C07
Site Visits & Punch Lists
The site visit app for installed jobs: signing in with your company email, linking the job and reading its scope on file, recording the conditions, logging punch-list items camera-first with the right owner and priority, the key plan, the wrap-up and sign-off, what the sync puts in CRM, and the follow-up walk that shows before and after.
- 01Getting inThe site visit app runs in your phone's browser and installs to your home screen. You sign in with your company email and a six-digit code — there is no password and no Zoho login.7 min
- 02Start the visitPick the job and the app brings in the site address, the people on the job and the scope on file from its Work Order — so you walk the floor knowing exactly what was installed and what was excluded.8 min
- 03Record the conditionsLighting, climate and other trades decide most disputes after the fact. The conditions screen takes under a minute and goes on page one of the report.6 min
- 04Log the itemsCamera first: snap the problem, tap where it is, what it is and who owns it, then Save + next opens the camera again. The area, category, owner and priority carry over, so a long walk goes fast.12 min
- 05Wrap up, sync and follow upPick the decision, check what the site still needs before we return, get it signed, and sync. The report lands on the job's Opportunity with a note and one follow-up task. The next walk carries every item forward.10 min