How to use: TMA Live

Transcription

1 How to use: TMA Live Page 1 of 17

2 Contents Welcome to TMA Live... 3 Getting to TMA Live... 3 From Your Desktop PC... 3 From Your Mobile Device... 3 Logging in to TMA Live... 4 TMA Live Home Screen... 5 EPC Plans and Reports... 5 Save Images... 5 Web Report... 6 MS Word... 6 Marketing Plans... 6 Save Images... 7 Save for new customer... 7 Send to new customer... 7 TMA Live Marketing Plan Save Screen Size and Format Style Save box Save Tab Viewer Tab XML Tab Homeview Tab Preview Adding Photo Hotspots Choose another property Account Details and Disclaimers Help and Support Support Useful Links Page 2 of 17

3 Welcome to TMA Live This guide will help you learn how to use TMA Live to obtain the best output for your floor plans and particulars. Getting to TMA Live Submitting a plan to TMA Live is slightly different according to whether you have the plan on the desktop or on a mobile device. From Your Desktop PC Once you have drawn your floor plan, click on Finish, and then Save and Finish as highlighted in the image below: Once you have clicked on Save and Finish a new Internet Explorer window will open asking you to enter your log in details. From Your Mobile Device Your mobile device must be connected to your desktop PC to send a file to TMA Live. There are two options for sending a plan on your mobile device to TMA Live, both of which use the TMA Page 3 of 17

4 Connector (please see for more information): 1. Send the file directly to TMA Live using the publish icon ( ) This will open a new Internet Explorer window asking you to enter your log in details 2. Open the file in the desktop part of the software you may wish to do this anyway to make some adjustments - and proceed as in From Your Desktop PC You can do this by either using the edit with desktop icon ( ) or use the move to PC icon ( ) and then opening The Mobile Agent on the desktop and selecting Open a property. Please note that if you have a licensed version of The Mobile Agent for Pocket PC you do not necessarily have the desktop edition of the software. Subscribers of The Mobile Agent will have access to the desktop part of the software. When using any of the three icon options above the TMA file will be moved to the TMA Documents folder. This folder can be found in My Documents (Windows XP users) or Documents (Window Vista or 7 users). Logging in to TMA Live The Internet Explorer window opened will look like the screenshot below: Enter your details into the relevant fields and click on the Login button. The username will be the address as was signed up to the trial with, similarly the password is as set when signing up for the trial. If you have forgotten the password there is a Forgot you password? link available to use. Congratulations! You have now logged in to TMA Live and are ready obtain what you need. Page 4 of 17

5 TMA Live Home Screen Once you have logged in the first screen you will see is shown below: EPC Plans and Reports On the left will be the EPC information and the following options will be available: Save Images This allows the EPC image as shown in the preview of the EPC plans panel. You will have options for: File Format: o o o PNG JPG WMF (including old style WMF) Which floors you will only have the option to save all floors on a single image Type of image (not available when saving PDF or Microsoft Word document) o Print image (300dpi) o Web image (96dpi) Page 5 of 17

6 Image size Preset sizes will be available, or alternatively you can choose your own custom settings (unless saving a PDF) o Please note that maximum size settings are as follows: 96dpi: 1200 x 1200 pixels 300dpi: 11 x 11 inches Web Report This opens a web version of the report created containing the information as recorded in The Mobile Agent for DEAs. MS Word This downloads a copy of the report containing the EPC information collated in The Mobile Agent for DEAs in a Microsoft Word document. This will be saved into the TMA Documents folder which can be found in My Documents. An example of the type of report collated can be seen at: The first two pages are indicative of the report whilst the third page is an example marketing plan that could be saved. Marketing Plans On the right will be a preview of the marketing plans this will be obscured by a window as indicated in the image asking you to choose a payment plan. Tick this box to continue and follow the onscreen prompts to complete sign up to a payment plan. If you would like to discuss different payment options please contact us on or at sales@themobileagent.co.uk. Page 6 of 17

