The Playbook gives the team a clear plan.
Required steps and finish rules are clear before the job starts.
Guided product tour
Take every job from a clear plan to a client-ready report.
Quotia keeps your checklist, photos, results, assignments, reviews, and report together so the team can finish work without chasing details.
Example job: a residential mold inspection from site visit to report.
How the job stays connected
Mold inspection — Unit 402
See the work move from the field to a finished report.
Need a closer look at a specific tool? Browse the full feature list.
01 · Playbooks
Set a clear plan before the job begins.
What gets in the way
Work goes off track when the process lives in documents, memory, and one experienced person’s head.
Set the job steps, required photos and files, owners, and finish rules before the team heads out.
- Job steps
- Required photos and files
- Finish rules
Outcome
Every job starts with the same clear plan.
Playbooks / Mold inspection
Field evidence stage
Stage description
Collect the field evidence required to support Findings.
Completion rule
All required evidence must be complete
Required evidence
- Interior photosRequired
- Moisture readingsRequired
- Notes and observationsRequired
02 · Client jobs
Keep every client job in one clear place.
What gets in the way
Site details, people, and progress get lost when work is split across folders and tools.
Start from a saved Playbook and keep the client, site, progress, people, photos, files, and report together.
- Saved job plan
- Client and site details
- Clear progress
Outcome
People can see the full job without hunting across tools.
Clearview Properties
Unit 402 mold inspection
- IntakeComplete
- Field evidenceComplete
- Lab resultsComplete
- 4FindingsIn progress
- 5ReviewWaiting
- 6Final reportNot started
Job snapshot
- Site
- 42 Lakeshore Ave, Unit 402
- Playbook version
- v3 fixed at start
- Team
- JLRGLP
03 · Evidence
Keep every photo, file, and result in context.
What gets in the way
Photos and files are hard to trust when no one can tell where they came from or why they were collected.
Add photos, files, readings, and notes at the step and place where they belong.
- Organized photos and files
- Site and step details
- Private file access
Outcome
Anyone can see what supports each finding and report.
North bedroom window
CompleteRequired field photo · Field evidence
Evidence details
- Purpose
- Affected area
- Location
- North bedroom window
- Taken
- Jul 25, 2026 · 9:14 AM
- Added by
- J. Lee
- Stage
- Field evidence
- File
- north-bedroom-window.jpg
04 · Assignments
Let everyone see what they need to do next.
What gets in the way
Handoffs stall when people have to search for what needs attention next.
Give each person a job, review, or follow-up with the site details and files they need.
- Personal work list
- Reviews waiting
- Clear ownership
Outcome
Teams spend less time chasing updates and more time moving the job forward.
My work
Work and decisions assigned to you
- JLIn progress
Complete Findings
Unit 402 mold inspection
- RGWaiting review
Review lab-supported findings
Due today · 3 findings
- LPComplete
Confirm sample classifications
Ontario Indoor Air Laboratory
05 · Review & approval
Keep reviews clear and recorded.
What gets in the way
Feedback in email and chat makes it hard to see what changed, who approved it, and whether work can continue.
Ask the right person to review, capture their comments and approval, and hold the report until it is ready.
- Named reviewer
- Change requests
- Approval checks
Outcome
Everyone can see what changed and who signed off.
Review request
Three findings ready for decision
Finding F1 · North bedroom window
Moisture staining and localized fungal growth were observed around the north bedroom window. Supporting photo and moisture readings are attached.
1 supporting photo
Lab report.pdf
Decision
Review the finding and supporting evidence.
06 · Reports
Create client reports from work that is already approved.
What gets in the way
Reports take too long when the team has to rebuild the job in a separate document.
Build a branded report from approved work and keep a clear history of every version.
- Branded report layouts
- Approved job details
- Version history
Outcome
The final report stays connected to the photos, findings, and decisions behind it.
Northstar Environmental · Illustrative
Mold inspection report
Prepared for Clearview Properties
Finding F1
Moisture staining and localized fungal growth observed at the north window.
Document history
Every report version stays traceable
- v2.0R. Grant approved the reportJul 25 · 2:30 PM
- v1.1J. Lee updated FindingsJul 25 · 1:56 PM
- v1.0Report created from approved dataJul 25 · 1:30 PM
07 · Access & history
Keep client work private, traceable, and under human control.
What gets in the way
Fast work still creates risk if people cannot see who had access, what changed, or who made the final call.
Limit access, keep a history of changes, and let people—not AI—make the final call.
- Role-based access
- Change history
- Human-approved AI
Outcome
Teams can move quickly while protecting client work and staying in control.
Access and history
- Private filesOnly approved people can open client files.
- Access by rolePeople see the work and decisions they own.
- Saved job plansNew plans do not rewrite active jobs.
- Recorded historyReviews, approvals, and report versions stay visible.
AI-assisted edit
Recommendation wording
Current
Repair the exterior seal and remove affected material.
Suggested
Repair the exterior seal, remove affected material, and document clearance sampling.
Nothing changes until a person approves it.
What keeps each job clear
Every step helps the team do the job right and show the work behind the report.
The job keeps the details together.
People, photos, files, findings, and decisions stay with one client job.
A person checks the work before it goes out.
Reports and AI suggestions move forward only after the required human decision.
Bring every job detail, decision, and report into one place.
Start with a sample Playbook, adapt it to your service, and run the next client job without rebuilding the details across tools.