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Create and Configure

Start by creating a new project using the Projects button or the new project command. Fill in Project Info with the job name, address, and any relevant details. Set up Company Info from the Account menu — your logo and contact details are used for report branding. This only needs to be done once.

• Fill in Project Info before generating reports.
• Company Info is set once and reused across all projects.
• The project name appears in the footer once created.

Draw Your Floor Plan

Choose grid draw for structured, straight-line plans or pencil draw for freehand shapes. Tap or drag on the grid to place lines. Use snap mode to keep lines aligned. Create separate layouts for each room, floor, or elevation. Name them clearly — these names appear in the report.

Document and Report

Capture photos with the in-app camera. Add notes for site observations. When everything is documented, use the report command to generate a professional PDF. Use customize to control which sections appear in the output.

Header Bar

The header bar runs across the top of the screen. From left to right: Notes, Gallery, Documents, Project Info, and Account. Each button opens a modal sheet over the grid. On team projects, the header also shows sync status indicators and presence avatars for other connected users.

• Notes — Project-level text observations and reminders.
• Gallery — All captured photos and videos for the project.
• Documents — Imported files and generated outputs.
• Project Info — Job name, address, client details.
• Account — Subscription, team, company info, and settings.

Command Bar and Footer

The command bar sits at the bottom of the screen. Tap it, type a command, and press return. Commands are case-insensitive and many have short forms. The footer displays the current project name and active layout, and provides quick access to the project browser and layout selector.

Grid Draw vs Pencil Draw

Grid draw snaps your strokes to the cell grid, making it easy to draw straight walls, rooms, and structural outlines. Pencil draw gives you freehand control for curves, traces, and irregular shapes, with shape-assisted modes that recognize your gesture.

• Use draw grid when you want square/grid snapping behavior.
• Use draw pencil for freehand drawing.
• Pencil shapes: freehand, arrow, square, rectangle, oval, threesided, circle, halfcircle, halfeyebrow, arch.

Zoom, Snap, and Grid Visibility

Zoom values range from 0.5x (zoomed out) to 3.0x (zoomed in). Straight snap constrains to horizontal/vertical; diagonal snap adds 45-degree angles.

• Use zoom 1.5 or any value between 0.5 and 3.0.
• Use snap s for straight snap, snap d for diagonal snap.
• Use grid off to hide the grid lines without removing the drawing.

Fill Textures

Apply material textures to closed shapes on the grid. Draw a closed shape, switch to the fill tool using the fill command, then tap the shape. Textures include: solid colors, brick (running, basket, English, Flemish bond), wood, stone, tile, concrete, stucco, metal, glass, fabric, roofing, siding, landscaping, water, blinds, synthetic, and asphalt.

The Eight Drawing Tools

• Pen — smooth, consistent strokes for walls, outlines, and general drawing.
• Marker — translucent, wide strokes for highlighting areas of interest.
• Pencil — textured, light strokes that mimic a real graphite pencil.
• Monoline — uniform width regardless of pressure. Ideal for technical annotations.
• Fountain Pen — pressure-responsive calligraphic strokes.
• Watercolor — blending, translucent ink washes for artistic rendering.
• Eraser — remove strokes by brushing over them.
• Lasso — select, move, copy, and resize groups of strokes.

Background Patterns

Choose from 6 background patterns when creating a Sketch layout: blank, lined, grid, dot grid, graph paper, or isometric.

When to Use Document Layouts

Use Document for page-based writing and annotation: scope notes, checklists, specifications, meeting notes, or inspection templates. All 8 PencilKit drawing tools are available. Pan mode lets you scroll through pages without accidentally drawing.

• Page sizes: Letter, Legal, A4, Tabloid.
• Background patterns: blank, lined, grid, dot grid, graph paper, isometric.
• Page break separators are always visible between pages.
• Choose lined for notes, graph paper for scaled sketches, blank for free-form annotation.

How It Works

Open a new Elevation layout and tap the scanner. Guided camera prompts you to capture each face of the building — Front, Back, Left, Right. Hold up a reference card for calibration (any known-size object works). AI generates an editable elevation blueprint with detected window and door positions, dimensions, and tags you can review and correct.

• Capture straight-on photos of each building facade.
• Use a reference card (any known-size object) for real-world scale calibration.
• AI detects windows, doors, siding, trim, and structural elements.
• Review and correct detected elements before exporting.
• Internet connection required for AI processing.

19 Tools in Four Groups

Drawing: Select, Line, Polyline, Rectangle, Circle, Arc, Construction Line.
Modification: Move, Offset, Rotate, Mirror, Copy, Trim, Extend, Fillet.
Annotation: Dimension, Angular Dimension, Leader, Text.

Layer System

Four default layers: Walls (white, weight 2.0), Dimensions (cyan, weight 0.5), Construction (gray, non-printing), and Notes (green, weight 0.5). Tap a layer name to make it active. Toggle visibility, lock, and printable per layer. Long-press to rename. Tap Add Layer to create new layers.

