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How to take photos, visualize equipment, add notes and drawings

Select indoor/outdoor equipment, add augmented reality visualizations to create virtual installs, or document electrical details with photos

Eric Fitz avatar
Written by Eric Fitz
Updated over a week ago

Overview

Photos are an essential part of documenting home details. As the saying goes, a picture is worth a thousand words... so we make it easy to add them to your project.

With every photo, you can also:

  1. Add notes

  2. Add simple drawings (or visualize line-set runs)

Add notes

Just tap the Notes field next to any picture to add details about the room, outdoor unit or anything else you want to document.

Add drawings

Add simple line drawings on top of any photo. We also offer additional colors that match the most common line-hide colors.

Indoor photos

After scanning a room or zone, we immediately activate the camera so you can take a picture or add one from your photo library. This allows you to visualize equipment like ductless indoor units or ceiling grills for a ducted project or simply document the space that you scanned.

Augmented Reality (AR) visuals

While you are still at the home, you can make AR visualizations of a whole range of equipment:

  • Wall unit

  • Floor console

  • 1-way and 4-way ceiling cassettes

  • Floor and ceiling supply grills

Tutorial videos:

Instructions:

  1. Select "Equipment"

  2. Choose your Unit Type and Capacity

  3. Aim the camera where you want to place it

  4. Tap on the screen to place the unit

  5. Drag to move the unit along the surface to your preferred location

  6. Optional: Rotate the model or adjust the Lighting Intensity as needed

  7. Take a picture to save the visual

Need to adjust the lighting, rotate the model, or remove it? Look for the extra options in the lower right of the screen.

2D Visuals or plain photos

If you prefer, or are no longer at the customer's home, you can use the "Place 2D Model" option to create equipment visuals. This is also a great option if you simply want to take a picture of the space, but don't need to visualize equipment.

Capture multiple pictures for a single room

Sometimes you want to show multiple visuals for a single room. Here is an easy workaround that allows you to do that.

Outdoor photos

In the "Outdoor" section, you can take a photo and/or add equipment to visualize the outdoor unit, capture notes and draw the line-set to bring the details to life for your customer and your install team.

Three different outdoor unit visuals are available for these capacities:

  1. Small chassis (6 - 12K)

  2. Medium (15 - 24K)

  3. Large double-fan (36 - 60K)

Note: A vertical discharge unit is coming very soon!

Electrical/Other

Use the Electrical/Other section to capture an unlimited number of additional photos.

We recommend documenting key details like:

  1. Close-up of the main electrical panel (so you can see how many available breaker slots you have)

  2. A wide-angle shot of the main panel (to orient your electrician on install challenges and opportunities)

  3. Existing equipment (furnace, etc)

  4. Extra outdoor photos

For every photo you can add a custom name, add notes and draw on the image.

Reports

Every picture you take will be automatically rolled into the Design Report that you can share with the homeowner and the install team. Learn more about the Design Report.

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