Guides
Site readiness guides
Practical checklists for equipment dealers, installers and service teams: what to confirm with the customer before a crew and equipment leave, and how to keep that decision traceable.
Guide · Site readiness
Pre-installation site readiness checklist: what to confirm before you install equipment
Free pre-installation site readiness checklist for equipment installs: access, floor, power, water, air, permits and photos, with the blocker for each.
Guide
Site survey software vs. email, forms and spreadsheets
Comparing ways to collect site readiness data before an equipment installation: email threads, generic forms, field-service tools and dedicated site survey software with blocker checks.
Guide · Laboratory instruments
Lab instrument site preparation: a coordination checklist
Lab instrument site preparation checklist: bench, environment, gases, power and network, and how to confirm each requirement with the lab in time.
Guide · Remote site survey
Customer self-survey before installation: how to run it remotely
How to let customers survey their own site before an install: questions they can answer, reliable measurements and photos, and when you still visit.
Guide · Pre-dispatch checks
Blockers before dispatch: pre-dispatch readiness checks for installations
Which site answers should stop a dispatch, who clears each blocker and how to make the go/no-go call before the crew leaves. For equipment installers.