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Getting started · 3 min read

Understand projects, spaces and products

Learn how Integrio connects the project, its physical spaces and every product installed or surveyed within them into one organised site record.

Integrio support team · Updated 6 October 2026

Integrio organises site information spatially. The project is the whole job, spaces describe where work happens, and products are the individual items captured within those spaces.
  1. 01

    Start with the project

    The project contains the customer, bookings, files, survey progress and the complete record for a site or job.

  2. 02

    Break the site into spaces

    Create rooms, zones, floors or external areas that match how your team moves through the real site.

  3. 03

    Position spaces on a floor plan

    Where a floor plan is available, map each space so office and field teams can understand its physical location.

  4. 04

    Add products to the correct space

    Products represent the equipment or assets being surveyed, installed, tested or commissioned.

  5. 05

    Attach the right forms

    Assign reusable forms at the level where the questions make sense—such as a room inspection or a product commissioning form.

Still stuck?

Send us the project and the step you reached, and we’ll take a look.

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