Creating a drawing for an Installation , Job or Quotation

Tracker Pro has the ability to edit and markup diagrams plus create hierarchies and flowcharts.

These can be added to any Quote, Job or Installation and are inherited upon moving through the three phases(Quote to Job to Installation).

To Create a Floorplan or other diagram (including hieararchy diagrams) complete the following steps.

1. Locate the record you wish to add a plan to then start the edit function

2. Open the Plans tab in Quotes, Jobs or the Installations Record

3.  Add a New Diagram to create your Floor Plan / Diagram

4.  Add your base floorplan drawing to the design interface

This drawing is then added to the FloorPLans Objects and can be dragged onto the drawing design interface

5. Drag your base floorplan plan onto the design surface

Note point 2 below - full screen designer mode is extremely useful when completing design interface work

6. View Groups of Objects and drag them onto the drawing interface

Pick from objects inside

      Hardware -  contains commonly used icons for drawing design in building, security and installation

      General - contains commonly used shapes

      Flowchart - contains commonly used flowchart objects

      Orgcharts - contains commonly used orgcharts symbols

      Containers - Allows you to build designs inside containers to collapse and expand later allowing multi function plans/designs

7. To save , print and export your diagram complete the following steps

NB: Do not forget to press Save Diagram (Step2) to avoid loss of work

To add a second diagram tab ( for example for multiple floors at the installation ) click Add New Diagram (Step 4) and repeat design and save phase.

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