January 19, 2026

AI Site Walkthrough: Turn Site Visits Into Jobs

Updates

AI Site Walkthrough captures photos and notes during site visits and turns them into structured job data that carries forward into scopes, materials, and estimates.

Sebastian Tablante
Sebastian Tablante
Marketing

Site visits are where jobs are won or lost.

Photos get taken. Notes live in your phone. Details end up in texts, folders, or someone’s memory. By the time estimating starts, teams are often forced to rebuild the job from scratch or proceed with gaps that can cause issues later.

AI Site Walkthrough captures everything on the site and automatically converts it into structured, usable job data for Handoff.

Capture the Walkthrough as It Happens

With Guided Walkthrough Mode on mobile, contractors can capture photos, notes, and observations during the site visit using a structured flow designed for real job sites.

Instead of relying on memory or rewriting notes later, details are captured in context as you move through the space. Measurements, conditions, constraints, and client requests stay tied to the exact moment they were recorded.

Nothing gets scattered. Nothing gets lost.

Turn Walkthroughs Into Real Job Data

Walkthrough details are not stored as loose records.

Photos, notes, and observations automatically turn into structured walkthrough documents that reflect the actual job. These documents can be reviewed, refined, and converted directly into scopes of work, material lists, or full estimates.

This removes the need to retype information, interpret photos later, or rebuild scope from memory after leaving the site.

Keep Details Connected Through Pricing and Execution

Walkthrough context stays attached as the job moves through pricing, proposals, approvals, and execution.

When estimates are built from walkthrough data, scope holds up better, pricing is easier to trust, and fewer clarifying conversations are needed later. Teams are working from the same information instead of piecing together context from different tools.

This creates smoother handoffs and fewer surprises as the job progresses.

Reduce Scope Gaps Before They Cost You

Many issues show up after the estimate is sent, not because of bad work, but because details were missed early.

AI Site Walkthrough reduces scope gaps caused by:

  • Forgotten notes or rushed follow ups

  • Lost or unorganized photos

  • Details captured outside the estimating system

  • Rebuilding jobs under time pressure

By capturing everything once at the site visit, fewer issues surface later.

One Source of Truth From the First Visit

Early job details live in one place instead of across phones, folders, CRMs, and photo apps.

Walkthrough data stays connected to the job record inside Handoff, giving teams a clear, shared view of what was captured, what was promised, and what needs to be priced.

This becomes the foundation for every decision that follows.

Why This Changes the Front End of the Job

AI Site Walkthrough removes the rebuild step after the site visit.

Instead of recreating the job later, everything flows forward cleanly from the start. Estimating becomes a continuation of the work already done, not a reconstruction exercise.

Less rework. Clearer scope. Better follow through.

You walk it once. The job is already built.

Available Now

If site visits are creating rework, missed details, or uncertainty later in the job, this brings the entire front end into one connected system.

Log in to try AI Site Walkthrough today

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