Site survey and measuring appointments

For work that needs measuring on site, such as signage, glass, stone, metal or CNC, visitors may want you to take measurements before they ask for a quote. The Site survey section turns this into a tidy request. It's on by default in these industries; in others it's off, and you can turn it on if you like.

Settings

What do visitors see?

1. 1They enter their address, choose the days that suit them (from your working days) and pick a time window: morning, afternoon, early evening or any time. They can also add a photo of the spot.
2. 2You call them to confirm the time.
3. 3You take the measurements on site and send a quote based on them.

Besides the Book a site survey button in the section, the same form also opens from the Contact section and, if you like, from the announcement bar.

In your inbox

A survey request lands in your Inbox tagged Survey. The request shows the survey address, the suitable days and the time window.

1. 1Open the request; you'll see the card “The customer wants an on-site measurement: confirm the day and plan the survey.”
2. 2Use Plan survey to add the survey to Field jobs; the customer's first suitable day is suggested.
3. 3Review the Confirm the survey day with the customer message and send it.
4. 4During the survey, enter the measurements and photos in the field report; prepare the quote with this information.