Back to Guides
CRM & Leads 25 May 2026 By Admin 0 Likes
#site-survey #gps-location #rooftop-photos #client-portal

Digital Site Survey: Rooftop Analysis via Client Mobile GPS Coordinate Tracking

Digital Site Survey: Rooftop Analysis via Client Mobile GPS Coordinate Tracking

Save Travel Time: Conducting Rooftop Surveys Digitally via WhatsApp Links

Sending a site engineer immediately to a customer's house just to measure the rooftop and locate the transformer is highly expensive and time-consuming. Our **Digital Site Survey** turns this process fully virtual, allowing clients to send precise technical site coordinates using their own phones.

How the Digital Survey Works:

  • Branded Link: Copy your unique survey URL and send it to your lead on WhatsApp.
  • GPS Detection: The client opens the link. By clicking "Share Location", the browser auto-detects their rooftop's exact GPS coordinates.
  • Photo Uploads: The client can capture and upload up to 3 photos of their rooftop and their current electricity bill.
  • Automatic Sync: The data updates instantly in your Leads CRM profile, letting your design team review the location via Google Earth immediately!

Discussions (0)

Leave a Reply

Your email address will not be published. Required fields are marked *

Security Check: What is 7 + 3? *

No comments yet. Be the first to share your thoughts!