Your First 5 Minutes

This guide gets you from zero to having an asset placed on a floor plan. By the end, you’ll understand the core workflow that makes CO2 Asset Management useful.

What you’ll do:

1. Create an Estate (your property portfolio)
2. Add a Site (a building or location)
3. Upload a floor plan
4. Place an asset from the Catalogue

Let’s go.

---

Step 1: Create Your Estate

An Estate is your top-level container - think of it as “All Properties I Manage.”

1. From the dashboard, click Create Estate (or the + button)
2. Enter a name like “My Company Properties” or “ABC Corp Portfolio”
3. Click Create

Note

Most organizations only need one Estate. You’d only create multiple Estates if you manage completely separate portfolios with different teams.

---

Step 2: Add a Site

A Site is a single physical location - one building, one address, one pin on a map.

1. Click on your newly created Estate to open it
2. Click Add Site
3. Enter the site name (e.g., “London Office” or “Main Warehouse”)
4. Optionally add the address
5. Click Create

Your estate now has one site. Sites contain buildings, which contain floor plans.

---

Step 3: Upload a Floor Plan

This is where CO2 Asset Management shines. Floor plans turn asset lists into visual maps.

1. Open your Site
2. Create a Building (if you haven’t already) - click Add Building, name it
3. Open the Building and click Add Floor
4. Name the floor (e.g., “Ground Floor”)
5. Click Upload Floor Plan and select an image or PDF

Supported formats: PNG, JPG, PDF. For best results, use a clean floor plan drawing without too much clutter.

Tip

Don’t have a floor plan handy? You can still continue - just skip the upload for now. You can add floor plans later.

---

Step 4: Place Your First Asset

Now for the magic - placing an asset on your floor plan.

1. With the floor plan open, look for the Catalogue panel on the side
2. Browse or search for an asset type (try “Fire Extinguisher” or “HVAC”)
3. Drag the asset from the Catalogue onto the floor plan
4. Drop it where the physical asset is located
5. The asset is now placed - you can click it to add details

What just happened:

• You created an Asset - a specific instance of that equipment
• The Asset inherits specifications from the Catalogue Listing (its template)
• The Asset knows its exact location on the floor plan
• It’s now part of your organization’s asset database

---

You Did It

In about 5 minutes, you’ve:

• Created a portfolio structure (Estate → Site → Building → Floor)
• Uploaded a floor plan as a visual reference
• Placed an asset at its actual location

This is the core workflow. Everything else builds on this: adding more assets, inviting team members, tracking maintenance, and eventually connecting to carbon reporting.

---

What’s Next?

Now that you understand the basics:

• Add more assets - Build out your floor plan
• Understand the hierarchy - Learn how Estate, Site, Building, and Asset relate
• Explore Catalogues - See what asset types are available
• Invite your team - Collaborate with colleagues

---

Quick Reference

Concept	What it is	Example
Estate	Your entire portfolio	”Acme Corp Properties”
Site	One physical location	”London Headquarters”
Building	A structure at a site	”Main Building”
Floor Plan	An image of a floor	”Ground Floor”
Asset	A tracked item	”HVAC Unit #47”
Catalogue	Library of asset types	”Fire Safety Equipment”
Listing	A template in a catalogue	”5kg CO2 Extinguisher”