Units and Scale

Five unit systems: Feet-Inches, Inches, Millimeters, Centimeters, and Meters. Seven scale presets: 1:1, 1/4"=1'-0", 1/8"=1'-0", 1/2"=1'-0", 1"=1'-0", 1:50, 1:100. Export as DXF (with INSUNITS metadata for AutoCAD compatibility), PDF with title block, or PNG.

Tags

Tags carry measurement data — dimensions, style, material, notes, and photos. Use tag w for window tags, tag d for door tags. Tags appear in reports with their full specification. Set quantity for linked sibling groups that share the same properties.

View Labels

View labels mark the orientation of a layout — front, back, left, or right. Use view front, view back, view left, view right (or short forms f, b, l, r). Place them on floor plans to indicate which direction each elevation faces.

Pins

130+ pin types across 16 categories. 25 job presets auto-configure pins for your trade. Up to 8 favorites for quick access. Pins are visual location markers without measurement data — use them for damage, equipment, features, or points of interest.

Mull Configuration

Open the mull editor from a tag's detail sheet. Four layout types: Ribbon (side-by-side), Stack (top-to-bottom), Matrix (rows and columns), and Custom (asymmetric). Six quick-start templates. Each unit can have its own type (A, B, C) with distinct width, height, and window style. Mull notation generated automatically (e.g., "a-b-a").

Rough Opening Calculator

Enter R.O. width and height (the hole in the wall). Set clearance using presets (1/4", 3/8", 1/2", 3/4" imperial; 3mm, 6mm, 10mm, 13mm metric) or a custom value. Frame size = R.O. minus clearance. Use 'Set R.O. from units' to calculate back from individual unit dimensions.

Label Styles

Customize background color, border color, text color, font, font size, and alignment. Use labelstyle save to save the current style. Six preset slots: Default, Blueprint, Warning, Clean White, Red Flag, Dark Mode.

16 Categories

Openings, Exterior, Roofing, Insulation, Electrical, HVAC, Plumbing, Cabinetry, Appliances, Furniture, Flooring, Landscaping, Safety, Structural, Damage/Issues, and Markers. Toggle individual pins on or off, or apply a Job Preset to auto-configure for your trade. Set up to 8 Favorites for quick access in the pin picker toolbar.

Pin Picker Favorites Bar

The pin picker toolbar shows a Favorites bar at the top with your most-used pin types for quick one-tap access. Below that, the Browse tab groups all pins by intent (Mark It, Document It, Map It) rather than by category. After placing a pin, a Quick-Note bar appears for instant annotation.

AI Commands

• ask <question> — Building codes, specs, installation standards, app usage questions.
• narrate — Generates professional report narration from your project data.
• completeness — Scans all tags and flags missing measurements or incomplete entries.
• duplicates — Finds redundant or double-entered tags across the project.
• scope <text> — Compares your scope document against project tags, finds discrepancies.
• energy — Analyzes energy code requirements for your project address climate zone.
• customer — Generates a plain-language project summary for homeowners or clients.
• patterns — Analyzes tag data for ordering and coverage insights.
• fieldnotes <text> — Parses spoken field notes into structured tags with measurements.

Usage Limits

Free: 5/day · 25/month. Solo / Small Crew: 30/day · 500/month. Business / Team: 100/day · 2,000/month. Auto-fill from photos uses a separate passive budget (Free: 3/day, Solo: 50/day, Business: 150/day). Limits reset daily. Voice input for the command bar uses on-device SFSpeechRecognizer and does not count against AI limits.

Auto-Fill From Photos

When a photo is added to a tag, the AI analyzes the image and suggests values for style, material, color, grid pattern, and condition. Suggestions appear in a banner — tap Apply to accept or dismiss to ignore. Uses a separate passive AI budget that does not compete with interactive AI commands. A 10-second cooldown prevents rapid-fire calls when batch-adding photos. The app snapshots field state before the AI call and skips auto-fill if you've already edited the fields manually.

• Separate passive budget: Free 3/day, Solo 50/day, Business 150/day.
• Race-condition safe — user edits are never overwritten.
• Toggle: Settings > AI Features (solo) or Admin > AI Features (team).

Dimension Validation

Real-time warnings appear as you enter width and height on a tag. Three categories of checks run locally with zero AI cost:

• Egress code — flags windows below IRC residential minimums (20″ W, 24″ H, 5.7 sq ft).
• Manufacturing limits — warns when dimensions exceed common fabrication maximums (72″ W, 120″ H).
• Order mismatch — highlights differences greater than 0.5″ between your measurements and a linked EntryLink order.

Runs entirely on-device — no internet required, no AI credits consumed. Toggle: Settings > AI Features (solo) or Admin > AI Features (team).

Smart Tag Naming

Automatically generates descriptive tag names from the tag's properties instead of default sequential names like "Window 3". Uses 20 style abbreviations (DH, SH, CS, AW, SL, PIC, ED, SD, FD, BF, PK, BN, DT, GRG, STM, SCR, GDN, SP, BAY, BOW) combined with dimensions and location — e.g. "DH 36×60 Kitchen".

