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How FieldMarkup works

From site survey to customer bid in six steps.

Built for low-voltage contractors who’d rather mark up a blueprint than wrestle with Bluebeam. Works on a phone in a parking lot at 7am.

New accounts start with a populated demo project so you have something to click through immediately. A 9-stop guided tour walks you through your first project; re-launch it any time from the Help button.

1

Create a project for the site

One project per site survey. Pick the workflow mode (New install / Site survey / Sales proposal) and tag the systems you cover: CCTV, access control, intrusion, fire alarm, network/data, electrical, audio/video, and automation. Defaults can be pre-filled from your business profile.

2

Upload the floor plan

Three ways in: drag-drop a PDF (or PNG, JPG, WebP) onto the project, take a phone photo of the printed plan with your back camera, or start with a blank canvas at Letter, Tabloid, or custom size in portrait or landscape. Phone photos auto-convert to PDF so the editor stays one render path.

Three ways to start: drop a PDF, snap a phone photo, or open a blank canvas. The drop zone takes PDFs or images directly. Phone photos auto-convert to PDF. Click to zoom.
3

Drop devices with full FOV cones

Cameras, readers, motion sensors, horn-strobes, smoke detectors, ACPs, FACPs, custom hardware: drop them on the plan with one tap. Cameras and motion sensors render their field-of-view cone so you can plan coverage as you walk. Track install status (Wired → Installed → Tested → Approved) per device.

The editor with the full toolbar, page navigator, and a real floor plan marked up with cones, status rings, NAC loops, and callouts. Click to zoom.
4

Calibrate the plan and measure cable runs

Drop a known distance on the plan (door width, hallway, scale bar) and the editor learns the scale. Then tap out cable routes with the wire run tool: live per-segment and running totals in real feet or meters, with cable type per run (CAT6, fiber, coax, speaker pair, alarm wire, line voltage, custom). Drag any waypoint to nudge the route after the fact, or grab a midpoint to add a new bend without redrawing. Tap Done on iPad, or hit Enter on desktop.

5

Roll up to the Bill of Materials

Every device you placed becomes a BOM line, grouped by manufacturer + model. Every cable run you drew rolls up into a cable schedule with total feet per type plus per-run line items. Set unit cost and labor hours; FieldMarkup applies your hourly rate, default margin, sales tax, and permit fees from your business profile. Add free-text line items for accessories, anything not on the plan.

Bill of Materials. Devices from every floor plan rolled up, with manufacturer, model, qty, unit cost, and labor hours editable inline. Click to zoom.
6

Export internal records + customer bid

Two PDFs from one BOM: Internal shows your full breakdown (materials, labor, margin, profit). Customerbakes margin into unit prices and hides every line that says “margin”. Your customer sees a clean total with your company logo, license number, and contact info up top. Both save as project documents in R2.

The flattened export. Cones, status colors, and callouts baked in. Wordmark behind your markup so icons stay on top. Click to zoom.
Your crew, on every project

Build a team roster once. Assign people from a picker on every project. Five built-in positions with the right permissions for each, plus skills and certs tracking for picking the right tech for the job.

Sales pipeline built in

Track each project as Draft / Proposal / Won / In progress / Invoiced / Lost. Dashboard rolls up open proposals + pending installs + invoiced this month.

Built by the trade, for the trade

Icon library curated for LV / security: ACP, APS, FACP, FPS, horn-strobes, heat detectors, fiber switches, plus 12 network and data icons for the head-end. Add your own custom hardware library too.

Ready to walk your first site?

FieldMarkup is invite-only during beta. Request access and we’ll get you in.