Keep every request tied to the right company, customer, and property.
TrueSite gives survey providers a request inbox, assignment workflow, field capture, QA review, forms, and delivery history without separating the work from its project context.
The survey workflow, end to end.
Request intake
Receive work from connected solar companies with customer, property, project, and provider relationships preserved.
Assignment & workload
Assign surveyors, schedule visits, and track work from requested through submitted and approved.
Field capture
Structured forms for measurements, equipment, electrical conditions, roof details, notes, and private project photos.
Quality review
Review submissions, return work for correction, approve completed surveys, and keep evidence and timestamps.
Reusable forms
Build company forms from supported field types and use them in the same assignment and review flow.
Search & history
Find requests by customer, address, request number, status, date, and assigned worker.
Capture once. Review once.
Surveyors capture measurements, photos, and roof and site map markup on the job; reviewers return or approve.
- Private project photos
- QA return-for-correction
- Timestamps retained
See TrueSite running on a real job.
Tell us about your operation and we will walk you through the modules that fit — using your own workflow, not a canned script.