Matterport & Interactive Closeouts | Internal Training Deck

Matterport & Interactive Closeouts INTERNAL TRAINING

VDC Lunch & Learn · Martin Horn

Presented by Habiba Elnagdy, VDC Coordinator

What We're Covering Today Why We Scan

01

Tools in Matterport

02 Framing and final scans, and what the data gives us

Floor plans, dimensions, tags & navigation

The Tagging Process

Merging Models & Floors

03

04 A standardized tagging sheet for cohesive closeouts

Live demo: multi-floor models

The Camera & iPad

Client Handoff

05

06 How to shoot and edit in the field

The how-to guide we send owners

Why We Scan, and When PHASE 1

PHASE 2

Framing Scan

Final Scan

Captures what's inside the walls before drywall goes up

As-built record at substantial completion: the official model

Lets the team find MEP, blocking & structure later without guessing

Owner receives a navigable digital twin, not flat PDFs

Cool for clients to see the build progress in real time

FM team can measure spaces & access O&M tags from any browser

Permanent reference for future renovation or service work

Feeds directly into the closeout package (Procore, BIM 360, etc.)

Tools Inside the Model Floor Plans

Dimensions

Auto-generated 2D floor plan from the scan.

Shareable, zoomable, and downloadable. Great for a quick spatial overview.

Click any two points in the model to get an instant measurement, useful for owners checking furniture fit or contractors verifying rough-in.

Mattertags

Dollhouse View

Pin a note, document, photo, or link to any point in space. This is the core of the tagged closeout: equipment manuals, warranty info, and more.

The iconic 3D dollhouse gives owners a full building overview. Great for orientation before diving into individual spaces.

The Tagging Standard A standardized tagging sheet keeps closeouts cohesive across every project.

Equipment Name: Consistent naming from the submittal / O&M binder Tag Color / Type: Category-coded: mechanical, electrical, plumbing, etc.

Attached Docs: Cut sheets, warranty cards, serial numbers, manuals Location Note: Brief plain-language description for the FM team Last Updated: Date stamped so the client knows the record is current The sheet lives in the project folder. Use it as your tagging checklist before every closeout scan.

Merging Models & Multi-Floor Setup

INTERACTIVE DEMO

Scan Each Floor Separately

1

Each floor is processed as its own Matterport model. Keep naming consistent: Floor 1, Floor 2, etc. Use the tagging sheet to tag as you go.

Merge in Matterport Cloud

2

Open both models, use the 'Link Spaces' feature to connect floors. Align overlapping scans at stairwells or elevators for a seamless walk-through.

Floor Switcher for Owners

3

The finished model shows a floor selector UI. Owners and FM team can jump between levels without losing orientation. No app needed.

We'll walk through this live, so feel free to ask questions as we go.

The Camera & iPad Workflow CAMERA SETUP

IPAD EDITING

1

Power on the Pro2 or Pro3, wait for the ring to turn solid

1

Review the scan coverage map as you go (red = needs more)

2

Connect iPad to camera via the Matterport Capture app

2

Add Mattertags on-site while the space is fresh in your head

3

Set the tripod at eye level, best for large rooms

3

Use the highlight reel tool to mark key moments

4

Place camera, confirm the preview looks level, hit scan

4

Trim bad scans or duplicate positions before uploading

5

Move 6–10 ft between positions, 30–40% overlap

5

Upload via WiFi. Processing usually takes 2–4 hours

6

Dark spots = missed coverage, rescan before leaving

6

Review final model on the app before sharing with the client

Client Handoff Package We send a simple how-to guide alongside the model link so owners know exactly what they have and how to use it.

The Model Link

The How-To Guide

What's Tagged

No login required, just a URL

Navigation basics (walk, dollhouse, floor plan)

All major mechanical equipment

Works on phone, tablet, or desktop

How to take measurements

Electrical panels + breaker IDs

Include in Procore closeout docs

How to open Mattertags & download docs

Plumbing shutoffs & access panels

Stays live in Matterport Cloud

Who to call for access questions

Special items per the standard tagging sheet

Quick Reference: Keep This Handy ✔ DO

✘ DON'T

Scan framing before drywall. Don't skip it

Don't scan with trades actively working in the space

30–40% overlap between scan positions

Use the Pro2 or Pro3, not your phone

Tag equipment on-site while it's fresh

Don't skip mechanical rooms (owners need them most)

Use the tagging sheet on every project, every time

Don't leave Mattertag labels blank

Save the model link in Procore at closeout

Don't upload on LTE. Wait for WiFi

Charge the camera the night before a full-day shoot

Don't share the link before reviewing the model yourself

martinhorn.com · VDC Coordinator on file · Questions? Ask your PM.