Stage 1 — Site Tool wireframes

Low-fidelity sketches of every data-entry flow for the Site Tool. Layout, hierarchy, and field shape only — no visual design, no real geometry, no copy-polish. Annotations on the right capture intent and edge cases worth deciding before any pixels get pushed.

Read top-to-bottom in screen order — the flows assume a fresh workspace, then a fresh site, then incremental tagging. Where a screen has multiple states (e.g. tag editor for different subtypes), they're shown as separate screens for clarity.

placeholder filled / data primary CTA tag pin (asset) meter sensor observation assumed (low conf.) generation
01

Workspace · Site list

— landing screen when a consultant logs in
app.leisure-energy/workspaceJamie Harris ▾
Sandwell MBC 9 sites · 3 PSDS applications in flight
Switch workspace ▾ + New site
All sites PSDS-ready Survey pending In delivery
SiteTypeGIAAudit readyTagsLast visit
Grantham Meres Leisure Centre
Lincolnshire · NG31
Wet + dry~5,400 m²62%34 Open →
Haden Hill Leisure Centre Wet + dry5,081 m²91%5714 May Open →
Hadley Stadium Dry only6,567 m²88%2209 May Open →
Tipton Leisure Centre Wet + dry2,424 m²76%4102 May Open →
… 5 more
02

New site · Wizard

— single scrollable form, not a multi-step stepper
workspace / new-siteStep: site metadata
Add a new site
CancelSave & open canvas
Identity
Building basics
Facilities present
Main poolLearner poolSpa / flume Sports hall ×1SquashIndoor tennis GymStudio ×2Multipurpose Sauna / steamChanging villageReception / café Soft playAthletics track3G pitches Outdoor courtsTreatment roomMeeting rooms
Opening hours
Mon–Fri · 06:30–22:00 Sat–Sun · 08:00–20:00 + Holiday closures
Planning & documentary history (optional)
Drag PDFs here · or browse · supports planning packs, DEC certs, prior audits
03

Site canvas · default state

— main work surface; 3D model centre, tag palette left, tag list right
Sandwell MBC › Grantham Meres Leisure Centre · Stage 1 · Audit readiness 62% Site info Export + Add tag
Tag palette
▸ Asset / plant 12 ▸ Generation 3 ▸ Meter 4 ▸ Sensor 6 ▸ Fabric 2 ▸ Operational 1 ▸ Planning ref 2 ▸ Observation 4 ▸ Photo

Modes
Explore Tag drop Walk-through

Layers
☑ Zones☑ Tags☐ Roof☑ Solar PV ☐ Heat readouts☐ Interior detail
Pool hall · 25m + learner
Sports hall
Gym
Studio ×2
Changing
Reception / café
Boiler 1 (assumed)
Roof 1 · PV (S24-1467)
drag · scroll · click a pin
Tags (34)
All Assumed Documented Verified
Boiler 1 · plant room
Boiler 2 · plant room
PV Roof 1 · 48 kWp
PV Roof 2 · 26 kWp
PV Roof 3 · 18 kWp
Gas MPRN
Elec MPAN
Sports hall lighting
… 26 more
04

Footprint trace tool

— one-off engineer task; trace outer envelope from a backdrop PDF
Grantham Meres › Setup › Trace footprint Cancel Undo last point Save footprint
Backdrop
S24-2106 · ExternalPodLocationPlan.pdf · pg 2
Change PDF + Replace
Scale calibration
Drag along a known dimension on the plan, type metres
10 m =82 px
Backdrop opacity

Tools
Polygon Rectangle Edit vertex
v1
v3
click to add vertex · double-click to close
Footprint
Vertices: 6
Area: ~5,420 m²
Perimeter: ~310 m
Closed: yes

Vertex list
1 · (-35.0, -21.0) 2 · ( 35.0, -21.0) 3 · ( 35.0, -1.5) 4 · ( 35.0, 21.0) 5 · (-35.0, 21.0) 6 · (-35.0, -21.0)
05

Zone editor

— add zones inside the footprint, one per facility from the chip list
Grantham Meres › Setup › Zones (5 of ~9 expected) Skip — finish later Done with zones
Add zone
Kind Count Optional water bodies inside
25m main pool
Learner pool
Spa / hot tub
Flume splash
Height (m)
Draw polygonRectangle
Pool hall (drawing…)
Sports hall
Gym
Studio ×2
Changing village
main pool 21×11
learner 8×6
drawing pool hall · 3 of 4 vertices
Zones so far
Pool hall · 25m + learner · 7.5m h
Sports hall · ×1 · 9m h
Gym · 3.8m h
Studio ×2 · 3.5m h
Changing village · 3.2m h

Expected · not yet drawn
Reception / café
Sauna / steam
Plant room
External pod (S24-2106)
06

Tag palette · category expanded

— pick a subtype before dropping
Grantham Meres › Tag drop · Category: Asset / plant Cancel
Tag palette
▾ Asset / plant Gas boiler Pool AHU / dehumidifier Pool plate HX Pool circ pump LTHW pump DHW calorifier CHP unit BEMS Lighting circuit Andrews water heater HRU Pool cover + custom asset…

▸ Generation ▸ Meter ▸ Sensor ▸ Fabric ▸ Operational ▸ Planning ref ▸ Observation ▸ Photo
Pool hall
Sports hall
Gym
Studio ×2
Changing
Reception
Plant room
click anywhere to drop Gas boiler · esc to cancel
About: Gas boiler
Recommended fields:
Make · Model
Capacity kW
Fuel · NG / LPG / oil
Install year
Serial
Condition 1–5
Photos: nameplate, plant-room shot

