Company people, not typed names
Select a responsible person and crew from Team & branches. Inspection assignments and login permissions remain separate.
THE WORKFLOW
A clearer path
through the job.
From the first customer record to a reviewed inspection report.
- 01
Set up once
Add the customer, site, system and equipment. Company location defaults carry into new sites.
- 02
Plan the visit
Select the inspection and crew. Visit titles, site details and references fill automatically.
- 03
Record what happened
Keep visual observations separate from functional tests. Add methods, readings, photos and exceptions.
- 04
Review and issue
A reviewer checks the record and issues a frozen report. Corrections become a new revision.
Recurring work that stays connected
Use a first due date and cadence. Generate inspection and visit records without renaming every job.
Honest inspection records
Record visual checks, functional methods, measurements, failures and access limitations. A completed form does not mean every device passed.
Review before release
Owner/reviewer permission is required to issue a report. Frozen snapshots preserve what was recorded at release.
Photos and barcode lookup
Attach evidence and identify individual units. Camera decoding depends on browser support; manual and keyboard scanner entry are available.
Portable records
Print reports to PDF and export company records and photos. Customer receipts and operational invoices remain manual records, separate from subscription billing.
Canadian pilot: periodic fire alarm records across all ten provinces. Each original provincial form requires qualified company review of the applicable sources and complete checklist. Other trades, territories and US packs are outside this release.
Request pilot access