Site surveys and checklists, built the way your trade actually works
The questions that decide whether a job goes smoothly — roof pitch, gate code, where the tap is, whether there is a dog — are trade-specific. Build the form once and the crew fills it in the field.
- Storeys2
- Gutter run (m)42
- Ladder accessrear only
- Gate code4417
- Dog on siteyes
Illustrative — sample data
Ask before you price
Stop quoting blind and eating the difference
A survey form in front of the quote means you price what is actually there. The access notes, the measurements, and the photos come back attached to the property, not in a text thread.
- Capture measurements and access notes up front
- Photos attach to the property, not to somebody’s camera roll
- The same answers are there next time you visit
Completed in the field
Checklists that get filled on the job, not from memory
A completion checklist done on site is a record. A completion checklist done from memory at the end of the week is a work of fiction.
Forms are filled where the work happens and land on the job record immediately.
- 1
Crew opens the job
The right form is already attached.
- 2
Works through the checks
On a phone, with gloves on.
- 3
Adds photos
Before and after, stored against the job.
- 4
Marks complete
Which is what raises the invoice.
Illustrative — sample data
Where this sits in the day
Questions people ask
Start using Custom Forms.
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