Walkflow

trade

Stop losing context between the switchboard and the client

Walkflow

Electricians communicate complex physical work to clients who are often off site: board upgrades, rough-ins, fault finding, compliance constraints, and variation decisions. The default tools — photo texts, voice notes, and long emails — lose context fast.

A site walkthrough app built for field capture fixes that by keeping narration, video, and snapshots in one client link.

How electricians communicate site work today

Common patterns:

  • Photo texts: quick, but clients misread sequence and scope
  • Voice notes: rich context, hard to skim or forward
  • Marked-up PDFs: useful for plans, slow to produce on site
  • Phone calls while walking: effective, but not replayable or shareable with a partner

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

That matches how electricians already think on site — it just packages the update for client consumption.

Walkflow workflow for electricians

Walkflow is not inspection software or construction management. It is a capture and documentation layer for interactive walkthroughs you share.

Choose your capture mode at the start of each walkthrough:

  • Video walkthrough — best for board upgrades, long cable runs, and multi-room rough-ins where motion helps
  • Photo + speech — best 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

Video walkthrough with snapshots gives clients motion plus anchors — they watch the story and jump to the photos that matter.

CompanyCam and similar tools excel at photo-first job documentation. Walkflow leads with the walkthrough narrative and transcript as the client-facing record. 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

That is the electrician workflow Walkflow is built for — not another generic construction platform, but a better way to create and share a walkthrough.

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