Frequently asked questions

FieldMarkup is a blueprint and floor-plan markup tool built for low-voltage and security integrators. Drop trade-aware device icons (cameras with field-of-view cones, access readers, motion sensors, horn/strobes, smoke detectors) onto a PDF or photo of a plan, then export a clean labeled drawing, a device schedule, and a bill of materials.

Low-voltage and security technicians, estimators, and project managers who mark up site-survey plans today in Bluebeam or on paper. FieldMarkup is trade-aware where general PDF tools aren't.

Eight trades today: video surveillance (CCTV), access control, intrusion, fire alarm, network/data, electrical, audio/video, and automation. The icon library includes 12 network/data icons (data jacks, fiber, patch panels, switches, racks, WAPs, VoIP), 16 NECA-style electrical icons (outlets, GFCI, switches, dimmers, panels, junction boxes, recessed lights), 15 audio/video icons (displays, projectors, screens, speakers, subwoofers, ceiling mics, AV racks, amplifiers, receivers, DSP, touch panels, VC cameras), and 10 automation icons (lighting keypads, dimmer modules, automation processors, motorized shades, shade motors, thermostats, occupancy sensors, wireless gateways, video intercoms). Field-of-view cones live on cameras and motion sensors. More trades are added over time.

Yes. The editor is built for iPad with Apple Pencil and touch: single-finger pan and two-finger pinch zoom. On a phone you get a streamlined view to update device status and attach photos in the field.

Yes. Any project you open online is automatically cached for 7 days, so you can keep marking it up offline with no need to remember to save first. Edits queue locally and sync when service returns. Photo uploads still need a connection in the current release; that's tracked on our roadmap.

Yes. The Quick Count tool has six color buckets, lets you set an expected target per bucket, and never exports. Walk a plan, tap each device as you count it, and reconcile against the expected count before you commit it to the bill of materials.

Yes. The Status Marker icon drops a colored ring around an existing device on a flattened PDF. The ring color tracks Planned, Wired, Installed, Tested, Approved as you update the device. You don't have to redraw what's already on the plan to keep status.

Yes. Every project has a Device Matrix page with editable inline rows, system and plan filters, status pills, and a CSV export. Useful when the estimator wants the data in Excel rather than walking pages one at a time.

Yes. Drop a known distance on the plan (door width, hallway, scale bar) and the editor learns the scale. Then use the wire run tool to tap out the cable path, with live per-segment and running totals in real feet or meters. Pick the cable type per run (CAT6, fiber, coax, speaker pair, alarm wire, line voltage, or custom) and every run rolls up into a cable schedule on the BOM PDF and CSV.

Drag any waypoint to nudge the route, grab a midpoint handle to add a new bend, or tap the small delete button above a vertex to remove it. The distance updates live as you edit. The calibration and basic line tool work the same way.

A floating Done button appears at the bottom of the canvas while you're drawing. Tap Done to commit the run or Cancel to discard it. A double tap on the canvas also finishes the run. Wall drawing works the same way.

Yes. Start a project with a blank canvas in Tabloid, Letter, or a custom size, portrait or landscape. Draw walls with snap-to-corner, then cut openings: doors, double doors, windows, and overhead/garage doors. Devices placed on the sketch behave the same as on any other plan: BOM, schedule, and export all work.

Yes. Build your account roster in the Business workspace once, then assign people from a picker on every project. Five built-in positions (Owner, Manager, Project Manager, Technician, Contractor) come with the right permissions for each. You can also tag each team member with their skills (which systems they can install or program) and certifications (NICET levels, BICSI, license numbers, expirations) so finding the right tech for a job becomes a filter, not a memory exercise.

Those get the lightweight invite flow as project guests: email them a link with view-only or edit access, scoped to just that one project. External folks never clutter your company roster or count toward seats.

Yes. The customer book is set up as Customer to Site to Contact, so one customer carries multiple sites and multiple contacts. The second job at the same address is a few clicks instead of retyping. Address forms also have autocomplete: start typing the street and pick from the suggestions; city, state, and ZIP fill in automatically.

Every project has a sales status: Draft, Proposal, Won, In Progress, Invoiced, Lost. The dashboard rolls up open proposals, pending installs, and what's been invoiced this month. When you win a sales proposal, one click converts it into a New Install project with statuses remapped.

No. Any project you open online is automatically cached for 7 days, so it's already on your device when you walk into a basement. You can also tap the Save Offline button on a blueprint to pin it permanently if you know you'll be on a job for a while.

A flattened PDF of the marked-up plan to send a customer, a device schedule (CSV) with type, label, location, model and mount details, and a bill of materials with quantities, costs, labor, and margin. The internal PDF shows your costs and margin; the customer PDF bakes margin into the unit prices and hides the margin lines.

Yes, generate a read-only share link that shows the plan and markup. Customer-facing share links never expose your install photos; those leave only when you export a PDF yourself.

Your plans and photos are stored privately in cloud storage scoped to your account. Share links use long, unguessable tokens and are read-only. We don't sell your data.

FieldMarkup is in an invite-only beta while we onboard early users, and founding members lock in a discounted rate. See the Pricing page for current plans, and join the waitlist to get an invite.

We're rolling out invites to the waitlist. Join the waitlist and we'll email you when a spot opens up.