Floorplans
Upload PDF floorplans, place your assets on them as pins, and give technicians a visual way into the asset registry.
Floorplans turn the drawings you already have into a navigation layer: upload the PDF, place the assets that matter on it, and a tap on the drawing opens the record.
Uploading a floorplan
Under Assets → Floorplans, floorplans attach to a building (or a site for grounds-level plans). Upload a PDF - a floor per file works best. Multi-page PDFs are supported; each page can be its own level, and you can reorder floors so the list matches the building.
Good candidates: architectural floor plans, mechanical room layouts, site plans, roof plans (great for RTU-heavy buildings).
Placing assets
In the floorplan editor, the asset sidebar lists the building's assets in three buckets - unplaced, placed on this plan, and placed on other floorplans - so coverage is always visible. Drag an asset onto the drawing to pin it where it physically sits; dragging a row that's part of a selection drags the whole selection at once.
Each pin links to its asset: hover shows the label, a click opens the record. The unplaced list doubles as your to-do - an empty one means every asset in the building has a home on a drawing.
Regions
You can draw labelled polygon regions on a plan - a wing, a rink, a suite, a mechanical zone. Regions do two things:
- A pin dropped inside a region is automatically tagged with it, so placements carry area context without extra clicks.
- Region labels ride into the PDF export, so the printed plan reads the way the building is actually talked about.
Using floorplans in the field
- Tap a pin → see the asset, its open work orders, and its documents.
- Combined with QR codes, you get two paths to the same record: scan the machine, or find it on the plan.
- Work orders show their asset's floorplan, so dispatch can point at the drawing instead of describing a route through the basement.
- Plans export to PDF with the pins on them - a labeled mechanical-room map for the contractor's clipboard.
Keeping plans current
Drawings age. When a renovation lands:
- Upload the revised PDF as a new floorplan (keep the old one until pins are migrated).
- Re-place the affected assets - the sidebar's placed/unplaced buckets make the gap obvious.
- Archive the outdated plan.
Related
- Sites, buildings & locations - the hierarchy floorplans live in
- Documents - for drawings that don't need to be interactive (details, schematics, spec sheets)