Handbook / Winning the work
Site visits
An inspector walks the roof, photographs each point of damage, and files from site. A supervisor prices what they found. Only then does anybody write a proposal.
For service and commercial work the whole business starts from a site visit. It is scheduled with an arrival window the site is told about, and the record enforces the order of a real visit: you cannot file a report on a visit you never arrived at, and you cannot leave without saying what you found.
- Schedule itSite visits → new visit: the building, the inspector, the day, the window they are expected in.
- Check in on siteRecords the time and who let them on. On the phone this is one tap.
- Photograph each point of damageThe picture first, the words after - a description typed before the shot describes something you are no longer looking at. Each finding carries a severity, a location on the roof, and its photos.
- Write up and check outThe overview of what the roof needs, measurements, and the recommendation. Checking out files the report and puts it in front of a supervisor.
- Price itOne action turns every finding into a line on a real estimate, carrying the inspector's words across. A visit cannot be priced twice.
A visit
The inspector does not price their own findings. Filing the report raises a reminder for a supervisor and keeps raising it every two days until the pricing is done - the hand-off their old paper process kept dropping.
The demo has a filed visit at Ellery Court - Building A with three findings, and one still to walk today. Open site visits
Access: Inspectors need field logging; managing the visit list needs its own permission.