Details, Photos & Notes, and Forms

Add informational details to your project, specific floors, rooms, walls, or objects.

Keep your project up-to-date by adding details, photos & notes, or forms to each level of your floor plan. Add this information by using the "i" icon in the upper right corner of your screen on a tablet, or by swiping up from the bottom of your screen on a mobile phone. 

Read an overview of what can be found in each section below: 

Details

This section allows you to view the statistics of your project as well as adjust specific aspects of the element (floor, room, wall, etc.) you have selected. Here you can update dimensions, modify labeled elements, and manage information that adds specificity and context for your projects.


Read more about specific details for projects, floors, rooms, and objects here

Photos & Notes 

This section allows Report and Pro Plan users, as well as legacy Estimate subscribers, to upload photos or input notes specific to the element they've selected. This allows for precise visual documentation. 

Read more about photos & notes for projects, floors, rooms, and objects here. 

Forms 

This section allows Report and Pro Plan users to access and fill out their published Forms. Users with the legacy Estimate subscription will also have access to this feature. With this feature you can capture custom data entry fields tailored to your workflow. This feature provides consistency in data collection, whether you need inspection checklists, safety assessments, or custom reports.

Read more about creating forms for projects, floors, rooms, and objects here.  

ℹ️ Note: When you add a photo, note, or fill out a form, a helpful yellow annotation bubble will appear on the object, as seen in the videos above. This bubble indicates that important information is attached to that particular element.