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Surveys Overview

Surveys are where teams create floor plan layouts, place elements, and maintain field-ready site information.

Surveys overview screen

Survey list and status overview for a site.

Most Used

Upload a Floor Plan Drag and Drop Elements Element Sidebar Element Information Link Photos

Canvas Workspace Basics

The canvas is the primary survey workspace for placing elements, adding context, and reviewing progress before handoff.

Survey canvas workspace

Use the canvas to place elements and update details in context.

Core Actions

  • Pan and zoom to the area you are documenting.
  • Select, move, and update placed elements.
  • Open the Element Sidebar to manage details, photos, and tickets.
  • Switch floor plans or versions as needed.
Floor plan scale controls

Set floor-plan scale before detailed placement for accurate mapping.

Practical Workflow

  1. Open the target floor plan.
  2. Place or select elements on the canvas.
  3. Update details in the Element Sidebar.
  4. Use Visibility Filters to validate the final view.

Guides by Topic

Survey Setup

Set up the canvas and floor plan before detailed field work.

Element and Media Work

Place elements and capture the visual context needed for delivery.

Quality Control

Review standards and history before sharing results with your team.