Guided evidence journey
Quotia gives field teams one clear place to set up jobs, collect photos and results, review work, and create client reports.
Start with a sample Playbook—the steps your team follows—and adapt it to your process.
Example client job
Unit 402 mold inspection
Evidence feeding this step
North bedroom window
Photo + field note
Report preview
Mold inspection report
42 Lakeshore Avenue, Unit 402
Findings overview
When people follow different steps, the team spends more time fixing gaps and explaining the work later.
Field proof gets separated from the client job, the site, and the reason it was collected.
Unclear ownership and scattered feedback leave people waiting for the next decision.
One clear job
Playbook preview
One clear job
Required evidence
Playbooks
Build Playbooks with clear steps, required photos and files, owners, and finish rules so the team knows what good work looks like.
TypePhoto
LocationNorth window
Required field complete
Evidence details
Evidence
Add photos, files, notes, and results to the client job, site, and step where they belong.
Review
Assign work, request reviews, capture changes, and track approvals so no one has to guess what happens next.
Northstar Environmental · Illustrative
Prepared for Clearview Properties
Findings
Moisture staining and localized fungal growth were observed around the north bedroom window.
Version history
ApprovedReports
Create polished client reports from approved work, with a clear history of what changed and what was sent.
Residential and commercial inspectors documenting conditions and delivering clear reports.
See the mold inspection workflowCollect field data, manage lab results, and keep every result tied to the client job.
See who Quotia servesSupport audits, records requests, and regulatory reporting with a clear history of decisions.
See who Quotia servesRun assessments, coordinate experts, and deliver evidence-backed recommendations.
See who Quotia servesYour client files stay private and protected.
People see only the work they are responsible for.
Playbook updates do not change active work.
Every decision stays with the job.
See which report is current and how it changed.
Questions
A Playbook is a repeatable job plan: the steps, required photos and files, assignments, decisions, and report your team needs.
Yes. Start with an example and adapt the steps, requirements, ownership, and report structure to the way your team works.
Reviewers see the job details, supporting files, findings, requested changes, and decision history together.
No. AI suggestions are presented for human review and are applied only after a user approves the change.
Start with a sample Playbook, adapt it to your service, and run your next client job in one connected place.