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Site visits

Site visits written up for you.

Walk round the job and talk as normal. With everyone's agreement, Tidy Builder records it and drafts the points that were agreed.

Site visit · Tue 13 Oct · everyone agreed to recording
  • Drafted for you

    The points come back as a short numbered list, ready to check.

  • The builder checks every point

    Correct a point, remove one or add one before anything is shared.

  • The client ticks each one

    Each ticked point is agreed in writing. The ticked point is the record, not the recording.

  • Extra work becomes a change

    If a point sounds like extra work, turn it into a change so it is priced and agreed.

Consent

Only with everyone's agreement.

  1. 1Before recording, the builder reads a short note out loud and asks everyone there if it is all right to record.
  2. 2The builder types the name of everyone present and ticks a box to confirm they all agreed.
  3. 3If anyone says no, there is no recording. The builder writes the points by hand instead.
  4. 4Recordings are deleted automatically after 12 months. The agreed points stay with the project.
Questions

Things people ask.

Is anyone recorded without knowing?

No. Everyone present is asked first and the builder records who agreed. If anyone says no, there is no recording.

What if the draft gets something wrong?

Drafted points can mishear what was said. The builder checks and corrects every point before it is shared.

How long are recordings kept?

They are deleted automatically after 12 months, or sooner if the business chooses. The agreed points stay with the project.

Start your project today.

Free for everyone you invite. No app download needed.