The Poly B Guys logo
Site Visit Form
Salesperson: Tap to set up
💬 Talk it or 📄 Scan a paper form — the AI fills it in. You can tap fields too.

Customer & Job Site

Home Overview

Style
Year built
Sq Ft
Foundation
Upper Floor
Ceiling
Tile / Valve Notes tap if any apply
Upper Bath
Sink
Ensuite
Sink
Laundry
Main Floor
Ceiling
Main Floor Bath
Sink
Main Floor Bath 2 / Ensuite
Sink
Kitchen
Sink
Laundry
Basement
Ceiling
Basement Bath
Sink
Wet Bar tap if present
Sink
2nd Kitchen / Suite tap if present
Sink
Laundry
Additional Bathrooms (tap if the home has more)
Extra Bathroom
Where
Sink
Extra Bathroom 2
Where
Sink
Extra Bathroom 3
Where
Sink
Mechanical Room
Hot water tanks
PRV present
System
Scope
Add charges tap only if you can SEE it's needed — otherwise the plumber confirms on site
💡 Not sure what needs replacing? You don't have to be — the plumber confirms on site once walls are open and bills any extras as a change order. Only tick Shower Valves if you can already see old / 2-handle / glass valves (also flag the matching pill under Tile / Valve Notes). The base proposal covers the full Poly-B repipe; valves & the items above are added only when truly needed.
Water Treatment tap if present
Radiant Heat tap if present
Crawlspace
Access

Exterior & Extras

Outside taps
Irrigation

Hands-Free Walkthrough AI fills the form as you talk

Tap → Talk → Stop. Form fills itself.
Voice notes (the AI reads these to fill the form)

Notes

Proposal Calculated · editable for discounts

Final proposal (incl. tax)
$
Apply discount (optional) tap only when warranted
Discount is case-by-case — typically for limited-budget customers. Amount varies $200–$500 by job size and judgement.
Notes
Tick when the homeowner verbally agrees to proceed. Triggers a "verbal acceptance" line in Tina's email + sends the customer a "scheduling next" confirmation.
Send to:
⚙ CRM / GHL (internal) off
GHL setup / connect credentials →
While off, only JobTread runs (current behavior). This switch is per device.
🎨 Color guide (internal) what each color means
Form selections
Brand red Selected pill / box / checkbox — manually tapped OR auto-filled AI-filled AI/scan just filled this — brief green flash, then a red left-edge marker. Always editable. White / outline Not selected — tap to fill
Year-built banner
1985–1998 LIKELY POLY B era — proposal and AI defaults assume Poly B Pre-1985 / Post-1998 Outside Poly B installation window — verify pipe type visually
Pricing source
✓ VERIFIED Calgary · Vancouver · Kelowna · West Kelowna — formula matches real JT job budgets ~ BC tier Full BC coverage — Vancouver Island · Sunshine Coast · Sea-to-Sky · Fraser Valley · Okanagan · Shuswap · Kootenays · Cariboo · Northern BC all priced at BC tier (same markup as Vancouver/Kelowna). Local job data refines over time. ~ AB tier Edmonton · Airdrie · Sherwood Park · Grande Prairie — same AB tier markup as Calgary; collecting local job data ~ INTERIM Saskatoon · Regina · Winnipeg — AB-model placeholder + 5% GST; SK/MB sub rates & PST/RST pending owner confirmation
Permit panel flags
⚠️ CRITICAL Plumbing permit within 15 years > $5k — Poly B may already be replaced ⚠ WARNING 15-25 year old plumbing permit — verify scope with customer ℹ INFO Older permit or no open-data feed available ✓ CLEAR No prior plumbing permits found
Proposal data status
🟢 Complete — city + year + bath + kitchen + hose bibs all captured 🟡 Partial — some fields still missing (proposal less accurate) 🔴 Minimal — proposal hidden until address + bath/kitchen captured

Note: this is about proposal-input completeness, not whether the home has Poly B. Poly B confidence is the red Year-Built banner — "LIKELY POLY B - EARLY ERA" (1985–1992) or "LATE ERA" (1993–1998).

Status row colors (address lookup)
✓ Green Property data matched + auto-filled ⚠ Yellow Address confirmed but no public record — fill year built / sq ft manually ✗ Red Lookup failed or address not parseable — verify spelling
Bottom action buttons
EMAIL Primary action — sends PDF + triggers JT/GHL sync PREVIEW / SAVE PDF Secondary — preview or save locally without sending PUSH TO GHL Manual retry — re-syncs current visit to GHL only

This guide is only visible in the form — not on the printed PDF or in emails. Internal salesperson reference.

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