• Updates automatically when style, dimensions, or location change.
• Only applies to tags with default sequential names — manual names are never overwritten.
• Runs locally — no AI credits, works offline.
• Toggle: Settings > AI Features (solo) or Admin > AI Features (team).

Completeness Nudges

Small indicator icons on tag cards in the tag panel highlight missing information at a glance:

• 📏 Orange ruler — missing width or height.
• 📷 Camera — no photos attached.
• 📍 Map pin — no location set.

Nudges appear on both individual tag rows and group headers. Runs locally — no AI credits, works offline. Toggle: Settings > AI Features (solo) or Admin > AI Features (team).

How to Measure an Opening

• Point the camera at the opening and wait for tracking status to show Ready.
• Single-tap four corners of the opening to define a rectangle.
• Double-tap any corner for precision magnifier placement — drag to align the crosshair, single-tap to lock.
• Width and height display once all four points are placed.
• Move slowly and keep the device steady for best results.

RoomPlan highlights likely doors and windows while LiDAR mesh + tracked raycasts refine each corner.

Accuracy

Generally accurate within 1-2% at typical room distances (3-10 feet). Accuracy decreases at longer ranges, in bright sunlight, or on highly reflective surfaces. Use AR Measure for quick field verification rather than final specifications.

Reading Types

• Roll — side-to-side tilt.
• Pitch — forward-backward tilt.
• Combined angle — total deviation from level.
• Roofing fraction — e.g. 4/12 means 4 inches rise per 12 inches run.
• Percentage — for slope calculations.

The display turns green and provides haptic feedback (iPhone 7+) when the surface is level. Save up to 50 readings per session with descriptive notes. Export all readings as CSV (roll, pitch, angle, fraction, percentage, date, notes).

Using Voice Input

Tap the microphone button next to the command bar text field. Speak your command or field observation naturally — for example: "three double-hung windows, 36 by 60, north wall." Tap the mic again to stop. The AI parses your speech into individual tag drafts that appear in the tag panel for review and placement.

• Voice input uses on-device SFSpeechRecognizer — fast and private, no internet required.
• AI tag parsing from voice does require internet (Firebase AI).
• Simple note dictation (Notes and Tag Notes fields) works offline.
• Works with all commands including AI commands like ask and fieldnotes.

Report Generation

Use report to set a custom title and generate, or generate report for auto-generation. The report includes all layouts (Grid, Sketch, Document, Elevation, Drafting), tags, photos, notes, and project metadata. Layout names become section headers — name them clearly.

• Company logo, name, and contact info from Company Info appear on the cover page.
• Free tier reports include a watermark — upgrade to remove it.
• Use review to open the Review Dashboard and verify completeness before generating.
• Use customize to control which sections appear in the report.

Multi-Capture Mode

Take multiple photos and videos in a single session without closing the camera between shots. A thumbnail strip shows all captures. Tap Done to add all to the gallery at once. No artificial limit on photos per project.

• Photos attach to the project and to individual tags.
• Videos saved to gallery but not included in PDF reports.
• GPS coordinates are embedded in every photo automatically.
• Flash: Auto, On (continuous torch for dark spaces like attics), Off.

Annotation Tools

• Draw — freehand markup on the photo.
• Box — rectangle highlight for areas of interest.
• Circle — circular highlight.
• Arrow — directional pointer for callouts.
• Text — editable text label placed anywhere on the photo.
• Sticker — pre-made symbols; team admins can add custom sticker sets.
• Erase — remove annotations.

Four Roles

• Admin — Full account control. Billing, team, markets, all projects. Cannot be demoted.
• Manager — Manage a market or organization. Invite members and collaborators. No billing access.
• Member — Full field access — measure, document, draft, sync. Consumes one seat.
• Collaborator — Read-only access with photo/video uploads and markup. Can be on multiple teams. Free — no seat consumed.

Admin Controls

In the Admin Settings card, toggle 9 features on/off for team members: AR Measure, Level Tool, Elevation Scanner, Multi-Capture Camera, Photo Markup, Command Bar, Review Dashboard, Share to Team, and Live Editing. Under AI Features, control 4 automation toggles: Auto-Fill From Photos, Dimension Validation, Smart Tag Naming, and Completeness Nudges. Apply permission templates (Full Access, Field Tech, View Only) per member. Manage team stickers for shared photo markup annotations. All admin actions are recorded in an immutable audit trail.

Market Health Indicators

• Green bolt — Active (recent activity, members assigned).
• Blue checkmark — Healthy (good completion rate).
• Orange warning — Attention (no members, low completion, or going stale).
• Red clock — Stale (no activity in 14+ days).
• Gray dashed circle — Empty (no projects yet).

Assign Members full market access or limit them to specific projects by cherry-picking. Admins see cross-market reporting and seat usage at a glance.

