With Aspire selected, this will allow the Aspire Catalog Item name to be searched in the Material name box. Click in the Material name box and start typing the item name.

As you type, the Item Type, Item Name, and Allocation Unit Type will be displayed for the items that match the material name entered in the box.

📌 Note: Only items that are from the Aspire catalog can be synced into the estimate in Aspire.

10. Select the desired item from the list of suggestions. Once an item is selected, the Material Name will be populated with the Item Name from the list.

11. Confirm that the Estimate Quantity, Annotation Size, Annotation Type, and Annotation Color are set as desired, and then click on the Save Material button.

12. The newly created material will be added to the Materials list.

13. To add multiple materials at a time, click the Add Material button on the bottom of the New Material screen. This allows the materials to be added quickly without having to reopen the screen each time.

14. As takeoffs are done, the values will be updated in the appropriate lines in LandOne, as shown in the left black panel.

15. In order to send the takeoffs back to Aspire, click the Send Data to Aspire button located on the right side of the screen.

16. Once this button is selected, the Opportunity Estimate Settings screen will be displayed. This is where you will choose whether to send Estimates or Actuals back to Aspire. Match the item and group to the service in Aspire.

17. All the materials that were created for the project will be displayed. Each item will need to be matched to the appropriate Aspire Service.

This process can be done individually, or in bulk by clicking on the checkbox to the left of each item. Once you select an item(s), options for Assign Group and Select Service will be displayed.

18. The Group column corresponds to the Group Names that can be set on estimates in Aspire. This column can be given any name desired.

19. The Service column corresponds with the Services list that you have created from the Administration section of Aspire. As a value is entered in the Select a service box, LandOne will suggest services that match the name of the service entered. Select the appropriate service from the list for each item.

20. Once all information has been populated, click on the Send To Aspire button.

21. Once the Send Data to Aspire option has been configured, the project screen will display the Estimate Summary details on the right side of the screen.

This example is sending Estimates back to Aspire.

22. To see the updates to the estimate in Aspire, return to Aspire and refresh the Estimate that was being worked on in LandOne. The Groups, Services, or Items that were created in LandOne, and the measurements taken, will be displayed in the Estimate.


Overriding the Default Estimate Takeoffs Selection

📌 This section only applies if you have both the Go iLawn and LandOne integrations enabled in Administration.

To override the default estimate takeoff that was selected in Administration:

  1. Go to Opportunities and search for your opportunity.

  2. Once you've clicked on the desired opportunity, in the Opportunity Details Screen, find the Takeoff Override field.

  3. From the drop down, select the integration you would like to use instead.

  4. To revert back to your Default Provider, choose Select One at the top of the dropdown menu.


Questions?

If you have feedback, questions, or need assistance with this integration, please contact us using the chat module inside LandOne or contact AspireCare.

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