A1OSIS
Menu
Start a Project

Plan Studio · Core workflow

Brand, Save, Export and Share a Finished Plan

Complete the title block, confirm the legend and cable schedule, export one clean PDF and attach the finished plan to the customer record.

7 minutes5 stepsVisual + written guide

BEFORE YOU START

  • Completed equipment placement
  • Reviewed routes and labels
  • Company profile and customer data

WHAT THIS IMPROVES

  • Customer-ready one-page output
  • Company ownership and contact information
  • A plan attached to the matching project
Open Plan Studio demo

WRITTEN WALKTHROUGH

Complete the workflow step by step.

01

Review project identity

Confirm project title, customer, service address, floor and company logo before export.

Why this mattersThe title block must identify exactly where and for whom the design was created.
PLAN STUDIO
AccountCompany profileSave company standard
TOOL SHOWNCompany profileSave company standard
PropertiesLabelQuantityNotesStatus
Company profileThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
02

Clean the drawing viewport

Fit the full plan and close or minimize editing panels that are not part of the deliverable.

Why this mattersZoom, focus controls and workspace UI should never appear in the exported customer plan.
PLAN STUDIO
AccountCompany profileSave draft
TOOL SHOWNPlan workspaceSave draft
PropertiesLabelQuantityNotesStatus
Plan workspaceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
03

Inspect legend and route schedule

Remove unused symbols, confirm device counts and review every cable or conduit line in the pathway schedule.

Why this mattersThe export should function as a field reference rather than a screenshot of an unfinished workspace.
PLAN STUDIO
AccountCompany profileAdd selected item
TOOL SHOWNEquipment libraryAdd selected item
PropertiesLabelQuantityNotesStatus
Equipment libraryThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
04

Export the watermarked or member PDF

Choose Export PDF. Demo and trial exports retain A1OSIS watermarking; eligible paid memberships create the company-branded production version.

Why this mattersThe export preserves the plan, legend and schedule as one controlled deliverable.
PLAN STUDIO
AccountCompany profileExport customer PDF
TOOL SHOWNSave & exportExport customer PDF
PropertiesLabelQuantityNotesStatus
Save & exportThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
05

Save to the project dashboard

Attach the finished plan to the customer record so it can be emailed, referenced during installation or used to create a proposal.

Why this mattersA connected record prevents the design and quote from separating into unrelated files.
PLAN STUDIO
AccountCompany profileSave customer record
TOOL SHOWNCustomer & projectSave customer record
PropertiesLabelQuantityNotesStatus
Customer & projectThe pointer identifies the exact control used in this step; the explanation stays outside the working area.

COMPLETION CHECK

Confirm the result before moving on.

  • Export is one page
  • Workspace controls and browser URL are absent
  • Company information replaces generic footer text
  • Plan appears on the correct customer record

NEXT TUTORIAL

Send Plan Equipment into Proposal Center

Carry the customer, project, equipment quantities, visual icons and attached plan into a new editable contractor proposal.

Continue learningSee memberships