7 Once you have signed up to a payment plan the buttons previously greyed out will now become available. These are: Save Images This allows you to save the marketing plans clicking on this button will take you to the TMA Live Marketing Plan Save Screen. Any style changes you make may need to be changed for the next job unless you are using your own settings and all plans will be the same. Save for new customer This will open a window asking you to enter an address or name for the new customer. This will then assign the plan to this customer allowing you to save images for them. Once you have entered the name or address you will be told that the plan will be permanently assigned to this address, are you sure you want to do this? Once confirmed you will be taken to the main save screen for the marketing plans. Please see TMA Live Marketing Plan Save Screen for details of how to set the style and size and format settings. Whatever style or size and format is used for this customer will be saved on the customer record so that when you assign another job to this customer in the future the settings will automatically be applied. Send to new customer This will open a window asking you to enter the address for the new customer. Once you have entered the address you will be told that the plan will be permanently assigned to this address, are you sure you want to do this? Once confirmed you will see the following on: Page 7 of 17

8 Clicking on the preview on the preview will show you a preview of the to be sent as below: The customer will then be able to log in to the plan and set their own customisations and save the images they need. They will also be able to change room titles and measurements displayed if necessary. A guide to use of the interactive link for your customers can be found at: Once logged in the customer will see the TMA Live Marketing Plan Save Screen and will be able to all the same changes to the plan as you would be able to from here. There settings will be saved and automatically applied the next time they access a plan in TMA Live. IMPORTANT: Customers must use the address that the link was sent to as the username, for example in the example above the is sent to Customer@coustomers.co.uk, and so Customer@customers.co.uk must be used as the username to log in to the plan. The first time an address is used they will automatically be prompted for a password. Although both saving for a customer and sending a link to the customer will say that the plan will be permanently assigned to the customer this can be reset on the Home Screen. Page 8 of 17

9 TMA Live Marketing Plan Save Screen Once you have clicked on Save Images you will see something similar to the following screen: The main screen is split up into 5 sections which allow you to do the following: 1. Size and Format This allows the choice of how the files are to be saved. You will see that there are some commonly used settings already populated; the option in bold type is the currently selected option. If none of the visible options are what you want then you can click on Other to choose your own settings as necessary. You can choose: File format choices available are: o PNG o JPG o WMF o PDF only the size can be chosen for PDFs, only two sizes are available o Microsoft Word document saves the particulars with the images inserted at the end. Please note the only other choice with this option selected is the style of document. Particulars can also be downloaded as an XML document please see 3. Save box for more information Which floors? (not available when saving PDF or Microsoft Word document) o All floors on a single image o All floors saved as separate images Page 9 of 17

10 Type of image (not available when saving PDF or Microsoft Word document) o Print image (300dpi) o Web image (96dpi) Image size Preset sizes will be available, or alternatively you can choose your own custom settings (unless saving a PDF) o Please note that maximum size settings are as follows: 96dpi: 1200 x 1200 pixels 300dpi: 11 x 11 inches The initial layout of the Other page is as follows and alters with certain selections to reflect the available options: Once you have selected the options click on OK to save the settings and return to the main screen to save the images. 2. Style This allows the plan customisations to be chosen e.g. changing colours of floor and walls, adding logos etc. The first time you access TMA Live default settings will be applied but there a large number of customisations that can be applied to your plans. To choose your own customisations simply click on the Customise button which will load the customise screen to work with your floor plan page. Page 10 of 17

11 The following options are available for customisation: Basics: o Theme some preset themes for use o Colour this is the floor colour - some preset colours are already available to choose, but a palette is available to choose any colour you wish o Font o Text size please note this affects all text on the plan o Sq. Area options for showing/hiding the square area of the property o Hide measures tick the box to hide all measurements (excluding the square area) o All caps tick this box to change the text to all capitals o Show address tick this box to show the address on the plan. Please note that the address will be shown as displayed above the options list (highlighted in the image above) and can be edited by hovering and clicking to type as necessary Advanced: o Floor Pattern options for hatching to appear on the plan Logo Options for adding a logo/watermark. Choose settings to open the following window: Page 11 of 17

12 o o o Click on Change to choose an image to upload Style gives some general appearance options including the ability to tile the icon to cover the floor space Position choice between under the walls and over the walls. Please note that unless the image is transparent selecting over the walls may hide the plan depending on the other settings Extent Choose inside only or allow outside. Allow outside will only show the log outside the plan if above walls is selected in position Height choose the height of the image relative to the floor plan Lines Choose the colour for item outlines i.e. lines for doors, windows etc - some preset colours are already available to choose, but a palette is available to choose any colour you wish Walls Fill Change the colour of the walls - some preset colours are already available to choose, but a palette is available to choose any colour you wish Bevel add a bevelling effect to the walls Outline Colour of the wall outline - some preset colours are already available to choose, but a palette is available to choose any colour you wish Wall shadows Type choose the direction of the shadows Size choose the length of the shadows Depth the shading level of the shadows i.e. light to dark Other shadow add shadows to items and text as well 3. Save box Save Tab This contains the save command for when settings have been chosen. You can now also request 3D images from here by clicking on the 3D button. Once you have clicked on the 3D button you will asked to choose wood or carpet flooring kitchens and bathrooms are tiled by default. Page 12 of 17

