> For the complete documentation index, see [llms.txt](https://help.visuary.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.visuary.com/guide-visuary-en/depending-on-your-trade/diagnostic-audit.md).

# Diagnostic / audit

*Get all your areas and linear measurements in just a few minutes — floors, heat-loss walls, skirting boards — without measuring by hand.*

📱 This article covers the features available on the Essentiel plan, as well as some more advanced features of the Intégral plan.

***

## The Scan

{% columns %}
{% column width="50%" %}
{% embed url="<https://youtube.com/shorts/QupgV0gHP0k?feature=share>" %}
{% endcolumn %}

{% column width="50%" %}
**With an iPhone Pro (12 or later) or an iPad Pro (2020 or later), carry out an accurate Survey / Measurement to 98% in minutes.**

<p align="center"><a href="/pages/71b25c74e01625462230b29804425ef4a40ffc2d#consulter-ici-la-liste-exhaustive-des-appareils-compatibles" class="button secondary">All compatible models</a></p>

1. Open Visuary and tap **New scan**&#x20;
2. Move your device around the space following the on-screen instructions, scan up to 40 m² before moving to the next Zone.
3. Tap the Camera icon to **photograph constraints** (asbestos, lead, damp...) — the photo will be automatically placed on the floor plan
4. Press and hold to **leave an audio comment** on the **key points to note**
5. Finalize your Scan to access the dimensions and quantity takeoff for the Survey / Measurement

{% hint style="warning" icon="lightbulb" %}
&#x20;Example comment used: "West wall insulated with 6 cm rock wool" and "double-glazed window"
{% endhint %}
{% endcolumn %}
{% endcolumns %}

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Getting your Scan right (precision, best practices, tips)</td><td><a href="/pages/71b25c74e01625462230b29804425ef4a40ffc2d#reussir-sa-capture">/pages/71b25c74e01625462230b29804425ef4a40ffc2d#reussir-sa-capture</a></td></tr><tr><td>How to rename your project?</td><td><a href="/pages/3f336f50310464106074a0f94e75b206db3071c3#visualiser-lensemble-des-informations-de-votre-projet">/pages/3f336f50310464106074a0f94e75b206db3071c3#visualiser-lensemble-des-informations-de-votre-projet</a></td></tr><tr><td>Photos and comments on site</td><td><a href="/pages/71b25c74e01625462230b29804425ef4a40ffc2d#enrichir-sa-capture">/pages/71b25c74e01625462230b29804425ef4a40ffc2d#enrichir-sa-capture</a></td></tr></tbody></table>

***

## Retrieve surfaces

Once the Scan is complete, find your project on Visuary (visuary.app) from your computer or tablet — the plan is automatically synced.

{% hint style="success" %}
Once your scan is completed, **rename your project** to find it more easily by clicking the 3 dots at the top right in the app or on the project name directly in the browser.
{% endhint %}

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>If you can't find your Scan?</td><td><a href="/pages/cc116c47994efce0499a29c957bac40f3f5904f2#je-ne-retrouve-pas-ma-capture">/pages/cc116c47994efce0499a29c957bac40f3f5904f2#je-ne-retrouve-pas-ma-capture</a></td></tr></tbody></table>

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FOL3CglblBXMJy6z9jP4Z%2FDiag_capture_metre.mp4?alt=media&token=6f22937a-c033-42c0-bcf5-6408264d1c84>" %}
Retrieve a project's areas
{% endembed %}

Once the project is open:

1. Open the Scan tab to <mark style="background-color:yellow;">view the areas and dimensions of each wall and opening</mark>
2. On the Existing floor plan, <mark style="background-color:yellow;">click on the floor of a room to rename it as needed.</mark>\ <mark style="background-color:yellow;">"West-facing living room", or "P1"</mark>
3. Open Existing floor plan → Quantity takeoff to find by room and overall:
   * <mark style="background-color:yellow;">Floor, wall and ceiling areas in m²</mark>
   * <mark style="background-color:yellow;">Ceiling height and volume in m³</mark>
4. Click on a wall to enter its type and thickness — the quantity takeoff is updated automatically

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2F2TQ5PnhjHWSibyuFGd2o%2Ftype_de_murs.mp4?alt=media&token=1d2a27ce-2c80-4d53-b1c0-2c4424e1a129>" %}
Modify the wall type on the plan
{% endembed %}

