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Home / Features / Company Site Survey Checklists

Available in the web platform

Company Site Survey Checklists

Standard survey requirements do not cover every company’s preferred handoff detail.

Workflow illustration
  1. 01Draft the addition
  2. 02Publish a version
  3. 03Keep work consistent

Client & survey

Who it was designed for

Installer teams with additional capture requirements.

Available to authorized users of the job’s own company. Client report and model access follows delivery status; signing in does not expose another company’s projects.

What it does

Publish additional measurements, answer choices, field guidance and required photographs alongside SSAI's standard capture requirements.

New jobs keep a snapshot of the published requirements. Additions can be applied to untouched upcoming jobs; surveys already started keep their assigned version.

How it fits your workflow

STEP 1

Draft the addition

Define measurements, answer choices, guidance and required photographs.

STEP 2

Publish a version

Make the reviewed additions available to new authorized jobs.

STEP 3

Keep work consistent

Use the job’s assigned snapshot; apply additions only to eligible untouched jobs.

Illustrated workflow. These cards explain the process; they are not screenshots of a customer project.

The practical value

Published additions make company-specific measurements and photo prompts part of the assigned capture definition. Version snapshots protect work already underway from silent requirement changes.

A concrete use case

An installer adds a required battery-location photo prompt for upcoming storage work. A new job receives that published addition alongside the standard checklist.

Requirements and limits

Company checklists add to SSAI’s standard requirements; clients do not edit global templates.

Started surveys retain their assigned definition. New publication does not silently rewrite existing field work.

Explore related workflows

See how company site survey checklists fits your team

Bring your current workflow and the handoff that needs attention. We can discuss the available feature, appropriate access and relevant survey services.

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