Layer can be used on Chrome, Firefox, Opera and Safari browsers. Microsoft Edge and Internet Explorer are not supported. You can also download the Layer App for iOS in the Apple App Store or for Android in Google Play.

1. Log in to Layer or create a new account

In the dashboard, select New Project.

2. Choose a Project Name, Location and Template for the Project
Layer provides four templates from which to choose to help you quickly kick off your Project. Select the appropriate template from the dropdown list or check the Start from Scratch box to start with a blank slate.
If the Project will be connected to a Revit model, check the box below the Templates list. Revit models can always be connected later if you choose to wait.
Click Create Project.

3. Create Categories
Categories are the top level containers for organizing Elements within a Project. If you started with a Project Template you will already have several sample Categories and Elements in your Project Dashboard. To create your own Categories, click the + button in the Categories section.

Enter a Category name and click Create Category

4. Create Elements
Elements can be anything such as a room, piece of equipment, punchlist issue, or work order. To create your own Elements, click the Create an Element button in the bottom navigation bar.   

Give the new Element a name and click Pick Category to assign the Element to one of the existing Categories.

You can also create Elements and Categories by importing a .csv file or by attaching a Revit model

5. Add Form Fields within an Element
Click on the Element you just created. If it was assigned to one of the template Categories, you will see a list of sample fields. All Elements within a Category share the same fields. You can add your own fields by clicking the Edit Fields button...

...the clicking the + button at the bottom of the window.

Select the Field type to insert.

Name the Field, set the appropriate characteristics then click Save Field

More information about Element form fields is available here.

6. Collect Building Data
Navigate to an Element and input data into the Form Fields. 

Tip: There’s no need to save your work, Layer automatically syncs your data in real-time as long as you’re connected to Wi-Fi. 

7. Make Notes
Navigate to “Notes” to chat and coordinate with team members instantly either project-wide or within the context of an Element.

Tip: Know when you’ve been mentioned in a note by selecting the “Notifications” button in the upper left corner to receive push notifications either project-wide or specific to an Element.

8. Assign Tasks
Navigate to “Tasks” to assign Tasks with due dates either project-wide or within the context of an Element.

Tip: Know when you’ve been assigned a task by selecting the “Notifications” button in the upper left corner to receive push notifications either project-wide or specific to an Element. 

9. Invite Team Members to the Project
Click the Project Team Members button in the lower right corner to invite users to view and collaborate on the collected photos and data. 

You're all set up! Here are more articles to help you get the most out of Layer. As always you can email us at help@layer.team or click the blue chat button in the bottom right corner of the browser to chat with a Layer team member. 

Download and Install the Revit Add-in
Attach a Revit Model to Layer
Other Getting Started Help Articles

And don't forget to check out our Workflow Guides!


Need more help? Contact us at help@layer.team

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