Before you arrive
Start the drawing from the job and fill in Drawing Info: name, address, client and PO number. Import any plan or scope you have (Share Sheet) so it is an overlay or a Document layout ready to use. Check your logo and contact details under Settings, Company, Business info. Make a layout for each area you expect to cover, choosing the right type for each: Grid for floor plans, Elevation for exteriors, Sketch for details, Site Plan for the roof or lot.
On site
Draw first and tag second, because tags are easier to place on a finished plan. Enter sizes while the tape is still in your hand. Use the camera for photos and attach them to tags. Use the Level for roof pitch and save each reading with a note. Use AR Measure to check openings on a LiDAR device. Dictate observations with the mic. Write what does not belong on the drawing in Notes. Keep the calculator for area and unit conversion.
Review
Open the Review dashboard. Look for missing sizes, then run completeness and duplicates. Remove blurry photos from the gallery and mark up the ones that need a call-out.
Report and share
Use report to make the PDF with your branding, all layouts, tagged items and photos, and send it by email, message or AirDrop. Export the drawing for a backup. To hand the work to your team, share the drawing, and to sell it, make an estimate from the takeoff.