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Create and Configure

Start by creating a new project using the Projects button or the new project command. Fill in Project Info with the job name, address, and any relevant details. Set up Company Info from the Account menu — your logo and contact details are used for report branding. This only needs to be done once.

• Fill in Project Info before generating reports.
• Company Info is set once and reused across all projects.
• The project name appears in the footer once created.

Draw Your Floor Plan

Choose grid draw for structured, straight-line plans or pencil draw for freehand shapes. Tap or drag on the grid to place lines. Use snap mode to keep lines aligned. Create separate layouts for each room, floor, or elevation. Name them clearly — these names appear in the report.

Document and Report

Capture photos with the in-app camera. Add notes for site observations. When everything is documented, use the report command to generate a professional PDF. Use customize to control which sections appear in the output.

Header Bar

The header bar runs across the top of the screen. From left to right: Notes, Gallery, Documents, Project Info, and Account. Each button opens a modal sheet over the grid. On team projects, the header also shows sync status indicators and presence avatars for other connected users.

• Notes — Project-level text observations and reminders.
• Gallery — All captured photos and videos for the project.
• Documents — Imported files and generated outputs.
• Project Info — Job name, address, client details.
• Account — Subscription, team, company info, and settings.

Command Bar and Footer

The command bar sits at the bottom of the screen. Tap it, type a command, and press return. Commands are case-insensitive and many have short forms. The footer displays the current project name and active layout, and provides quick access to the project browser and layout selector.

Grid Draw vs Pencil Draw

Grid draw snaps your strokes to the cell grid, making it easy to draw straight walls, rooms, and structural outlines. Pencil draw gives you freehand control for curves, traces, and irregular shapes, with shape-assisted modes that recognize your gesture.

• Use draw grid when you want square/grid snapping behavior.
• Use draw pencil for freehand drawing.
• Pencil shapes: freehand, arrow, square, rectangle, oval, threesided, circle, halfcircle, halfeyebrow, arch.

Zoom, Snap, and Grid Visibility

Zoom values range from 0.5x (zoomed out) to 3.0x (zoomed in). Straight snap constrains to horizontal/vertical; diagonal snap adds 45-degree angles.

• Use zoom 1.5 or any value between 0.5 and 3.0.
• Use snap s for straight snap, snap d for diagonal snap.
• Use grid off to hide the grid lines without removing the drawing.

Fill Textures

Apply material textures to closed shapes on the grid. Draw a closed shape, switch to the fill tool using the fill command, then tap the shape. Textures include: solid colors, brick (running, basket, English, Flemish bond), wood, stone, tile, concrete, stucco, metal, glass, fabric, roofing, siding, landscaping, water, blinds, synthetic, and asphalt.

The Eight Drawing Tools

• Pen — smooth, consistent strokes for walls, outlines, and general drawing.
• Marker — translucent, wide strokes for highlighting areas of interest.
• Pencil — textured, light strokes that mimic a real graphite pencil.
• Monoline — uniform width regardless of pressure. Ideal for technical annotations.
• Fountain Pen — pressure-responsive calligraphic strokes.
• Watercolor — blending, translucent ink washes for artistic rendering.
• Eraser — remove strokes by brushing over them.
• Lasso — select, move, copy, and resize groups of strokes.

Background Patterns

Choose from 6 background patterns when creating a Sketch layout: blank, lined, grid, dot grid, graph paper, or isometric.

When to Use Document Layouts

Use Document for page-based writing and annotation: scope notes, checklists, specifications, meeting notes, or inspection templates. All 8 PencilKit drawing tools are available. Pan mode lets you scroll through pages without accidentally drawing.

• Page sizes: Letter, Legal, A4, Tabloid.
• Background patterns: blank, lined, grid, dot grid, graph paper, isometric.
• Page break separators are always visible between pages.
• Choose lined for notes, graph paper for scaled sketches, blank for free-form annotation.

How It Works

Open a new Elevation layout and tap the scanner. Guided camera prompts you to capture each face of the building — Front, Back, Left, Right. Hold up a reference card for calibration (any known-size object works). AI generates an editable elevation blueprint with detected window and door positions, dimensions, and tags you can review and correct.

• Capture straight-on photos of each building facade.
• Use a reference card (any known-size object) for real-world scale calibration.
• AI detects windows, doors, siding, trim, and structural elements.
• Review and correct detected elements before exporting.
• Internet connection required for AI processing.

19 Tools in Four Groups

Drawing: Select, Line, Polyline, Rectangle, Circle, Arc, Construction Line.
Modification: Move, Offset, Rotate, Mirror, Copy, Trim, Extend, Fillet.
Annotation: Dimension, Angular Dimension, Leader, Text.