Sync Status Indicators

• Live — connected, syncing in real time.
• Syncing — actively uploading or downloading changes.
• Offline — no internet, changes queued for later automatic sync.
• Error — connection issue; close and reopen the project.

Edit Locks & Conflict Resolution

When a team member is actively editing a layout, the app places a temporary edit lock on that layout (expires after 10 seconds of inactivity). If a sync conflict occurs, a dialog lets you choose to keep the local or cloud version — the app never silently overwrites your work.

Workflow

• Measure on site and create tags (W01, D01) with dimensions and mull configuration per opening.
• Use the mull builder to configure assemblies. Set unit types, widths, heights, window styles per tag.
• Review the schedule in the Review Dashboard using the review command.
• Tap Export → ProVia EntryLink. The app creates an order, adds line items with PO and job info, and submits to the EntryLink API.

Supported Formats

• DXF — imports directly on-device, creates Drafting layout.
• DWG — cloud-converted to DXF, then creates Drafting layout.
• SVG — parsed on-device, creates Drafting layout.
• PDF / PNG / JPEG / HEIC / TIFF — imported as overlays or Document layouts.
• DOCX / DOC — cloud-converted to PDF, imported as Document layout (max 50 MB).

All imported CAD files are automatically normalized to the origin so they appear centered on the canvas. You can move entities after import using the Drafting selection and move tools.

Three Modes

• Standard — basic arithmetic with fraction mode (enter "3 1/2" for three and a half inches).
• Converter — 8 units: Inches, Feet, Feet-Inches, Fraction, Decimal, Millimeters, Centimeters, Meters.
• Sq Ft — enter width and height for instant area calculation with formula breakdown.

Stores up to 50 recent calculations with timestamps. The calculator display and expression persist between sessions.

Adding and Managing Stickers

Open Team Management and scroll to the Team Stickers section. Import from your photo library or the Files app. Stickers are resized to 200×200px PNG. Each team can have up to 100 stickers. Enable/disable individual stickers without deleting them. Changes are logged in the audit trail.

• Import from Photos or Files app.
• Max 200×200px PNG, up to 100 per team.
• Enable/disable without deleting.
• Synced to all team members via Firebase.
• Changes logged in audit trail.

Map Features

Projects with valid addresses are automatically geocoded and placed on the map. Market boundaries display as colored overlays. Select multiple pins to plan an optimized driving route between sites. Open the route in Apple Maps or Google Maps for navigation.

• Projects geocoded from their addresses automatically.
• Map pins show project name, address, and status.
• Market boundaries displayed as colored overlays.
• Route optimization for multi-site visit planning.
• Available on both iOS and web dashboard.

Dashboard Sections

Sign in with the same credentials as the iOS app. The dashboard includes: Overview (team stats and KPIs), Team Management, Markets, Projects, Gallery, Map, Schedule, Review, Billing, Settings, and Release Notes. Business tools (Customers, Estimates, Invoices, Payments) are available on both iOS and web. Payroll is web-only.

• Same sign-in credentials as the iOS app.
• All changes sync to iOS app in real time.
• Lazy-loaded views — each section loads on demand for fast navigation.

Role-Based Access

Each dashboard section is gated by role. Admins see everything. Managers see team, markets, projects, customers, estimates, invoices, payments, payroll, schedule, review, gallery, map, and settings. Members see projects, customers, estimates, schedule, gallery, map, and settings. Collaborators see projects, gallery, map, resources, and settings only.

• Admin — all 17 sections including billing and markets.
• Manager — team, review, payroll, invoices, payments, and more.
• Member — projects, customers, estimates, schedule, gallery, map.
• Collaborator — projects, gallery, map, resources, settings only.
• Solo users — same as admin but with plan-gated gallery and team views.

Stripe Billing

The Billing page lets admins purchase or manage Business plans through Stripe checkout. Seat bundles (+1, +5, +10, +25) available via Stripe. A billing portal provides invoice history, payment method management, and cancellation options. New subscriptions include a 7-day trial.

Customers

Manage your customer database with full CRUD — name, company, email, phone, address, status (Active, Lead, Inactive), and notes. The detail view has four tabs: Info, Projects (auto-matched by name/email), Financials (estimated, invoiced, paid, and outstanding totals), and Activity. Stats dashboard shows total customers, active count, leads, and total revenue.

Estimates

Create professional estimates with auto-numbered IDs (EST-YYYY-NNNN), customer selection, line items (description, quantity, rate, auto-calculated amount), and tax. Status workflow: Draft → Sent → Accepted / Declined / Expired → Invoiced. Stats show total estimates, drafts, estimated value, and acceptance rate.

Invoices

Generate invoices with auto-numbered IDs (INV-YYYY-NNNN), due dates, line items, and tax. Status is auto-computed: Draft, Sent, Paid, Partial, Overdue (past due date), or Cancelled. Record partial payments and track outstanding balances per invoice. Stats show total invoices, sent count, invoiced amount, and outstanding balance.

