Create Survey [Tablet App]

Import a PDF, image, or satellite picture as a floorplan for a Survey.

To start a new survey on the tablet app:

  • Navigate to the Site page
  • Press the ‘+’ button at the bottom right
  • Select ‘New Survey’.

Choose from the import options

  • Photo Gallery: Select a photo from your device’s camera gallery. 
  • Camera: Take a photo with your device’s camera and create a survey from it directly.
  • Satellite Image: Use Google Maps to create a floorplan using an aerial satellite image.
  • Local Files: Browse your device’s local storage (for instance iCloud Drive or DropBox) and select a file.
  • Quick Start: Create a blank survey. 

Tip: Using a Satellinte Image - Google Maps will automatically set the scale for your floorplan.


Step 1: Crop and rotate the Survey by selecting the ‘crop’ icon on the right.

  • A panel on the left will appear giving the options to rotate, undo crop, or resize.
  • Manually crop the survey by dragging one of the corners to the desired area. 
  • When done, select the green check on the upper left. 
  • Click next on the upper right. 

Step 2: Set the distance reference for the Survey and select the size of the icon on the floorplan (unless using a satellite image).  

Tip – Setting the scale is important for getting accurate measurements for your devices and Bill of Materials. Users can reset the scale on the Survey at any time. 

Using the blue scale tool:

  • Set the reference point on the Survey.
  • Type the distance in the box above.
  • Users can choose either feet or meters.  

To change the icon size:

  • Use the ‘+’ and ‘-’ buttons next ‘Set Element Icon Size’.
  • Use the sample icons as a reference. 

Step 3: Name the Survey and add location details.  

  • Click ‘Next’ to be taken to the survey edit screen
  • Users can begin editing the Survey!