Some jobs need a visit before you can price them. A site survey records each surface with measurements, conditions and photos, and produces a report you can send.
Start a survey
- Schedule the survey visit on the job like any other visit.
- On the day, open the job and tap Start survey (also on the dashboard's Next up card).
- Check in when you arrive.
Record the site
The survey follows the job: the client, then each location, then its surfaces.
- Header: surveyor, date and time, and the weather at the time (filled in from the National Weather Service when there's signal; edit it if it's off).
- Each location: site name or store #, address, the on-the-day site contact, and site access: allowed work hours, after-hours or weekend work, parking, loading dock / freight elevator / stairs only, check-in or escort, COI required (and who to send it to), PPE or safety rules, power, and where to stage materials. + Add location for a job that covers several sites.
- Surfaces at each location (one per window, wall, floor area or vehicle side): name or position, work type (window, wall, floor, vehicle, other) with its fields (for windows: 1st surface = outside face of the glass, 2nd surface = inside face; glass notes such as tempered or low-E), one or more measurements (W x H, with the total sq ft worked out), condition, existing graphics to remove, obstructions, max working height and ladder / scaffold / lift, adhesion test, sun exposure, indoor or outdoor.
- Photos on each surface: at least one wide shot and one close-up are required; a tape-measure photo helps. Type a note before taking a photo to label it.
- Recommendation: suggested material, crew size, estimated hours or days, risks. Internal only: it never appears on the client's report.
The survey saves as you go and works without signal; changes and photos sync when you're back online.
Screenshot to come: Survey editor with a surface open
Finish and send
- Tap Complete when you're done (every surface needs its wide shot and close-up). The survey report PDF is built: the header, each location's access, and each surface with its measurements and photos. No prices and no recommendation.
- Owners and office can Send survey report to the company or client.
- Create quote from survey turns the same job into a quote request: each location gets its surfaces as specs and its sq ft, and the Pricing section gets a draft line per surface (qty = sq ft) for you to price.
Edit survey reopens it if you need to change something; send the report again afterwards.
Survey fee
If you charge for the visit, set a survey fee on the job. Invoice survey fee bills it on its own. Close survey ends a survey that won't go further.
Crew
Crew can run surveys on jobs they're assigned to. They never see the survey fee or any other amounts.