Virtual site visits for contractors
The site visit, without the drive.
After the first call, text your client a link. They walk their own property on their phone, guided shot by shot for your trade. You get a site report you can price from, without the drive out or two days of back and forth to book a time.
Planning your own project? Scope it here
The job goes to whoever quotes first.
A fence repair or a deck rebuild doesn't come with drawings. Someone has to go and look. Setting that up takes days, and by the time you're back at the truck another contractor has often sent a number. The one who lives next door always gets there first.
The site visit, the usual way
Days- 01
Book a time
Texts back and forth until a slot works for both of you
- 02
Drive out
Across town and back, for a job you may not win
- 03
Measure and photograph
Whatever you remember to check while you are there
- 04
Write it up
At night, from notes and a camera roll
The Virtual Site Visit
Tonight- 01
Text a link
Right after the first call, while the client is still keen
- 02
Client walks the site
On their phone, tonight, at their own pace
- 03
Report lands
Photos, measurements and answers, in order
- 04
You price it
Your way, and your number goes out first
You still meet the client. Just later, once they've seen your number and you're closing the job.
Nothing changes but the drive.
You don't move your leads into a new system or change how you quote. You use it on the jobs where it makes sense, and book a visit on the ones where it doesn't.
Take the call like you do now
Same lead, same first conversation. Instead of booking a drive-out, offer to do the site visit on their schedule. We give you the words for it.
Send the link
One link by text or email, with your company name on it. No app for your client to download and no account to create.
Your client walks the site
The walkthrough tells them which photos to take and asks what your trade needs to know: lengths, heights, access, slope, what is there now.
You price it
The site report comes to you ready to read. Price it your way, send your quote, and follow up on anything the report flags as missing.
What lands on your desk.
Everything you would have written down on site, in the order you would have written it. The facts are pulled from what your client entered and photographed, never made up.
Fence replacement · Front and side yard · Walked by client
Summary
Replace about 70 ft of 6 ft cedar privacy fence along the front and east side. Three posts are soft at the base. The side run drops toward the back, so panels will need stepping.
Watch for: gas line flagged near the NE corner.
Measurements
| Front run | 48 ft | “about 48 feet, I paced it” |
| East side run | 22 ft | “22 ft to the back corner” |
| Height | 6 ft | from photo 4, against the door frame |
| Gate opening | 36 in | “the side gate is 3 feet” |
Photos
Front run, street view
Post base, rot
East run, slope
Height reference
Still to confirm
- — Keep the existing gate, or replace it?
- — Who owns the fence on the east line?
A short summary up top, and a list of what to watch for on this job.
Every measurement keeps what the client actually typed, next to the number.
Photos come in walkthrough order, each labelled with what it shows.
What is missing is listed with the question to ask. Nothing gets guessed.
AXTruo never prices your job.
How you buy material, run your crews and carry risk is how you make money. That stays with you. The report has no field for a price, so one can't end up on it.
It's set up for your business when you start: your trades, the products you install, the words you use. So the walkthrough asks your client what you would ask.
Your client sees your name and logo up front. AXTruo stays in the footer.
Made by a contractor, used on our jobs first.
We run a fence and deck company in Vancouver ourselves, AX Projects. Every part of AXTruo is used on our own jobs, with our own clients, before we hand it to another contractor.
Quote first. Drive later.
We set AXTruo up with you on a short call: your trades, your products, your name on the link. Then you send your first one on your next lead.
Book a demoPlanning a project of your own? AXTruo for homeowners