Quick Start: Your First Markup in 5 Minutes

This guide walks you through the core workflow: create a project, upload a floor plan (or snap a photo), drop a few devices, and export a marked-up PDF you can hand to a customer or install crew. The whole thing takes about five minutes.

From your dashboard, click New project. You'll see three workflow modes, pick the one that matches this job:

• New install: tracking fresh work from Planned through Approved.
• Site survey / upgrade: marking what's already there and what's changing.
• Sales walkthrough: pitching a customer on a proposed system.

Give the project a name (e.g. "Costco Tampa, Site Survey"), optionally tag which systems it covers (CCTV, Access Control, Fire, Intrusion), and hit Create project.

On the project page, you'll see the upload area. You have three options:

1. Upload Floorplan: pick a PDF, JPEG, or PNG from your files. This is the most common path when the GC sent you drawings.
2. Take Picture: opens your device camera. Point it at a paper blueprint on the wall and snap. The photo is automatically converted to a PDF.
3. Blank Canvas: starts you on an empty 11x17 landscape page. Good for residential sales walkthroughs where you just want to sketch coverage.

You can also drag and drop a file into the drop zone on desktop.

Once the floor plan uploads, it appears as a card on the project page. Click it to open the editor. You'll see your floor plan with a toolbar along the top.

In the toolbar, click the Icon button (the device stamp icon). The icon picker opens on the right side with categories: Cameras, Access Control, Intrusion, Fire / Notification, Openings, and Misc.

1. Click a device, say, Dome camera.
2. Click on the floor plan where you want to place it.
3. The device appears with an auto-numbered label (C1, C2, C3...).
4. A field-of-view cone renders automatically for cameras. Drag the handles to adjust the angle and range.

Repeat for each device on the plan. To place many devices of the same type quickly, turn on Rapid place in the toolbar (or hold the Z key). This keeps the tool active after each drop instead of switching back to Select.

Your work auto-saves as you go. Look for the save indicator in the toolbar. When you're ready to share:

1. Click the Export button in the toolbar.
2. Choose whether to include the Device Schedule appendix (a table listing every device by ID, type, location, and status).
3. The export flattens your annotations (devices, FOV cones, status rings, text callouts) into a clean PDF.
4. Download and send it to your customer or print it for the install crew.

Now that you have the basics, explore these guides:

• Placing devices: learn about the full icon library, device labels, and the device drawer.
• Camera FOV cones: adjust angle, range, and direction to show coverage.
• Status tracking: track install progress from Planned through Approved.
• Bill of Materials: auto-generated device counts with cost and labor estimates.