Job steps
Set up intake, fieldwork, review, and delivery in the order your team uses.
All features
Everything your team needs to get the job done right.
Use one connected set of tools for job plans, photos, results, reviews, and client reports.
Want to see a real job move through the process? Start with the Product tour.
Features at a glance
One connected tool
Set the team up for a good job
Turn your best process into a clear job plan.
Job steps
Required photos and files
If/then steps
Finish checks
What this helps you do
Each job starts with a plan the whole team can follow.
Seven connected groups
Find the tools your team needs.
Each tool keeps the job details connected, so the team does not have to piece the work together later.
7
areas
35
features
1
job record
01 · Playbooks
Turn your best process into a clear job plan.
Set the steps, required photos and files, owners, and finish rules before the job begins.
What this helps you do
Each job starts with a plan the whole team can follow.
Playbook preview
Mold inspection — Standard
01IntakeRequired
02Field evidence3 items
03Lab resultsConditional
04FindingsReview gate
05Final reportOutput
Required photos and files
Tell the team which photos, files, readings, and answers they need at each step.
If/then steps
Show the right next step when an answer or result calls for it.
Finish checks
Keep a step open until the required work and decisions are complete.
Saved plan versions
Update future jobs without changing the plan a team is already using.
02 · Client jobs
Keep the whole job in one place.
Keep the client, site, job plan, people, progress, photos, files, and report together.
What this helps you do
Everyone can see what the job is, where it stands, and what must happen next.
Client job
Unit 402 mold inspection
Client
Clearview Properties
Location
42 Lakeshore Ave, Unit 402
Playbook
Mold inspection · v3
Current stage
Findings
Three of six stages complete
Client and site details
Keep the client, site, contacts, scope, and service details with the job.
Saved Playbook version
Use a saved job plan that stays the same while the team is working.
Job progress
See what is done, in progress, blocked, and coming up next.
Team list
See the people doing the work and reviewing it beside the job they own.
Photos, findings, and reports together
Keep photos, files, findings, decisions, and reports on the same job.
03 · Evidence
Keep every photo, file, and result in context.
Add photos, files, readings, and notes at the site and job step where they belong.
What this helps you do
Every finding and report can show the work, place, and person behind it.
North bedroom window
CompleteRequired field photo · Field evidence
Evidence details
- Purpose
- Affected area
- Location
- North bedroom window
- Added by
- J. Lee
- Stage
- Field evidence
- File
- north-bedroom-window.jpg
Photos and files with labels
Add a purpose to each photo and file instead of dropping it into a generic folder.
Field notes and readings
Capture observations, measurements, selections, and notes beside the related photos and files.
Missing-item checks
Show what is still missing before the team moves to findings, review, or reporting.
Who and where details
Keep who added an item, when it was collected, and the site and step it supports.
Private file access
Keep client files private and share them only with people who have access.
04 · Assignments
Give everyone a clear next step.
Assign job steps, reviews, and follow-ups without separating the task from the site and files it needs.
What this helps you do
People know what to do next, and managers can see where work is waiting.
Team work queue
Unit 402 · Open responsibilities
JL
In progressComplete findings
RG
Waiting reviewReview supported findings
LP
CompleteConfirm classifications
Step assignments
Name the person responsible for each part of the job.
My work list
Show each person the work they can complete and the decisions they can make.
Named reviewers
Send a review to the person who needs to make the decision.
Work status
See active work, waiting reviews, and completed tasks at a glance.
Handoffs with the details
Pass work on with the job details, photos, files, and decision history still attached.
05 · Review & approval
Keep review and approval on the job record.
Ask the right person to review, keep their feedback, and hold the next step until work is approved.
What this helps you do
The team can see what changed, who approved it, and why the report was ready to send.
Review request
Three findings ready for decision
Finding F1 · North bedroom window
Moisture staining and localized fungal growth were observed. Supporting photo and readings are attached.
Decision
Approve finding
Request changes
Reviews for the right person
Send the exact finding, photo, file, or report that needs a decision.
Comments and requested changes
Keep feedback with the work and send back only what needs attention.
Recorded approvals
Record the approval instead of relying on silence or a chat message.
Wait for approval
Hold the next step or report until the required decision is made.
Decision history
Keep reviewers, dates, comments, and decisions with the job.
06 · Reports
Create a report clients can trust.
Turn approved job details into a branded report, review edits, and keep a history of every version.
What this helps you do
The final report stays connected to the photos, findings, and approvals behind it.
Report record
Mold inspection report
Northstar Environmental · Illustrative
Mold inspection report
42 Lakeshore Ave, Unit 402
Findings overview
Three approved findings gathered from the job details.
Version history
v2.0
Approved client report
v1.1
Finding updates applied
v1.0
Initial generated draft
Reports from job details
Build client-ready content from the approved details already captured in the job.
Branded report structure
Use consistent headings, sections, company details, and client-facing presentation.
Report history
Keep each report version so the team can see what was sent and when.
Human-reviewed AI suggestions
Apply AI suggestions only after a person accepts the change.
Ready-to-send reports
Send a report only after required work and approvals are complete.
07 · Access & history
Keep access and changes easy to understand.
Control who can see client files, keep the history of changes, and let people—not AI—make the final call.
What this helps you do
Teams move faster while keeping client work private and under control.
Access and history
Role-based access
Private files
Saved job plans
AI suggestion
Clarify the moisture-source recommendation before client delivery.
ApproveDiscard
No change is applied without approval.
Role-based access
Limit actions and file access based on a person's role and assignment.
Private client files
Protect uploaded files and share them only with approved people.
Saved job plans
Keep past and active jobs tied to the plan they actually used.
Activity and change history
Keep the important actions, decisions, and report versions behind the client output.
People approve AI suggestions
Let a person accept, reject, or edit every AI suggestion.
Features show the tools. Product shows the job.
See how the tools help one job move from site visit to client report.
Bring your process, proof, and report into one place
Give your team one clear way to do the work and send the report.
Start with a sample Playbook, adapt it to your service, and run the next client job with every detail in one place.