JMI Reports · Training

GeoSketch — Field Rep

JMI Reports

Use GeoSketch on the job to draw the living-area sketch. Enter the BlueSky order ticket. Send when the footprint is right. QA can open the same OT later and fix it.

Before you start

Start a job

  1. Open GeoSketch.
  2. Enter Property Address and Order ticket.
  3. If the aerial looks good: Aerial GeoSketch Version (navy button).
  4. If there is no usable aerial (trees, new construction, bad imagery): Field Measurement Version (green button).
Always put the OT in first. The sketch auto-saves to that ticket. No OT = QA cannot load it and BlueSky cannot get the sheet.

Aerial GeoSketch

  1. Confirm the pin is on the correct building. Search again if it landed on the neighbor.
  2. Zoom with + / − until you can see wall lines. Grainy zoom is OK.
  3. Tap the roof corner, then tap along the perimeter. Walls snap to whole feet.
  4. Need an attached porch or garage? Tap an existing wall to start the new area from that line. Drag the fill to move a finished box; drag a yellow handle to stretch.
  5. Phone: check = close area (needs 3+ walls). Undo = drop last wall. Pencil = draw menu (arrows, rectangle, clear).
  6. Close the dwelling first, then add garage, porch, deck as separate boxes.

Field Measurement (tape)

  1. Use N / E / S / W arrows and a length in feet, or the corner arrows for 45° walls, or Place rectangle (width × depth).
  2. Close area when the box is complete. Repeat for garage and porches.
  3. Same tagging rules as aerial.

Tag every box (layers icon on the phone)

Tap a section, then set Type / Stories / Foundation. Labels use story first: 1/B, 1.75/S, 1/AG. No living story = just AG, OP, EP, BAL.

What you seeType to pickNotes
Heated livingDwellingSet 1 / 1.5 / 1.75 / 2 / 2.5 / 2.75 / 3 / 3.75 and slab, crawl, basement, or pier.
Attached garage, nothing aboveGarage → Attached / none aboveDoes not add GLA.
Living over the garageGarage → Built-inSet stories above (usually 1).
Half story over garageGarage → Half story over garageCounts ½ story GLA over the garage footprint.
Garage in basementGarage → Basement garageSet living stories above.
Open porch / balconyOpen porch or BalconyStamps OP / BAL. Usually no GLA. If there is living above, set stories above.
Enclosed porchEnclosed porchStamps EP. Not GLA unless you set living above.
Deck / patioDeck or PatioNon-living.
Do not draw the whole house as one box if part is garage or porch. Separate boxes. U-shaped dwelling: draw the U, then fill the middle as its own section (porch, garage, etc.). Labels stay inside each piece.

Send to BlueSky

  1. Check living area SF on the layers panel. Does it match what you walked?
  2. Tap the cloud (Send to BlueSky). Wait for Saved to Google Drive.
  3. That files the client sheet as OT-{ticket}-{address}.jpg and keeps the live sketch as OT-{ticket}.json.

The sketch also auto-saves in the background while you draw. If the phone dies, come back, enter the same OT, tap Load saved sketch.

Do / don’t

DoDon’t
Enter OT before you draw.Send a sketch with a blank ticket.
Trace the dwelling separate from garage.Trace gutters or driveway as living area.
Snap to existing walls for porches.Guess 1½ vs 2 — walk it or use ground photos.
Undo instead of clearing the whole drawing.Draw on the neighbor’s roof if the pin is wrong.