Modify the wall type after drawing the plan or the Scan:&#x20;

1. **Click a wall** to select it
2. In **"wall types"**, click the**down arrow icon** to open the drop-down menu, then select the desired wall type
3. In "**Templates**" click on "**Replace** **with**" to find the desired material
4. Close the menu by clicking the arrow at the top left

{% hint style="warning" icon="user-question" %}
💡 The Quantity takeoff updates automatically every time the plan changes.
{% endhint %}

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Quantity takeoff: all the information and Export</td><td><a href="/pages/85b2a93daf2b2fd4da44dc1752bc93c8112f10d5#elements-visibles-dans-le-metre">/pages/85b2a93daf2b2fd4da44dc1752bc93c8112f10d5#elements-visibles-dans-le-metre</a></td></tr><tr><td>Rename a room and change its numbering</td><td><a href="/pages/8af92016d64d746e6323a2974c2223e7642e4206#modifier-lappellation-dune-piece">/pages/8af92016d64d746e6323a2974c2223e7642e4206#modifier-lappellation-dune-piece</a></td></tr><tr><td>Project and client information </td><td><a href="/pages/ea6accde2fa7f0e78894d0995ea6e7fb48e0160b#saisissez-les-informations-liees-au-projet">/pages/ea6accde2fa7f0e78894d0995ea6e7fb48e0160b#saisissez-les-informations-liees-au-projet</a></td></tr></tbody></table>

***

## Export the Thermal envelope

<mark style="background-color:yellow;">**With the Intégral subscription, you can export the Thermal envelope:**</mark>\
From the plan, review your comments to fill in the characteristics of the walls and openings.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FkqNiXTI6oBBSPsSM9apx%2FDiag_csv.mp4?alt=media&token=bce41444-a62d-4f61-9b1b-c8940a7c4b1b>" %}
Fill in the characteristics of the Dwelling / Housing unit and export the heat-loss areas
{% endembed %}

1. Click on each opening: enter the glazing type, the material and the performance
2. Click on each Load-bearing wall — select the type and enter the thickness and Insulation in the side panel
3. Orient the plan with the compass rose — Tools > Settings > compass rose to orient
4. Export via the three dots → Exports → heat-loss surface export (CSV)

***Example of heat-loss surface export:*** \
\
⚠️ To generate this export, you must have filled in the orientation of the plan and the characteristics of your walls.

<figure><img src="/files/afbf20da49ca8ff84b67dae2f7d50ac8fef705e6" alt="Exemple d&#x27;export surface déperditives "><figcaption><p>Example of heat-loss surface export </p></figcaption></figure>

{% hint style="warning" icon="user-question" %}
💡 The CSV contains for each wall: type, orientation, area, Dimensions and opening characteristics — ready to copy into your professional software.\
\
To learn how to open it, click here: [Open a CSV Export of heat-loss areas](/guide-visuary-en/depending-on-your-trade/diagnostic-audit/open-a-csv-export-of-heat-loss-areas.md)
{% endhint %}

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Edit wall types and models</td><td><a href="/pages/c262b826908b48cc070168df463518d0bac9ab50#modifier-le-type-de-mur">/pages/c262b826908b48cc070168df463518d0bac9ab50#modifier-le-type-de-mur</a></td></tr><tr><td>View the heat-loss surfaces of your project</td><td><a href="/pages/09129c54040e83862ee3a33084d644bcde42399c">/pages/09129c54040e83862ee3a33084d644bcde42399c</a></td></tr><tr><td>Change the orientation of the plan (heat-loss surface export)</td><td><a href="/pages/d7e1dfa51b38e9167ea9601502189dbfb6680a49">/pages/d7e1dfa51b38e9167ea9601502189dbfb6680a49</a></td></tr><tr><td>Learn more about the Intégral subscription</td><td><a href="/pages/15a847566ed119f9b9053021e4e8609f50bd1246#labonnement-integral">/pages/15a847566ed119f9b9053021e4e8609f50bd1246#labonnement-integral</a></td></tr></tbody></table>

***

## Create a reference plan

From the 2D plan, review your comment markers and transfer the key points to note into text annotations so they are readable directly on the plan.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2F9gEij5h0TuxcnS2BXBLQ%2FDiag_plan_reperage.mp4?alt=media&token=d80fef49-0b64-4672-a6c0-51b78e05b131>" %}
Create a reference plan
{% endembed %}

