Audits · Issues · Records
A quiet workspace for your organization’s audits, issues, files, and records. Walk a site, note what you find, and keep the result exactly as it was recorded.
Free for 1 user. Pro is $10 per user / month.
Product
Audits sit at the center. Around them are the people, files, and records your organization keeps, each scoped to that organization.
Build checklist templates for your organization and start audits from them. Record pass, fail, N/A, or a written response for each item. Templates are versioned and each audit snapshots its template, so later edits never rewrite history.
Raise an issue in the middle of an audit with a priority, a description, an assignee from your organization, and up to ten photos. Reassign it later as the work moves.
Invite members as owners, admins, or members. Groups grant capabilities such as Finance, and owners can require two-factor authentication for any member.
Two-factor authentication with an authenticator app and recovery codes. Keep several accounts signed in on one browser and switch between them quickly.
Upload files to your organization’s library. Each organization also gets its own inbound email address for forwarding documents and attachments, with trash and restore.
Keep a record for each business you run: legal name, EIN, DUNS number, incorporation date, and address.
Members of a Finance group can connect bank accounts through Plaid, import up to 24 months of transactions, sort each one into your own expense categories, and see spending totals by category.
How it works
Start from one of your organization’s templates, or customize a global starting point into your own form. Every organization has two to begin with.
Record pass, fail, N/A, or a written response for each item. When something needs attention, raise an issue on the spot with photos and an assignee.
Reassign issues as the work moves. The audit keeps a snapshot of the template it started from, so the record stays exactly as it was taken.
Global checklists are starting points, not official checklists, certifications, or code-compliance determinations. Review them against the requirements that apply to your work.
Principles
Useful things close at hand, nothing shouting for attention, and enough space to think.
No feeds, streaks, or manufactured urgency. The workspace stays out of the way until there is work to do.
Templates are versioned and every audit keeps its own snapshot, so later edits never rewrite a finished record.
Each organization’s data is isolated from every other. A deleted organization stays recoverable for 30 days before it is permanently purged.
How retention worksPricing
For one person getting their checklists in order.
$0per month
For teams that audit together and keep every record.
$10per user / month
Pro is billed per active user each month, and seats stay in sync with your team. Checkout and billing management run through Stripe.
Ready when you are
Start free with 1 user and 5 form templates. Invite your team when you’re ready.