Software for Inspection Service Providers
Run the whole request-to-invoice operation in one organized workspace.
Your company lives in report deadlines and approval queues, but requests, schedules, reports, and invoices live in separate tools, so everything gets retyped and nothing traces back.
The main challenges
- Requests arriving by phone and email with no single record
- Scope retyped from quote to request to report to invoice
- Review ownership unclear, so approvals stall
- Customers chasing status and report copies by email
- Billing reaching finance weeks after completion
Their responsibilities
- Approve scope and dispatch certified crews
- Control report release through recorded review and sign-off
- Quote, convert to work, and bill on connected records
- Configure settings, users, and roles
The fragmented workflow today
Quotes in spreadsheets, schedules on whiteboards, reports in word-processing files on shared drives, invoices in a separate book, connected only by the people who remember them.
The NDT Pilot workflow
One connected chain: quotation → work request → assignment → field report → technical review → approval → release → invoice, with the audit trail behind every step.
What they can see
- The full request pipeline with statuses and priorities
- Report review queues and what is waiting on whom
- Quotations, invoices, and payment status
- Technician availability and qualifications
- A searchable audit trail
What they can do
- Approve scope and dispatch certified crews
- Control report release through recorded review and sign-off
- Quote, convert to work, and bill on connected records
- Configure settings, users, and roles for your company
What information they receive
- Organized job packages for every crew
- Controlled, traceable report history
- Customer inspection and asset histories
- Billing records that connect to completed work
The value
Less retyping, faster controlled release, and a defensible answer to any 'who approved this and when' question.
What comes next: See the connected workflow on the How It Works page, then request a demonstration.
Example scenario
A provider quotes a UT thickness survey; the customer accepts with a PO. The quote converts to a work request, a Level II technician is assigned, the survey report is submitted from the field, a Level III reviews and approves with a recorded signature, the report is released to the customer's portal, and the invoice, carrying the same request reference, is paid. Every link in that chain is one record.
Implementation requirements
Company setup, customer/site/asset import, technician and equipment registers, then a pilot on one real workflow before full activation.
The staged onboarding processSecurity and permission considerations
Tenant separation keeps your records yours; admin/user roles govern administration; customer contacts see only their own scope.
Frequently asked questions
See also the platform comparison or the other role solutions (7 roles covered).
Request a demo focused on inspection service providers
The walkthrough shows the exact views and actions described on this page, using synthetic data.
Book a demo