Triggers Stage-4 applicability for: ASHP, Insulation: plant room, BEMS upgrade.
07

Tag drop · active

— click in scene; raycast picks zone; ghost preview
Tag drop · Asset · Gas boiler Esc to cancel
Palette (dimmed while dropping)
Plant room
Pool hall
Sports hall
Gym
Studio ×2
Changing
Reception
+ Gas boiler · in Plant room
Pre-fill
Label · "Gas boiler 1"
Zone · Plant room (auto)
Confidence · Assumed
Status · Active

Click to drop. The editor (screen 08) opens immediately on the right with these defaults.
08

Tag editor · gas boiler (asset)

— inline side panel; per-subtype recommended fields, free-form bag still allowed
Gas boiler · in Plant roomedited · unsaved
asset · gas-boiler · in Plant room
Delete Discard Save tag
Confidence · Assumed Status · Active
Recommended fields
Photos
+ nameplate
+ visual
+ thermal
Relationships
supplies →Pool hall LTHW manifold
measured by →Gas MPRN (main)
references →+ link a tag or document…
Custom properties (free-form)
+
Notes
Stage-4 hints (read-only)
This tag unlocks ECM applicability for: ASHP, Insulation: plant room, BEMS upgrade. If install year < 2010, also End-of-life replacement.
09

Tag editor · PV array (generation)

— captures Grantham's three approved roof arrays from S24-1467
PV Roof 1 · external (above Pool hall)edited · unsaved
generation · pv-array · external
Save tag
Confidence · Documentedfrom S24-1467 Status · Proposed
Recommended fields
Linked planning reference
S24-1467 · Solar PV (approved Oct 2024) StringDesignReport.pdf Roof1_PanelLayout.pdf DecisionNotice.pdf
+ link another doc
Photos
+ visual
+ aerial
Notes
10

Tag editor · observation + thermal photo

— free-form note; becomes a Stage-4 ECM seed
Observation · in Pool hallnew
observation · in Pool hall · 3 photos
Save tag
Confidence · Verified-on-site Status · Active Severity · Medium
Notes
Photos
thermal
amb 18°C
visual
visual
+ add photo
Suggested ECM seeds
Insulation: plant room / fabric sealingPromote to project
Thermal bridge treatmentPromote to project
11

Tag list · filters & bulk ops

— power-user view; alternative to scrolling the 3D model
Tags · 34 of 34Filter / bulk-edit view
All Asset Generation Meter Sensor Fabric Operational Planning ref Observation 2 selected → Bulk edit Delete
Confidence · any ▾ Status · any ▾ Zone · any ▾ Has photos Linked to planning ref
LabelCategorySubtype ZoneConf.PhotosLast updated
Gas boiler 1Assetgas-boiler Plant roomAssumed02 min ago
Gas boiler 2Assetgas-boiler Plant roomAssumed01 min ago
PV Roof 1 · 48.2 kWpGenerationpv-array ExternalDocumented214 May
Gas MPRN (main)Metermprn-main Plant roomAssumed014 May
Thermal bridging — pool roofObservationfabric-defect Pool hallVerified3just now
Pool air RH sensorSensorrh-sensor Pool hallDocumented114 May
… 28 more
12

Photo upload modal

— attach to a tag; supports thermal type with ambient temp
13

Document attach & planning-ref linker

— drop a planning pack; auto-detect refs; pin to site or tag
Documents · Grantham Meres12 attached
Drag PDFs / folders here · or browse
Recently attached
FileDetected refLinked toPages
S24-1467 / DecisionNotice.pdf S24-1467 planning approval Site · Roof 2 Open
S24-1467 / StringDesignReport.pdf S24-1467 PV Roof 1, 2, 3 34 Open
S24-1467 / Roof1_PanelLayout.pdf S24-1467 PV Roof 1 1 Open
S24-2106 / ExternalPodLocationPlan.pdf S24-2106 external pod External pod 1 Open
DEC_2023.pdf DEC certificate Site metadata 4 Open
⚠ MEP_Drawings_2008.dwg Unsupported

Bulk link to tag
Link selected (3)
14

Audit readiness & printable surveyor checklist

— the "is the model complete?" view and its paper-fallback export
Audit readiness · Grantham MeresDownload printable checklist (PDF)
62% site model complete
Zones9 of 10 · 90%
Assets / plant11 of 20 · 55%
Generation3 of 3 · 100%
Meters3 of 4 · 75%
Sensors2 of 6 · 30%
Fabric1 of 5 · 20%
Operational1 of 4 · 25%

Missing — high priority
Sauna / steam zone — not yet drawn
Pool plate HX — no asset tag
Pool dehum AHU — no asset tag
Pool water-temp sensor — no sensor tag
Wall U-value assumption — no fabric tag
Opening hours per day-type — not entered

Surveyor checklist preview

Surveyor checklist · Grantham Meres Leisure Centre

Generated 21 May 2026 · 34 tags · 8 expected items pending

Plant room — confirm or correct

Gas boiler 1 — Make/model/kW/year?
Gas boiler 2 — Make/model/kW/year?
BEMS controller — Make/model?
Pool plate HX — present? capacity?
Pool circ pumps — VSD fitted?
DHW calorifier — capacity / make?

Pool hall — fabric & sensors

Pool dehum AHU — make/model/serial
Pool covers — fitted? condition?
Pool water temp sensor — present?
Confirm thermal bridging at roof beams (photo)

Lighting

Sports hall fittings — LED / fluorescent / mixed?
Pool hall fittings
External / car park lighting

Meters

Gas MPRN — verify on bill
Elec MPAN — verify on bill
Sub-meters — present? on what circuits?
15

JSON import / export

— hand the site to a surveyor's device; receive it back updated