Site Assessments

Every finding. Every photo. One report.

Document deficiencies, observations, and recommendations in the field. SiteRevo organizes everything by severity and generates a client-ready PDF — no reformatting, no copy-pasting.

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Structured findings, not free-form notes

Every finding is categorized by type and severity. Your reports have a consistent, professional structure — whether it's a critical deficiency or a routine observation. Clients can immediately see what needs attention and why.

Finding types: observation, deficiency, recommendation

Severity levels: critical, high, medium, low, informational

Photo attachments per finding

Rich text descriptions per finding

Assessment notes: general, risk, safety, access, limitation, condition

Auto-generated assessment numbers (A-YYYY-####)

Status workflow: draft → in progress → completed

Revision tracking on all assessments

HTML + PDF report generation

Email sharing with PDF attachment

Public shareable links (no login needed for client)

Drag-and-drop finding reordering

Assessment

A-2024-0042

Completed

DeficiencyCritical

Damaged flashing on north face

DeficiencyHigh

Cracked soffit panel — east elevation

ObservationLow

Surface oxidation on metal trim

RecommendationMedium

Reapply sealant at all penetrations

Findings flow directly into quotes

Once an assessment is complete, import its findings as quote line items in one click. Prices from findings carry forward — no re-entry.

Assessment findingsQuote line itemsWork order tasksInvoice lines

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