Field Note

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Professional Services · Consultant, assessor, clients

Photo-based site visit reports for consultants and assessors.

Built in this build

Visit scheduling
Photo findings log
Report sharing
Client and site list
Report templates
Settings
Report draft from photos and notes
Monthly visit summary

Vision (needs external services)

Post-visit report reminder
PDF report
Calendar (.ics)

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Visit scheduling
Photo findings log
Report sharing

Admin modules

Client and site list
Report templates
Settings

AI capabilities

Report draft from photos and notes

Automations

Post-visit report reminder

Analytics & reports

Monthly visit summary

Integrations

PDF report
Calendar (.ics)

Mobile

Mobile findings capture on site

Roles & permissions

Consultant
Client

Professional Services →

Time Bill

Time tracking and billing for consultants.

Milestone Pay

Tie work to milestones and invoice on time; late billing drains cash flow.

Sub Desk

Assign subcontractors and freelancers, track their pay; end payment chaos.

COI Vault

Collect vendor insurance and compliance certificates; expired paperwork is a liability.

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