Measure the building
Put the surveyor on a phone, on site
Why this step
Laser opening measurements, site photographs and checklists, entered where the opening is. A survey typed up back at the office the next morning is a survey with a memory in it.
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
Important
Completing mobile QC checklists at the site prevents unverified submittal claims and protects both customer and company rights.
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01
Surveyors and site foremen access the mobile field portal on smartphone or tablet.
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02
Open Site Surveys Field Portal to view daily scheduled site visits and capture millimeter wall opening dimensions.
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03
Open My Installations and Installation Status to view delivery lots and mark installed window units.
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04
Complete Installation QC (Mobile) checklists with photo evidence to certify structural anchoring and weather seals.
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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.
Checkpoint
A surveyor records a full opening — dimensions, photos, conditions — from the field portal without a laptop.