Payments

Track incoming payments by method: Check, Cash, Credit Card, ACH, or Other. Each payment links to an invoice and customer. The A/R Aging Report breaks outstanding invoices into buckets: Current, 1-30 days, 31-60 days, 61-90 days, and 90+ days past due. Stats show total payments, amount collected, outstanding A/R, and collection rate.

Payroll

Comprehensive payroll management with four tabs: Workers, Timesheets, Pay Runs, and Reports. Add employees (W-2) and contractors (1099) with 15 trade classifications (Laborer, Carpenter, Electrician, Plumber, HVAC Tech, Roofer, Mason, Painter, Iron Worker, Equipment Operator, Foreman, Superintendent, Project Manager, Office/Admin, Other). Track compliance documents (I-9, W-4, W-9, OSHA certs, insurance, bonding). Timesheets with weekly hours, automatic overtime detection (>8 hrs/day or >40 hrs/week), and approval workflow (Draft → Submitted → Approved → Processed). Pay runs compute federal and state income tax, FICA (Social Security 6.2% + Medicare 1.45%), FUTA, SUTA, and workers comp by classification. All 50 states + DC have pre-configured tax rates.

Schedule

Project timeline management with phases, milestones, and three view modes: Gantt chart (drag-to-reschedule, dependency arrows, zoom 4-26 weeks), Calendar (monthly view with phase blocks), and Crew (team assignment and workload). Five pre-built templates: Residential Remodel, New Construction, Roofing, Windows & Siding, and Bathroom Remodel. Phase statuses: Not Started, In Progress, Complete, Delayed, On Hold. Supports Google Calendar sync, CSV export, and print.

Review

Cross-project tag quality dashboard for admins and managers. Aggregates window and door tags from all team markets and projects. Flags issues: missing dimensions, missing photos, and manually flagged tags. Filter by issue type (All Issues, Flagged, Missing Dims, No Photos). Stats show total tags, tags with issues, flagged count, and missing photos/dims count.

Release Notes

View app release notes with version, date, and highlights. Available to all roles. Displays the 50 most recent updates in reverse chronological order.

Customer Records

Create customer records with name, company, email, phone, address, and notes. Each customer has a status: Active, Lead, or Inactive. The stats dashboard shows total customers, active count, leads, and total revenue at a glance.

• Full-text search across name, company, email, and phone.
• Filter by status: Active, Lead, or Inactive.
• Delete with cascade warning (shows linked estimates, invoices, and payments).

Customer Detail Tabs

Each customer has four detail tabs: Info (full contact details and notes), Projects (auto-matched by name/email showing project status and last modified), Financials (estimated, invoiced, paid, and outstanding totals with recent invoice history), and Activity (creation and last update timestamps).

Estimates

Estimates are auto-numbered (EST-YYYY-NNNN) and linked to a customer. Add line items with description, quantity, and rate — amounts and totals calculate automatically. Apply a tax rate percentage. Status workflow: Draft → Sent → Accepted / Declined / Expired → Invoiced.

• Auto-generated estimate numbers (EST-YYYY-NNNN).
• Line items with real-time subtotal, tax, and total calculations.
• Valid Until date for expiration tracking.
• Stats: total estimates, drafts, estimated value, acceptance rate.

Invoices

Invoices are auto-numbered (INV-YYYY-NNNN) with due dates and line items. Status is auto-computed from payment data and due date: Draft, Sent, Paid, Partial, Overdue, or Cancelled. Record partial payments against an invoice — the system tracks paid amount and outstanding balance.

• Auto-computed status based on due date and payment history.
• Partial payment recording with running balance.
• Invoice detail shows subtotal, tax, total, paid (green), and outstanding (red).
• Stats: total invoices, sent count, invoiced amount, outstanding balance.

Payment Tracking

Each payment records the date, customer, linked invoice, payment method (Check, Cash, Credit Card, ACH, or Other), reference number, amount, and notes. Search by customer name or invoice number and filter by payment method.

• Five payment methods: Check, Cash, Credit Card, ACH, Other.
• Reference field for check numbers, transaction IDs, etc.
• Stats: total payments, amount collected, outstanding A/R, collection rate.

A/R Aging Report

The Accounts Receivable Aging Report automatically categorizes outstanding invoices into five buckets: Current (due date ≥ today), 1-30 days past due, 31-60 days, 61-90 days, and 90+ days past due. Only invoices with a remaining balance are included — paid and cancelled invoices are excluded.

Workers

Add employees (W-2) and contractors (1099) with one of 15 trade classifications: Laborer, Carpenter, Electrician, Plumber, HVAC Tech, Roofer, Mason, Painter, Iron Worker, Equipment Operator, Foreman, Superintendent, Project Manager, Office/Admin, or Other. Employees have additional fields for emergency contact, job details, tax info (federal/state filing status, W-4 allowances), and compliance tracking (I-9, W-4, OSHA certs, drug tests, equipment certs). Contractors track business name, EIN, W-9, insurance (GL, auto, workers comp), licensing, and bonding.

