Site visit to quote: a tradesperson's digital workflow (2026) for better productivity

Structuring your site visit to feed the quote without re-entering data

Preparing your key information before travelling: plans, energy use, client needs

Before travelling, gather plans or sketches, the DPE energy rating if available, equipment references, and at least 12 months of bills. Clarify the client's uses and priorities (comfort, budget, timeline). A short questionnaire sent the day before avoids grey areas and sets up a simple workflow.

Standardising your on-site survey: points to measure, useful photos, constraints to note

On site, follow a single template. Measure surface areas and volumes, the thickness of existing insulation, access points (loft, crawl space), and ventilation. Note the constraints (service routing, drainage, distance for an outdoor unit, noise, protected zones). Take usable photos:

• boiler, tank, mechanical ventilation and meter nameplates
• electrical panel, supply and drainage points
• façades, loft, hatches, critical points

Securing evidence and RGE traceability from the visit onward: documents, timestamps, archiving

From the visit onward, collect the useful documents (client agreement, photos, technical data sheets, dated sketches). Turn on timestamping, name the files with the address and the work trade, then archive them in a single folder. You keep a clear record in case of an RGE audit, CEE or MaPrimeRénov' check.

Moving to a digital workflow: from field collection to a preliminary estimate in a few clicks

Centralising your site data: a single home file, accessible to the whole team

On site, information gets lost fast. The idea is an always up-to-date home file, with photos, measurements, equipment, access points, client documents. Everyone finds the same version, whether in the office or on a visit. You save time, and avoid quotes based on memory.

Using a quick energy diagnosis to scope the project in 2026: gains, priorities, scenarios

In 2026, you're increasingly expected to show consistency between the work, the targeted performance and the funding. A quick energy diagnosis lets you estimate losses, rank priorities, and compare 2 or 3 scenarios. You set the framework, without drowning the client in technical detail, and move towards the right scenario.

Limiting back-and-forth: visit checklist and information essential to the pricing

• Clear photos of the loft, walls, basement, windows, heat generator.
• Nameplates, useful dimensions, insulation thicknesses.
• Access constraints, outdoor unit location, condensate drainage.
• Elements for funding, invoices, RGE certification, proof of pre-work condition.

Pricing faster and more accurately: work items, variants and controlled margins

Turning your survey into a quote: quantities, materials, labour, options

Starting from your survey, the goal is simple: move quickly from measurement to quote, without losing control of the details. Quantities per wall, material references, installation time, waste removal, protections — everything becomes clear line items. Keep a single base, then add targeted options such as a different insulation thickness or a more precise controller. You keep control of your real costs.

Comparing several scenarios without starting from scratch: single measures vs whole-house renovation

A good workflow saves you from redoing the same quote three times. You duplicate a template, then compare variants. A quick single measure (for example loft insulation) against a more complete pathway with ventilation and heating. You immediately see the impact on budget, project duration and margin. You decide with real numbers.

Reducing pricing errors: libraries, templates, internal validation before sending

To secure your prices, rely on item libraries and templates by home type. Add an internal validation step before sending. A review of quantities, units, forgotten line items and consistency with the funding (CEE, MaPrimeRénov' 2026) limits pushback and discounts. You keep a healthy margin.

Integrating 2026 funding into your workflow: MaPrimeRénov' and CEE without losing a day

Matching the work to the requirements: technical consistency, targeted performance, supporting documents

To secure your funding, link each trade to the scheme's rules. For MaPrimeRénov', check the targeted thresholds, and clearly show on the quote and invoice the nature of the equipment, its performance, and the installation. For CEE, start from the standardised operation sheet. Note surface areas, product references, and the expected evidence, including photos and sworn statements, from the visit onward.

Calculating a funding envelope at the quote stage: client clarity and faster decisions

At the quote stage, give a simple estimate. One MaPrimeRénov' line, one CEE grant line, then the remaining cost. Even as a range, this is clear. Your client understands what they're financing and decides faster. In your workflow, keep the assumptions written down — household profile, home, energy — to adjust without starting from scratch.

Streamlining the paperwork: documents to collect, tracking, complete file to avoid blockages

The right reflex is to build a complete file before ordering. You limit back-and-forth and blocked files.

• Client identity, contact details, bank details.
• Tax notice, proof of ownership or lease.
• Signed quote, invoice, certificates and technical data sheets.
• Before, during, after photos, and required certificates.

Relying on Argile at the right moments: productivity, signature rate and whole-house renovation

During the visit: site-visit assistance and 3D reconstruction so nothing gets forgotten

During the visit, Argile acts as your memory aid. You capture measurements, photos, equipment and sensitive points, then 3D reconstruction cleans everything up for the design phase. The result: a site visit with nothing forgotten, even on a busy day.

After the visit: work scenarios, AI-driven feasibility and preliminary quotes generated quickly

Afterwards, you test work scenarios. AI-driven feasibility analysis cross-references your information with available data, to quickly spot constraints and prioritise insulation, ventilation or a heat pump. You move forward in your workflow and produce a preliminary quote in a few minutes.

At the point of sale: a quote integrating funding, a clear pitch and follow-up through to validation

At the point of sale, the quote integrates MaPrimeRénov' and CEE funding, with consistent pricing and a simple explanation of the gains. You present a clear pitch, compare a step-by-step renovation with a whole-house renovation, then follow the file through to validation, without random follow-ups.