Describe your window survey. Makeform builds a structured form for opening references, dimensions, units, frame details, access notes, and photos.
Send survey details to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor the measuring method, and send it to the builder.
Audience
Surveyors measuring replacement windows on site
Format
Repeatable opening record with three-point measurements
Prompt size
318 chars
Example form structure
Repeatable opening record with three-point measurements
Customer, property, surveyor, and visit date
Opening reference, room, and window type
Top, middle, and bottom widths
Left, centre, and right heights
Opening photos and survey status
Suggested routing tags
Ready to quote
Needs site check
Order review
State the units and whether dimensions describe the opening, existing frame, or finished product.
Step 1
Identify
property, room, and opening reference
Step 2
Measure
widths, heights, depth, diagonals, and units
Step 3
Document
frame, sill, access, condition, and photos
Step 4
Review
quote, revisit, or order-check status
Measure with context
A structured form keeps opening identity, units, method, and site details beside every measurement.
Keep room, elevation, opening mark, photos, and dimensions together.
Prompt for widths, heights, depth, and diagonals in the same order.
Record obstructions, uneven reveals, access needs, and revisit reasons.
Built for the handoff
Choose a workflow, then add your approved choices and measuring guidance.
Collect preliminary sizes, photos, styles, and contact details.
Capture opening dimensions, frames, sills, trim, and access.
Organize openings by building, floor, elevation, drawing, and status.
Pair verified sizes with configuration, handing, finish, hardware, and review.
Survey workflow
Build the sequence around your own terminology and deduction rules, test it on a typical opening, and route complete records to the people preparing quotes or orders.
State who completes the form, which dimensions they take, the units they use, and whether the record supports an estimate, survey, or order check.
Add your real window types, frame materials, product options, and instructions. Mark essential identifiers and measurements as required.
Submit a phone-sized trial with photos. Check that field labels distinguish rough opening, frame size, and manufacturing size without ambiguity.
Send responses to the estimating or operations inbox and connect a spreadsheet or workflow when your team needs a shared survey register.
Form vs notes vs spreadsheet
The best method preserves the number, opening identity, units, photographs, and exception notes together.
Field guide
Adapt these groups to your survey procedure, product system, readings, and approvals.
Job identity
Give each opening a reference that estimators, installers, and checkers recognize.
Dimensions
Separate readings show variation. Label rough opening, existing frame, or manufacturing size.
Existing opening
Capture construction details affecting removal and fitting, plus unusual conditions.
Product choices
Keep requested products beside dimensions during review.
Photos and access
Request named photo views and record access requirements.
Review control
Separate incomplete openings from records ready for review.
Related tools
Connect the survey to tools for quotes, orders, work, and inspections.
Capture door sizes, configurations, finishes, and order details in a related opening workflow.
Open toolCollect the scope and customer details needed before your team prepares a price.
Open toolTurn approved installation work into a structured assignment for the site team.
Open toolDocument wider property conditions when the window survey is part of an inspection.
Open toolRequest trims, fixings, sealants, and other materials required for installation.
Open toolGather specifications from people requesting prices before detailed survey work begins.
Open toolFAQ
Practical answers for installers, estimators, surveyors, and customers organizing window dimensions.
It records dimensions and site details for window openings. Typical fields cover job and room references, width and height readings, units, frame and sill conditions, product choices, access, photos, and review status.
Follow your company's method. You might separate top, middle, and bottom widths; left, centre, and right heights; depth; diagonals; and units. Label rough-opening, existing-frame, and manufacturing sizes distinctly, and use your supplier's deduction rules.
Yes. Ask for units, approximate width and height, current and desired style, quantity, contact details, and photos. Label dimensions preliminary when a site survey is required, and offer a visit request.
Yes. Give each opening a room, elevation, or unique reference and repeat the field sequence. Large schedules can use one response per opening linked by a job number for clearer revisions and photo sets.
Request named interior, exterior, sill, reveal, damage, label, and obstruction views. Photos support rather than replace dimensions. Pair each upload with its opening reference.
Yes. Name preliminary, surveyed, and verified manufacturing sizes clearly. Record allowances separately, and add a second-check field for dimensions, configuration, and handing before order entry.
Yes. Makeform supports unlimited free forms and responses, so you can generate, edit, publish, and collect window survey submissions without a response cap. The paid tier removes the Makeform badge.
Use an obstructed or revisit status instead of a guessed value. Collect the reason, photos, access needed, follow-up owner, and target date so incomplete openings stay out of the quote or order queue.
Replace scattered survey notes with one clear record.
