Adding Markers

Step 1: Accessing Markers

1. Navigate to Property Info > Map View.
   
   
2. Click Add.
   
   
   
   
3. Select your desired marker category from the dropdown menu.
   
   

Note: While markers can be added from property and inspection pages, we recommend adding them through the pre-plan screen.

Step 2: Adding Icons

1. Select a marker category from the dropdown list.
   
   
2. Choose the desired icon from the list on the right.
   
   
3. Position the marker on the map using your cursor.
   
   
4. Set icon properties (size, description, wording, color, floor number).
   
   
5. Click Save.
   

Using Rulers for Measurements

1. Select Measure Property from the Add dropdown.
   
   
2. Mark property boundaries by clicking to create boundary points.
   
   
3. Click NFF in the top right corner.
   
   
4. Select the involvement level.
   
   
5. Click Calculate to see results.
   
   

Step 2: Measuring Polygons:

1. Select Polygon from the Add dropdown.
   
   
2. Draw the polygon on the map.
   
   
3. Set polygon details (description, wording, color).
   
   
4. Click Save.

Adding Property Images

1. Select Property Image from the Add dropdown.
   
   
2. Click the desired image location on the map.
3. Upload an image from your device storage.
   

Completing the Pre-Plan

1. Add Internal Remarks (use the watch icon for timestamps).
   
   
2. Collect the client's signature in the Signatures section.
   
   
3. Set the date for the next pre-plan in the Next Pre-Plan section.
   
   
4. Configure email distribution in the Email Report section.
   
   
5. Review the report and click Submit.
   
   

Additional Actions

Access these functions through the three-dots menu at the top of the page:

• Attachments: Add files, photos, or links
• Email Report: Jump to the email configuration section
• Cancel Pre-Plan: Cancel the current pre-plan