Create a clear digital structure for your site by organising drawings into blocks and levels. This allows you to:
Help operatives select the correct drawing when placing a pin, reducing errors and saving time on site.
Automatically organise Job Sheets by block and level as they’re submitted, giving you cleaner, more actionable records.
Effortlessly generate reports filtered by block or level, making it easy to drill into specific areas of the site.
Add blocks and levels
How to add a block:
To add a block, make sure you are first within Site Manager
Click the +Add button
Select +Create New Block underneath the search bar
Add the name of the block and any levels you may wish to add
Click the Add Block button to save these changes
To add levels to this block, click the Next button at the bottom of the modal
Add your levels in, making sure to hit return after each new level
Click Add Levels to save these changes.
How to add a level:
Select the +Add button
Make sure you are adding levels to the right block. You can change the block by clicking on the arrow and selecting from the dropdown
Use the enter/return key to add each level to a new line
Click on the Add button to save the new levels
Renaming blocks and levels
How to rename blocks and levels:
In Site Manager, navigate to the block or level you would like to rename
You may have to expand a block to see all the levels sitting underneath
Click on the three dots on the right-hand side of the block or level
Select Edit Name from the dropdown
Type in the name change
Click Save Changes
Reorder Blocks
How to reorder blocks:
Select Reorder next to the Add Levels button
Arrows will appear on the right of each block
Choose the up or down arrows to move the blocks
Once you are happy with the new order, select Finish to save the changes
Reorder levels
How to reorder levels:
Select Reorder next to the Add Levels button
6 dots will appear next to the level names
Click and hold on the six dots to grab the level
Move the level up and down to reorder the level
Once you are happy with the new position of the level, let go of the level
To save the changes, click Finish in the top right-hand corner
Move a level
How to move a level:
Navigate to the level you would like to move
Select the 3 dots on the right-hand side of the level name
Select Move Level from the drop-down
Choose which block you would like to move the level into
Click Move Level
Bulk move levels
How to bulk move levels:
Click on the circles next to the levels that you would like to move
Once you’ve selected all the levels, navigate to the toolbar
Select the folder with an arrow icon
Select the block you would like to move the levels into
Click Move Levels to save the change
Delete blocks and levels
How to delete blocks and levels:
Go to the project where you want to remove a block or level.
Open Project Setup in the top right corner.
From the dropdown, choose Site Manager.
Next to the block or level name, click the three dots.
Select Delete Level or Delete Block.
When the confirmation modal appears, click Delete to finish.
💡 If you delete a block or level by mistake, you can undo it using the pop-up in the bottom left corner of your screen. It will stay visible until you perform another action or close it by clicking the x.