The Smart Buildings Academy Podcast | Teaching You Building Automation, Systems Integration, and Information Technology
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SBA 548: Performing a Job Site Walk for Owner-Direct Projects
Owner-direct BAS projects can be some of the highest-margin opportunities you'll encounter. They can also become some of the riskiest. The difference often comes down to what happens before a proposal is ever written. If you're treating an owner-direct job walk the same way you treat a plan-and-spec walkthrough, you may be missing critical information that impacts scope, labor, risk, and profitability. In this episode, you'll learn how to approach site walks as structured discovery sessions, uncover hidden project risks, identify the real drivers behind upgrade requests, and build scopes that align with owner expectations. Topics Covered • Why owner-direct job walks require a different approach than traditional bid projects • The questions that uncover the real reason a customer is pursuing an upgrade • What to inspect before, during, and after a site walk • Common hidden scope items that can destroy project margins • How to turn site findings into a clear scope, estimate, and proposal A better site walk leads to better projects, fewer surprises, and stronger customer outcomes. Listen to discover the framework.
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