Best Practices
      Back to home
      1. Customer Success Center
      2. Best Practices

      Site Walk Best Practices

      Make the most of your time conducting a site walk by following these best practices & tips using Condoit’s mobile app.

       

      👉  Click Here Download Site Walk Best Practices PDF  👈

      Before You Go


      1. Update App Version: Ensure Condoit’s app is up-to-date so you have access to the latest features and peak performance.
      2. Pre-load Information: Add site information, customer details, and company data beforehand.
      3. Check Access Issues: Sort out any access barriers such as security gate codes, badges, or the need for onsite assistance.
      4. Request Documentation: Ask for utility bills, electrical diagrams, and other relevant documents to enrich your reports.
      5. Include Onsite Notes: Include contact info, processes, reminders, directions, or other essential info to keep you on track.
      6. Define Scope of Work: Understand whether you're there for a survey, information collection, or to provide specific recommendations.

      While Onsite

      1. Take LOTS of Photos:  Capturing photos from different angles is key for informed decision-making—so don’t hold back!📸
      2. Measure with Precision: Whether using a tape measure or other equipment, maintain consistency in your units (e.g., inches or feet). 📏
      3. Identify Potential Hazards: Note any hazards, objects that may interfere, rust, damage, code violations, etc. ⚠️
      4. Voice-to-Text Is Your Friend: Use the microphone icon in the Condoit app to add voice notes as text, speeding up your process. 🎙️
      5. Look Out for Potential Business:  Identify value-add prospects like lighting upgrades or digital diagram needs for your client. 💡
      6. Share the Proposed Site Walk Report: Send the final report to your manager for approval before leaving the site to avoid the need for a return visit. 📋