Profile & Site Survey
Introducing New Leads
OneSurvey offers an integrated CRM functionality that enables account managers to document and save their potential leads. This stage of the lifecycle is referred to as the "Profile Stage." Create a profile for each of your leads and progress them through multiple stages as your project evolves.
Tracking contacts and clients is easier than ever with the OneSurvey application. By inviting your clients to view their projects as they progress, you maximize their satisfaction and ensure a timely sign-off on the proposal.
Save time and guarantee accuracy with your project at your fingertips.
Developed For Innovators, by Innovators
Precise Scaling for Accuracy
In the profile stage, scaling accuracy is a high priority. We provide a function that adjusts the drawing based on standard door or parking space sizes. This step lays the foundation for the next crucial phase - pre-design and site survey.
What next?
A site survey is scheduled with the client. A surveyor walks through the site with the client, reviewing the floor plan, and making changes to the Pre-Design.
Pre-design and Walkthrough
In the pre-design stage, the account manager or surveyor lays the groundwork for the security system - choosing cables and devices. This preliminary design serves as a guide for the surveyor during the field work, facilitating efficient data collection and ensuring that key design concepts are not overlooked.
Picture Perfect Recording
The surveyor uses a tablet to capture pictures of each planned element, providing clear visuals of pre-installation positions. The tablet software enables easy note-taking, audio recording, and image capture, creating a comprehensive picture of each stage of the survey.
The extent of information captured during a site survey may vary due to time constraints, the surveyor's knowledge, and the clients' security understanding. Nonetheless, once the client verifies the data, the pre-design morphs into a complete site survey ready for the next stage of the process. This systematic approach offers improved communication, precise planning, and an organized workflow for every project. Once the site walkthrough and pre-design is complete, a designer and estimator  review all the information - cable parts, camera locations, potential conduits, and lifts - to finalize the design. Learn More
Preparing the Design
