Field Inspector Workflow Guide
Darius’s WhatsApp-based workflow reference. The field inspector operates entirely through WhatsApp via Rob — no web portal needed.
Daily Schedule
- Receive daily schedule via WhatsApp at 6:00 AM ET (synced from calendar)
- Each appointment shows: address (tappable for Google Maps), time, project ID, branch
- Pull up permits/plans by asking Rob: “show me plans for [project]“
Arrival & Site Setup
- Arrive on site
- Take arrival photo via WhatsApp (auto-tagged: timestamp + GPS + project ID)
- Greet crew and review on-site permit/plans
PSoW Confirmation Gate
The system presents the Permitted Scope of Work (PSoW) via WhatsApp:
“This project has: UND-PUSH (12 piers), ANC-WALL (8 anchors). Is this what was installed?”
If Yes (~80% of jobs)
- PSoW = ABSoW confirmed
- Hardcoded values auto-populate
- System prompts only for field-observation data (depths, locations, rod lengths, photos)
If No — Changes
- Report what changed: product removed, qty change, product swap, product added
- System records delta, which becomes ABSoW
- Walk through revised product list
Product-by-Product Guided Checklist
For each product in the confirmed/revised SOW:
- Upload photos specific to this product
- Enter ABSoW data points (varies by product — see field-tech-guide)
- For qualifying products: “How many production days?”
- Note discrepancies between permitted scope and installed work
- Repeat for each product
Product Data Reference
| Division | Field Data Required |
|---|---|
| UND | Per-pier depth, PSI/torque, tubes/helix |
| ANC | Location, rod length, depth BG, height AFF |
| BRC | Wall placement, position on wall |
| SUP | Location, height, footer dimensions |
| FND | Rebar verified, concrete placed |
| WTR | Pump tested, discharge confirmed |
| ENC | Coverage confirmed, dehumidifier capacity |
Completion Check
All SOW Items Complete
- No outstanding items — inspection closes, project advances to Field Complete, auto-validation runs
- Items needed (drive logs, photos) — auto-RFI to scheduler, inspection closes with SLA on fulfillment
Partial SOW
- Follow-up scheduled — next inspection picks up remaining SOW
- No follow-up — auto-RFI to scheduler to schedule follow-up
Drive Log Special Handling
Drive logs are mandatory for UND (underpinning) products.
- On-site — photograph handwritten log via WhatsApp, system OCR/parses data
- Not available (crew not finished) — auto-RFI to scheduler, escalates daily if unfulfilled
Photo Upload Protocol
Hybrid approach: quick capture during inspection, structured review at the car.
- During inspection: capture photos per product (tagged: project ID + product code + timestamp)
- At car: system prompts structured review (“Confirm all photos for UND-PUSH uploaded?“)
- Close out appointment
Same-Day Changes & Missed Appointments
Route Changes
- Route change alert via WhatsApp with updated schedule and new address/time
Missed Appointments
- Arrive on site — no crew / no access
- Report missed appointment via WhatsApp
- System auto-tags and applies trip charge fee
- Jacob and Dustin notified
Goal State
By the time you pull out of the driveway, the system has everything needed to draft a cert and invoice — photos, SOW confirmation, field measurements, production days. Any gaps trigger automatic RFIs to the client’s scheduler.