Guided journey
A survey, start to finish, from your phone
From the job list in the van to a signed, submitted survey the office already has — without opening the backend once.
This is the whole of a surveyor's day, in the order it actually happens. You need a phone browser and a login — no internal seat, no app store, and no backend.
Two things are worth knowing before you start. Your work is saved on the phone the moment you type it, so a basement with no signal costs you nothing. And the checks that decide whether the office sends the survey back all run while you are still on site, which is the only place they are cheap to fix.
By the end you will be able to
- Plan a day from the work list and drive it in one tap Measure openings with a laser or by hand, with photos attached Report a locked gate or an unready site so the office can act on it Keep working with no signal and know your measurements are safe Get a customer signature that means something, or record why there is none Submit a survey the office can quote from immediately
Before you start
- A portal login for WindoorERP Your manager has marked you as a Survey Field User, or has assigned you a survey At least one survey scheduled to you
The path
01
Before you set off
- 01 Open My Surveys and install it to your home screen Log in and open My Surveys from your account page. Tap Install when the bar offers it: you will open this twenty times a day, and going through a browser and a login each time is how a tool gets abandoned in favour of a paper pad. 2 min
- 02 Read the day, not the list Your work is grouped the way you plan it: anything needing attention first, then Today, Tomorrow, the rest of the week. Each day header tells you how many openings are in it and roughly how long they will take — an estimate measured from your own past surveys, not a guess, which is why it is blank until you have finished a few. 2 min
- 03 Drive the whole day in one tap The Drive button on a day header opens every stop as a single driving route, in visit order. If no job that day has a usable address the button is simply absent — a maps link that opens on an empty search is worse than none. 1 min
- 04 Tell the customer you are coming Open a job and use Message customer. You pick from a short list your office wrote — "On my way, about 20 minutes" — and the only thing you type is the number of minutes. It goes out in the customer's own language, and lands on the survey record so everybody can see what was promised. 1 min
02
On site
- 05 Check what happened here last time Every job page lists earlier visits to the same site: who came, when, how many openings they measured and how many they could not. If a previous visit left openings unready, those are already marked at the top of today's list — they are usually the reason you were sent back. 2 min
- 06 Press Start measuring This records when you started and, if the phone can get a fix, where you were. If it cannot — a basement, a lift shaft, a stairwell — the survey starts anyway. No satellite has ever been a good reason to stop somebody working. 1 min
- 07 Measure, photograph, move on Enter width and height, or connect a Bluetooth laser and let it fill them in — how each number arrived is recorded either way, which is what protects you if a measurement is questioned months later. Add a photo where the opening is unusual. Save and Add Item keeps you moving on a pre-quote; on a production survey the item list comes from what was sold and you measure against it. 5 min
- 08 Use the building to find your place The building icon draws every opening as an elevation, grouped by floor and coloured by status — blue still to do, green measured, amber not ready. Tap an opening to jump straight to it. On a forty-item tower this is faster than any list, and it shows you at a glance what you have left. 2 min
03
When the day goes wrong
- 09 The gate is locked, or the opening is not built yet These are outcomes, not failures, and the system has a place for both. Report what stopped you, with a photo — a locked gate, unfinished blockwork — and the office is told at once so they can chase the contractor or re-plan the visit. A wasted trip that is recorded is worth something; one that is only complained about in the van is not. 2 min
- 10 There is no signal down here Keep working. A banner tells you the app is offline and how many changes are held on the phone; nothing is lost and nothing needs re-typing. When you walk back into coverage they go up on their own, in the order you made them. The only thing that waits is the pass-or-fail verdict, which the server decides — it shows as pending sync rather than guessing at an answer that might be wrong. 2 min
- 11 Something here is not on the order On a production survey you cannot add items, and that is deliberate: the order is what was sold and priced. Report the extra opening instead and the office decides what it costs. What you can do instead is split a line — four windows sold as one line are four openings on site, and they are never quite identical. 1 min
04
Closing the job
- 12 Run the check before you leave the site Press Submit to office and the checks run first, listing everything at once: openings neither measured nor marked unready, not-ready items with no reason or no photo, anything that disagrees with the same opening on other floors. Every one of these costs a minute to fix while you are standing there and a return trip to fix afterwards. That is the entire point of running them here. 2 min
- 13 Get a signature that means something The sign-off screen shows the customer what they are agreeing to before the pen touches glass: how many openings were measured, the total area, and — the part that matters most — which ones were not measured and why. Record who signed and in what capacity, because whoever is willing to sign is often not the person authorised to. If nobody is available, say so and why. That is a normal outcome, and recording it is better than a scribble from whoever was nearest. 3 min
- 14 Submit, and let the office get on with it Submitting hands the survey over. On a pre-quote the salesperson gets it immediately with everything they need to price it; on a production survey it goes to a manager to approve, whatever the measurements came to. Once submitted it is no longer yours to edit — if you need to go back, ask, and a manager decides. 1 min
- 15 Finish the day, and see how it went Done for the day sends your managers a summary of what you completed, what is still open and anything you reported from site. How I am doing shows your own figures — the one worth watching is first-time-right, the share of your surveys approved without being sent back, because it is entirely in your hands and every point of it saves somebody a second trip. Visits blocked by a locked gate are counted separately and never held against you. 1 min
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