Documentation Installation & Site Operations Updated 2026-08-31 Copy link Print In this section Installation Overview & Project Dispatch Record a pre-quote site survey A pre-quote survey is the first visit to a building. Nothing has been sold yet… Record a production site survey A production survey is the check measure taken after the customer has bought… Installation Items, Warranty & Snagging Management Plan an installation visit Plans the visit: who goes, when, and exactly what they are expected to complete… Field Tasks & Timesheet Execution Hand over and sign off an installation Closes the job formally: every opening complete, every snag cleared, the… Site Quality Control & Inspection Analytics Installation Reporting, Timesheets & Settings Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo