Document The Walkthrough Once. Reporting Is Already Done.
Site visits are where jobs are won or lost.
They’re also where reporting starts, whether teams realize it or not.
Photos get taken. Notes live in phones. Details end up in texts, folders, or someone’s memory. When estimating or reporting begins, teams are left piecing together updates from scattered information.
AI Site-Walkthrough captures everything on site and automatically turns it into structured job data and jobsite reports inside Handoff.
Capture the Walkthrough as It Happens
With AI Site-Walkthrough Mode on mobile, contractors capture photos, notes, and observations as they move through the site.
Details are recorded in context, tied to where and when they happen. Measurements, conditions, constraints, and client requests stay connected to the walkthrough instead of getting rewritten later.
Nothing gets scattered. Nothing needs to be recreated.
Turn Walkthroughs Into Job Records
What you capture becomes the job record.
Walkthrough details automatically create:
- Daily logs
- Proposals
- Client updates
- Internal job records
Reporting doesn’t happen after the day ends. It’s already done because the walkthrough is the job record.
No organizing photos. No rewriting notes.
Turn Walkthroughs Into Scopes and Estimates
Captured walkthrough details feed directly into scopes, material lists, and estimates.
Pricing is built from what was captured on site, so teams don’t have to retrace steps or chase follow-ups later.
Keep Details Connected Through Pricing, Reporting, and Execution
Walkthrough context stays attached as the job moves from pricing to execution.
Estimates are built from the same information used for reporting and documentation. Scope holds up better. Pricing is easier to trust. Reports stay aligned with what was actually captured on site.
Teams move faster without chasing clarifications or follow-ups.
Reduce Scope Gaps Before They Cost You
Most issues don’t come from bad work. They come from missed or undocumented details.
AI Site-Walkthrough helps prevent gaps caused by:
- Forgotten notes
- Unorganized photos
- Details captured outside the job system
- Manual reporting under time pressure
Capture everything once on site. Keep it connected all the way through.
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 tied to the job record inside Handoff, giving teams a clear view of what was captured, what was promised, and what needs to be priced and reported.
That consistency carries through proposals, approvals, and execution.
Why This Changes How Jobs Get Documented
The walkthrough becomes the source for documentation, pricing, and reporting.
Everything stays accurate, connected, and ready without daily admin work.
Built for Faster Yeses
When walkthroughs, pricing, and reporting stay connected, proposals go out sooner and hold up better.
Clients get answers faster. Teams stay aligned. Jobs move forward without delays.
Available Now
AI Site-Walkthroughs are included in the Pro and Custom Plan and available to active trials.
Start your next walkthrough with AI Site-Walkthrough and carry clean job data through pricing, reporting, and execution.
