WindoorERP Documentation 19.0

Process field portal observations, customer survey messages, and re-visit requests

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Connects mobile surveyor tablets to the central engineering office, instantly synchronizing on-site obstacle reports, civil unreadiness alerts, client messages, and automated re-visit scheduling.

Before you start

  • Surveyors equipped with connected mobile tablets running the WindoorERP field app.

Steps

Reported from site live field observation feed showing obstacle photos and technician notes

Re-visit requests registry tracking secondary site laser verification tickets

Customer site survey communications inbox

Customer message detail form with threaded WhatsApp and email replies

Important

When a surveyor logs 'Site Not Ready', the system automatically sends a formal notification to the main contractor, preventing unexcused project delivery delay penalties.

  1. 01
    Open Technical Tasks › Site Surveys › Field Portal.
  2. 02
    Review Reported from Site to inspect field alerts (e.g. Scaffolding Missing, Sill Plaster Incomplete, Electrical Conduit Obstruction).
  3. 03
    Check Re-Visit Requests when structural civil modifications require secondary site laser validation.
  4. 04
    Review Customer Messages to answer client queries regarding threshold drops or blind box recesses.

Common mistakes

  • Taking production dimensions while site civil masonry is still wet or unfinished.
  • Failing to log re-visit reasons, losing track of extra survey technician travel costs.

Continue learning

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