Step 1 – Create a project or quote
Give your project or quote a name, add a description, the construction site address and important contact details. Now that you’ve created a quote you’ve already created the base for your project. Once the project is approved by your client, all you have to do is re-save it as a ‘Project’, and your teams can have access to all of the details and can get started on supplying their services. You can create as many quotes as you like.
Step 2 – Upload a floor plan
Upload your floor plan as a PDF or JPEG. Crop the relevant section of your project and Save it. If your PDF is multiple pages you can upload all of your plans at the same time. Simply go to the next page, select the crop and save.
Step 3 – Create a list of services
A list of services is a list of what you need to install at the construction/project site. This is where the magic of Floor Plan Tracker starts. For example: in the installation signage industry you can either create custom signs or statutory signs for your projects. You can use our default list of signs or you can create your own list. Once your signs are created you can drag and drop them on their specific location on the floor plan. You can create your own list of services by going to Services on the menu. You can define if your services are available to be use don specific projects or on all your projects.
Step 4 – Drag and drop services onto the floor
Set up your floor by dragging and dropping your services onto the floor. You change the names of the services, choose to show their names on the floor and even create parent services if multiple services need to be completed in the same location. Floor Plan Tracker can be used to mark signage, windows, doors, locks installations, smart house devices and many other features.
Step 5 – Access Floor Plan Tracker from anywhere
You can create user accounts for your teams so that they can access the project’s details on a mobile or tablet from anywhere. They’ll be able to review floor plans, services and shop drawings before starting their tasks and can mark each service as they are completed, or add a justification or a comment. They can even upload an image directly from their mobile as a proof of installation. As a manager you’ll have full access to the progress of each project.
Step 6 – Generate reports
Generate reports that you can share with colleagues and clients, like the BOQ (Bill of Quantities), a Progress Report (with the completion status of each floor and service), a Visual Report (with a full view of the floor plan and location of each service).