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Using the Drawing Tool


What is the Drawing Tool?

The Drawing Tool allows you to create detailed property diagrams, annotate inspections, and capture satellite imagery with precise measurements β€” all within the proposal workflow. Drawings are saved directly to proposals and included in generated PDFs.


Accessing the Drawing Tool

During proposal creation, you can click Create Drawing in the upper right to access the drawing tool. You can start a drawing or edit a drawing on any step of the proposal creation workflow.

You can add multiple drawings to proposals by clicking Add Drawing the step prior to previewing the proposal.


Drawing/Graphing Methods

✍️ 1. Manual Drawing

You can manually draw your property graph by using the drawing tools at the bottom of the screen. The available tools are:

  • Selection functions

  • Selection tool

  • Free draw

  • Eraser

  • Shapes tool (most often used for drawing lines)

  • Arrow

  • Text

  • Sticky notes

  • Trash

πŸ—ΊοΈ 2. Satellite Tool

Select the Toggle Map Icon (looks like a marker on a map) in the tool bar at the top to open the Satellite Tool feature.


Use the available Satellite Image Tools to present your image exactly how you would like.

The available default tools are:

  • Measuring tool

  • Default drawing

  • Show my location

  • Toggle marker

  • Hide map labels

  • Undo/Redo buttons

The tools available when drawing measurements lines are:

  • Change measurement line colors

  • Hide measurement labels

  • Invert colors

  • Delete measurements

  • Finish measurements + save

The tools available for image or line capture are:

  • Insert measurement lines

  • Capture map image

  • Button to switch between image capture and line measurement capture

βœ… 3. Auto-Draw Feature

You can automatically draw your property graph and capture the satelitte image using the Auto-Draw feature!

Select the Draw Building Footprint button in the tool bar (it looks like a house with a building behind it)

Ensure the correct address is filled in the address field and adjust any settings you would like > click Draw

You will now see your drawing and image automatically created for you and you can make any further adjustments, findings, or other annotations.

Note about the Auto-Draw Feature: This feature uses AI and public property data to best determine how to draw the structure. If a clean image of the property isn't available or there isn't sufficient public property data, the graph may not be accurate and adjustments will need to be made.


Adding Findings to your Graph

To add findings to your drawing/graph, click the magnify glass in the upper left to search for available findings stamps. You will then be presented with a window to search for your findings.

Then, click on a finding to add it to your graph.


​Drag/move your findings to the correct spot on the graph

You can access your recently used findings in the upper left. Click on any of them to add it to your graph, or double-click one to lock it and simply click on the graph to add it.

You can add/edit/remove/categorize your findings symbols under Settings > Custom Settings > Drawing Symbols

You must be an Owner access role to edit your drawing symbols


Adding/Attaching Photos to a Finding

To add/attach a photo to a finding:

  1. Double-click on a finding

  2. A window will pop-up to add a photo and you can do one of the follow

    1. Upload a new photo

      1. If on a mobile device, it will ask you if you want to take a picture or find one in your photo library

    2. Select an existing photo that was already attached to the proposal

  3. Add any titles, locations, descriptions, or recommendations if necessary

  4. Click Upload & Attach

After attaching a photo, a camera icon will appear next to the finding. When the customer views the diagram on the proposal, this finding will flash at them to let them know there is a photo attached.


Changing Line, Text, and Finding Symbol Colors and Styles

To change the style or color of a line, text, or a finding symbol, click the Styles Button in the upper right of the drawing tool.

From here, you can adjust:

  • Colors (Lines, Text, Finding Symbols)

  • Fill in objects with color (e.g. a rectangle)

  • Change line style (straight, dash, dotted)

  • Text size

  • Text font


Advanced Drawing Tool Settings and Features

βš™οΈ Drawing Tool Settings

Click the Gear Icon in the tool bar to access your drawing tool settings

In your drawing tool settings you can:

πŸ“ Line Measurement Tool

This tool allows you to toggle on or off linear feet measurements for your drawing lines. You can set your line scale within the Drawing Tool Settings (gear in the toolbar)

3️⃣ Enable Count Display

Enabling the count display will allow you to keep a count of the number of findings of the same type that you add. For example, you may want to know how many rodent bait stations you are placing and what their associated number is for inventory tracking.

πŸ“Έ Upload Photo

Click the Upload Photo button in the toolbar to add photos directly on to the graphing area.

Note: if you add too many photos directly on to the graphing area, this can cause the overall graph to shrink when viewing the PDF.

🎞️ Import from Media Hub

You can import images from the Media Hub directly to the graphing area.

πŸ”£ Insert Custom Symbol

You can create custom findings symbols on the fly while you are creating your graph. This feature allows up to 4 characters for the symbol.

↩️ Undo/Redo Buttons

Undo or Redo your most recent edit on the graph

πŸ”„ Reset Canvas

This button allows you clear/reset your graphing area. You can undo this by hitting the Undo button if you cleared it by mistake.

πŸ•“ Revision History

Use the revision history button when you want to restore your drawing/graph. This is useful if you lose service, your device crashes, or loses power.

Drawing revisions are automatically cached to your local device (about every 10 - 15 seconds while editing) and you can typically restore about 10 - 30 save points depending on drawing complexity.

🚫 Disable/Enable Symbol Resize

Located next to you recently used symbols, this allows you to enable or disable the ability to resize a finding/drawing symbol.

πŸ”Ž Zoom In/Out of Graphing Area

You can zoom your graphing area in our out by adjusting the zoom level in the upper right. If you are on a mobile device, you can simply pinch in or out.

Zooming Best Practice: Draw your main structure at 100% and then zoom in (if necessary) for any micro adjustments or details. This helps to best fit the graph to the PDF.


Drawing Tool FAQ's

1. Can I copy a graph from one proposal to another?

Yes!

  1. Go in to the drawing you want to copy

  2. Click the selection tool at the bottom

  3. Highlight the graph

  4. Right-click or long press on the graph

  5. A new menu will appear > click copy

  6. Go to your new graph and paste it

2. Can I require a graph to be completed on all proposals?

Not at the moment, but coming soon.

3. Can I make changes to a graph that has already been sent or accepted?

Yes, you can make changes to a graph that has already been sent or accepted.

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