How to actually do it,
written short.
20 guides, five to eight minutes each. Every one is what it is for, the steps in order, the traps that cost people time, and three honest questions. Nothing padded to look thorough.
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Getting started
Set it up so it still makes sense in a year
From empty workspace to first real report.
The shortest honest path through the product. Follow it on a real building rather than a test one — the whole point is to find out whether the outputs look like what your clients expect.
Read the guide → Getting started · 3 minSetting the workspace up so it still makes sense in a year.
Four decisions, taken at the start, that are cheap now and expensive later: how clients and properties are structured, who gets which role, what your documents say, and what your rates are.
Read the guide → Fire doors · migration · 3 minImporting inspection PDFs from other systems.
When a contractor will not move off their own software, you do not have to lose the record. Upload the PDF they email over, review what was extracted, and commit it to your master register — so you stay the system of record either way.
Read the guide → On site · 4 minWorking with no signal, and what happens after.
Risers, basements, plant rooms and stair cores are where fire doors and penetrations live, and they are exactly where the signal is not. Capture does not depend on connectivity: it runs offline and reconciles when the device resurfaces. This is what that means in practice, and the one habit that keeps it boring.
Read the guide → Money · setup · 4 minSeat plan or Usage plan — and how to tell which.
Two billing methods, and you are on one of them, never both. One charges for the people in your team; the other charges for the work you log. Neither restricts what you can do. This is how to work out which is cheaper for the way you actually operate, and how to switch when that changes.
Read the guide →Running the work
The loop from a finding to a paid invoice
Inspection to approved quote, without retyping.
The loop that makes or breaks a week: what you found on site becomes what you charge for, with nothing re-described in between. Here is where it breaks in most businesses, and what it looks like when it does not.
Read the guide → Money · setup · 4 minPrice the failures once, then quotes price themselves.
Set your rates once, decide once what each failure is worth, and every future quote prices itself from the findings. The mapping travels as a CSV, so the long tail can be done in a spreadsheet rather than a form.
Read the guide → Fire doors · quoting · 3 minQuoting a whole doorset, not just the repair.
Sometimes the answer is not an adjustment, it is a new doorset. Door Quoting prices the leaf, the frame, the ironmongery and the fitting as one thing, from your own rates.
Read the guide → The work · fire doors · 5 minFrom a failed component to a closed-out record.
A failure is not a note — it is a job with a name on it, a date, a price and a photograph at each end. This is the loop from the moment an inspector marks a component as failed to the moment a client receives a Works Completed Report, and where it usually falls apart in a business that runs it on spreadsheets.
Read the guide → The work · paperwork · 4 minRAMS against the job, not against a folder.
Most RAMS are a Word document from three years ago with the site name swapped. A RAMS raised against the actual job carries the client, the property, the schedule date and the source inspection or survey on its face — which is what makes it worth reading when somebody on site is deciding whether to start.
Read the guide → Money · settlement · 3 minInvoices, part payments and getting it into the ledger.
The stage most inspection software stops before. An invoice raised from the completed job, paid by card, part payments recorded as they land, and paid status reaching your accounts package without anybody re-keying it.
Read the guide → Outputs · 4 minPDF or CSV, and when each one is right.
A PDF is for a person. A CSV is for a spreadsheet. Sending the wrong one is the difference between a client who is satisfied and a client who asks you to do it again properly.
Read the guide → Clients · 3 minRolling the portal out without a support queue.
The portal removes work only if clients actually use it. That depends almost entirely on how you introduce it — and it is free, so there is no commercial reason to hold back.
Read the guide → Back office · 4 minAnalytics, Financials and the audit trail.
Three pages that answer the questions an owner asks on a Monday: how is the portfolio doing, what are we owed, and who changed that. They are built from the same records as everything else, so nothing is re-keyed and every figure links back to the job behind it.
Read the guide →Specialist tracks
Fire stopping, tagging, and the IT review
A fire stopping record that survives a handover.
Compartmentation evidence goes stale faster than door evidence, because a penetration is easy to lose and easy to re-open. The minimum record per item, and how to keep it defensible.
Read the guide → Fire stopping · remediation · 3 minFrom defect raised to verified close-out.
A defects board only helps if things leave it. Prioritising by risk rather than by convenience, scheduling the remediation, and closing out with evidence that will still mean something in three years.
Read the guide → Fire stopping · rollout · 3 minQR tags on penetrations, so the next visit finds them.
A penetration in a riser is much harder to find again than a door in a corridor. Tagging is what makes a re-inspection a scan rather than a search — but only if the print quality, the placement and the access rules are right.
Read the guide → Fire doors · rollout · 4 minQR tags on a door register, done once and done right.
A QR label is a pointer to a record. Get the identity, the placement and the access rules right at the start and repeat visits get faster forever; get them wrong and you spend two years peeling labels off doors.
Read the guide → Integrations · 3 minWhat syncs to your accounts, and what does not.
Three flows across four accounting packages, a CRM and Stripe, with a clear boundary. Worth reading before you connect anything, so you know exactly what will and will not appear in your ledger.
Read the guide → For IT & procurement · 4 minThe answers your IT team will ask for.
A short, honest summary for a security review: how access works, where data sits, what leaves the platform and what you can take with you. Send this to whoever is asking.
Read the guide →Or skip the reading and try it.
Every guide here describes something you can do inside the trial on a real building, with nothing held back and no card required.
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Summary
RAMS
Overview
Invoice