Onboarding session

How to Make the Most of Your First 30 Days with TraceAir

The first 30 days with TraceAir can set the tone for an entire community. In this session, we'll show how teams unlock value quickly—setting up your team and scans, applying overlays and measurement tools, and aligning office and field around one shared source of truth.

Whether you're a new customer, a current user looking to expand, or evaluating TraceAir for the first time, you'll see how early adoption drives lasting impact.

Runtime: 37 minutes
Built for: New customers, expanding users, and teams evaluating TraceAir

Key takeaways

Follow a proven 4-week onboarding roadmap

From Week 1 setup (users, Pano 360, Overlays) to Week 4 field adoption (Mobile, virtual staking) — a clear path to get value fast.

Turn scans into decisions with Cut/Fill and Track Quantities

Save a "Whole Site" balance once, then get automatic updates every scan — no rebuilding reports from scratch.

Catch discrepancies before they become rework

Cross Sections, Utilities mapping, and site-to-plan comparisons flag trenching and grading errors early, while they're still cheap to fix.

Keep field and office aligned without extra logins

Share Exhibits, Snip Screen PNGs, and public Panorama links with contractors and execs who don't have a TraceAir account.

Hosted by

Isabella Knori

TraceAir

Program Manager Lead

Ray Fuorry

TraceAir

Customer Success Lead

Questions people ask before watching

What is the recommended scan cadence for a construction project?

During active earthwork and grading, we recommend weekly or bi-weekly scans to track earth movement closely. As the site moves toward vertical construction or winter slow-downs, cadence can transition to monthly. Scan turnaround time is typically 1 business day.

How do I install the TraceAir app on my mobile phone or tablet?

TraceAir is completely web-based! There is no app store download required. Simply open Chrome or Safari on your phone or tablet and log in at office.traceair.net for full mobile capability.

How do I share site data or exhibits with external contractors who don't have a TraceAir login?

You can use the built-in Snip Screen tool to take a high-resolution PNG screenshot to attach to emails or messages. For 360 Panoramas, you can copy and share a direct link that anyone can open in a web browser without needing a login.

How should we manage CAD plan revisions in TraceAir?

Upload the latest CAD revision through the Overlays tab to ensure active workflows use current design grades. Outdated design files can be moved into a custom "Archive" folder so they remain accessible for reference without cluttering active site views.

Session Summary

In this TraceAir webinar, hosts Isabella Knori (Program Manager Lead) and Ray Fuorry (Customer Success Lead) break down best practices for maximizing the TraceAir platform during a project's first 30 days. They walk through a 4-week timeline covering onboarding, measurement cadences, multi-scan workflows, and field execution. Key features demonstrated include User Management, Pano 360, Overlays, Stockpile & Cross Section measurements, Cut/Fill Balance, Track Quantities, Utilities/Exhibits, the Time Machine tool, and TraceAir Mobile.

00:08 - 01:05: Isabella & Ray: Welcome, introductions, and overview of the 30-day onboarding strategy.
01:05 - 02:42: Isabella & Ray: Agenda breakdown and the critical importance of scheduling a Kickoff Call for personalized project success.
02:42 - 03:34: Isabella: Week 1 setup—Managing Unlimited Site Users to get internal and external stakeholders aligned early.
03:34 - 04:22: Isabella: Week 1 visual setup—Configuring Pano 360 locations for active grading and key site areas.
04:22 - 05:22: Isabella: Week 1 CAD files—Uploading 2D Overlays and establishing an organized folder structure.
05:22 - 06:48: Isabella & Ray: Week 1 core tools—Measuring Stockpiles and drawing Cross Sections to analyze elevation profiles against design grades.
06:48 - 09:20: Isabella & Ray: Week 2 workflows—Using Compare Services (Design Grade vs. Scans) and creating a saved "Whole Site" Cut/Fill Balance.
09:20 - 11:23: Ray & Isabella: Week 2 tracking—Using Track Quantities for phase-by-phase cut/fill calculations and automatic updates.
11:23 - 14:06: Isabella & Ray: Week 3 collaboration—Using the Utilities tool to map linear features (water/sewer) and quantify completed vs. remaining work.
14:06 - 16:06: Isabella & Ray: Week 3 sharing—Saving and publishing Public/Private Exhibits and catching site-to-plan discrepancies (e.g., trenching errors).
16:06 - 17:25: Ray & Isabella: Quick-sharing tools—Using the Snip Screen feature for rapid communication via text or email.
17:25 - 19:54: Isabella & Ray: Week 4 & 5 field integration—Using TraceAir Mobile, geolocation (blue dot), uploading photo markups, and virtual staking to prevent delay.
19:54 - 22:21: Ray & Isabella: Site inspection tools—Distance & Slope measurements on-site.
22:21 - 24:25: Ray & Isabella: Advanced feature—The "Time Machine" tool for historical progress tracking and TIN/surface file exports.
24:25 - 26:41: Isabella & Ray: Ongoing support—Accessing dedicated Customer Success Specialists and custom team training beyond 30 days.
26:41 - 27:22: Q&A: Scan Cadence & Turnaround Times (Recommended weekly/bi-weekly during active grading; 1-day turnaround).
27:22 - 29:00: Q&A: Managing Plan Files & Revisions (Rough to final grade updates and archiving old CAD files).
29:00 - 29:41: Q&A: Mobile App Access (Web-based access via office.traceair.net on phone/tablet browsers).
29:41 - 30:33: Q&A: Sharing Exhibits & Markups (Link sharing vs. Snip Screen PNG export for non-users).
30:33 - 31:48: Ray & Isabella: Dynamic Exhibits—Updating existing exhibits with new scan data over time.
31:48 - 32:43: Q&A: Fastest Workflow for Cut/Fill (Relying on Saved Quantities for 2-click updates).
32:43 - 34:08: Q&A: Sharing Panoramas (Using public share links for non-TraceAir users).
34:08 - 36:44: Q&A: Scan Elevation Discrepancies (Ground Control Points, GIS team QC, and vegetation/grass impact on cuts).
36:44 - 37:33: Wrap-up: Final closing remarks and contact info (info@traceair.net).