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Agent Pro - Using our PlanID to auto import plans and descriptions Options
#1 Posted : Tuesday, May 17, 2016 2:59:33 PM
Rank: TMA Admin

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Joined: 6/26/2009
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We are pleased to announce Agent Pro can now automatically pull in floorplan images and descriptions, simply by using our PlanID.

AgentPro have developed the software to incorporate the use of the PlanUp ID to import plans and data directly from PlanUp without you having to save files to your device.

First, access the property in AgentPro and select the floorplan button:

In the floorplan section is the following navigation bar:

Select PlanUp from this toolbar.

A window will now open asking you to enter the reference ID - this is the PlanUp ID - see below for information on where to find the PlanUp ID.

Floorplans can be appended onto the end of current floorplans, or replace all current floorplans using the tick box available when entering the reference ID.

Once you have selected the green tick icon, a progress bar quickly appears (whilst its downloading the floorplans) and the following message may appear:

If the floorplans do not appear automatically exit the floorplan screen as per the message, and when you re-enter you will see the floorplans in the relevant section.

Using this tool will also automatically download room details into the software. To access these select the details icon:

You can now select and view the downloaded room descriptions:

Where can the PlanUp ID be found?

Once you have finished a plan or selected a plan to open from your list of existing plans you will get this screen:

Tap on Get Images to get to the following screen:

Tap on the 2D button to get to the following screen (iPad version on the left, PC on the right):

If the watermark has not already been removed do this now accepting any fees/credit use.

On PC or Mac

Tap on the Direct Save button that is available after the watermark is removed to get to the following screen:

You will see towards the bottom of the Direct Save box with the links it will say Some estate agency software will ask you for a PlanUp or Mobile Agent ID. There will then be a short string of numbers.

This string of numbers is the ID you need to enter to import the image(s) and plan data.

On iPad - Note that this method works on PC and Mac as well

Tap on Get images now to send the images and links to you via email.
When the email arrives it will look something like this:

The last line before sign off contains the Plan reference number - this is the ID to be used for the automatic import of the data and image(s).
Kind regards,
Neil Torr
Our iPad App has now been launched - search for 'PlanUp' in the App Store on iPad.
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