Site Visit
Two modes. Detect which one from context.
Mode A — Live guidance (appraiser is on-site or heading there)
- Read the job's
intake.md watch list and the state module's inspection notes.
- Present the shot list from
references/photo-shot-list.md, trimmed to this property type,
with the watch-list items inserted at the relevant rooms/areas.
- Remind the appraiser of the dictation keywords (
references/dictation-conventions.md):
say "flag" for defects, "follow up" for open questions, "measure" for dimensions,
"discrepancy" when observation contradicts records, "comp note" for market observations.
- Loan-type extras: if FHA/VA, include the MPR-oriented shots (crawlspace/attic access, peeling
paint pre-1978, water heater TPR discharge, railings, roof life).
Keep responses short — phone-screen sized.
Mode B — Processing (photos and/or transcript delivered)
- Save raw dictation to
transcript.md with a date header. Photos go in photos/, renamed to
the shot-list convention (ext-front.jpg, int-kitchen-1.jpg, mech-furnace-plate.jpg, ...).
- Parse the transcript using the dictation conventions:
flag ... → defect/condition list with severity guess (appraiser confirms)
follow up ... → follow-up checklist
measure ... → dimensions table (feed to GLA reconciliation)
discrepancy ... → append to discrepancies.md
comp note ... → append to comps.md seed section
- everything else → room-by-room narrative notes
- Read the photos. For each: identify the room/component, extract legible data-plate text
(model/serial — hand to
mechanicals-appliances), note visible condition items the appraiser
didn't dictate, and note missing shots vs. the shot list.
- Cross-check against the watch list from intake — every watch-list item must end up either
resolved (with the observation) or on the follow-up list.
- Write
field-notes.md: property description (style, stories, siting), room-by-room notes with
photo references, condition/quality worksheet inputs (UAD C1–C6 / Q1–Q6 — propose a rating
with reasoning, appraiser confirms), site observations, and the consolidated flag/follow-up
lists.
Output
End with: counts (photos processed, flags, follow-ups, discrepancies), the missing-shots list
(chance to reshoot before leaving!), proposed C/Q ratings awaiting confirmation, and next skills
(tax-card-reconciliation, mechanicals-appliances).
1---2name: site-visit3description: Process a property inspection — guide photo capture with the shot list, then turn photos and dictated voice notes into structured field notes, defect flags, and follow-ups. Use when the user is on-site, about to inspect, or says "process my site visit" / shares inspection photos or a dictation transcript.4---56# Site Visit78Two modes. Detect which one from context.910## Mode A — Live guidance (appraiser is on-site or heading there)11121. Read the job's `intake.md` watch list and the state module's inspection notes.132. Present the **shot list** from `references/photo-shot-list.md`, trimmed to this property type,14 with the watch-list items inserted at the relevant rooms/areas.153. Remind the appraiser of the dictation keywords (`references/dictation-conventions.md`):16 say **"flag"** for defects, **"follow up"** for open questions, **"measure"** for dimensions,17 **"discrepancy"** when observation contradicts records, **"comp note"** for market observations.184. Loan-type extras: if FHA/VA, include the MPR-oriented shots (crawlspace/attic access, peeling19 paint pre-1978, water heater TPR discharge, railings, roof life).2021Keep responses short — phone-screen sized.2223## Mode B — Processing (photos and/or transcript delivered)24251. Save raw dictation to `transcript.md` with a date header. Photos go in `photos/`, renamed to26 the shot-list convention (`ext-front.jpg`, `int-kitchen-1.jpg`, `mech-furnace-plate.jpg`, ...).272. **Parse the transcript** using the dictation conventions:28 - `flag ...` → defect/condition list with severity guess (appraiser confirms)29 - `follow up ...` → follow-up checklist30 - `measure ...` → dimensions table (feed to GLA reconciliation)31 - `discrepancy ...` → append to `discrepancies.md`32 - `comp note ...` → append to `comps.md` seed section33 - everything else → room-by-room narrative notes343. **Read the photos.** For each: identify the room/component, extract legible data-plate text35 (model/serial — hand to `mechanicals-appliances`), note visible condition items the appraiser36 didn't dictate, and note **missing shots** vs. the shot list.374. **Cross-check against the watch list** from intake — every watch-list item must end up either38 resolved (with the observation) or on the follow-up list.395. Write `field-notes.md`: property description (style, stories, siting), room-by-room notes with40 photo references, condition/quality worksheet inputs (UAD C1–C6 / Q1–Q6 — propose a rating41 with reasoning, appraiser confirms), site observations, and the consolidated flag/follow-up42 lists.4344## Output4546End with: counts (photos processed, flags, follow-ups, discrepancies), the missing-shots list47(chance to reshoot before leaving!), proposed C/Q ratings awaiting confirmation, and next skills48(`tax-card-reconciliation`, `mechanicals-appliances`).