Annotations

Annotations are numbered markers that you place on a plan. Each annotation can contain photos, videos and audio comments. They form the core of your site documentation.

Create an annotation

In Visit or Catch-up mode:

1. Tap the plan where you see something to document.
2. A numbered marker appears. Drag your finger around the marker to orient the direction triangle — it shows which direction you’re looking from (where the photo will be taken).
3. The camera (Visit mode) or photo library (Catch-up mode) opens to attach a photo.

Annotations are automatically numbered in creation order (1, 2, 3…).

Annotation appearance

Each annotation has the same shape: a circle containing the number, with a triangle attached that shows the observation direction. This triangle lets anyone see at a glance from which angle the observation was made.

Colors

15 built-in colors are available: Orange, Green, Blue, Brown, Violet, Red, Yellow, Gray, Black, White, Teal, Cyan, Mint, Pink and Indigo.

Color follows a hierarchy. Each annotation uses its plan’s default color, which itself inherits from the project’s default color. You can override the color at each level:

• Per annotation: open the annotation’s detail panel and choose a color, or “Plan default color” to revert to inheritance.
• Per plan: in the plan settings, set the color applied by default to new annotations, or “Project default” to inherit.
• Per project: see Custom colors below.

Custom colors (Pro)

Pro and Teams subscribers can go beyond the 15 built-in colors and create a custom color palette specific to each project. Open Project settings → Colors (PRO badge). The screen groups three sections:

1. Default color: the color applied to new annotations and general project observations, unless overridden by a plan or annotation.
2. Custom colors: add up to 24 colors using the picker (color wheel) and give them a name. Tap an existing color to rename or delete it.
3. Default colors: rename one of the 15 built-in colors for this project, or hide it from color pickers.

Note

The custom palette is shared with all collaborators on the project. Creating or editing the palette requires a Pro or Teams subscription, but applying an already-created color remains possible for anyone with edit rights.

You can then filter annotations by color in the plan viewer, including custom colors. All colors are faithfully rendered in exported reports (PDF, HTML).

Sizes

5 marker sizes: XS, S, M, L and XL. Choose a size that fits your plan’s scale.

Move an annotation

To move an annotation on the plan, press and hold the marker for about a second, then drag it to its new position. Release to confirm the move.

Edit an annotation

Tap an existing annotation to open its detail panel. From this panel, you can:

• View or add photos and videos.
• Listen to or record audio comments.
• Change the marker’s color and size.

The actions are grouped to stay readable: an Add menu gathers the ways to attach a photo (take a photo, choose from the library, add an existing photo), while an options menu groups the other actions (rotate, pin to plan, delete).

Delete an annotation

To delete an annotation, open its detail panel by tapping it, then tap the Delete button. Deletion also removes all attached photos, videos and audio comments.

Caution

Deleting an annotation is permanent. Consider exporting your report before deleting annotations if you want to keep a record.

Reset numbering

If you’ve deleted annotations and the numbering is no longer continuous (e.g., 1, 2, 5, 8), you can reset the numbers to get a clean sequence (1, 2, 3, 4). This option is accessible from the plan settings.