How InSite works

From a building walk-through to a fix you can prove.

Four steps carry an assessment through its whole life: set up the portfolio, assess on-site, review and report, then plan the work and watch it get done. Here's the shape of it.

The result: a scored space

Ease78Safety71Comfort64Connection90
C-02 · The four steps

One workflow, start to finish.

No stitching together spreadsheets, photo folders and slide decks. Each step hands off cleanly to the next, and the record stays in one place.

  1. 01SET UP

    Set up your portfolio

    Add your properties one by one or import a spreadsheet, then define your clients and decide who can see what, down to a single property.

  2. 02ASSESS

    Assess on-site

    Walk the building with the field app, online or off: record observations and measurements, snap as-found and marked-up photos, and run the ESCC survey.

  3. 03REPORT

    Review & report

    Back at the office, review what came in on the web platform, build the report the way you want it, and export to PDF, Excel, PowerPoint, CSV or JSON.

  4. 04PLAN

    Plan & track

    Turn findings into projects, scheduled work and remediation budgets, and track them to done. Then re-assess, and prove the space got better.

A field app and a web platform, sharing one backend.

InSite is two halves of one tool. The mobile field app goes where the assessment happens: into stairwells, basements and brand-new buildings where the Wi-Fi isn't on yet. The web platform lives at the office, where the reviewing, reporting and planning gets done. They run on the same accounts and the same data, so there's no export-import dance between them.

  • Field app: offline capture

    iOS and Android. Sign in once online, then work disconnected: observations, measurements, photos and a full ESCC survey, all on-device.

  • Web platform: office & reporting

    Review what came in from the field, build and export reports, and manage projects, planning and budgets across the whole portfolio.

  • One backend, same accounts

    Reconnect and the field work uploads itself to the web platform. Same record, same people. Nothing waits for a connection, nothing gets lost.

Two clients, one shared backendSYNC / 01
Common questions

A few things people ask first.

The short answers. For anything specific to your portfolio, a demo is the fastest way through.

Do I need internet on-site?

No. The field app is built to work offline. Sign in once while you're online, then capture observations, measurements, photos and a full survey with nothing but the phone in your hand. Everything saves on the device and syncs automatically the moment you're back in range.

Can clients see their own reports?

Yes. InSite is multi-tenant with role-based access, so you can give each client and team member exactly the access they should have, down to a single property. Everyone sees their own portfolio and reports, and nothing they shouldn't.

What does it cost?

Plans are tailored to the size of your portfolio. Book a demo and we'll walk you through how InSite fits your buildings and talk through pricing that makes sense for you.

Is there an app?

Yes. InSite is two clients on one backend: a web platform for the office and reporting, and an iOS and Android field app for on-site capture. App store links are coming soon; book a demo and we'll get your team set up.

Book a demo

Ready to put it to work?

Book a 30-minute demo. We'll walk the whole workflow with your portfolio in mind, from the first site visit to the report, and talk through plans that fit.

No pressure, no auto-responders. A real conversation with the team that builds it.