Site Audit Builder — alpha

Internal TFS tool. Capture filtration needs during a prospect site visit — categories, quantities, and replacement frequency build the foundation of the quote/proposal.

Line items
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Categories covered
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Annual qty total
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🧑‍💼 TFS Rep Info

Not saved yet

Identifies who ran the audit. Stays with the submission.

🏭 Prospect / Site Info

The facility being audited.

📋 Filtration Line Items

Keep adding rows until the audit is complete

One row per filter type at the site. Annual qty calculates automatically from qty × frequency.

📄 Audit summary preview

Mirrors what the TFS team sees on submit and what's included in your download.

Add line items to see the audit summary.

Hand off to TFS for quoting

A TFS specialist will follow up with a quote/proposal. Use “Copy summary” above to paste the audit into the message field.

Submit Audit for Quote