# Site Visit

> 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.

- Skill: `bedardandy/site-visit` (Agent Skill)
- Install (CLI): `npx skillmds@latest add bedardandy/site-visit`
- Raw SKILL.md: https://api.skillmd.com/api/skills/bedardandy/site-visit/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: bedardandy (https://skillmd.com/u/bedardandy)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/bedardandy/site-visit

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# Site Visit

Two modes. Detect which one from context.

## Mode A — Live guidance (appraiser is on-site or heading there)

1. Read the job's `intake.md` watch list and the state module's inspection notes.
2. 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.
3. 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.
4. 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)

1. 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`, ...).
2. **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
3. **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.
4. **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.
5. 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`).