> ## Documentation Index
> Fetch the complete documentation index at: https://docs.horizonmanaged.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Field survey

> iPad pre-bid site walkthroughs — GPS photos, voice-to-item capture, AI equipment detection, and one-tap conversion to a bid

Field Survey is a pre-bid site assessment tool for low-voltage and IT
infrastructure work. A technician walks a prospective job site on an iPad and
captures a room-by-room inventory of existing and needed equipment, GPS-tagged
photos, spoken observations, and trade checklists. AI assists throughout —
transcribing speech into structured line items, reading equipment nameplates from
photos, and flagging code issues — and when the walkthrough is done, the survey
converts into a draft bid.

Open it at `/surveys`.

## When to use it

* Pre-bid walkthroughs for cabling, access control, fire alarm, CCTV, network,
  A/V, or electrical work.
* Capture data hands-busy on an iPad — dictate items and snap photos instead of
  typing.
* Document existing equipment condition to scope replacements.
* Turn field findings directly into a bid without re-keying.

## Walkthrough mode

A dedicated large-touch-target page per survey (`/surveys/{id}/walkthrough`)
shows areas, trade checklists, and capture controls — built for a tablet in the
field.

## Capture

* **GPS-tagged photos** — the browser supplies coordinates with each upload;
  photos group by area and floor with auto-generated thumbnails.
* **Voice notes** — speak while you walk; the browser transcribes, then Claude
  extracts structured survey items and area attributes (ceiling type, height,
  square footage) and auto-checks matching checklist items.
* **AI equipment detection** — Claude Vision reads each photo for equipment
  (manufacturer, model, serial from nameplates), a photo-quality score, code
  violations (NEC, NFPA 72, TIA-568, UL 294), and label text.

## Convert to a bid

A completed survey generates a draft [bid](/bidengine): each area becomes a bid
section and each item needing work becomes a line item (equipment already in good
condition is skipped). Conversion pulls quantities and descriptions, not pricing.

## Good to know

* **Voice capture is transcript-only** — no audio file is stored, and it relies
  on the browser's speech recognition (Chrome/Safari), so unsupported browsers
  won't capture.
* **GPS coordinates come from the device** and are stored as-is (no server-side
  validation).
* AI detection is **on-demand** (you trigger it, and it runs in the background)
  and needs your tenant's Claude API key.
* Conversion to a bid requires the survey to be marked **completed**.