How to share a plan with your customer
Text or email a live, interactive plan, update what they see when you’re ready, and read the notes they leave you.
A live plan your customer can tap through on their phone looks miles more professional than a marked-up PDF — and you choose when they see your changes.
Send it to the customer
They get a text and/or an email (“Your electrical plan is ready”) with a button to open the plan.
- 1In the plan, tap Next steps and switch to Share.
- 2Tap Send to customer.
- 3Check who it’s going to. Tap Someone else? to send to a different person.
- 4Check the Recipient name, Mobile(s) and Email(s). Separate more than one with commas.
- 5Tap the send button — Publish + text + email, Publish + text link or Publish + email link, depending on what you filled in.
Save the plan first — the share options need a saved plan.
You choose when they see changes
Sending publishes the plan as it is right now. Keep editing as much as you like — the customer keeps seeing the sent version until you publish again.
Ready for them to see your changes? Open Send to customer again and either send it again, or tap Update customer’s view (no notification) to update their link quietly.
The window shows when it was last sent, and to whom.
Copy the link yourself
Tap Next steps → Share → Live plan link, then Copy link, and paste it into your own message. Opening this also publishes the latest saved version.
From the Plans page you can also tap Share on a plan to copy its link.
What your customer sees
They can’t move or change anything on your plan.
- The plan under your branding. On a phone they tap View plan in full screen.
- Arrows to move between floors.
- Tap any device to see what it is and its spec.
- Filter to look at just the lighting, just the power, and so on.
- Product list, and Contact to email, text or call you.
Customer notes
- 1The customer taps Add note, then taps the plan where the note belongs, and types it.
- 2Their notes show up on your plan too.
- 3They can tap Notify changes to text you that they’ve added notes.
Download every note — yours and the customer’s — with Next steps → Download → Notes. Turn notes into a variation with Additional job items.
Send the plan to robot
Want robot’s help pricing a Smart Home job? Next steps → Share → Send to robot®. Once sent it changes to Re-send to robot® so you can send the latest version.
Show the plan inside your quote
In the quote builder, open Interactive plan, pick the plan and turn on Display the plan to the customer. The plan then sits right inside their quote.