Add install date, site contact, and job details.
How it works
From upcoming install to dispatch decision.
Create the job, send the readiness link, review the proof, and decide whether the crew should leave, wait, or request a correction.
Daily workflow
A readiness gate between the schedule and the truck.
SiteReady Pass is designed for the office moment before dispatch. The shop asks for proof through one link, then reviews missing items, corrections, contact confirmation, and green/yellow/red status.
Use a default or adjusted readiness template.
The site contact receives one no-login link.
The office checks photos, answers, and contact confirmation.
Proceed, request correction, pause, or override with reason.
Office side
The admin view shows what needs action before dispatch.
The scheduler or install manager can filter upcoming installs, sort by risk, open the job review, inspect proof, request corrections, add notes, and generate the readiness report.
- Filter by today, tomorrow, next 7 days, or custom range
- Review missing proof, late proof, and correction requests
- See adult contact confirmation before the crew leaves
- Record override decisions with a reason
8Ready
3Review
2Blocked
Selected jobMartin Remodel
Yellow
Sink photo needs wider view
Access path
Accepted
Sink and plumbing
Correction requested
Adult contact
Missing
Request correctionAdd call noteGenerate report
Customer readiness link
Stone Ridge Kitchen
Complete these steps so our office can confirm the site before dispatch.
- Access path
- Cabinet/base readiness
- Sink and plumbing
- Adult site contact
Customer side
The site contact gets one simple link, not another account.
The homeowner, GC, designer, or adult site contact opens a job-specific mobile link. They can answer some steps now, return later for photos, and upload corrections through the same link.
No login
The link is job-specific and mobile-first.
Complete over time
The contact can return when the site is actually ready to photograph.
Guided photos
Each upload is tied to a readiness unit, not a random text thread.
Correction mode
Only unclear or rejected items are highlighted for update.
Readiness setups
Start with defaults, then adapt the process around your shop.
SiteReady Pass should not make a new customer build everything from zero. Shops can start from countertop-ready defaults, duplicate them, and create multiple versions for different install situations.
Template builderStandard Kitchen Countertop
Default setup
Standard Kitchen
Apartment Install
Rural Access
Strict Sink Check
Custom versions
Access pathRequired
Cabinet/base readinessRequired
Sink and plumbingBlocks dispatch
Adult site contactFinal confirmation
Deadline24, 48, 72 hours, or custom
Status logic
Green, yellow, and red are dispatch signals, not guesses.
The first version should stay deterministic and human-reviewed. AI can assist later, but the final dispatch decision belongs to the office.
Green
Required proof is received and accepted, with no active blockers.
Yellow
Something needs review, correction, confirmation, or a call before dispatch.
Red
No response, missed cutoff, missing required proof, or a confirmed blocker.
Corrections and reports
Bad proof becomes a correction, not a phone chase.
A blurry sink photo, missing cabinet run, or unclear access path can be returned to the site contact through the same readiness link. The final report keeps the proof, reminders, corrections, and dispatch decision attached to the job.
Request the right proof
Please upload a wider photo showing the sink area and plumbing disconnected.
Record the decision
Accepted proof, correction history, and override reasons stay with the readiness report.
Ready to talk about your dispatch process?
Join early access and tell us where false readiness shows up in your shop.
Join Early Access