Make every site survey capture the same minimum information, regardless of who performs it, so the Estimate that follows is never guessing.

Performed by

Estimator

Used in processes

• Integrated Site / Infrastructure Assessment

Governing standards

• Integrated Technology Assessment Standard

Procedure

1. 1Confirm arrival and introduce yourself to the site contact.
2. 2Walk the site following the Site Survey Standard checklist.
3. 3Photograph every area relevant to scope.
4. 4Record measurements relevant to scope.
5. 5Note existing infrastructure or systems relevant to the new scope.
6. 6Note any access constraints discovered.

Decision / troubleshooting points

• Is anything in the requested scope physically infeasible as described? → Note it now — don't wait for Estimate to discover it.

Safety / caution

• Do not open electrical panels or access restricted areas without the site contact present.

Required evidence

• Photos covering all scope-relevant areas
• Completed measurement set
• Completed checklist

Completion criteria

The Site Survey Standard checklist shows 100% complete and is attached to the opportunity.

Escalation

When: Site access cannot be arranged, or the scope is not physically feasible as sold.

Involve: Sales Director

Future system assistance

• Prefill site address and customer info from the opportunity record.
• Require every checklist item before allowing survey submission.
• Prompt for a photo per checklist category.