Site Visit Records for Event Planners
A site visit is scheduled against an enquiry and records who went, what was measured and photographs of the hall. These notes feed the quotation that is built afterwards.
A visit belongs to an enquiry
A visit is fixed from the enquiry by the sales desk. Notes and photographs are attached to that same enquiry. Anyone who opens it later sees what was recorded at the hall, and the quotation can then be built from that record. Nothing is left in a notebook.
What a visit record holds
Where the notes are used
- Quoting decor and seating for the space as recorded
- Discussing the hall with the family at the next meeting
- Checking what was noted when a late change comes in
- Showing the sales desk what was seen at the hall
What the company decides
Which measurements are noted for each hall is the company’s own practice. The fields on the visit record are agreed during implementation. Which enquiries need a visit is decided by the sales desk.
Frequently asked questions
Are photographs kept with the enquiry?
Yes. Photographs of the hall are attached to the visit, which sits against the enquiry, and they are available when the quotation is built.
Is a site visit required for every enquiry?
No. It is a step in the workflow that the sales desk uses where it is needed.
Does the visit record change the price automatically?
No. The notes inform the quotation, and the person building it decides the lines and the figures.
Who can record a visit?
The sales desk fixes the visit. Who enters the notes and photographs is agreed during implementation.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements