A fictional scenario to explain the workflow. No real customer or performance claim is presented.
Before the visit
A customer is comparing a workspace with a room for hobbies. The configuration helps them choose a likely footprint and exterior finish.
Discussing the setting
The installer uses the same product summary on a tablet. They review glazing, access, foundations, and electrical requirements alongside the customer.
Confirming the next step
The configuration supports the conversation; the site survey supplies the missing facts. Final feasibility, specification, and price are confirmed after that review.
An illustrative visit brief
Purpose: a quiet garden workspace. The buyer wants to compare the footprint, exterior finish and glazing. Record the preferred options separately from the questions about foundations, access and utilities. The installer can then use the visit to review the setting rather than asking the buyer to reconstruct their product choices. This example does not claim a completed customer project.
What the next person needs
Keep the selections, assumptions and unresolved questions in one brief. Agree who reviews it and what the next conversation should resolve. A useful configuration reduces repeated explanation while preserving the product and site checks that still need a person.