01What it is
A plan is the drawing of one floor of a unit, added on the unit record. A marker is a point on that drawing with a type, name, location, installer, description and photos.
A new marker starts as a draft. The installer marks it as done, and the person signing off approves it or returns it for fixing with a note on what to correct.
An approved marker cannot be deleted, and a plan with markers cannot be removed. This is the as-built record of the unit.
- EIGHT TYPES
- Note, question, defect, task, change, material, photo, handover.
- FOUR STATES
- Draft, done, needs rework, approved.
- REVISIONS
- A marker remembers which version of the drawing it was placed on.
02What it is for
Show the exact spot
A problem or task pinned to a point on the drawing, not described in words.
Sign off point by point
Each marker has its own sign-off status and the person who signed it off.
Account for material
Material issued on a marker leaves stock and goes into the job cost.
See progress
The register tiles show the share of markers in each state.
03Main options
Markers are the register across all plans, the plan record where you place and sign them off, and the record of a single marker.
Every point from the project's plans
Tiles: Approved, Done, Needs rework and Draft, each with its percentage share.
- Filters: project, plan, type and state; search by name, location and description
- Columns: marker, type, unit and location, installer, photos, status, updated
- Row preview and CSV export
Placing and signing off markers
The Drawing, Markers and Revisions tabs of one unit plan.
- Place marker, then click the spot on the drawing
- Marker panel: Mark as done, Approve, Return for fixing
- A new drawing revision with the file checksum
One point with photos and materials
The Overview and Materials tabs, and photos added from the installer's phone.
- Photos before the work, after the work and additional
- Issue material: from the project base store to the chosen job
- Return: the material goes back into stock and the job cost drops
04Tasks step by step
- STEP 1Open the unit record and the plan you want to mark.
- STEP 2On the Drawing tab click Place marker, then the spot on the drawing.
- STEP 3Choose the type, enter the name and location, pick the installer and save. The marker starts as a draft.
- STEP 1In the register set the state to Done and open the marker.
- STEP 2On the plan record, in the marker panel, choose Approve.
- STEP 3If something is wrong, choose Return for fixing and describe what to correct.
- STEP 1On the marker record open the Materials tab and choose to add material.
- STEP 2Pick the material, quantity and job, then Issue material.
- STEP 3The material leaves the project base store and goes into the job cost.
05Actions
The most common tasks around markers.
Place marker
A point where you click on the drawing.
Approve
Sign-off of a completed marker.
Return for fixing
With a note on what to correct.
Issue material
From stock to the job cost.
CSV export
The register from the current filter.
06What it connects to
Choose a module to see what a marker connects to.
Units
You add plans on the unit record, and markers belong to its drawing.
Go to the topicUnitsStock levels
Material issued on a marker reduces stock in the project base store.
Go to the topicStock levelsProject costs
Issued material goes into the job cost; a return reduces it.
Go to the topicProject costsIssues
An issue describes the problem in the register; a marker shows it on the drawing.
Go to the topicIssuesMobile version
The installer adds photos and submits the marker for sign-off from the phone.
Go to the topicMobile versionLicence
Without the Interactive PDF plans module, plans and markers are read-only.
Go to the topicLicence