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Quickstart

This quickstart walks you from sign-up to a populated map and a first field submission. You'll need a Stratumly tenant; if you don't have one, contact us for an evaluation account.

Before you start​

You'll need:

  • An email address you control. The first user becomes the organisation owner.
  • An asset register file (CSV, GeoJSON, or zipped Shapefile) for whichever assets you want to track first. If you don't have one, demo data is included.
  • (Optional, for inspections) A .las or .laz point-cloud file from a recent survey.

Step 1: Create your organisation​

  1. Open your tenant URL (for example https://app.stratumly.com).
  2. Click Register.
  3. Enter your name, email, password, and organisation name.
  4. Click Create organisation.

You'll be signed in and shown the map.

Step 2: Invite your team​

  1. Open Admin → Team.
  2. Click Add user.
  3. Enter their email, first name, and last name.
  4. Pick a role:
    • Owner: full control, can manage billing.
    • Admin: can invite users and manage non-privileged roles.
    • Engineer / Surveyor: full operational access without admin powers.
    • Viewer: read-only.
  5. Click Add. A one-time temporary password appears. Copy it and share it with your colleague.

Your colleague will be prompted to change the password on first sign-in.

Step 3: Create your first project​

  1. Open Projects → New project.
  2. Enter a name, for example "Northwest Pipe Renewals 2026".
  3. Pick an industry from the list: Utilities, Rail, Highways, Mining, Construction, Forestry, Telecoms, Insurance, Archaeology, or Other.
  4. Click Create.

The industry choice pre-picks sensible defaults later on (form templates, dashboard widgets).

Step 4: Load an asset register​

There are three ways to get data onto the map.

Option A: Bulk import a file​

  1. In the layers panel, click New layer.
  2. Pick the geometry type (Point, Line, or Polygon), or let Stratumly infer it from the file.
  3. Drag a file in. Supported formats:
    • CSV (Point only): expects lon and lat columns. Other columns become attributes.
    • GeoJSON: Feature or FeatureCollection, any geometry.
    • Shapefile: zipped .shp, .dbf, .shx, with optional .prj and .cpg.
  4. Click Import.

If your connection drops mid-upload, you can resume from where it left off the next time you open the app.

Option B: Draw on the map​

  1. Open the Draw section in the map sidebar.
  2. Pick a target layer.
  3. Pick a tool: point, line, or polygon.
  4. Click on the map to place vertices. Single-click places a point; double-click finishes a line or polygon. Press Escape to cancel.
  5. Fill in the attribute dialog and click Save, or click Skip & save to add the feature with empty properties.

Option C: Capture from the field via a Form​

To grow a layer organically as field engineers walk the network, point a Form at the layer. See Forms. Every submission creates a feature in that layer automatically.

Step 5: Build a Form​

  1. Open Forms → New template.
  2. Enter a name and slug.
  3. Choose whether geometry is required, and if so, the type (Point, Line, or Polygon).
  4. Optionally pick a linked feature class so submissions create features in that layer.
  5. Add the fields you want: text, number, dropdown, checkbox, radio, date, photo, GPS point, QR / barcode scan, signature, rating, or linked-feature picker.
  6. Click Publish when you're ready.

Submissions can only be filed against published forms. Further edits create version 2, version 3, and so on. Older submissions remain readable.

Step 6: Run an inspection​

To upload a survey file (point cloud, mesh, or orthoimagery):

  1. Open the project, then Surveys → New survey.
  2. Pick a sensor type: LiDAR, Photogrammetry, Thermal, or Hybrid.
  3. Drag the survey file in.
  4. Click Upload.

The survey moves through Pending → Uploading → Processing → Ready. When it reaches Ready, open the survey to view the 3D tileset and start annotating defects.

Step 7: Build a dashboard​

  1. Open Dashboards → New dashboard.
  2. Drag widgets onto the grid: KPI cards, charts, gauges, embedded maps, lists, tables.
  3. Bind each widget to a data source: a feature layer, form submissions, an IoT stream, or an analysis result.
  4. Click a chart segment to filter the embedded map and table.
  5. To share, click Share and either copy the public link or embed the dashboard as an iframe.

What next?​

  • Maps: feature layers, basemaps, drawing and editing.
  • Forms: how to build capture templates.
  • Submissions: how captured data flows into your asset register.
  • Dashboards: widgets, data sources, sharing.
  • Spatial analysis: buffer, intersect, proximity, heatmap.
  • Authentication: managing users, roles, and sessions.