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SiteStory

Methodology / worked examples

SiteStory guide

Build a handoff around what a client can verify: who, where, when, what changed, and which image proves it.

Use a consistent visit record

Enter the job identity and date first. Keep the work summary factual and include a clear next action whenever the status is Follow-up needed.

Example: "Replaced the worn supply line and tested for leaks. Monitor the cabinet floor for 24 hours."

Keep cost assumptions visible

Labor cost is hours times the planning rate. Materials and travel stay separate so a customer or manager can question one line without losing the whole estimate.

Estimated total = hours × labor rate + materials + travel + optional estimated tax

Sequence photo evidence

Add photos in a useful story order, then caption what each image proves. The report preview and print action use the order shown here.

  • Use a wide context image first.
  • Caption defects, measurements, or completed work.
  • Review images for sensitive information before sharing.

Limits and assumptions

Sources and further reading

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