COHI Pro | Enterprise Edition

Recent Surveys

Rapid Site Survey

Full Architectural Capture

person 01. Client Profile

Lead Name *

lock Client Mobile *

Last 4 digits auto-generate Vault PIN.

Site Postcode *

Customer Number

House No. / Name *

Consultation Date

Revisit Date

architecture 02. Project Scope & Structure

Build Type

Proposed Size (mm)

Existing House Material

Base Type

DPC Depth (mm)

Fascia Height (mm)

Sub-Floor Venting (Air Bricks)

warning 03. Logistics & Restrictions

Access Difficulties

Access Width (mm)

Drainage Relocations

Wall Obstacles (Flues, Vents)

palette 04. Design Specification

Roof System

Roof Pitch (Degrees)

Frame Colour (External)

Frame Colour (Internal)

gavel 05. Compliance & Regulations

Building Regs Requirement

Planning Authority Status

SAP Energy Calcs

Handover Pamphlets

Product Brochure Handed Over Warranty Documentation Provided Planning Guide / Regulatory Handout SAP Calculations Factsheet Roof System Specification Guide

gps_fixed 06. Elevation Sniper Engine

Zoom

camera_alt 07. Site Photography Grid

Front Elev0

Side Elev0

Back Elev0

Access Route0

Drainage0

Trees/Roots0

Brick Match0

Misc Doc0

edit_note 08. Designer Notes & Sync

Initializing Transfer...

Designer Profile

Configure Your Dossier Branding

Headshot

add_a_photo

Display Name

Job Title

Sales Biography (For PDF)

Showcase Portfolio Max 4 Images

These images will be injected into your master PDF to show clients examples of your past architectural work.

add

Project Gatekeeper

Sales Pipeline & PDF Extraction

Active Pipeline

document_scanner

Select a Project

Choose a project from your pipeline to upload and parse the official quotation document.

Dossier Compiler

Enterprise Presentation API

Ready to Compile

Selected Project

Awaiting Sync

Project Library