Third-Party Inspection Firms
An inspection firm sells independence and a record. Field PM lets you run each client job as its own project, put your inspectors' reports and sign-offs in one place, send them out under your own letterhead, track the credentials and calibrations that make them valid, and bill the hours. Your clients do not need an account.
Set up each engagement as a project with the client as the customer. Your inspectors see the jobs they are assigned to, file their daily reports and inspections against the right one, and everything for that engagement — reports, forms, photos, drawings, and correspondence — lives in that project's Job Book. A client calls about a job from last spring and you open one folder.
Inspectors complete inspection forms and daily reports on a phone, with photos, and can dictate instead of type. Reports are generated as PDFs carrying your company name, logo, and license number, plus any header fields a particular client or project requires, and can be emailed from the app. The report is done when the inspector leaves the site, not at ten that night.
Inspection workflows record each step, who approved it, in what role, and when. Where a hold point needs your Level II or your QC manager to release it, the step waits for that person's electronic signature. What you hand the client is a sequence they can follow, not a single signature at the bottom of a page.
Keep each inspector's certifications on file with their expiry dates, and each piece of NDE equipment with its calibration record. Expiring and expired items are flagged. For weld work, NDE requests and results, repairs, and re-inspection are recorded against the individual weld, with welder and procedure records alongside.
With the time-and-material billing add-on, inspector hours and expenses go onto T&M tickets at the rates you have agreed with each client, and tickets roll up into invoices. A GPS time clock is available if you need to show when an inspector was on site.
Inspection workflows with recorded approvals, NCRs, and punch lists per client job.
Learn more →NDE requests, results, and repairs recorded against each weld, with data books on demand.
Learn more →Field reports with photos and dictation, issued as branded PDFs.
Learn more →GPS-stamped time on site, when a client wants proof of attendance.
Learn more →Yes, with one thing to understand. Field PM is organized around your company and your projects, so each client engagement is a project in your account with that client as the customer. Your team works inside your account; the client receives your reports. It is not a shared workspace where you log into the client's system.
No. Reports go to clients as PDFs under your name. There is a customer portal, and today it is for invoices; inspection reports are delivered as documents rather than through a client login.
Yes. Your company name, logo, and license number appear on reports by default, and you can add custom header fields at the company level and override them per project — a client's job number or permit number, for example.
Field roles, including QA/QC, are free and unlimited, and you license office and manager seats. Time-and-material billing and the time clock are add-ons. See the pricing page for current plans.
No. Field PM is for inspection firms and contractors documenting quality on construction and industrial work. It does not schedule permit inspections for a building department or manage a jurisdiction's permit records.
No. It records inspections, findings, and field reports. It is not a laboratory information system for sample tracking and test results.
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