Field operations
Site surveys with photos + items
Capture a site walk: areas, fixture items, quantities, photos. Convert the survey straight into an estimate or proposal.
The problem
Estimators re-type their site notes in the office. Photos live in the camera roll. Quantities disappear between walk and quote.
How it works
- Step 01
Walk the site
Open a survey on the mobile app. Capture areas, items, photos in place.
- Step 02
Convert to proposal
One click — survey items become proposal sections with quantities preserved.
- Step 03
Send for approval
Client receives a hosted proposal link with photos embedded.
What's included
Area + item structure
Each survey carries N areas; each area carries N items with type + quantity.
Photo capture
Photos store in S3 (private bucket), surface inline on the survey + proposal.
Templates
Reusable item templates speed up walks for repeat job types.
Conversion to estimate / proposal
Carry quantities + photos straight into a quote.
Surveyor portal
Sub-contractors can complete surveys via a tokenized link without a full account.
Mobile-first UI
Designed for one-thumb capture on a phone.
Why teams choose this
- Cut estimate prep time from hours to minutes.
- Photos and quantities never get lost between walk and quote.
- Sub-contractors can walk sites without a full account.
- Same survey data feeds the proposal, estimate, and final report.
What it looks like
Screenshot
Mobile survey capture
Screenshot
Area + item list
Screenshot
Convert to proposal
Use cases
Lighting retrofits
Walk a commercial space, capture every fixture by type + quantity, quote the upgrade.
Roof inspections
Mark damage areas with photos, produce a scoped proposal.
Cleaning bids
Capture every room + floor surface for a recurring contract bid.
Works well with
Frequently asked
Can I use the survey from a phone browser?
Yes — the surveyor portal opens in any modern mobile browser, no install required.
Do photos go to S3?
Yes — every photo lives in your S3 bucket. See the Storage architecture doc for the path strategy.
Can a survey become an invoice directly?
Survey → proposal → estimate → invoice is the canonical chain. You can skip steps, but the audit log stays cleaner if you don't.
Can sub-contractors complete surveys?
Yes — generate a tokenized surveyor link from the work item. No BisHub account required.
Are survey templates organization-wide?
Yes — owners author templates that the whole org can pull from on a new walk.
Can I edit a converted survey?
Yes — the survey stays editable. Re-converting overwrites the destination proposal/estimate.
Try Site surveys with photos + items
Free for small teams. Activate it on your account in one click.