How it works

Walk it once. Get it right.

The expertise that lives in your two or three best people, applied to every job — without putting them in every branch.

Capture in the field

Send whoever's closest — a field technician or an account rep. They open PrepPoint on a phone and follow a guided walkthrough: build the room, drop in the equipment, answer the branching questions. The tool drives what to measure and photograph and checks every clearance live, so nothing critical gets skipped — no survey training required.

Review from the desk

Your specialist opens the survey on a laptop — the full layout, the fit, the photos, and every flag in one view. They approve it, or send back a guided re-shoot in minutes. One expert covers every territory, from one seat.

Order with confidence

Out comes a clean, structured data package and a retrofit quote. Because the clearances were verified on-site and signed off before anything was ordered, the machine that ships is the machine that fits.

Two devices, two jobs

Phone in the field. Laptop at the office.

PrepPoint runs as one tool that knows which device it's on. In the branch it's a phone-first capture flow with big, glove-friendly controls and one clear next step. Back at the office it opens as a full review console — the survey, the canvas, and the approve / flag controls side by side.

  • Field: guided capture, big touch targets, works through a survey step by step
  • Desk: the whole survey at once, review and approve or send it back
  • Installs as a web app — nothing to push through an app store
First National — Davison🖥 Review
3 of 6 · clearance checked✓ Fits
field capture
Place the ATM
Front 37.2" ✓
Capture next →

Put your best surveyor on every job.

Tell us about your crew and the work you take on — we'll show you the flow on your equipment.