Plans and markers

Plans and drawings in the documents section can carry pins — markers at a specific point on the drawing, with a comment and photographs attached.

How it works

Open a plan and drop a pin where you need it. A comment and photographs attach to that pin.

The pin is free-standing: it is not tied to a task, a stage or a Worker. It is a mark on a drawing, not an element of the workflow.

Pins are visible to everyone on the project, including the Client.

Plans are inherited into every documents section, so the same drawing with its markers is available at project level and at stage level.

What it is for

The main problem in any conversation about a property is agreeing which place is being discussed. "The crack by the window" means nothing in a flat with six windows. A pin on the plan means something.

Recording condition. Defects at handover, deviations from the drawings, out-of-true structure — marked on the plan before work starts.

Tying things to a place. Positions of water outlets, appliance connections, height references — everywhere a written description is always ambiguous.

Talking to the Client. Clients see pins. Instead of three messages establishing which wall is meant, they open the plan and see the point with a photograph.

How a pin differs from a report

A report belongs to a task and goes into the object passport. A pin belongs to a place on a drawing and stays in the documents.

Record hidden work with a report — it becomes part of the document the Client receives. Use a pin when you need to point at a location: before work starts, during discussion, at handover.

Worth remembering

Pins are visible to the Client, so write them the way you would write to the Client: name the place and the question clearly, without internal shorthand. Anything addressed to the crew belongs in the stage chat.

Next

Documents

File formats

Interim and final reports