• Employee (W-2) vs Contractor (1099) classification.
• 15 trade classifications with workers comp codes and rates.
• Compliance tracking with expiration dates for certs and insurance.
• Pay type: Hourly or Salary with configurable overtime multiplier.
• Pay frequency: Weekly, Biweekly, Semi-Monthly, or Monthly.

Timesheets & Pay Runs

Timesheets track weekly hours (Mon-Sun) with automatic overtime detection (>8 hours/day or >40 hours/week). Approval workflow: Draft → Submitted → Approved → Processed (or Rejected). Pay runs compute gross pay, deductions, and net pay with full tax breakdown: federal income tax (2024/2025 brackets), FICA (Social Security 6.2% + Medicare 1.45% + Additional Medicare 0.9% over $200K), FUTA (0.6% on first $7K), SUTA (state-specific rates), and workers comp by classification.

• All 50 states + DC have pre-configured income tax rates and SUTA wage bases.
• Workers comp rates by classification (e.g., Roofer 18.50%, Office 0.25%).
• W-4 support for both pre-2020 (allowances) and post-2020 (dependent amounts).
• Reports: Payroll Summary, YTD Tax Summary, Worker Earnings, Classified Labor.

Phases & Milestones

Each project can have multiple phases with name, start/end dates, status (Not Started, In Progress, Complete, Delayed, On Hold), assigned crew, color, dependencies, budget, and progress percentage. Milestones mark key project events like permit approvals or inspections. Five pre-built phase templates provide quick setup for common project types.

• Templates: Residential Remodel (9 phases), New Construction (10), Roofing (7), Windows & Siding (7), Bathroom Remodel (7).
• Phase dependencies — link phases that must complete before others start.
• Status color coding: gray (not started), blue (in progress), green (complete), red (delayed), amber (on hold).

View Modes

Three view modes: Gantt chart with horizontal timeline (4, 8, 12, or 26 week zoom), drag-to-reschedule, dependency arrows, and milestone markers. Calendar view with monthly layout showing phase blocks and milestone diamonds. Crew view for team assignment and workload distribution. Supports Google Calendar sync, CSV export, and print.

Quality Control

The Review section aggregates all window and door tags across your team's markets and projects. Each tag shows its type, market, project, layout, dimensions (interior/exterior width and height), photo count, and issue badges. Four issue types: Flagged (manually flagged for review), No Dims (missing dimensions), No Photos (no attached photos), and OK (all fields complete).

• Filter: All Issues, Flagged only, Missing Dims only, No Photos only, All Tags.
• Stats: total tags, tags with issues, flagged count, missing photos/dims.
• Data sourced from layouts across all organizations and projects.
• Complements the in-app Review Dashboard with a team-wide cross-project view.

Plan Comparison

• Free — 1 layout per project, basic drawing, camera, 3 AI/day.
• Solo / Small Crew — Unlimited layouts, cloud storage, AR, level, reports, photo markup, 15 AI/day.
• Business / Team — Everything in Solo plus team management, cloud documents, markets, 50 AI/day, 3 seats.

Two Purchase Paths

Subscribe through the iOS app (App Store via RevenueCat) or through the web dashboard (Stripe checkout). Both paths provide identical feature access. Your billing source is recorded so the app knows where to manage your subscription. App Store billing: manage through Apple ID Subscriptions. Stripe billing: manage through the web dashboard Billing page.

How Seats Work

The Business plan includes 3 seats. Each admin, manager, and member uses one seat. Collaborators are free and unlimited. Seat usage is shown as a progress bar in Team Management. Purchase additional seats in bundles through the iOS app or web dashboard.

• +1 seat: $79/year.
• +5 seats: $349/year.
• +10 seats: $599/year.
• +25 seats: $999/year.
• Unlimited seats: contact hello@measuretechpro.com.

Enterprise Plan

Enterprise teams get unlimited seats, dedicated onboarding, priority support, and custom integrations. The seat progress bar is replaced with an infinity symbol and the 'Add Seats' section is hidden. Contact sales for Enterprise pricing.

Setting Up MFA

Open Account > My Info and tap 'Enable MFA'. Scan the QR code with any authenticator app (Google Authenticator, Authy, 1Password). After enrollment, every sign-in requires your password plus a 6-digit code. MFA is available for email/password accounts only — Google and Apple sign-in use their own security.

• TOTP-based — works with any authenticator app.
• Available for email/password sign-in only.
• Requires 6-digit code on every sign-in.
• Can be disabled from My Info screen.

What Syncs

Over 50 preference keys sync via Firestore: grid colors, label styles, pin styles, toolbar order, report customization, watermark settings, and more. Cloud-wins merge: if the cloud version is newer, it takes precedence. Preferences push to the cloud on sign-out and app backgrounding.

• 50+ settings synced automatically.
• Includes colors, styles, toolbar order, report settings.
• Cloud-wins merge when cloud data is newer.
• Theme (light/dark) is device-level, not synced.
• Company info syncs separately via UserProfileManager.

