Before the visit
Record the client and site. Add quote and cost notes, drawings and manuals.
From site visit to project report
Start with the client details, add documentation on site and use it to prepare materials and reports. Each step builds on the same project record.
Steps
Before, during and after the site visit
Add what you need at each stage, in the order that suits your work.
On site
Organize photos into albums, add technical notes directly to an image and save calculations with the project.
Back in the office
Review materials and export a PDF, Word or Excel report. Transfer the project or save a backup.
Search project or client
NewestClientBackup
Coastal Hotel 8 calculations · 42 photos
VRF Service Visit 6 actions · 11 files
Papagou Residence Backup available
Practical use
A record for the next visit
Calculations with their data
Return to saved results, units and calculation notes.
Photos you can find again
Search images within the project or open the album for the relevant stage.
Reports from your records
Use existing information and choose what the recipient needs.