Site Survey · Full Review
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Deal
Visit type
Pre-sales survey for quoting a new install.
Commercial & technical site survey

Everything needed to scope,
price, and de-risk the install.

A single, structured record of the site — captured in the field, written to the HubSpot deal, and carried forward into quoting, design, RAMS, and handover. Complete end-to-end; skip nothing without a note.

What you'll capture on this visit
Purpose
Quote preparation · Full Review
Duration
Typically 45–90 minutes on site
Photos required
Antenna only
Sign-off
Surveyor
01 / 13

Survey Metadata

When, who, and under what conditions the survey was carried out.

09 / 13

Access & H&S

What's needed to get on site, and any hazards the install team must plan for.

Induction
Photo ID
CSCS / ECS
DBS
Security clearance
D&A test
Escort
Sign-in book
Key collection
None
Escort required at all times
Induction required
Permit to work
PPE issued on site
ID / DBS check
Sign in at gatehouse
Restricted areas
Photography restricted
No restrictions
Normal hours
Evenings
Weekends only
Nights
Shutdown only
No downtime allowed
Hot works
Working at height
Confined space
Electrical isolation
Roof access
Cold work
Working at height
Confined space
Asbestos present
Live electrical
Moving vehicles / FLT
Automation / conveyors
Overhead cranes
Chemical / COSHH
Noise
Cold store
Slip / trip hazards
Lone working
None identified
First aider on site
First-aid room
Defibrillator on site
Muster point briefed
Emergency contact provided
Site alarm explained
Permit desk / control room
None advised
10 / 13

PPE

What engineers need to bring and what the customer will provide.

Safety boots
Hard hat
Ear protection
Safety glasses
Gloves
Hi-vis vest
Hi-vis long sleeve
Hi-vis trousers
Boiler suit
Harness
Respirator
Anti-static
FR clothing
None
02 / 13

Customer & Site

Baseline context — who the customer is, what the site is for, and whether anything is already in place.

The following describes the existing system being replaced — not the proposed solution.

Motorola Solutions
Hytera
Kenwood
Icom
Tait
Sepura
Entel
Simoco
Team Electronic
Midland
Vertex Standard
Cobra
Analogue - brand unknown
Other - see notes
Not known
03 / 13

Coverage Requirements

Where the radio system must work, and what it must integrate with.

Internal only
External only
Internal + external
Multi-building / campus
Inter-site / wide area
Mobile / vehicular
Warehouse floor
Mezzanine
Offices
Yard / external
Loading docks
Cold store
Plant room
Car park
Perimeter
Roof
Whole site
Tap to capture or upload
Photos help future-proof the quote
Fire panel
ICCS
BMS
Telephony
Dispatch console
Call recording
Lone worker
Telemetry / SCADA
PAVA
None
Wi-Fi voice
DECT
PA / tannoy
PAVA
Paging
Lone worker device
Panic alarm
Fire panel
Work mobiles
PoC / cellular PTT
Voice picking headsets
Body-worn video
Other radio system
None
Chilled
Frozen
Lifts
Stairwells
Mezzanine
Racking canyons
AGV zones
ASRS
Conveyor
Plant rooms
External yard
Gatehouse
Offices
Welfare
Basement
04 / 13

Frequency & Licensing

Spectrum, OFCOM status, and any interference risks.

05 / 13

Equipment Room & Housing

Where the base station or repeater will live - power, ventilation, asbestos, access.

Tap to capture
Recommended — minimum 2 angles
14 / 14

Radio Infrastructure

The equipment itself - repeaters, supporting kit, and the programming baseline.

06 / 13

Antenna

Location, mounting, line-of-sight, and any structural or planning implications.

Tap to capture
Include LOS view if possible
07 / 13

Cable Run

Route, length, containment, penetrations, and working-at-height implications.

Tap to capture
Photos at key points — turns, penetrations, risers
Existing tray
New tray needed
Trunking
Conduit
Catenary
Ceiling void
Underfloor
External clipped
None / surface
Internal walls
External walls
Floor slabs
Roof / flashing
Fire-rated walls
None
15 / 15

Terminals & Users

Handsets in service, battery and charging provision, and what the people on the ground actually report.

08 / 13

Network & IT

Only if the system needs to talk to the customer's network.

LAN
WAN
Dedicated VLAN
DMZ
Cellular backup
16 / 16

Inspection & Tests

Physical condition, measured performance, and compliance checks against the licence.

Attach heat map
Screenshot or export from the survey tool
11 / 13

Commercial Scope

What goes on the quote — handsets, accessories, services, support.

ATEX / IS
GPS tracking
Man-down
Bluetooth
Messaging
Emergency button
Covert earpiece
Commander
RM
Support contract
Single chargers
Multi-chargers
Rack chargers
Spare batteries
Earpieces
Speaker mics
Cases / holsters
Vehicle chargers
17

Recommendations

What you would advise, and why - grouped so nothing is missed.

Overall picture
Infrastructure
Replace end-of-life repeaters
Add repeater capacity
Move to trunking (Cap Plus)
Move to Capacity Max
Consolidate to fewer sites
Replace combiner / duplexer
Rack tidy and re-terminate
New rack or cabinet
Improve earthing and bonding
Improve ventilation / cooling
Firmware and codeplug refresh
No infrastructure change needed
Features
Restructure talkgroups
Enable emergency button
Enable man-down
Lone worker suite
Enable GPS / location
Text messaging
Call recording
Telemetry / alarms
Priority and pre-emption
Encryption
Fleetmap rewrite
Training for users
No feature change needed
Terminals
Replace end-of-life handsets
Increase handset count
Add spare pool
Upgrade to IP67 / rugged
ATEX / intrinsically safe units
Replace batteries
Replace / add chargers
Add audio accessories
Covert / surveillance kit
Vehicle-mounted units
Asset tagging and register
No terminal change needed
Coverage
Additional repeater for dead zones
Add DAS / leaky feeder
Reposition antenna
Higher gain antenna
Raise antenna height
Add external coverage
Improve yard coverage
Cold store coverage
Mezzanine coverage
Full coverage survey required
Coverage acceptable - no change
Resilience & Redundancy
Add UPS
Replace UPS batteries
Add generator feed
Dual power feeds
Redundant repeater / N+1
Redundant link
Spares holding on site
Documented failover process
Remote monitoring / alerting
Backup codeplugs held off site
Extend maintenance cover
Resilience acceptable - no change
Integrations
Telephony / SIP interconnect
Dispatch console
ICCS integration
CCTV integration
Fire alarm interface
BMS / SCADA
WMS / warehouse system
Paging / PA
Barriers and gates
PoC / broadband bridge
Lone worker platform
API / reporting
No integration required
Overall
12 / 13

Risks & Exceptions

Everything that could derail the install — called out now, not later.

Landlord
Neighbour(s)
Structural engineer
Planning consultant
Customer IT
Customer H&S
Facilities / M&E
Principal contractor
13 / 13

Sign-off

Close out the record — photo check, signatures, overall notes.

Equipment location
Antenna location
Cable route
Penetration points
Power sockets
External context
Existing kit
Sign here
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