Audits for sites, vans, equipment and operatives

Site Audit Software

Field Ascend site audit software for UK field service contractors lets you build your own audit templates, send engineers out to complete them on the phone (with or without signal), and score the result. A failed question raises a corrective action with an owner and a due date. The finished audit becomes a branded PDF report your client can verify from a QR code.

One system covers four kinds of audit: a site, a van, a piece of equipment (or several on one visit), and an operative. If your business says "inspections" or "checks" instead of audits, rename the whole module in settings.

Site audit software template builder showing sections, Yes/No questions, scoring and a pass mark of 80 percent
  • Your questions, your sections, your scoring
  • Photos, signatures and notes on every answer
  • Works offline on the engineers app
  • Six starter templates to edit, not a blank page

What site audit software covers on day one

Audits Setup ships with six editable starter templates: a site audit, a van audit, a ladder and equipment audit, an operative compliance audit, a PPE check and a general template. Each one is a question list you can reorder, reword and rescore. Nothing is hard-coded.

Question types you already know

Yes/no, pass/fail, multiple choice, numbers, text, photos and signatures. Response sets let you define one answer scale (say Good / Fair / Poor / N/A) and reuse it across every template, with an outcome and a score behind each option.

Scoring with a pass mark

Templates score by section and overall, against a pass threshold you set. Mark a question critical and one failure fails the audit even at 95%. Advisory answers are recorded without dragging the score down.

Follow-ups on the answer

Any option can demand a photo, a note or a corrective action when it is picked. The auditor cannot submit until the follow-ups the template asks for are filled in.

One place for the van audit app, equipment audits and operative checks

Each template declares what it audits: a site, a vehicle, equipment or a person, and whether that subject is optional or required. The equipment audit software side can cover several assets in one visit, with the question set repeating per asset and each one scored separately.

Engineers app van audit with a 100 percent score ring, Yes/No answers and photo follow-ups The engineers app mid-audit, no signal needed

Offline on the phone, verified on the server

Engineers with the audit permission get an Audits tab in the Field Ascend app. Drafts, photos and signatures live on the phone until there is signal, then sync. The score ring on the phone is a live preview; the server recalculates the authoritative score when the audit is submitted.

Van audits are not the same thing as daily walk-around checks. Those stay in fleet management. An audit is the deeper, scored review you run monthly or quarterly.

Operative audits (one person watching another work) can be kept off the customer portal entirely. They never appear to clients.

Failures become corrective actions, not a note in a drawer

Every failed answer can raise an action: an owner, a due date, a priority and a photo of the problem. Actions live on the audit and on their own list, and can convert to a ticket, a job or an equipment defect when the fix is real work.

Approval before it counts

Templates can require sign-off: the auditor submits, an approver reviews, approves with a signature or returns the audit with a written reason. Action closures can go through the same gate, so "sorted it" needs a second pair of eyes.

Mark up the evidence

Draw on audit photos: arrows, circles, boxes and freehand pen in six colours. The marked-up copy goes on the report and the original photo is kept unchanged underneath.

Every audit gets a number

Audits are numbered from your own sequence and carry a full trail: who conducted, who approved, when, and what changed. The finished PDF carries a QR that opens a read-only verification page.

Recurring schedules with due and missed tracking

Audit Schedules generate the work so nobody has to remember it. Pick a template, a frequency (daily through annual, or a custom day interval), the sites or vans it covers, and who does it. Assignment can follow the vehicle: whoever holds the van gets its audit.

Missed means missed

A scheduled audit past its due date and grace period is marked missed, visibly, on its own list. It does not quietly disappear. Reminders go out by push notification before the due date, and the office sees Due and Missed counts without opening each schedule.

Schedules can require every named assignee to complete their own copy, or accept the first completion and stand the rest down. Grace days and how far ahead audits are generated are per schedule.

New audit schedule form showing weekly frequency, grace days, named engineers and site or vehicle subjects Creating a weekly audit schedule in the office portal

Safety audit software your client can actually read

The audit report is a designed PDF, not a data dump. A report designer (a simple block builder, plus an advanced drag-and-drop canvas for pixel placement) controls exactly what prints: answers by section, photo evidence, the score dial, the previous score and a trend chart across the last audits of the same site or van.

Trends, not snapshots

The report can show this audit against the last eight of the same template on the same subject, so a client sees the site improving (or not) over the year. Audit Analytics in the office does the same across the whole business, with an Excel export.

Client visibility is opt-in

Nothing shows on the customer portal unless the audit is marked customer-visible and the portal toggle is on. Completed job-linked audits can ride along with the job completion email as a PDF attachment, again as a setting you choose.

League tables in the office

Audit Analytics ranks sites, vehicles, operatives and auditors by average score and fail rate, and lists the most-failed questions so you can fix the template or the training. The heatmap shows the 40 busiest subject rows, not an infinite wall.

Part of the job system you already run

Audits sit beside the rest of Field Ascend rather than in a separate product: start one from a job page, raise a job from a failed action, and see a site's audit history on the site record. RAMS, toolbox talks and training records stay their own features and link up where it makes sense.

Independent reviews

Public review volume is still early, so the figures sit in crawlable HTML and should be refreshed when the profiles change.

Aggregate rating used in schema: 4.6/5 from 10 third-party reviews across G2, Capterra, and Trustpilot. Last checked: August 2, 2026.

Current ratings by source: Capterra 5.0/5 (1 review), G2 4.9/5 (5 reviews), Trustpilot 4.0/5 (4 reviews). Last checked: August 2, 2026.

Common audit questions

Is this the same as your job compliance checks?

No. Compliance Checks are checklists welded to a job and completed as part of the job workflow. An audit stands on its own: it is about a site, a van, a piece of equipment or a person, it carries a score and a pass or fail result, and it can exist with no job at all. You can still start an audit from a job page when the work calls for one.

Do audits work offline?

Yes. Engineers conduct audits on the Field Ascend app with no signal: answers, photos and signatures are held on the phone and sync when connectivity returns. The score ring on the phone is a preview; the server recalculates the authoritative score on submission.

Can we score audits and set a pass mark?

Yes. Each answer option carries a score and an outcome (pass, fail, advisory or not applicable). The template sets a pass threshold, and you can mark a question critical so one failure fails the whole audit regardless of the percentage.

What happens when something fails?

A failed answer can raise a corrective action automatically or by hand: assign it to a person, give it a due date and priority, and track it to closure. Actions can also convert to a ticket, a job or an equipment defect. If you switch closure approval on, the assignee requests closure and an approver signs it off or returns it with a reason.

Can audits repeat on a schedule?

Yes. Audit Schedules generate audits on a daily, weekly, fortnightly, monthly, quarterly or annual cycle, assigned to named engineers or to whoever holds the vehicle. Overdue audits past their grace period are marked missed, and the office sees Due and Missed lists. Reminders go out by push notification.

Is this a scheme accreditation or certification body?

No. Field Ascend produces your own internal and client-facing audits with your branding and a verification QR. It is not an accreditation scheme, and an audit PDF is not a statutory certificate. LOLER and similar inspection certificates are a separate certificates feature.

Run your first site audit this week

Switch the module on, edit a starter template to match your form, and send it to one engineer's phone. The report designer and schedules can wait until the questions are right.

Start your free trial