How it works

Getting started

Uploading your first plan

How to drag a PDF location plan in, bring along an existing Excel schedule, and get set up in under a minute.

Getting started

A tour of the workspace

Where everything lives — the plan canvas, the schedule panel, the toolbar, and the project menu.

Tagging

Placing sign tags & auto-IDs

Click to drop a tag, understand auto-generated Sign IDs, and rotate, resize or reposition tags on the fly.

Tagging

Search & auto-tag rooms

Type a room name or code and let Location Planner scan the PDF text layer and place matching tags for you.

Tagging

Custom Sign ID formats

Define your own numbering scheme — building, level, sequence — before you start tagging a set.

Schedule

Editing the message schedule

Update sign types, messages, and copy quantities directly in the side panel as tags flow in live.

Schedule

Sign type colors & legends

Assign colors per sign type and generate a legend that stays in sync with your marked-up plan.

Revisions

Handling revisions with Replace Plans

Swap in a revised PDF without losing a single tag — Location Planner matches the old sheet geometry to the new one.

Exporting

Exporting Excel, PDF & ZIP

Generate a formatted Excel schedule, a marked-up PDF for the field, or a full ZIP bundle for handoff.

Collaboration

Sharing projects & client links

Send a view-only or commentable link so clients and field teams can review without logging in.

Collaboration

Kanban project board walkthrough

Track every project through your own pipeline stages — drag, drop, and reorganize as work progresses.

Collaboration

Inviting your team

Add teammates, manage roles, and control who can edit versus view each project.