Field Walkthrough: Start a Site Assessment
Collect site details an estimator needs before developing a technical proposal.
Before you begin
- Choose an existing account and obtain permission before photographing the site.
Step-by-step instructions
- 1
Select the customer
Open Field Walkthrough and choose the correct account under Account & Scope.
- 2
Identify the services
Select the system interests relevant to the site.
- 3
Record existing equipment
Document panels, recorders, components, network availability and power conditions.
- 4
Locate the hub
Identify the central panel, NVR, network rack or equipment location.
- 5
Document entrances
Use Add Door for each relevant opening and record doorbell or intercom conditions.
- 6
Document camera regions
Use Add Camera Region to record proposed viewing areas and preliminary cable lengths.
- 7
Add site photos
Use Take Photo for a new image or Upload / Choose for existing photos and supported documents.
- 8
Save the walkthrough
Select Save Walkthrough and verify the success message before leaving.
Expected result
A saved site assessment connects the customer to field notes and supporting links.
Sales best practice
Document what exists, what needs verification and what problem the customer wants solved.