Using the Share Extension

In any app, tap Share and select Measure Tech PRO. The file copies to the app and Measure Tech PRO opens to process it. Choose to add as an overlay, create a new layout, or start a new project.

• 10 formats: PDF, PNG, JPEG, TIFF, HEIC, SVG, DXF, DWG, DOCX, DOC.
• Images/PDFs → overlays or Document layouts.
• CAD files → Drafting layouts.
• Word documents → converted to PDF first.
• Original filename preserved.

Available Profiles

Eight profiles are available, each designed for a specific trade or workflow:

• Window & Door — Tags: Window, Door, Opening, Pin, View. Built for window and door installers, replacement contractors, and dealers.
• Roofing — Tags: Slope, Ridge, Penetration, Opening, Pin, View. Built for roofing contractors, inspectors, and estimators.
• Siding — Tags: Wall, Trim, Opening, Pin, View. Built for siding contractors, exterior cladding installers, and re-side estimators.
• Gutters — Tags: Gutter Section, Downspout, Opening, Pin, View. Built for seamless gutter installers, gutter guard companies, and drainage specialists.
• Remodel — Tags: Room, Fixture, Opening, Pin, View. Built for kitchen/bath remodelers, basement finishers, and addition builders.
• General Contractor — Tags: Area, Opening, Pin, View. For remodeling, general construction, and multi-trade projects.
• Insurance — Tags: Damage, Pre-Existing, Line Item, Opening, Pin, View. For adjusters, inspectors, and claims documentation.
• Custom — All tag types from every profile combined. Use when a project spans multiple trades.

What Each Profile Controls

Switching profiles changes five things throughout the app:

• Tag types — Which tag buttons appear in the tag chooser and what metadata fields each tag type provides.
• Project info fields — Trade-specific fields shown in the Project Info sheet (e.g., Siding Material, Total Squares for siding).
• AI prompts — The AI assistant uses trade-specific language, report structures, compliance references, and photo analysis tailored to your profile.
• Report sections — Generated reports group tags by trade-relevant sections (e.g., Walls, Trim & Accessories for siding).
• Tag panel summary — The summary card on the tag panel shows trade-relevant totals (e.g., total square footage and dominant material for siding).

Custom Profile

Custom mode combines every tag type from all profiles into one workspace. This is useful for multi-trade projects where you need window tags on one layout and wall/trim tags on another. All AI features still work — the assistant adapts its prompts based on the tag types actually used in the project.

Wall Tags

Wall tags document individual wall sections on the exterior. Each Wall tag captures four metadata fields:

• Material — Picker: Vinyl, Fiber Cement, Wood, Engineered Wood, Stone/Veneer, Aluminum, Stucco, Other.
• Area (SF) — Numeric field for the wall section area in square feet.
• Wall Height (ft) — Numeric field for the wall height.
• Condition — Picker: Good, Fair, Poor, Failed.

Wall tags auto-name with letters (W-A, W-B, W-C). The tag panel summary card shows total square footage, dominant material, and wall count at a glance.

Trim Tags

Trim tags document trim components and accessories. Each Trim tag captures three metadata fields:

• Type — Picker: J-Channel, Corner Post, Soffit, Fascia, Starter Strip, Drip Edge, Window Wrap, Other.
• Length (LF) — Numeric field for linear footage.
• Material — Picker: Vinyl, Aluminum, Wood, PVC, Fiber Cement.

Trim tags auto-name with numbers (T-1, T-2, T-3). Use separate tags for each trim type to get accurate linear footage totals in the report.

Opening Tags

Opening tags use the full native measurement UI — width, height, style, mull configuration, and rough opening calculator. These are the same tags used in the Window & Door profile but contextualized for material deduction calculations in siding estimates.

Project Info Fields

The Siding profile adds five trade-specific fields to Project Info:

• Siding Material — Primary material for the project (Vinyl, Fiber Cement, Wood, Engineered Wood, Stone/Veneer, Aluminum, Stucco, Other).
• Total Squares — Total siding area in roofing squares (1 square = 100 SF).
• Substrate — Wall sheathing type (OSB, Plywood, Foam Board, None/Unknown).
• Stories — Building height (1, 1.5, 2, 2.5, 3+).
• Year Built — Construction year (shared with other profiles).

AI Features for Siding

The AI assistant adapts all 19+ features for siding work:

• Project Notes — Structured as a siding estimator would write them: exterior overview, material spec, wall sections, trim & accessories, openings, substrate, removal scope, and watch items.
• Photo Extraction — Identifies siding material, profile type, condition, damage, substrate (if visible), and installation issues.
• Compliance — References IRC/IBC siding requirements: fastening patterns, WRB, 6" grade clearance, fire ratings, ventilation gaps, and flashing.
• Energy Code — Reviews insulation R-values, drainage plane, air barrier, and thermal bridging for siding assemblies.
• Completeness — Flags walls without material or area, trim without length, missing elevation documentation, and undocumented substrate.

