# IT site survey and closeout evidence

Elkwai Solutions workflow starter · 2026-10-10

Planning example, not a client result or quote. Nothing is sent or purchased. Do not include passwords or confidential records.

https://elkwai.com/workflows/site-survey-closeout

## The problem

- A missing power, access or equipment fact causes a second visit, while closeout evidence is scattered across photos and messages.

## Simpler alternatives

- A consistent survey and handoff checklist may solve the problem without an AI system. Add an internal workflow only when repeated sites need ownership and evidence routing.

## Inputs

- Site observations, equipment labels and relevant photos
- Access, power, network and dependency questions
- Required closeout evidence and receiving operator

## Delivery sequence

- Capture the survey in the existing Preflight workspace.
- Separate observations from assumptions and assign unresolved questions.
- Review the evidence and produce the free JSON or print handoff.
- Choose a project report credit for the stated report package, or separately scope field work and integrations.

## Acceptance

- Missing observations remain missing, not assumed satisfactory.
- Dependencies have named owners and a recorded decision.
- The handoff lists attachments and unresolved closeout items.

## Measure

- Unresolved dependencies before dispatch
- Repeat visits attributable to missing information
- Closeout completeness and review effort

## Full cost consideration

- Count travel, revisit time, evidence review, report credits and separately quoted installation. A report credit is not a subscription or an installation certification.

## Tools available now

- Prepare a site survey: https://elkwai.com/preflight.html
- Organize a closeout review: https://elkwai.com/workspace.html?workflow=site_closeout#new-run

Tools do not automatically transfer data or execute a production integration.

## Separate buying paths

- Preflight project report credit: $19 per project credit. https://elkwai.com/preflight-reports
  Free survey, JSON and print remain free. A report credit is not field installation or a subscription.
- Custom applications and automation: Written project quote. https://elkwai.com/working-together?need=software&mode=project#offer-finder
  Ownership, integration, hosting and support are separately stated in the scope.

## Your project notes

Current task:
Desired result:
Existing systems:
Target timing:
Acceptance owner:
Setup and operating costs:

Freed time is capacity, not automatically cash savings. Product scope, checkout and the accepted written quote control delivery.