1. Review your comments from the Location pins on the plan
2. Add a text annotation for each affected zone — "Asbestos zone", "Load-bearing wall"
3. Use colours to differentiate the types of information — red for anomalies, green for observations
4. You can also add Dimensions visible from the Annotation tool — they will appear in the PDF report if the Measurement lines layer is enabled.
5. Export the plan via the PDF report

<figure><img src="/files/5142d3f9e760bfe359adcfb038eb5eba2a767f9e" alt="Export du plan via le Dossier PDF"><figcaption></figcaption></figure>

{% hint style="warning" icon="lightbulb" %}
&#x20;The PDF report also includes a comments page with the plan and details of each Location pin.
{% endhint %}

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Edit PDF report pages </td><td><a href="/pages/114c681ec37b17d51efb55ced44003f149d3d6cf">/pages/114c681ec37b17d51efb55ced44003f149d3d6cf</a></td></tr><tr><td>Choose your view mode</td><td><a href="/pages/58d0bde67b19e7abe7c317917506207e6765ff94#les-differents-modes-de-vue">/pages/58d0bde67b19e7abe7c317917506207e6765ff94#les-differents-modes-de-vue</a></td></tr><tr><td>Select visible layers</td><td><a href="/pages/58d0bde67b19e7abe7c317917506207e6765ff94#le-role-des-calques">/pages/58d0bde67b19e7abe7c317917506207e6765ff94#le-role-des-calques</a></td></tr><tr><td>Place a Dimension freely on the plan</td><td><a href="/pages/2cee999a53d66fd70f58140799a4d93ae3bd5b98#ligne-de-cotation">/pages/2cee999a53d66fd70f58140799a4d93ae3bd5b98#ligne-de-cotation</a></td></tr></tbody></table>

## Share the project with the PDF report

*Requires an Essentiel or Intégral subscription*

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2Fdrdf1h4JgYD35wFrLs2s%2FDiag_PDF.mp4?alt=media&token=9f60b0ed-b2a2-4fe5-932e-e5aee029f635>" %}
Share the project and the PDF report
{% endembed %}

**Via PDF report — a complete downloadable package:**

With the subscription **Essentiel** :

* Dimensioned 2D plan
* Full quantity takeoff
* Plan with comment Location pins and photos

With the subscription **Intégral**, access additional pages:

* 3D plan and first-person view
* HD renderings
* Elevation view
* Cost estimate page
* Area page
* Ability to add, delete and reorder pages<br>

<p align="center"><a href="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FtO8C97gTcLYixyILe3Km%2FMARTIN%20diag.pdf?alt=media&#x26;token=ac19e60f-a9a8-426a-88f8-25bfa3a6acb7" class="button primary">Click here to download the project's Essentiel PDF </a></p>

## Share the project by link or email

*Sharing is available without a subscription*

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FO7hulJBMVAvws4jbQd3f%2FDiag_share.mp4?alt=media&token=23e73b8b-0195-4176-8462-e3a091899bce>" %}
Share a project
{% endembed %}

<p align="center"><strong>Through sharing (via link or email invitation with permissions)</strong><br></p>

* Plan view in 2D, 3D and first-person view
* Access to comments and geolocated photos
* Access to the full quantity takeoff

<p align="center"><em>Visit this link to see what access the person receives to the project:</em> </p>

<p align="center"> <a href="https://visuary.app/p/nvgmilt22Gv2/renovate?view=iso">Visuary plan - Martins R3 project</a></p>

***

## Go further with Intégral

* HD renders to present finish choices to the client
* Automatic cost estimate generated from your quantity takeoff
* Access to the advanced finishes library
* Complete PDF report with Render, 3D views, customizable pages, surfaces, etc.

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>The Intégral subscription</td><td><a href="/pages/15a847566ed119f9b9053021e4e8609f50bd1246#labonnement-integral">/pages/15a847566ed119f9b9053021e4e8609f50bd1246#labonnement-integral</a></td></tr><tr><td>Renders</td><td><a href="/pages/61891570e932a11221e33c850640abc14928e9f7">/pages/61891570e932a11221e33c850640abc14928e9f7</a></td></tr><tr><td>The PDF report </td><td><a href="/pages/114c681ec37b17d51efb55ced44003f149d3d6cf">/pages/114c681ec37b17d51efb55ced44003f149d3d6cf</a></td></tr></tbody></table>

***


---

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