Layer System

Four default layers: Walls (white, weight 2.0), Dimensions (cyan, weight 0.5), Construction (gray, non-printing), and Notes (green, weight 0.5). Tap a layer name to make it active. Toggle visibility, lock, and printable per layer. Long-press to rename. Tap Add Layer to create new layers.

Units and Scale

Five unit systems: Feet-Inches, Inches, Millimeters, Centimeters, and Meters. Seven scale presets: 1:1, 1/4"=1'-0", 1/8"=1'-0", 1/2"=1'-0", 1"=1'-0", 1:50, 1:100. Export as DXF (with INSUNITS metadata for AutoCAD compatibility), PDF with title block, or PNG.

Tags

Tags carry measurement data — dimensions, style, material, notes, and photos. Use tag w for window tags, tag d for door tags. Tags appear in reports with their full specification. Set quantity for linked sibling groups that share the same properties.

View Labels

View labels mark the orientation of a layout — front, back, left, or right. Use view front, view back, view left, view right (or short forms f, b, l, r). Place them on floor plans to indicate which direction each elevation faces.

Pins

130+ pin types across 16 categories. 25 job presets auto-configure pins for your trade. Up to 8 favorites for quick access. Pins are visual location markers without measurement data — use them for damage, equipment, features, or points of interest.

Mull Configuration

Open the mull editor from a tag's detail sheet. Four layout types: Ribbon (side-by-side), Stack (top-to-bottom), Matrix (rows and columns), and Custom (asymmetric). Six quick-start templates. Each unit can have its own type (A, B, C) with distinct width, height, and window style. Mull notation generated automatically (e.g., "a-b-a").

Rough Opening Calculator

Enter R.O. width and height (the hole in the wall). Set clearance using presets (1/4", 3/8", 1/2", 3/4" imperial; 3mm, 6mm, 10mm, 13mm metric) or a custom value. Frame size = R.O. minus clearance. Use 'Set R.O. from units' to calculate back from individual unit dimensions.

Label Styles

Customize background color, border color, text color, font, font size, and alignment. Use labelstyle save to save the current style. Six preset slots: Default, Blueprint, Warning, Clean White, Red Flag, Dark Mode.

16 Categories

Openings, Exterior, Roofing, Insulation, Electrical, HVAC, Plumbing, Cabinetry, Appliances, Furniture, Flooring, Landscaping, Safety, Structural, Damage/Issues, and Markers. Toggle individual pins on or off, or apply a Job Preset to auto-configure for your trade. Set up to 8 Favorites for quick access in the pin picker toolbar.

Pin Picker Favorites Bar

The pin picker toolbar shows a Favorites bar at the top with your most-used pin types for quick one-tap access. Below that, the Browse tab groups all pins by intent (Mark It, Document It, Map It) rather than by category. After placing a pin, a Quick-Note bar appears for instant annotation.

AI Commands

• ask <question> — Building codes, specs, installation standards, app usage questions.
• narrate — Generates professional report narration from your project data.
• completeness — Scans all tags and flags missing measurements or incomplete entries.
• duplicates — Finds redundant or double-entered tags across the project.
• scope <text> — Compares your scope document against project tags, finds discrepancies.
• energy — Analyzes energy code requirements for your project address climate zone.
• customer — Generates a plain-language project summary for homeowners or clients.
• patterns — Analyzes tag data for ordering and coverage insights.
• fieldnotes <text> — Parses spoken field notes into structured tags with measurements.

Usage Limits

Free: 3/day · 15/month. Solo / Small Crew: 15/day · 200/month. Business / Team: 50/day · 750/month. Limits reset daily. Voice input for the command bar uses on-device SFSpeechRecognizer and does not count against AI limits.

How to Measure an Opening

• Point the camera at the opening and wait for tracking status to show Ready.
• Single-tap four corners of the opening to define a rectangle.
• Double-tap any corner for precision magnifier placement — drag to align the crosshair, single-tap to lock.
• Width and height display once all four points are placed.
• Move slowly and keep the device steady for best results.

RoomPlan highlights likely doors and windows while LiDAR mesh + tracked raycasts refine each corner.

Accuracy

Generally accurate within 1-2% at typical room distances (3-10 feet). Accuracy decreases at longer ranges, in bright sunlight, or on highly reflective surfaces. Use AR Measure for quick field verification rather than final specifications.

Reading Types

• Roll — side-to-side tilt.
• Pitch — forward-backward tilt.
• Combined angle — total deviation from level.
• Roofing fraction — e.g. 4/12 means 4 inches rise per 12 inches run.
• Percentage — for slope calculations.

The display turns green and provides haptic feedback (iPhone 7+) when the surface is level. Save up to 50 readings per session with descriptive notes. Export all readings as CSV (roll, pitch, angle, fraction, percentage, date, notes).

