---
title: HS App Demo Prep — Mobile Site Survey Workflow
type: article
created: '2026-03-10'
updated: '2026-03-10'
source_docs:
- raw/2026-03-10-weekly-call-w-sebastian-128671517.md
tags:
- client-hs
- app-demo
- site-survey
- meeting
layer: 2
client_source: Advanced Health & Safety
industry_context: saas
transferable: false
---

# HS App Demo Prep — Mobile Site Survey Workflow

## Overview

Preparation notes from the [[wiki/meetings/2026-03-10-weekly-call-sebastian|2026-03-10 weekly sync]] for the HS app walkthrough scheduled at 1 PM ET the same day. The demo environment was largely ready, with a few open questions requiring client input during the call itself. The primary focus was walking HS through the mobile site survey workflow end-to-end.

The demo environment uses a fictional company ("Acme") populated with sample data to illustrate customers, site surveys, estimates, jobs, and a calendar view.

---

## Demo Scope

The desktop portal shows the full data model — customers, site surveys, estimates, jobs, invoices, and calendar. The mobile workflow is the centerpiece of the demo.

### Mobile Site Survey Workflow

The survey is broken into four sequential sections, each advancing via a **Next** button:

#### 1. Property Details
- Street address
- Building type and year built
- Number of stories
- Construction type (e.g., Wood Frame)
- Occupancy status (Occupied / Vacant / Partial)
- Available hours
- Owner contact information

#### 2. Access & Logistics
- Access restrictions (yes/no)
- Parking availability
- Loading zone availability
- Equipment access adequacy
- Elevator availability
- Minimum doorway width

#### 3. Environmental Conditions
- Temperature
- Humidity level
- Moisture issues and notes
- Structural concerns
- Utility shutoff locations

#### 4. Hazards & Materials
- Hazard type (e.g., asbestos)
- Asbestos details
- Per-material entries including:
  - Material type (e.g., ceiling tiles)
  - Location
  - Condition
  - Friability
  - Notes

### Photo Requirement & Submission

- **4 photos are required** before the survey can be submitted
- Once all photos are captured, the user taps **Next / Save & Send**
- The completed survey is transmitted to the desktop portal for review

---

## Known Issues / Pre-Demo To-Dos

| Item | Owner | Status |
|---|---|---|
| Add starting dates to environmental/date fields | Mark | Pending |
| Confirm desktop portal view is ready for demo | Mark | Pending |
| Clarify remaining open questions with client during call | Mark + HS | In-call |

---

## Action Items

- [ ] Finalize demo environment — populate starting dates and verify desktop view (@Mark Hope)
- [ ] Walk HS through mobile survey workflow live on the 1 PM ET call (@Mark Hope, @Sebastian Gant)

---

## Related

- [[wiki/clients/current/ahs/_index|HS Client Overview]]
- [[wiki/meetings/2026-03-10-weekly-call-sebastian|Weekly Call w/ Sebastian — 2026-03-10]]