Your plans list: find, open and manage plans

Find a plan

Grouped by Customer, each customer (or business) gets a heading with a count of their plans. Plans with no customer sit at the bottom under No customer.

1. 1
   Open Plans.
2. 2
   Type in Search plans, customers, addresses. It matches the plan name, the customer, their business and the site address.
3. 3
   Use the grouping menu to sort the list by Customer, Recent or Name. robot remembers your choice.

What the status chips mean

• Draft — you’re still working on it. The customer hasn’t been sent a link.
• Sent — the plan has been published to its live link, either with Send to customer or by sharing the Live plan link.
• Locked — you downloaded an interactive copy, so the plan is locked to match it. Locked shows even if the plan was also sent.
• Shared — another business (usually a builder) sent you this plan. It’s your own copy to mark up and price.

Open, share or download

Each row shows the number of points, the number of floors and when it was last edited. Tap a row to expand it. You’ll see a preview, the site address and the edited, sent and locked dates.

1. 1
   Tap Open to go into the plan.
2. 2
   Tap Share to copy the customer’s live link.
3. 3
   Tap ⋯ for more: Share live plan, Product list, Materials CSV and Delete plan.

Delete a plan

1. 1
   Tap ⋯ on the plan’s row.
2. 2
   Tap Delete plan.
3. 3
   Confirm with Delete plan. This can’t be undone.

Rename, floors and customers

You name a plan when you create it. Floors are added and renamed inside the planner — see How to upload a floor plan and add floors.

To change who the plan is for, open it and tap the customer chip in the top bar.