Pre-install site surveyJob formDraft
Draft. Everything the install crew wishes it had been told before the truck was loaded.
Version 1 · Tommy Nguyễn, Sep 11, 2026
Preview filled inPublish
Field types
- Short text
- Long text
- Fixed wording
- Number
- Money
- Measurement
- Date
- Pick one
- Pick several
- Yes or no
- Photo
- File
- Signature
- Pricebook item
- Calculated
Drag a type into a section. Every field you add is a question somebody answers on a phone, often in somebody else's driveway.
Access and logistics
3 fields
Where does the truck park?Internal
3 choices
Stairs between the truck and the equipmentInternal
Photo of the padInternal
1 to 3 photos
Drop a field here
Add a section
What this costs to fill in
- Fields
- 3
- Required
- 0
- Fill themselves
- 0
- Photos asked for
- 1
- A person answers
- 3
Anything already on the record fills itself and is shown read-only. A template that asks a technician to type the customer's name is a template that will be filled in wrongly.
Where it is offered
- Location
- Round Rock
- Trade
- HVAC
- Used, 30 days
- 0
Filled with no signal
The whole template, including its photo fields, works in an attic with no bars. Answers and images queue on the phone and sync when the van reconnects.