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Your first H1 report
This walkthrough takes you from a plan PDF to a consent-ready H1 report using the plan-first workflow and a sample assembly. Allow about fifteen minutes for a simple single-storey house. Each step links to the fuller guide for that task.
You need a plan PDF with at least a floor plan and a roof plan, and a known dimension on the drawing (a stated room size or a scale bar) so you can calibrate.
1. Create the project
From the Dashboard, click New H1 project, give it a name, and open it in the H1 Compliance page. More: Setting up a project.
2. Set the climate zone
In Project Information, set the Climate zone. Type the site's NZ postcode and Thermly looks up the zone, or pick one of the six H1/AS1 6th edition zones (Appendix C) directly. The zone selects the reference building your design is compared against.
3. Attach the plan
In Plan PDF (optional), attach the architectural plan set. The file uploads securely to your account and stays available to view and download whenever you reopen the project. More: Uploading and calibrating your plan.
Read the title block for you
With a plan attached, ✨ Read project information from plan can pre-fill the site address, client, designer and consent reference from the drawing's title block, for you to check and correct.
4. Calibrate the scale
Open the plan, pick the Calibrate tool, click two points on a known dimension, then enter the real distance. Everything you draw afterwards is measured against that scale.
Calibrate the page you are about to measure. A new diagram can inherit the scale from another page as a convenience, but if that page is plotted at a different scale the inherited areas will be wrong. Thermly tints an inherited scale amber and shows "Scale inherited from plan - re-calibrate for accurate areas" so you know to check it. See Re-calibration.
5. Take off the elements
This is the heart of the plan-first workflow. Using the toolbar (full detail in The plan take-off):
- Walls - use the Line tool to trace each wall run; length × stud height gives the wall area.
- Roof / ceiling - use the Zone tool to trace the roof plane, then set the Roof pitch so the sloped area is right.
- Floor - use Zone or Rectangle to trace the floor.
- Openings - with the Opening tool, click a wall to drop a window or door, then type its width × height. Openings net out of the wall area automatically.
- Skylights - with the Skylight tool, click the roof and enter the skylight size.
Each shape carries a live area readout as you draw. Assign each shape to an assembly (next step), then click Save diagram - the marked-up diagram is embedded in your report.

6. Assign a sample assembly
Every element needs an assembly. To get a result straight away, assign one of the sample assemblies Thermly ships - for example "Vented attic, R6.0 ceiling insulation" for the roof, and a framed-wall sample for the walls. Pick it from the shape's Paint as selector on the plan, or from the element row on the H1 page.
The sample produces a correct calculation immediately. When you are ready to reflect the real build-up, build your own assembly (it is the same short layer-by-layer form) or swap products in place from the H1 page.
7. Read the verdict
The Heat-loss check footer shows PASS or FAIL and your headroom against the reference building, updating live as you change the design. If it fails, the per-element rows and the hard-rule checks show why. More: Reading the H1 report.
8. Fill in the details and generate
Complete Project Information (site address, client, designer, consent reference) and Prepared by (your name and organisation) - these appear on the report cover and headers. Then click Generate H1 compliance report.
Thermly renders a PDF: the heat-loss result, the construction schedule and build-ups, the required disclosures, your plan diagrams, and a declaration block for the preparer and reviewer to complete. Review it, satisfy yourself it is correct and complete for the building, and it is ready to attach to a consent application. More: Generating your H1 report.
9. Save
Click Save to keep the project on the Dashboard. You can reopen, revise, and re-generate at any time.
What next
- Build real assemblies: Assemblies and products.
- Order the insulation: Generating your insulation take-off.
- Understand the numbers: How Thermly calculates compliance.