How it works
From a building visit to information your team can use.
Start with the decisions you need to make. We define the capture and deliverables around those needs, whether you manage a commercial facility, a residential home, or a portfolio.
Define the purpose
Discuss the property, information gaps, intended users, and existing drawings. Identify a useful first scope rather than collecting data without a purpose.
Agree on capture and outputs
Confirm access, timing, included spaces, level of detail, file formats, and any optional services in a project-specific proposal.
Document the property
Capture the agreed accessible spaces and visible details. Add aerial context or milestone capture where included in the scope.
Review and hand off
Review the delivered plans, walkthroughs, and records. Clarify access, permitted sharing, and how the team will keep information current.
Plan around the people using the record
Agree on the handoff before capture.
The right outputs
Confirm plans, dimensions, tour access, and selected tags. Request editable CAD drawings (DWG), exchange data (DXF), scalable graphics (SVG), or Revit models (RVT) when needed. Ceiling plans and elevations require additional scope.
A usable structure
Agree on building names, reference dates, locations, and file organization so people can find the right record later.
Access and sharing
Confirm hosting, downloads, permitted users, and source-specific licensing. Sensitive building information needs an agreed sharing approach.
Updates and responsibilities
Identify who maintains the record and which changes should trigger new capture, such as renovations or major equipment replacements.
Different records answer different questions
Understand what you are ordering.
Compare plans, measurement tools, CAD files, and models →
| Record or service | What it helps you understand | What still needs attention |
|---|---|---|
| Photographs | Visible details at a moment in time. | Locations, dimensions, and surrounding context may need separate records. |
| Measured plan + virtual walkthrough | How spaces connect, measured layouts, and captured visible conditions. | Hidden conditions, changes after capture, and project tolerances require verification. |
| Broader property profile | Agreed visual, measured, and property information organized for several workflows. | The scope, source dates, permitted use, and update responsibilities must be clear. |
| Inspection, appraisal, or engineering review | The specialist assessment defined by that professional’s engagement. | Documentation supports these services; it does not replace their judgments or certification. |
Several properties?
Test the workflow before expanding it.
A representative building can help your team assess whether the deliverables answer its questions. Agree on evaluation criteria, required formats, and the next phase before rolling out across a portfolio.
Discuss a portfolio pilotPlanning questions
What to know before getting started.
What determines pricing and timing?
Size, location, access, complexity, capture requirements, output formats, and scheduling all affect the project. Our team confirms pricing and timing through a specific proposal.
What should we prepare?
A list of buildings, approximate areas, the intended use, known access restrictions, and any existing plans are useful. You do not need to have every detail ready to start a conversation.
Do we need new software?
That depends on the outputs and your workflow. Discuss how your team expects to view, download, store, and share records so those requirements are agreed before capture. A custom software integration is not included by default.
Can we request an example first?
Yes. Ask for a relevant sample or walkthrough. Our team can discuss an appropriate example and any access or confidentiality restrictions.
Start with a conversation
Start with the decision, not a list of tools.
Tell us what information is missing and who needs to use it. We’ll help define a practical scope.