1. Create a new account

When creating a new account, you will go through the following steps:

• Complete your account details
• Determine how you want to use the application: for professional or personal use?
• Complete your company or personal details 
• Choose the payment plan

2. Edit your account and workspace 

Within your account, you can:

• Change your name
• Set your language
• Upload your signature

Within your workspace, you can:

• Edit your company information
• Adjust your payment plan
• Upload your logo
• Complete the legal representative details and upload their signature
• Determine which signature you want on the electrical schematic:
• • Always show the company signature
  • Always show the technician’s signature
  • Show the technician’s signature when available

Would you like to activate the SPOQ integration? Please contact info@asbuiltplan.be!

3. Invite new users to your workspace

When inviting a user, you go through the following steps:

• View the list of users in the organization and their role
• Add a user based on their email address and assign them a role
• • Don’t have separate email addresses for your employees? Then use an existing email address within your organization and add '+' with an additional tag before the @ --> info+tom@@bedrijf.be
  • Emails will arrive in your general mailbox info@bedrijf.be
  • Tom (or another technician) will get his own account
• View the sent invites
• The user will receive an email to create their account

 Check here which roles are available!

4. Select your product preferences

Within the workspace, you can set product preferences. These are the brands and product types you install the most:

• The inverters from the Synergrid list are available for selection
• For charging stations, solar panels, and batteries, we update the material lists
• Do you notice that a product type is not available? Send it to info@asbuiltplan.be and we will upload it

5. Filter the project table

You can filter the project table as follows:

• By using quick filters, you filter the open projects assigned to you, scheduled for today
• By using the column filters, you can filter any selection
• • In the Workspace column, you can filter both on the 'Workspace' and the assigned technician.
  • The assigned technician is displayed with a colored icon that contains the technician's initials.

6. Create a project and a schema

Creating a project:

• Fill in the required details, such as the client’s name and address information
• The customer’s contact details are only necessary if you want to request an inspection from ACEG via As Built Plan
• Specify the environment in which the project should be created
• The PO number is important when using the SPOQ integration and if you want ACEG to invoice by PO number

Creating a schema:

• Name the diagram. This is important if you plan to add more than two diagrams to a project.
• Assigning a responsible technician allows their signature to appear on the export (if set in the environment) and lets you search by the technician's name in the project table
• You can create schemas in three ways:
• • Draw from scratch​
  • Copy from another diagram, e.g., for similar situation plans
  • Copy from a template, such as a basic template that can be reused for PV installations
• You can only copy from schema and templates in other environments if you are an admin in that environment.​

7. Edit and delete projects and schemas

Editing and deleting works as follows:

• In the project table, you can edit and delete any project for which you have write access
• Open a project by clicking on it
• In the project overview, you can edit each schema
• You can adjust the status to follow the correct workflow within the application
• • Statuses update automatically when you request an inspection through SPOQ; otherwise, they can be updated manually
• You can upload files to schemas
• • These files can be marked as attachments for the schema export, such as data sheets for the installed materials
  • You may also choose not to include these files in the schema export if they don’t need to be shared with the inspection body, such as uploaded photos or a report of the completed work
• Schemas can also be exported from the project overview.

8. Create, edit and delete template folders and templates

You can manage templates as follows:

• Navigate to templates in the menu
• You can group templates by template folder
• Template folders can be renamed and deleted
• You can open a template folder by clicking on it
• You can create templates in a template folder in three ways:
• • Draw from scratch​
  • Copy from an existing schema
  • Copy from another template
• You can only copy from schema and templates in other environments if you are an admin in that environment.​

9. Add floors, upload a floor plan and export

Adding floors:

• Click on the floor number to open the menu
• You can edit the description or floor number, which will appear in the export
• You can delete floors
• • All symbols on that floor will also be deleted
  • You cannot delete the last remaining floor
• You can add a new floor
• • You cannot add two floors with the same floor number
  • Floors are sorted in chronological order

Uploading a floor plan:

• Click on the ‘layers’ icon
• Check the box to activate the floor plan
• Upload the file (image format)
• Add symbols to the floor plan

Exporting:

• Each floor gets its own page in the export
• The floor number and description are included in the export templateport template
• If you want further divisions in the export, you can create subfloors (1.1, 1.2, 1.3,...)

