The Site Surveys module keeps all onsite discovery information organized in one place. It helps your team record customer details, collect photos, document infrastructure, and hand off clean information for quoting. Everything is easy to search, easy to update, and designed for smooth field-to-quote transitions.

Site Survey Search

When you open Site Surveys, you’ll see the search page. You can filter surveys by:

  • Customer Name
  • Contact Name
  • Created By
  • Created Date Range
  • Status (All, In Process, Closed, etc.)

Buttons available:

  • Search — Updates your results
  • Export — Downloads your filtered list
  • New Site Survey — Starts a new survey

Below the filters is the table showing:

  • Survey Number
  • Date
  • Customer
  • Site
  • Contact
  • Status
  • Created By

Site Survey Details

Selecting a survey from the list opens the Site Survey Details page.
This is where most of your data entry happens. The layout keeps everything organized by section.

Top Section Includes:

  • Company
  • Office Phone
  • Site (Address)
  • Contact Name/Title
  • Contact Email & Phone
  • Survey Number
  • Survey Date
  • Sales Person
  • Status
  • Desired Install Date
  • Buttons: Save, PDF, Back, Delete
  • Create Quote — builds a quote directly from the survey

This lets your sales team instantly turn discovery into a proposal.

Notes & File Attachments

Below the main details you’ll find:

Notes / Comments (Internal)

  • Used for technician notes, network observations, project comments, or anything not customer-facing.

File Attachments

  • Upload images, site photos, diagrams, or documents.
  • Each file has a remove icon for cleanup.
  • The “+” lets you add more attachments.

Summary Section

A quick overview of key device counts:

  • Total Employees
  • Total Laptops
  • Total Color Lasers
  • Total Servers
  • Total Routers
  • Total Standard Licenses
  • Total Switches
  • 24 Hr Support toggle

This gives your team a fast snapshot of the environment.

Business Hours

This section records the operating schedule of the business:

  • Day(s)
  • Open Time
  • Lunch Break
  • Close Time
  • Notes

You can add additional days using the “+” button.

Access and Security

Covers building access info:

  • After-hours availability
  • Access instructions
  • Additional notes

Useful for scheduling future onsite visits.

Employees

This section stores employee names tied to the site:

  • Name
  • Role
  • Username (if applicable)
  • Edit button for updates
  • “+” to add additional employees

Internet Configuration

Used to record onsite ISP details:

  • Connection Type
  • Provider
  • Upload / Download speeds
  • Replace? field

Appliances

This section logs network hardware:

  • Type (router, switch, etc.)
  • Make
  • Model
  • Ports
  • Replace? field
    Editors can update each line with the pencil icon.

Hosted Services

Includes hosted applications, domains, or external services:

  • Service Type
  • Domain
  • Host / URL

Printers / Peripherals

Tracked by:

  • Type
  • Make
  • Model
  • Color
  • Replace?

Business Software Applications

Contains business apps used on-site:

  • Name
  • Provider
  • Contact Info
  • Email
  • Replace?

Servers & Workstations

Servers

If none exist, the section shows “(0)”
Servers can be added via the “+”.

Workstations

Tracks all computers on site:

  • Type
  • Employee/Role
  • Computer Name
  • Assigned?
  • Replace?
  • OS
  • Monitor size & quantity

Microsoft 365

Stores licensing:

  • License Type
  • Qty
  • Notes
  • Associated emails or accounts

How Site Surveys Work With Quotes

Once a survey is filled out:

  • The Create Quote button pulls all relevant data into a new quote.
  • Attachments and notes help the quoting team build accurate proposals.
  • Surveys stay stored for reference and future upgrades.

This keeps your field discovery and quoting workflow simple and efficient.