The system of record for regulated field work.

Customers, sites and installed assets

Know the site before the work begins.

Bring the customer, equipment and work history into view before the crew arrives. Each site keeps its own installed assets, requirements, jobs and reports, so the next assignment starts with the context already on record.

Asset types that fit your work

Define the fields your team needs, from identifiers and locations to equipment-specific details.

Connections that mean something

Link related equipment. A probe can belong to a tank and connect to the ATG that monitors it.

One place to look back

Open the site’s equipment, requirements, jobs, reports and history from the same record.

Scopes, requirements and forms

Your requirements. Your forms. One workflow.

Put your operating knowledge into the work your team performs. A configured scope connects the applicable requirements, forms and evidence expectations to the right site and assets.

Define where the work applies

Use site and asset conditions to shape the scope. Your team confirms the rules for the equipment, jurisdiction and program.

Give each task the right form

Build the inputs and required records around how the work is performed, including rows tied to individual assets.

Configure the output once

Connect your forms to PDF mappings and packet templates for the reports your operation uses.

Jobs, scheduling and field records

Turn required work into a job the crew can use.

Give the crew a clear assignment and the office a return it can follow. The customer, site, equipment and configured forms stay with the job as the work moves from scheduling to review.

Plan the visit

See upcoming work, schedule the visit and assign the crew. Keep the requirement’s due date separate from the scheduled appointment.

Complete the assigned forms

Record answers, notes and supporting files against the job and its assets. Each form keeps its own progress.

Keep the office in context

See which records are reviewed and which need attention. A correction stays with the form that needs it.

Office review and reporting

Review the record. Then prepare the report.

Give the reviewer the form, its equipment context and its history. Resolve a specific correction, check the revised record and prepare the customer’s output from the configured sources.

Review each record

One form may be reviewed while another needs a correction. The original return and review history give the next person context.

Prepare connected reports

Use configured PDF mappings and packet templates to bring reviewed records into the agreed output.

Know what happened next

A generated report, published customer access and a delivery receipt are different states.

Recurring work and operating history

The next visit starts with the history.

The work your team finishes becomes context for the next job. Keep earlier forms, corrections and reports beside the equipment and its next requirement. Configured recurrence carries the cycle forward when the job closes; the next appointment is scheduled separately.