Gutter Section Tags

Gutter Section tags document individual gutter runs. Each tag captures four metadata fields:

• Material — Picker: Aluminum, Steel, Copper, Vinyl, Zinc, Other.
• Profile — Picker: K-Style, Half-Round, Box, Fascia, European, Other.
• Length (LF) — Numeric field for the run length in linear feet.
• Condition — Picker: Good, Fair, Poor, Failed.

Gutter Section tags auto-name with numbers (GS-1, GS-2, GS-3). The tag panel summary card shows total linear footage, dominant material, section count, and downspout count at a glance.

Downspout Tags

Downspout tags document individual downspouts. Each tag captures three metadata fields:

• Size — Picker: 2x3", 3x4", 3" Round, 4" Round, Other.
• Material — Picker: Aluminum, Steel, Copper, Vinyl, Other.
• Routing — Picker: Above Grade, Underground, Splash Block, Extension.

Downspout tags auto-name with numbers (DS-1, DS-2, DS-3). Place one tag per downspout location for accurate count and routing documentation in the report.

Opening Tags

Opening tags use the full native measurement UI — width, height, style, mull configuration, and rough opening calculator. Use these for windows and doors near gutter runs where material deductions or flashing transitions need documentation.

Project Info Fields

The Gutters profile adds five trade-specific fields to Project Info:

• Gutter Material — Primary material for the project (Aluminum, Steel, Copper, Vinyl, Zinc, Other).
• Gutter Profile — Profile style (K-Style, Half-Round, Box, Fascia, European, Other).
• Total Linear Feet — Total gutter run length across all elevations.
• Downspout Count — Total number of downspouts.
• Year Built — Construction year (shared with other profiles).

AI Features for Gutters

The AI assistant adapts all 19+ features for gutter work:

• Project Notes — Structured as a gutter specialist would write them: exterior overview, material spec, gutter section summary, downspout specification, corners & joints, hanger & support, gutter guard, removal scope, access & staging, and watch items.
• Photo Extraction — Identifies gutter material, profile, size, condition, downspout routing, joint condition, and hanger spacing.
• Compliance — References IRC/IBC gutter requirements: minimum slope, hanger spacing, downspout capacity per roof area, extension distances, and overflow provisions.
• Energy Code — Reviews drainage adequacy, downspout extensions for foundation protection, and ice dam prevention.
• Completeness — Flags sections without linear footage, downspouts without size or routing, missing elevations, and undocumented fascia condition.

Room Tags

Room tags document individual rooms or areas within a renovation project. Each Room tag captures four metadata fields:

• Room Type — Picker: Kitchen, Bathroom, Basement, Bedroom, Living Room, Dining Room, Laundry, Garage, Other.
• Square Footage (SF) — Numeric field for the room area in square feet.
• Ceiling Height (ft) — Numeric field for the ceiling height.
• Scope — Picker: Full Gut, Partial, Cosmetic, Structural, Addition.

Room tags auto-name with the prefix RM (RM-1, RM-2, RM-3). The tag panel summary card shows total square footage, room count, and scope breakdown at a glance.

Fixture Tags

Fixture tags document individual fixtures, appliances, and built-ins within the renovation. Each Fixture tag captures four metadata fields:

• Fixture Type — Picker: Sink, Toilet, Vanity, Tub/Shower, Cabinet, Countertop, Appliance, Light Fixture, Other.
• Action — Picker: Replace, Refinish, Relocate, Remove, New Install.
• Material — Picker: Granite, Quartz, Marble, Laminate, Tile, Wood, Stainless Steel, Porcelain, Other.
• Dimensions — Text field for width, height, and depth measurements.

Fixture tags auto-name with the prefix FX (FX-1, FX-2, FX-3). Use separate tags for each fixture to get accurate counts and material specifications in the report.

Opening Tags

Opening tags use the full native measurement UI — width, height, style, mull configuration, and rough opening calculator. Use these for windows and doors within the renovation scope where replacement, resizing, or new openings are planned.

Project Info Fields

The Remodel profile adds five trade-specific fields to Project Info:

• Project Type — Renovation category (Kitchen, Bath, Basement, Addition, Whole-House, Other).
• Permit # — Permit number for the renovation work.
• Scope of Work — Text description of the overall renovation scope.
• Budget — Estimated project budget.
• Year Built — Construction year of the existing structure (shared with other profiles).

AI Features for Remodel

The AI assistant adapts all 19+ features for renovation work:

• Project Notes — Structured as a remodel estimator would write them: project overview, room-by-room scope, fixture schedule, material specification, demolition scope, structural considerations, and watch items.
• Photo Extraction — Identifies room layout, existing finishes, fixture condition, cabinet style, countertop material, and potential issues.
• Compliance — References IRC/IBC requirements for egress windows, bathroom ventilation, electrical capacity, plumbing clearances, and structural load changes.
• Completeness — Flags rooms without scope or square footage, fixtures without action or material, missing permit info, and undocumented areas.