Documentation · guide for installers

Installation documentation — PDF export and device lists

Prepare installation drawings and schedules in EH Designer, then review the files before delivery.

Prepared by EnergyHouse · Updated: 19 October 2026

Documentation is useful when an installer can locate a device, read its reference and understand the work required. Before exporting, organise layer visibility and labels instead of placing every detail on one crowded drawing.

Loxone project documentation generated in EH Designer
Loxone project documentation generated in EH Designer. Screenshot of the Polish interface. Demonstration project; appearance and prices may change with updates. Click to enlarge.

Workflow

Prepare views for individual installation systems. Generate the PDF and open it outside the application to check labels, framing and page completeness. An Excel schedule helps review quantities, while a JSON backup preserves the project version. Use consistent project names and revision identifiers in the files you deliver.

Layers and object visibility

Layers control what you see on the plan without removing devices from the project.

  1. Open Layers and select the object groups you need.
  2. Deselect groups that get in the way and check which floor is active.
  3. If an object disappears, check layers and filters before adding the device again.

Hiding a layer does not exclude its items from pricing. Change the estimate scope separately.

PDF project and current view

The project PDF documents the plan and selected installations.

  1. Under Export, open project PDF generation.
  2. Choose a floor plan style, paper size and the required pages.
  3. Generate current view includes the objects currently visible. Set the layers before exporting.
  4. Check the crop and plan coverage before confirming.
  5. Open the generated file and check label readability, scale and completeness of the pages.

Do not change the project while the export is being generated. If the export fails, try a smaller selection of pages and report the problem with the settings you used.

Excel schedule

The export includes the estimate and schedules needed for the project.

  1. In Estimate, choose a layout by category or scope. Excel uses your last saved choice.
  2. Under Export, select Excel schedule.
  3. Start with Summary, then check Estimate and Materials. The remaining sheets contain wiring and installation details.
  4. Empty sheets are omitted. Use filters in list tables; headers stay visible as you scroll.

The schedule reflects the project and prices at the time of export. Generate a new file after changing the project.

Saving online and JSON backups

The save status tells you whether your changes have reached the server.

  1. In an online project, watch for Saving… and Online · saved.
  2. Wait for confirmation that the project has been saved before closing it.
  3. Export JSON creates an editable copy of the project. Use Open from file to load it again.
  4. JSON and PDF copies serve different purposes: PDF presents the document, while JSON lets you continue editing.

Do not rely on browser storage as your only backup.

Try it in your own project

Open EH Designer on a computer with a mouse. Start with one room or part of the installation, review the result and expand your project. For available plans, see pricing.

Create an EH Designer account

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