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
- Site conditions: power available, access hours, equipment needed (scaffold, lift), max working height, after-hours requirements.
- Surfaces: add one per wall, window or vehicle panel. Record width, height, surface type (drywall, painted block, vehicle panel…), texture, condition, damage or rust, existing wrap or lettering, obstructions and surface prep needed.
- Photos on each surface.
The survey saves as you go and works without signal; changes sync when you're back online.
Screenshot to come: Survey editor with a surface open
Finish and send
- Tap Complete when you're done. The survey report PDF is built.
- Owners and office can Send survey report to the company or client.
- Create quote from survey starts the quote with the surfaces filled in.
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.