Scan2Plan Reporting Platform

Workflow 1

Scan2Plan Scoping Form

This intake mirrors the workbook structure and keeps the form in a single readable flow. Required fields are marked with a red asterisk.

Section A — Project Identification

1.0 Client / Company*2.0 Project Name*3.0 Project Code

Format: S2P-[SEQ]-[YEAR]. Leave blank to auto-generate in demo mode.

4.0 Project Address*

Workbook note: Google Maps autocomplete.

5.0 Specific Building or Unit?6.0 Email*

Section B — Contacts

7.0 Primary Contact Name*8.0 Contact Email*9.0 Contact Phone10.0 Billing Contact

Section C — Building Characteristics

14.0 Number of Floors*15.0 Basement / Attic

Workbook note: check all that apply.

16.0 Est. SF of Basement / Attic17.0 Insurance Requirements

Section D — Scope Areas

Repeat this block for mixed-typology projects. This corresponds to rows 18.0 through 30.0 in the workbook.

Scope Area 1

Area Type *Area NameSquare Footage *Project Scope *LoD Standard *

Disciplines

CAD Deliverable

Additional Scanning Areas

Section E — Landscape

33.0 Landscape Modeling?

Section F — Deliverable Format

36.0 BIM Deliverable*37.0 BIM Version38.0 Custom Template / Standard?39.0 Upload Custom Template40.0 Georeferencing?

Workbook note references $1,500 per structure.

Section G — Site Conditions

41.0 Era*42.0 Room Density*43.0 Risk Factors

Section H — Additional Services

44.0 Scanning & Registration Only45.0 Expedited Service

Section I — Travel

46.0 Dispatch Location*47.0 One-Way Miles to Site48.0 Travel Mode*49.0 Custom Travel Cost Override

Section J — Internal: Pricing Engine Inputs

Not client-facing. Feeds the pricing calculator and downstream ops prep.

Internal-only section

50.0 Pricing Tier*51.0 BIM Manager*52.0 Scanner Assignment*53.0 Estimated Scan Days*54.0 Number of Techs Planned*55.0 M Override

Section K — Internal: Whale Pricing

Internal-only section

56.0 Whale Scan Cost Override57.0 Whale Model Cost Override

Section L — Profitability & Margin

59.0 Assumed Savings*60.0 Caveats on Profitability

Section M — Timeline & Payment

61.0 Est. Timeline (from scan)*62.0 Project Timeline63.0 Notes on Timeline64.0 Payment Terms*65.0 Payment Notes

Section N — Documentation & Assumptions

66.0 Upload SF Assumptions*67.0 Assumptions on SqFt Estimate68.0 Upload Scoping Documents69.0 Internal Notes70.0 Custom Scope / Special Priorities

Section O — Attribution & Pipeline

72.0 Lead Source*73.0 Source Note74.0 Marketing Influence — Touchpoints

75.0 Proof Links76.0 Probability of Closing*76.1 Estimated Project Value

Demo pipeline value used by the dashboard forecast.

77.0 Deal Stage*78.0 Priority

Section P — Uploads

Attach any project documents, plans, templates, screenshots, RFPs, assumptions, or reference files that the scan tech should see on the call sheet.

Choose files to uploadAny file type is accepted and stored with the project record.

Save scoped project record

The scoping payload and uploaded documents are preserved in the database. No workflow opens automatically after submit.