10. Draw, move and reshape walls

Drawing walls:

• You have three options to draw walls: Note - this is not drag & drop!
• • Drawing a square room
  • • Draw by clicking on the two opposite corners on the screen
  • Drawing a separate wall
  • • Each click sets a corner in your shape​
    • Double-click on the last corner to finish drawing
• Drawing a closed shape (triangle or other shape)
• • Each click sets a corner in your shape​
  • Click again on the first corner to close the shape

Moving and reshaping:

• Activate ‘move’: select the object to move it
• Activate ‘reshape’: move the object’s markers

You can undo any changes as long as you remain in the situation plan

11. Draw labels, garage doors, windows and doors

Drawing labels:

• Select the text label in the drawing menu
• Place the label on the plan
• Change the description

Drawing garage doors, windows, and doors:

• Select the correct object in the drawing menu
• Draw the two endpoints of the object, as you would with a wall - this is not drag & drop
• You can select the object to display the context menu
• In the context menu, you can rotate or delete the object

12.Draw stairs

Straight stairs:

• Select the stairs in the drawing menu​
• Draw as you would walls - this is not drag & drop
• To draw the stairs against the wall:
• • Turn on the grid
  • Draw the stairs one grid length from the wall
  • The stairs will automatically adjust to the correct width to fit neatly against the wall

Round stairs:

• Select the stairs in the drawing menu​
• Place the stairs on the plan

Adjusting stairs:

• Click on the stairs to adjust the width
• Click on ‘reshape’ to lengthen the rectangular stairs
• Click on ‘move’ and select the stairs to reposition them

13. Draw and scale electrical symbols

Drawing symbols:

• Turn off the grid to make it easier to drag the symbol against the wall
• Select the symbol in the drawing menu
• Adjust the label if available
• For the grounding interrupter, you can optionally enter the grounding resistance. This will support AREI validations

Scaling symbols:

• Misjudged the size of the plan relative to the number of symbols that need to be drawn? 
  You can adjust the size of the symbols in the plan

14.  Complete the network connection

Navigate to the circuit table:

• The circuit table represents the layout of the distribution board
• Use the navigation menu, which looks different on smaller screens

The network connection:

• The first line in the circuit table represents the network connection
• Click on the pencil icon to enter the required values
• The single-line diagram is automatically completed based on the input

15. Draw RCDs

Add an RCD:

• Click on the ‘plus’ icon to branch off from the network connection
• Fill in the specifications of the RCD
• You can link the RCD to one of the boards drawn in the layout plan

Duplicate components:

• Click on duplicate to create a second RCD with the same specifications
• Fill in the additional or different information

Reposition components:

• If you want to place the sensitive RCD behind the main RCD instead of in parallel, select the sensitive RCD and click on the right arrow
• You will see how the single-line diagram is automatically adjusted

16. Draw sockets, switches, lights, and other household symbols

Add a circuit breaker behind the RCD:

• Click on the ‘plus’ icon to branch off from the RCD
• Fill in the specifications of the circuit breaker
• You can duplicate again to create a second circuit breaker

Draw the symbols on the layout plan:

• Select the required symbol in the drawing menu and position the symbol on the plan
• Afterward, you can add attributes by clicking on the symbol
• Link the symbol to the appropriate circuit breaker and give the symbol the correct position on the circuit breaker
• The order will be assigned chronologically; be aware that switches for the lighting should come first
• You will see how the single-line diagram is automatically completed

Household appliances, HVAC, and other symbols work in a similar way

17. Draw RCCBs and fuses

You can add these in the circuit table:

• Click on the ‘plus’ icon to branch off from a component
• Choose the required protective device
• Fill in the specifications of the component
• View the result in the single-line diagram​

18. Draw a charging station with multiple connection points

Draw the charging station on the situation plan:

• Connect to the appropriate circuit and position on the circuit​
• Select the charging station from the materials list. If you can't find the required charging station, please contact info@asbuiltplan.be
• Fill in the additional information such as the serial number​
• Place a second charging station icon to indicate a second connection point and position it on the same circuit
• Make it clear in the description that this is a second connection point
• View the result in the single-line diagram​

19. Draw an inverter with battery and strings

Draw the inverter on the situation plan:

