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How to use 360Plan

Organize site visits, review private drafts, and share the right Site Capture with your team.

1. Organize a project and Site Capture

Create a project for the building or site. The project holds the shared image library and its Site Captures.

Open the first Site Capture or choose New Site Capture. Use a clear name such as Existing conditions, Level two inspection, or September site visit.

Each Site Capture has its own floor plans, pins, draft preview, published link, and access settings.

In Images, choose 360 Images for panoramic photos or Standard Images for ordinary photos. Search and filters help you find images and review assignment status.

Pro Plus also accepts DNG standard photos up to 25 MB each. Your original stays available for download while a viewable photo is prepared. After the upload finishes, you can leave the page and return when the photo is ready.

2. Add floor plans to the selected capture

Open a Site Capture and choose Add floor plan. Upload PDF, JPG, or PNG files.

For a PDF with multiple pages, choose only the pages you need and give each floor plan a clear name.

Crop during import or adjust the crop later in the Floor Plan Editor. Your original source remains available.

The selected Site Capture owns this floor plan layout. A change here does not move pins in another capture.

3. Place and connect pins

Open the Floor Plan Editor, turn on Add pins, and select where each image was taken.

Choose a 360 image for a panoramic view or add standard images to the pin. Multiple standard images can belong to one pin.

Give the pin a useful name and optional note. Drag it to refine its position or reorder pins for the walkthrough sequence.

For bulk actions, enter selection mode. Select all or use Shift click on desktop to select a range. Review the confirmation before deleting anything.

4. Set viewing directions

For 360 images, use the visual alignment tool when you want directional arrows. Match the panorama viewing direction to the plan.

For standard images, set the photo direction separately. Site mode lets you select a pin, choose its direction, and take a photo for that location.

A shared standard image can have a different pin and direction in each Site Capture.

5. Review the draft

Choose Preview in the Site Capture to review your current draft. The preview is only available to the project owner.

Use the floor plan pins to open images. Split view keeps the plan and image together. Zoom in to check details and switch floor plans to review the whole capture.

An unpublished changes badge means your saved draft differs from the last published version. Saving an edit does not publish it.

6. Choose access and presentation

Open Capture settings for the selected Site Capture. Set its name, contact information, pin appearance, and viewer controls.

Choose anyone with the link, anyone with the link and password, or invited accounts only. Passwords, email invitations and expiry dates are available with Pro and Pro Plus.

An invited viewer must sign in with the verified email you invited. Forwarding the link does not give another account access. Manage invitations to change permissions or remove access.

Access settings and viewer review permissions take effect immediately. Presentation edits remain in the draft until you publish them.

Viewpoint titles, pin numbers, and navigation buttons are off by default. Enable them if they help your viewers. Pro Plus also includes custom branding.

Measurements, annotations and PDF export are off for viewers by default. Enable each tool in Viewer review tools. With invited accounts, also choose which tools each viewer can use.

Choose current session marks or saved account reviews. Saved marks are private to that reviewer and published plan version. Choose Save review before closing. Publishing a new version starts a separate review.

Calibrate each floor plan before measuring it. Length uses two points. Area and perimeter use a closed outline. Measurements are approximate and must be verified on site. These tools measure only floor plans, not site photos.

7. Publish and share

Enable sharing for the first time in Capture settings. After that, Publish changes is also available in the capture overview, Floor Plan Editor, Images, and draft preview when you have saved changes. At least one floor plan must have a pin with a ready image.

The image library is shared across the project. Choose which Site Capture to publish. Publishing one does not publish changes in the others.

The shared link opens the last published version. Check it after publishing, then share the link, QR code, or embed.

Every Site Capture has its own link. A password for one capture does not unlock another.

Disable sharing to stop access. Reusing the link after a later publication shows the newly published version.

8. Prepare the next visit

Return to the project and choose Duplicate on a Site Capture.

Choose Plans, pins, and linked images to reuse the same images without uploading them again. The copy has independent pin positions and photo directions.

Choose Plans and pins only to start with the same layout and locations but no assigned images or image annotations.

Every duplicate starts as a private draft with its own link and no inherited password or expiry. Review its settings before publishing.

9. Export and manage your records

Use image downloads when you need original files. A standard photo report combines images with floor plan context and viewing directions. Check the selected capture and assignments before exporting.

Before deleting an image, review the pin usage warning. Deletion removes that image from draft pins in every affected Site Capture. Published copies remain available until you publish the updated captures.

Delete a Site Capture only when you no longer need its layout or publication. The confirmation explains what is removed. Its shared link stops working.

Deleting a capture keeps images in the project library and does not delete another capture. A project or account deletion has a broader effect. Review those confirmations separately.

10. Understand plan allowances

Lite includes three projects, two Site Captures per project, and 15 total pins per capture across its floor plans.

Pro includes 30 projects, five Site Captures per project, and unlimited pins. Pro Plus includes unlimited projects, captures, and pins.

Storage and transfer allowances still apply. View your current plan and usage in your account.

Existing projects move into a first Site Capture with their original shared links and passwords preserved. Existing users see a one time introduction. New users start with the Site Capture workflow.