Using Voice Input

Tap the microphone button next to the command bar text field. Speak your command or field observation naturally — for example: "three double-hung windows, 36 by 60, north wall." Tap the mic again to stop. The AI parses your speech into individual tag drafts that appear in the tag panel for review and placement.

• Voice input uses on-device SFSpeechRecognizer — fast and private, no internet required.
• AI tag parsing from voice does require internet (Firebase AI).
• Simple note dictation (Notes and Tag Notes fields) works offline.
• Works with all commands including AI commands like ask and fieldnotes.

Report Generation

Use report to set a custom title and generate, or generate report for auto-generation. The report includes all layouts (Grid, Sketch, Document, Elevation, Drafting), tags, photos, notes, and project metadata. Layout names become section headers — name them clearly.

• Company logo, name, and contact info from Company Info appear on the cover page.
• Free tier reports include a watermark — upgrade to remove it.
• Use review to open the Review Dashboard and verify completeness before generating.
• Use customize to control which sections appear in the report.

Multi-Capture Mode

Take multiple photos and videos in a single session without closing the camera between shots. A thumbnail strip shows all captures. Tap Done to add all to the gallery at once. No artificial limit on photos per project.

• Photos attach to the project and to individual tags.
• Videos saved to gallery but not included in PDF reports.
• GPS coordinates are embedded in every photo automatically.
• Flash: Auto, On (continuous torch for dark spaces like attics), Off.

Annotation Tools

• Draw — freehand markup on the photo.
• Box — rectangle highlight for areas of interest.
• Circle — circular highlight.
• Arrow — directional pointer for callouts.
• Text — editable text label placed anywhere on the photo.
• Sticker — pre-made symbols; team admins can add custom sticker sets.
• Erase — remove annotations.

Four Roles

• Admin — Full account control. Billing, team, markets, all projects. Cannot be demoted.
• Manager — Manage a market or organization. Invite members and collaborators. No billing access.
• Member — Full field access — measure, document, draft, sync. Consumes one seat.
• Collaborator — Read-only access with commenting. Cherry-pick specific projects. Free — no seat consumed.

Admin Controls

In the Admin Settings card, toggle 9 features on/off for team members: AR Measure, Level Tool, Elevation Scanner, Multi-Capture Camera, Photo Markup, Command Bar, Review Dashboard, Share to Team, and Live Editing. Apply permission templates (Full Access, Field Tech, View Only) per member. All admin actions are recorded in an immutable audit trail.

Market Health Indicators

• Green bolt — Active (recent activity, members assigned).
• Blue checkmark — Healthy (good completion rate).
• Orange warning — Attention (no members, low completion, or going stale).
• Red clock — Stale (no activity in 14+ days).
• Gray dashed circle — Empty (no projects yet).

Assign Members full market access or limit them to specific projects by cherry-picking. Admins see cross-market reporting and seat usage at a glance.

Sync Status Indicators

• Live — connected, syncing in real time.
• Syncing — actively uploading or downloading changes.
• Offline — no internet, changes queued for later automatic sync.
• Error — connection issue; close and reopen the project.

Edit Locks & Conflict Resolution

When a team member is actively editing a layout, the app places a temporary edit lock on that layout (expires after 10 seconds of inactivity). If a sync conflict occurs, a dialog lets you choose to keep the local or cloud version — the app never silently overwrites your work.

Workflow

• Measure on site and create tags (W01, D01) with dimensions and mull configuration per opening.
• Use the mull builder to configure assemblies. Set unit types, widths, heights, window styles per tag.
• Review the schedule in the Review Dashboard using the review command.
• Tap Export → ProVia EntryLink. The app creates an order, adds line items with PO and job info, and submits to the EntryLink API.

Supported Formats

• DXF — imports directly on-device, creates Drafting layout.
• DWG — cloud-converted to DXF, then creates Drafting layout.
• SVG — parsed on-device, creates Drafting layout.
• PDF / PNG / JPEG / HEIC / TIFF — imported as overlays or Document layouts.
• DOCX / DOC — cloud-converted to PDF, imported as Document layout (max 50 MB).

All imported CAD files are automatically normalized to the origin so they appear centered on the canvas. You can move entities after import using the Drafting selection and move tools.

Three Modes

• Standard — basic arithmetic with fraction mode (enter "3 1/2" for three and a half inches).
• Converter — 8 units: Inches, Feet, Feet-Inches, Fraction, Decimal, Millimeters, Centimeters, Meters.
• Sq Ft — enter width and height for instant area calculation with formula breakdown.

Stores up to 50 recent calculations with timestamps. The calculator display and expression persist between sessions.