🎥 What Walkthrough Mode Allows You to Do
While on-site, subscribers can:
Talk through walkthrough details
Take pictures or record visuals at the same time
Capture observations in real-time
Keep everything tied to the project
At the end of the walkthrough, Handoff automatically generates a walkthrough document containing the collected notes and images.
📝 Edit & Update Walkthrough Documents
Once the walkthrough document is created, subscribers can:
Edit or clean up text
Add additional items or clarifications
Remove items that are no longer needed
Refine details before converting work outputs
This makes it easy to organize onsite information before moving into estimating or scope creation.
⚙️ Convert Walkthroughs Into Work Outputs
Walkthrough documents can be converted directly into:
Estimates
Scopes of work
Material lists
Choose what to generate depending on your workflow. This eliminates:
Re-typing notes into estimates
Copy/pasting between tools
Losing context between site visit and estimate creation
All files captured during walkthroughs remain stored inside the project.
📍 Where Walkthrough Mode Lives
Walkthrough Mode is available:
Inside the mobile project view
Alongside the camera & video capture tools
You can choose between:
Standard photo/video capture
Walkthrough Mode (voice + photos combined)
