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Site Survey (Installation Manager)

Site Survey (Installation Manager)

Owned by Calver Brewer
Last updated: Aug 17, 2021 by Amber Williams (Unlicensed)
3 min read

The deal has been presented to Ops, Ops has created a Good Faith Estimate. That estimate falls in to the customers budget, and they are interested in taking the next steps….

 

Operations will contact the Installation Services Manager and schedule a Site Survey. This consists of walking through the customers facility and gathering all the necessary information needed to build an accurate quote.

Make sure you bring:

IPad w/ Pencil- Open a new tab with the GFE, Customer Information, Any available site maps.

Ladder- You may need to access ceilings, hatches, or attic space that are necessary for cable pathways.

 

  • Before you begin walking and talking with the customer, it is very important to explain the purpose of your visit.

“I’m here today to determine the location of all head-end equipment, make the final decision on all camera locations, and to scout cable pathways. I will need to take pictures of all these locations, which you can view in your Site Visit Report.

Site Visit Report can be found at the bottom of any quotes sent by the Account Executive (Including Good Faith Estimates).

 

As you walk about the site with the customer, it is important to pause as you get to each camera location…

  • Listen for what the customer wants to monitor.

  • Photograph the general area being discussed.

  • Using your pencil, mark the photo with

    • Mounting Location. “X”

    • Camera Number corresponding to the site map.

    • Brief description of camera’s field of view.

  • Make note of the distance of each cable run and any obstacles that will make cabling difficult.

 

 

Cable Pathways

  • As you’re walking through the site, be conscious of what it’s going to take to cable every piece of equipment.

    • Camera > Recorder.

    • Camera > Switch.

    • Switch > Switch

    • Switch > Recorder.

    • Ubiquiti Antenna > Switch.

    • Switch > Customer Network.

    • Recorder > Customer Network.

  • Think about the cable support methods that you’ll be using for each piece of network equipment.

    • Beam Clamps.

    • J-Hooks.

    • Panduit.

    • Conduit

    • Zip-Ties.

  • For each picture, make sure you notate

    • Building #'s

    • Network Equipment

    • Camera #'s

    • Cable Pathway.

    • Anything that will make cabling/ hanging equipment difficult.

 

 

 

 

 

 

  • You’ve walked the entire site with the customer and properly documented everything mentioned above.

    • Leave some time for the customer to offer any more information that you may need to formulate a quote.

    • Let the customer know that they will have a bid from the Account Executive as soon as you’re complete.