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Section 07

Troubleshooting & FAQ

Common issues and how to resolve them. Each entry follows symptom → cause → fix so you can match what you are seeing to the solution.

Save fails or the plan does not appear on the job.

  • Cause: the OAuth connection was not approved, or permissions were revoked.
  • Fix: re-open the add-on store entry for Plan Pad and re-approve the connection, then reload the job.

The pad window is very small on desktop.

  • Cause: the add-on opened in a narrow frame.
  • Fix: expand the add-on window or pop it out if your ServiceM8 setup allows it, so the 900×500 canvas is fully visible.

On mobile, exiting the pad returns to the job or diary instead of keeping the plan.

  • Cause: on mobile, closing the pad without saving returns you to the job or diary.
  • Fix: always select Save before exiting on mobile so the plan is stored against the job.

Confusion between the legend and the draw area.

  • Cause: the legend describes stamps and tools; the draw area is where you sketch.
  • Fix: use the legend only as a reference — draw and place stamps in the main canvas area.
troubleshootingfaqerrors

Need help?

Contact Get In The Cloud DevOps for help using Plan Pad.

Still need a hand?

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