User Guide

Everything you need to run Plan Pad.

Open Plan Pad from a job, draw your site plan, and save it back to the job. Configure stamps and plan defaults in Settings. Find troubleshooting when something is not working.

Getting Started

What Plan Pad is, how to open it from a ServiceM8 job, and the 900×500 plan canvas.

Installation & Activation

Install the Plan Pad add-on, approve the OAuth connection, and find Plan Pad on a ServiceM8 job.

Permissions & Data Access

What Plan Pad can access — jobs, attachments, add-on storage and staff notes — and where your plan data is stored.

Configuration

Plan Pad Settings — stamp packs, renaming stamps, and plan defaults applied when a plan is added.

Daily Workflow

Outline the site, drop stamps, draw lines, use the Measure tool for blue dimension lines, add text, and use the Plan panel for grid, north and scale.

Outputs & Results

How a plan is stored against the job (storage key drawing-v1), exported as a JPEG attachment, and the footer added on export.

Troubleshooting & FAQ

Fixes for save errors, small desktop windows, mobile exit behaviour, and the difference between the legend and the draw area.

Privacy, Support & Release Notes

Where plan data is stored, how to get support, and version notes for Plan Pad.

Need a hand with Plan Pad?

Our team can help you activate, configure and use Plan Pad in your ServiceM8 account.

Get Support View Add-on Details