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Stop losing context between the switchboard and the client

KoriI'm a software engineer and founder of Walkflow.

Electricians explain physical work to clients who are often off site: board upgrades, rough-ins, fault finding, compliance constraints, and variation decisions. Photo texts, voice notes, and long emails lose context fast.

A site walkthrough keeps the narration, video, and snapshots on one client link.

How electricians communicate site work today

Common patterns:

  • Photo texts are quick, but clients misread sequence and scope
  • Voice notes carry the context, and they are hard to skim or forward
  • Marked-up PDFs help with plans, and they are slow to produce on site
  • Phone calls while walking work in the moment, and a partner cannot replay them

Each method drops part of the story. Clients ask follow-up questions you already answered on site.

What a walkthrough replaces

A walkthrough replaces the scattered update with one record:

  1. You walk the route or work area
  2. You talk through decisions and constraints
  3. You snapshot boards, routes, clearances, and defects
  4. You share one link the client opens on mobile

The client opens that same link later.

Walkflow workflow for electricians

Walkflow records the walkthrough and the documents you share from it. It does not inspect the installation or manage the construction job.

Choose your capture mode at the start of each walkthrough:

  • Video walkthrough, for board upgrades, long cable runs, and multi-room rough-ins where motion helps
  • Photo + speech, for a quick fault find, single-board check, or snag list where you narrate and tap snapshots without filming continuous video

Both modes produce the same shareable client link with transcript and snapshot gallery.

Pre-start walkthrough

Use before you commit to a route or board layout:

  • Show existing conditions and access limits
  • Explain proposed cable paths and isolation points
  • Capture client choices that affect scope

Title example: Pre-start walkthrough — switchboard upgrade, 14 Smith St

Progress update

Use when the client cannot visit site but needs confidence work is on track:

  • Completed rough-in or fit-off stages
  • Coordination points with other trades
  • Waiting-on items (supply, inspection, access)

Keep updates short and sequential. Clients rewatch the parts they care about.

Snag list / handover

Use to close out defects and compliance items:

  • Snapshot each snag with narration
  • State responsibility and priority
  • Confirm what is resolved vs outstanding

Snapshots make snags scannable inside the full walkthrough.

Example use cases on real jobs

ScenarioWhat to captureClient outcome
Board upgrade quote validationExisting board, proposed location, access constraintsFaster approval without a site visit
Rough-in completeCable routes, clearances, penetration pointsBuilder/client confidence before lining
Fault investigationTest points, replaced components, root causeTransparent record if questions arise later

For the core workflow, see how to send a client a video walkthrough and photo + speech vs video walkthrough.

If you are comparing recorders, read Walkflow vs Loom for job walkthroughs. Desk capture and site capture are different jobs.

Why video walkthrough beats a photo report alone

Photo reports are static. They miss:

  • The order you moved through the site
  • Why a route was chosen over an alternative
  • Tone and urgency on compliance items

A video walkthrough with snapshots lets clients watch the route and jump to the photos that matter.

CompanyCam and similar tools are built for photo-first job documentation. Walkflow leads with the walkthrough and the transcript as the record the client opens. Different emphasis, different fit.

Getting started on your next job

  1. Pick one client update you would normally text photos for
  2. Choose video or photo + speech on the mode picker
  3. Record a focused two- to five-minute walkthrough (or a shorter photo + speech update)
  4. Snapshot every decision point you mention
  5. Publish with a clear job title and share the link

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