Draw a plan on a quote and print it full width
Sketch the job on a blank canvas or draw over a site photo, flag it as a plan and it prints across the whole page of the quote PDF under its own Plan heading. Every other photo block now lays out two to a row with the disclaimer once instead of under every image.
Some jobs are easier to explain with a sketch than a photo. Where the ducting runs, which wall the head unit goes on, where the condenser lands and why. You could already draw over a photo in Cooledge, but it printed at the same size as every other photo on the page. Now a drawing can be flagged as a plan, and a plan prints across the whole page.
Start from nothing or from a photo
- Draw plan on the portal opens the photo editor on a blank white page, with the Plan toggle already switched on.
- Blank canvas does the same in the mobile app, sitting alongside Take Photo and Choose from Library.
- Or open a photo you already took in the Other / Plan category, draw on it, and switch the Plan toggle on before you save.
It is the same editor you already use, so all three modes still apply: drop indoor and outdoor units onto the page, draw with free-hand, straight lines and rectangles in a choice of colours and weights, and type labels wherever you need them.
What the customer sees
- A plan prints full width, one per row, under its own Plan heading on the quote PDF.
- A blue PLAN badge marks it in the editor so you can see at a glance which pictures print big.
- On a VRV quote it is the exception that gets out. Those photos live in Report - Internal use and stay on the internal report. Flag one as a plan and that drawing prints on the customer's quote as well, while the rest of the category stays where it is.
- Turn the toggle off and it goes back to being an ordinary photo. Nothing is lost either way, the drawing is baked into the image.
Every quote PDF got shorter
Photo blocks used to print one image per row with the "Drawings are indicative only" line repeated under each one. They now lay out two photos per row with the disclaimer once per block, on every quote type including the leak and parts repair quotes. Six site photos take three rows instead of six.
Plans work on split, ducted, multi, install only and VRV quotes, and on Kits & Items, plumbing and electrical quotes, in the portal and in the mobile app. On a ducted quote a plan is separate from the Floor Plan wizard's snapshot, which still prints in its own section.
Full walkthrough in Quote Photos and Plans.
Try This Feature Today
Start your free 14-day trial and see what Cooledge can do for your business.