EDDAFOR BUSINESS
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Visual site scoping

Read site images alongside the appointment conversation to find conditions the rep has not yet discussed.

Construction
A foundation-repair site with materials and tools ready for work.The work productSite scope for quotingSee how it comes together

Where the work begins

In foundation repair and other site-based selling, the rep must understand the physical job while talking with the customer. A camera view, photograph or drawing can contain work that has not entered the conversation.

The problem

A quote built from an incomplete inspection can miss part of the job. The customer and delivery crew then inherit a scope that does not match what is on site.

How the workflow works

Select a stage to see the records it uses, the action it takes and the result.

Records

Site evidence
Camera views and photographs show the conditions in front of the rep during the appointment.
Conversation context
The live discussion reveals which conditions the customer and rep have already addressed.
Product and process knowledge
The company playbook and product specifications guide the questions needed to scope the work.

Stages

Work product

Site scope for quoting

Observed conditions
Records the physical conditions that informed the appointment.
Scope questions
Connects an unaddressed condition with the question raised in the conversation.
Updated job scope
Carries the clarification into the scope used to draft the quote.
Stage 1 of 3

Capture the site

Input
Site images and appointment audio
Action
Read the camera view together with the ongoing conversation, keeping physical evidence and discussion in one context.
Result
An account of the conditions visible during the visit.

Oversight

The rep asks the surfaced question and confirms the scope with the customer. The business defines approval gates for quotes and contracts.

What changes for the business

Fewer missed conditions

Reps can ask about visible work before they leave the site.

Better downstream accuracy

Quotes and delivery teams work from the scope established with the customer, reducing the need for a revisit.

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