How Do I Manage Site Visits by Clients and Architects?
To manage site visits by clients and architects, schedule each visit with date, attendees and purpose, prepare the site and safety requirements in advance, record notes and decisions during the visit and turn every request into a follow-up action.
In Jestor, visits are linked to the project, and the decisions made on site are not lost after everyone leaves.
Why do site visits create confusion?
Clients and architects visit the site, make comments and request changes. Notes are taken on paper or not at all.
Days later, nobody remembers exactly what was decided, and different people remember different things.
Unscheduled visits also create safety risks.
What problems does visit management solve?
- Decisions made on site without records
- Requests forgotten after the visit
- Visitors arriving without safety preparation
- Disputes about what was agreed
- Crews interrupted by unplanned visits
How do I manage site visits in Jestor?
- Create a visits table linked to the project, with date, attendees and purpose.
- Prepare a checklist: safety equipment, areas to show, open questions.
- Record notes and photos during the visit on mobile.
- Create actions for every request, with owners and deadlines.
- Share the visit summary with attendees.
| Visit step | Output |
|---|---|
| Before | Agenda and safety checklist |
| During | Notes, photos, decisions |
| After | Actions and summary |
How do I handle change requests from visits?
Requests that change scope should become change orders, priced and approved before execution.
Linking them to the visit record shows where each change came from.
Why use Jestor for site visits?
- Scheduled visits: the site prepared in advance.
- Mobile notes: decisions and photos recorded on the spot.
- Follow-up actions: requests turned into tasks.
- Change order link: scope changes handled properly.
What else helps you manage site visits by clients and architects?
- Jestor Docs can hold the visit summary linked to the record, so everyone reads the same version of what was decided.
- Visitor safety is part of the preparation. Confirming helmets and boots are available and planning a safe route through the site protects clients and architects during the visit.
- Recording that the safety briefing was given completes the record.
This is how you manage site visits by clients and architects with clear outcomes.
Frequently Asked Questions
Can I record notes during the visit?
Yes. Notes and photos can be added from mobile.
Can I try this free?
Yes. Jestor offers a free account at jestor.com.
Can visit requests become change orders?
Yes. An automation can create a change order from a visit action.
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