Execute mobile site surveys, installation checklists, quality audits, and surveyor tracking

2 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Provides a mobile-first field portal for site surveyors, installation foremen, and QC inspectors to log laser opening measurements, upload site photos, verify snag checklists, and track field team performance.

Before you start

Assigned field surveyor or installation team user account.

Steps

Site surveys field portal desktop management view showing assigned visit queues

Mobile site survey field portal interface optimized for one-handed smartphone data entry

My installations desktop management board with stage progression filters

My installations mobile cards showing job status and location pins

Full mobile installation workflow screen with task execution checklists

Site installation progress status monitor

Mobile site installation QC audit checklist with photo capture controls

Surveyor velocity and measurement accuracy executive telemetry dashboard

Important

Completing mobile QC checklists at the site prevents unverified submittal claims and protects both customer and company rights.

01
Surveyors and site foremen access the mobile field portal on smartphone or tablet.
02
Open Site Surveys Field Portal to view daily scheduled site visits and capture millimeter wall opening dimensions.
03
Open My Installations and Installation Status to view delivery lots and mark installed window units.
04
Complete Installation QC (Mobile) checklists with photo evidence to certify structural anchoring and weather seals.
05
Managers monitor field operations in Surveyor Performance dashboard.

Common mistakes

Entering opening survey measurements on scrap paper instead of submitting directly to the mobile portal on site.
Marking installation tasks complete without uploading the mandatory signed site handover photo.

Was this article helpful?

Running a window or door factory?

Ask for a demo