• Connect to the appropriate circuit and position on the circuit​
• Select the inverter from the materials list. All inverters from the Synergrid list can be found here
• Fill in the additional information such as the serial number​

Add a battery:

• Add the battery to the inverter
• It will automatically be drawn on the plan with the same circuit and position as the connected inverter
• Select the battery from the materials list. If you can't find the required battery, please contact info@asbuiltplan.be
• Fill in the additional information such as the serial number​

Add a string:

• Create an additional level for the roof
• Add the string to the inverter
• Change the string’s floor level
• Move the string, or move each panel separately by double-clicking on the panel
• Select the panel from the materials list. If you can't find the required panel, please contact info@asbuiltplan.be
• You can duplicate strings

View the result in the single-line diagram​

20. Draw an inverter with backup output

Proceed as follows:

• Indicate that the inverter has a backup output in the situation plan
• The inverter will now be visible in the circuit table. You cannot modify the inverter from the circuit table; you can only branch off from the inverter
• Branch off with a circuit breaker from the inverter
• Return to the layout plan and draw the symbols that are added behind the backup output
• Connect the symbols to the backup output
• View the result in the single-line diagram​

21. Draw Meters

Draw a meter behind the main RCD:

• Draw a meter behind the main RCD
• You can draw both a green energy meter and a regular energy meter
• Move all other components behind the energy meter
• View the result in the single-line diagram​

Draw a meter between the circuit breaker and the inverter:

• Add an energy meter behind the circuit breaker
• Connect the inverter to the energy meter instead of to the circuit breaker
• View the result in the single-line diagram​

22.Draw from a template and validate with the validation report

Draw a schema from a template:

• Adjust the situation plan to match the actual installation
• Check the circuit table to validate that everything is correct as prepared in the template
• Make adjustments if necessary
• Validate missing information in the validation report and fill in further details
• View the result in the single-line diagram​

23.  Branch off to a second board

Proceed as follows:

• Draw the second board on the layout plan
• Add the circuit breaker to branch off to the second board
• Branch the RCD and circuit breaker from the charging station behind the new circuit breaker and indicate that they are located on the second board
• View the result in the single-line diagram​
• Take an export
• View the diagram with an overview of the circuit table and the distribution of components across the different boards

24. Request an inspection via SPOQ

Proceed as follows:

• Ensure that the SPOQ integration is activated. If not, contact info@asbuiltplan.be
• Fill in the inspection form to request an inspection
• The contact details of the customer are important so that ACEG can schedule the inspection
• Other fields are optional:
• • Period: only when the inspection can take place later
  • Key information
  • Other comments
• If a product is not activated in your customer file in SPOQ, you will receive an error message that the product is not activated. Contact your SPOQ contact person
• You can always track the current status of the inspection in the project and diagram overview
• The status adjusts automatically based on information from SPOQ:
• • Inspection requested
  • Inspection scheduled
  • Inspection conform
  • Inspection non-conform
• You can view and cancel the inspection request by clicking on the 'inspection' icon. ACEG's cancellation policy will apply
• In the status report, you can also review previous statuses along with corresponding documents and timestamps
• You can also find the inspection request in SPOQ

25. Send the schema back to your CRM software

In the workspace settings, a user can fill in the following fields for the CRM integration:

• CRM URL: The API URL of the CRM system to which the data is sent
• CRM Token: An authorization token (Bearer token) for authentication with the CRM system
• Note: To ensure security, the CRM token is stored encrypted in our database

The "Export to CRM" option becomes visible in the schema as soon as a CRM URL is entered in the workspace settings:

• A POST request is sent to the specified CRM URL with the following headers and JSON body:
• • Authorization Header: The CRM token is added as a Bearer token in the Authorization header
  • JSON Body: The request body contains all project data as a JSON body, including a temporary (5-minute) link to the PDF file (schema).
    
    All project fields are present in the body:

json

​{ 
​ ​​"firstName": "Jan",
​ ​​"lastName": "Jansen", 
​ ​​"projectID": "12345", 
​ ​... 
​ ​"url": "https://signed-url-to-s3-pdf" } 

The URL field contains a temporary Amazon S3 signed URL to the PDF file of the schema. The URL is valid for 5 minutes and can be used to download the file.