13 Once you have made your choice the Waiting for 3D plans box will appear. As stated in this box you can either wait for the plans to be displayed or you can close the window and wait for an to arrive telling you the plans are ready. If you are still logged in to TMA Live (if you closed the window you can log back in from and select the plan you want) you can still select different sized images for the 3D. You will also be able to make some changes to the text the Style box is replaced with a Text Options as per the screen shot below. Viewer Tab Clicking on this tab will give you the link for the online viewer. Click on the link below to see an example of the on-line viewer: XML Tab Clicking on this tab will give you a link to download the XML file from. This is an alternative to the Microsoft Word document that a lot of back office software systems will use to automatically import the descriptions. Homeview Tab Here you will be able to click a single button to save your JPEG and XML files ready for use with in Homeview. You will not be able to choose sizes using this tab as Homeview require a particular ratio which is selected automatically for you. Page 13 of 17

14 4. Preview Displays a preview of the settings chosen when possible and contains the link to add hotspots to your plan for viewing online. Adding Photo Hotspots To add photo hotspots you first need to click on Add Photos this will open a new window with the online viewer displayed and a panel on the right hand side of the window for adding the hotspots as shown below: Select the hotspot you want to use and drag across onto the plan. This will then open the box shown below: Page 14 of 17

15 Click on Add files which will allow you to navigate to the photos that you want to upload please note only jpegs can be uploaded. You can upload as many files at a time as you want to a hotspot will be added to the right hand side of the image for you to drag into place when the images have been uploaded. Once you have selected the file to upload click Start and the photos will upload showing you the progress. Hotspots can be moved anywhere on plan by clicking and dragging on the hotspot. If you need to replace any hotspot markers, select the replacement hotspot and drag and drop onto the marker you want to replace. Should you need to delete a hotspot, click and drag the hotspot to the bin which will appear in the top right hand corner of the plan window when hovering over/clicking on the hotspot as highlighted below: All changes made are saved as you work on the hotspots you will see Saving displayed in red in a red box as illustrated below: When you are finished the link to use on your website can be found at the bottom of the hotspot panel on from the Viewer Tab. 5. Choose another property This lists the currently selected property plus the four most recently accessed plans on your account in TMA Live. Click one of these to change to that property or click More to go to a list of all of your plans. If you need to access an old plan then you can use a search function which is available when you click on More in this box or recent plans in the black bar across the top of the page. You can enter part of an address and all matching plans will be displayed in a list when you click on OK. Account Details and Disclaimers It is also possible to amend the details we hold for you on your account this includes where we hold any disclaimer you want to appear on your plans. To reach your account administration page you need to click on the account link that appears in the top right hand corner of the TMA Live window. Page 15 of 17

16 If you have not yet signed up to a payment plan with us you will be asked to enter your contact details, otherwise the first page you will see after clicking on account is shown below: From here you can edit your address, your password, contact address and phone number, and your disclaimer. Anything you enter as a disclaimer will appear on all of the plans you save from this account. If you have already saved plans but want the disclaimer added to them, all you need to do is resave the plan by selecting it from the recent plans list and saving the images again as required. Page 16 of 17

17 Help and Support Support Support for The Mobile Agent is free of charge and is available via the support pages of our website. For Support go to and click on the Support. On the support site you will find answers to frequently asked questions, error reporting, guidance for downloading the latest version and re-installation instructions as well as a contact us section. Please note: you will never need to update TMA Live this is purely an online service and requires no installation. Please use these support pages as they may provide the information you need without having to contact us, but if you do still need to contact us then this will hopefully provide some insight into the information we will need to be able to help you. Useful Links Our website: Support pages: User Forum: We highly recommend you sign register on the Forum and choose to watch the topic about Version Releases to ensure you hear straight away when a new release is available to install. Page 17 of 17