Help

Surveys

• Tap on the ‘+‘ button to add a new survey location.
• Tap on the Edit button to delete a survey or reorder the list.
• New surveys will be added to the top of the list.
• Tap on a survey name to view or edit a survey.

Site Overview

• Enter the property or location name of the survey.  This will become the title of your survey.
• Enter additional information as appropriate.
• Units determines how you would prefer to view dimensions for this survey.
• Buttons below the information fields link to four sections for capturing more detailed information.
• The Survey button will take you back to the list of surveys.
• You can email CSV files of your surveys using the Share button.

Site Contacts

• Tap on the ‘+‘ button to add a new contact.
• Tap on the Edit button to delete a contact or reorder the list.
• New contacts will be added to the top of the list.
• Tap on a contact to view or edit.
• Tap on the button in the upper left to return to the previous page.

New Contact

• Enter contact’s name and other information.
• Tap on the button in the upper left to return to the previous page.
• Tap on the ‘+‘ button to add a new contact.

Common Dimensions

• Tap on the ‘+‘ button to add a new item.
• Tap on the Edit button to delete an item or reorder the list.
• New items will be added to the top of the list.
• Tap on an item to view or edit.
• Tap on the button in the upper left to return to the previous page.

New Item

• Enter the item’s name and other information.
• Tap on the Add Photo button to take a photo of the object.
• Tap on the Share button to add photo to your photo library.
• Tap on the button in the upper left to return to the previous page.
• Tap on the ‘+‘ button to add a new item.

Rooms and Spaces

• Tap on the ‘+‘ button to add a new room.
• Tap on the Edit button to delete a a room or reorder the list.
• New rooms will be added to the top of the list.
• Tap on a room to view or edit.
• Tap on the button in the upper left to return to the previous page.
• Tip – To be most efficient on site, it’s best to create and fill in as much information about the property (room names, dimensions) as you can gather before going to the survey.  You can verify and adjust dimensions & details on site.

Room Details

• Fill in information fields as appropriate.
• The Camera icon will allow you to take photos of the room.
• At the bottom of the page is a section to create a Room Sketch.
• The Rooms button will take you back to the list of rooms for this survey.
• Tap on the ‘+‘ button to add a new room.

Sketch

• If you have entered length and width dimensions for the room you will be given the option to have the walls automatically drawn.  If your room is not all square walls, you will be able to edit them afterwards.
• Drawing Tools are along the bottom of the Sketch:

• View Settings – turn Grid on/off, turn Snapping on/off, set Grid Size.
• Draw/Pan – When Draw is selected objects will be placed with screen touches.  When Pan is selected screen touches will allow you to pan around the sketch.
• Layers – Opens a pop-up window with a list of all objects in the drawing.
  • Touch item name to make it flash on the drawing.
  • Tap Delete to remove item from drawing.
  • Some objects have settings which are shown in Layers.
• Objects – Select the object you which to add to the sketch.
  • Wall or Air Wall – Tap & drag to draw object.
  • Single Door, Double Door, Window – Tap & drag across a wall or air wall.  Object will snap to grid line.  To place object between grid lines drag diagonally through wall. Object size can be changed in Layers pop-up.
  • Chandelier, Round Column, Square Column – Tap where you would like object placed.  Object size can be changed in Layers pop-up.
  • Electrical Outlet – Tap to place.
  • Screen – Tap and drag to place screen and projector.  Screen size can be changed in Layers pop-up, as well as whether to show or hide projector.
  • Stairs –  Tap & drag to draw object.  Width can be set in Layers pop-up.
• Delete Last Object – Deletes the last object placed.  Press repeatedly to remove more objects.
• Fit To Screen – Tap to resize drawing to screen.
• Clear – Erases entire drawing.

• When Sketch first opens, the Wall object is automatically chosen.
• Add walls and objects onto your sketch.
• Pinch to zoom.
• When returning to edit a Sketch, Pan is pre-selected.

Project Details

• This section is for reference should you want to add information pertaining to a specific event or project held at the site.