Configure survey settings and upload property data
Current Tour
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Survey Information
Shows as a marker on the map and adds Drive Time + Distance rows to every property. Leave blank to disable.
Upload Additional Locations to the Map
Employees, competitor locations, church attendees, etc. Upload a spreadsheet, map the columns, and name the layer. Each layer can be toggled on/off from the Map page. Tip: include latitude & longitude columns to skip geocoding entirely (and any cost).
Prepared By (Contacts)
All brokers listed here appear on the tour landing page and the packet cover.
Customize Rows
Rename any auto-detected row label, or add your own custom rows for this tour.
Column Mapping
If your Excel uses different column names (e.g. SF instead of RBA,
or Flyer URL instead of Brochure URL), point them at the right
system field here. Mapped columns drive the map, brochure buttons, summaries, and formatting
exactly like a native column would.
Background Photo
Appears on the right side of the Overview hero.
📷
Upload background photo
Client Logo
🏢
Upload client logo
Property Data (Excel)
Required: Property Name, Property Address, City, State, Zip · Optional (shown only if present): Owner Name, Submarket Name, RBA, Total Available Space (SF), Direct Available Space, Office Space, Avg Rent-Direct (Industrial or Office), Building Operating Expenses, Year Built, Year Renovated, Building Class, Number Of Stories, Typical Floor Size, Amenities, Ceiling Ht, Number Of Loading Docks, Drive Ins, Column Spacing, Sprinklers, Parking Ratio, Rail Lines, BROCHURE LINK, Notes.
📊
Upload Excel file (.xlsx)
Adds one property by name + address — no spreadsheet needed. Fill in its details and photos below afterward.
Property Order
Drag properties (or use the arrows) to change their number on the map and their
order in the matrix, packet, and details pages. Photos, brochures, tags, ratings
and comments move with each property.
Property Details
Upload photos, brochures & lease documents, override mapping coordinates, and add miscellaneous files for each property.
PropertySurvey
Client Name
Market, ST
Prepared By
—
FC
Survey Properties
0 locations
0
Properties
0
Available SF
—
Total SF
Rings & Drive Times
min
Map Layers
Property Matrix
📋
No Properties Loaded
Upload an Excel file via the Admin panel.
🏗
No Properties Loaded
Upload an Excel file via the Admin panel.
Teams & Tours
Manage your team’s clients and tours. Click any tour to open it.
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+ New Team+ New Client+ New Tour
Export PDF
Choose paper size & orientation
Matrix orientation
Include / exclude Choose what prints in this packet.
Brochures Every page of an uploaded brochure PDF prints after its property page, in its original orientation.Title photo The first photo on each property page.Additional photos Photos 2–4 on each property page. Exclude to print just the title photo.Page numbers “Page X of Y” footers plus the page references in the Table of Contents.
Map coverage around each property Shown on every property page. The map zooms so the full area fits.
minutes (max 60)
After selecting, your browser’s print dialog will open. Choose Save as PDF to download.