Site Assessments FAQ
What is a site assessment?
It's the on-site visit that happens after a job is sold, used to validate measurements and scope before manufacturing starts. It's one of the pipeline stages an opportunity passes through: sold (SAD paid) → site assessment → scope validation → project deposit → manufacturing release → installed.
How soon after "sold" does it need to be scheduled?
Within 48 hours of the job being marked sold (SAD paid). This is the team's SLA — treat it as a deadline, not a suggestion.
Who schedules it?
Typically a CSR or dispatcher, using Schedule (/schedule), Dispatch (/dispatch), or Routing (/routing) depending on your role. See Navigation for who can access each of these.
What happens if scope changes during the assessment?
That's what the scope validation stage is for — it comes right after site assessment in the pipeline, before the project deposit is collected. If something material changes (measurements, product selection, pricing), it should be reflected before moving the opportunity forward.
Where do I see the customer's property details before the visit?
On the customer page. When a lead comes from the website, a property lookup (via RentCast) is pulled in automatically and shown there — useful context before a field visit.
Who can see the Field Portal?
/field is visible to Project Managers and Managers. Dispatchers work primarily out of Dispatch and Routing rather than the Field Portal.
What if the assessment reveals the sale needs to be corrected?
Proposals can't be edited after the fact — if the assessment uncovers something that changes the deal, the original proposal is reversed ("unsold") and a corrected one is re-issued rather than edited. See Sales Pipeline FAQ for details on proposal immutability.
What comes after the site assessment?
Scope validation, then a project deposit, then manufacturing release, then installation — tracked in Projects (/projects) for Project Managers, Reconcilers, Managers, Executives, and (read-only) Installers.