Use case

It's Monday morning. Seven recurring checks are due. Who knows?

The weekly fire door check auto-generates a work order for the caretaker with a checklist attached. The monthly legionella flush goes to someone else with a different checklist. Each is completed on mobile, the compliance record updates on submission, and the 52-week schedule shows whether you are on track.

Right now, scheduled checks depend on someone's memory and a clipboard that lives somewhere.

The weekly fire door inspection was supposed to happen on Friday. It didn't, because the caretaker was dealing with a burst pipe and nobody else knew it was their job. The monthly temperature log is in a paper folder in the kitchen. The quarterly lift inspection is due, or was it last month?

When something does get completed, there's a paper record somewhere. But paper records don't show you when a round is missed, or tell you at the end of the year how many checks were done versus how many were scheduled.

When an inspector asks whether your checks are being done consistently, 'yes, mostly' is a different answer to 'here's the 52-week completion record.'

See it in action

With modules connected, the workflow looks like this.

Auto-generated, auto-assigned

Recurring work orders generate themselves. No setup needed each time.

Set up the schedule once: fire door check, weekly, assigned to the caretaker, checklist attached. Every Monday morning, the work order generates automatically and appears in their queue. The same for the monthly legionella flush, the quarterly lift inspection, the daily temperature log: each auto-generates on schedule, assigned to the right person, with the right checklist attached.

Set once. Runs every time.: Configure the schedule, assign the person, attach the checklist. The system generates the work order on schedule without any further input.
Right person, right checklist.: Different recurring tasks can go to different people, each with their own checklist.
52-week schedule in one view.: See every scheduled task across the full year. Know what's coming before it's due.

Planned maintenance schedule showing auto-generated recurring work orders

Completed on mobile

Checks completed on a phone. Record updated in real time.

The caretaker opens their inbox, sees the fire door check is due, and works through the checklist on their phone. Each door is checked, photos attached where needed, notes added. When they submit, the work order closes and the compliance record updates automatically. No paper to file, no manual entry later. The record is live the moment the last item is ticked.

Completed on any mobile device.: No app to download, no paper forms. Works on any phone on any site.
Photos and notes attached in the moment.: Evidence captured where the work is done, linked directly to the work order.
Compliance record updates instantly on submission.: The moment it's done, it's logged. No manual entry, no delay, no gap.

Mobile checklist showing fire door inspection being completed with photos

Missed checks visible immediately

If someone misses a round, it shows. Before anyone has to ask.

If the weekly fire door check wasn't completed by end of Friday, it's flagged on the dashboard and stays in the assigned person's inbox until it's done. The 52-week completion view shows the full pattern, not just this week but every week. When an inspector asks whether your checks are being done consistently, you show them the record.

Missed checks flagged automatically.: Overdue work orders appear on the dashboard and stay in the assignee's inbox until completed.
Full completion history at a glance.: The 52-week record shows every task completed, missed, or cancelled across all schedules.
Compliance patterns visible, not just individual tasks.: See trends across weeks, sites, and task types. Know whether you're truly on track.

Operations dashboard showing completed and overdue work orders with annual completion rate

What you're replacing

Before

After

Someone writes the check on a clipboard, files it in a folder.

Auto-generated work order, completed on mobile, logged instantly.

You find out a check was missed when the inspector asks.

Missed check flagged on the dashboard and held in the assignee's inbox until done.

Annual compliance history lives in a box of paper folders.

52-week completion record in one view. Exportable in seconds.

Recurring tasks set up manually in someone's calendar.

Set once. Auto-generates forever. Right person, right checklist, every time.

This workflow works the same way everywhere.

The details change depending on your world.

Schools & Children's Services

Fire door checks, playground inspections, fridge temperature logs: all scheduled, auto-assigned, and completed on mobile. Annual completion record ready for any inspection.

See how it works →

Care Homes

Medication round documentation, room temperature checks, equipment inspections: scheduled by role and shift, completed on mobile, and logged automatically into the compliance evidence record.

See how it works →

Facilities Management

PPM schedules, contractor-led inspections, client site checks: all tracked in one system. Completion rates visible for client reporting. Missed checks flagged immediately.

See how it works →

Manufacturing & Warehousing

Machine safety checks, calibration schedules, environmental monitoring: recurring tasks assigned to operators, completed on the floor, logged in real time. H&S evidence always current.

See how it works →

Leisure & Hospitality

Pool water testing, gym equipment inspections, fire safety checks: daily, weekly, and seasonal tasks all scheduled and tracked. Public liability evidence built in.

See how it works →