FIELD WALKTHROUGHS · CLIENT CRM ADD-ON

Keep every field visit connected to the client.

An add-on that extends Client CRM.

Capture a visit with voice and photos, organize it into a professional report, and keep the work with the client relationship—not in a separate collection of files.

Start free →

Or try the live demo — sample data, no signup →

Capture on your phone or tablet; review and export from your desktop.

How it works

From client visit to client record

1 · Start with the clientConnect the walkthrough to the client, property, job, or site it concerns.

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2 · Capture the visitRecord narration and take photos while you walk.

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3 · Build the reportquickCLIENT organizes what you said and photographed.

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4 · Review and exportEdit the report, reorder photos, and create the PDF.

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5 · Return to the relationshipKeep the walkthrough with the client's history and record the next action in Client CRM.

Walkthroughs documents what happened in the field. Client CRM keeps it connected to the person and what happens next.

Built for the field, finished at your desk

Voice & photos together

Talk through the site while you capture photos in the moment.

Organized report

An AI-organized report built from what you said and photographed.

Review, edit & reorder

Adjust the wording and move photos earlier or later within a section.

Professional PDF

Export a clean report you can hand to a client.

Your branding

Control which business-profile details appear on the report.

Built on Client CRM

Connect a walkthrough and its report to the client it belongs to, so the visit lives in that client's history.

Organize the report

You set the order that tells the story

Your voice notes and photos come back grouped into sections. Reorder within a section with Move earlier / later, tidy the captions — and what you see on screen is exactly what exports to PDF.

Walkthrough

344 Birch Lane — pre-listing walkthrough

344 Birch Lane · Aug 8, 2026

✓ Saved to client

Exterior & foundationSection 1 of 4

Front elevation of 344 Birch Lane — Front elevation — siding in good shape

Foundation detail — Foundation — hairline crack, flag for inspection ✎

Driveway near garage — Driveway — minor settling near garage

↕ Move earlier / later — order shows on screen and in the PDF Export PDF

Yours to keep

Your past reports stay available

If the Walkthroughs module later becomes inactive, your previous walkthroughs stay here — you can still review and export those reports, read-only.

Review and export past reports anytime
Read-only access after the module is inactive
Add the module again to create or edit

Walk. Talk. Take photos. Get the report.

Turn a site visit into an organized, shareable report — built from what you said and photographed.

Start free → Try the live demo

Your data stays yours.