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How to Create Floor Plans
How to Create Floor Plans

Leverage UpKeep to create an interactive Floor Plan, providing your team with a map of your facility, enhancing navigation and efficiency

Updated over 2 months ago

Available On: Professional and Business Plus


In this article, we'll explore how integrating floor plans can revolutionize your workflow, offering a visual guide for organizing assets, streamlining work orders, and enhancing team collaboration. šŸ› ļø So read here to learn how create a Floor Plan and how to add mapping points to your Floor Plan.


How to Add a Floor Plan to your Location

A guided look at the steps to add floor plans within your locations.

  1. Navigate to the Locations Section:

    • Go to the Locations section from the main menu.

  2. Select the Desired Location:

    • Click on the location where you want to add a floor plan.

  3. Access the Floor Plans Tab:

    • Select the Floor Plans tab within the locationā€™s details.

  4. Add a New Floor Plan:

    • Click "Add Floor Plan" to start adding a new floor plan.

  5. Enter Floor Plan Details:

    • Name: Provide a name for your floor plan.

    • Area: Specify the area or floor the plan represents.

    • Image: Upload an image of the floor plan.

  6. Save the Floor Plan:

    • Click "Submit"


How to Add your Mapping Points

A guided look at how you can put your Assets or custom mapping points on your Floor Plans.

  1. Navigate to the Locations Section:

    • Go to the Locations section from the main menu.

  2. Select the Desired Location:

    • Click on the location where you want to add a mapping point.

  3. Access the Floor Plans Tab:

    • Select the Floor Plans tab within the locationā€™s details.

  4. Add a Mapping Point:

    • Click on the Floor plan to add a mapping point

  5. Choose Mapping Point Type:

    • Select either an Asset Mapping Point or a Custom Mapping Point based on your needs.

    • Choose the desired item or input for the mapping point.

    • Select a Color to differentiate the mapping point visually.

  6. Place the Mapping Point:

    • Click anywhere on your floor plan where you want to add the mapping point.

  7. Finalize the Addition:

    • The mapping point will be placed on the floor plan, and you can adjust its position as needed.


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