How it works and how to start
Winning your time back.
Proofactive is the best platform for conducting predictive inspections,
monitoring the condition of goods and properties,
and instantly updating teams and customers on all
changes.
Setting up Team and Inspections.
Setting up Team and Inspections.
With Proofactive, setting up inspections is effortless.
Our user-friendly interface offers multiple options to set inspection requests.
You
can
start by selecting one of our pre-built templates tailored to your industry or customize one
to
fit your needs. You can also set a template from scratch using our intuitive drag-and-drop
builder.
Once the template(s) are set, you are done— it's a one-time process. You may
adjust them later if needed.
Whether dictated by regulations, specific customer requirements (different customers may
have different preferences, even for the same items or units), or tailored to your
business
needs, you can customize it your way.
Whether it's reading/scanning the meter and taking pictures or a detailed 100-point
inspection form, you can ensure that each inspection meets the necessary standards and
addresses the unique demands of each situation.
This flexibility allows for
thorough
assessments and accurate reporting, ensuring compliance and customer satisfaction.
Setting up Team and Inspections.
Now it's time to add field team members.
Adding field team members is another seamless process. Provide the user's name and email
and
set up a password. Once added, they can quickly download our mobile application
and
conduct
inspections. Our streamlined approach ensures your field personnel have the tools
to excel in
their roles.
Our platform accommodates all field staff, whether someone just outside the
office,
such
as
a parking attendant, warehouse worker, or subcontractor hired from a remote location
like
an
auto auction or construction site.
Send inspections requests in one click.
time to notify your inspectors
Sending out inspection requests.
After setting up your inspection process and assembling your field team, the next step is to
send out inspection requests.
You only need to provide an identifier, such as a tracking number, VIN number, or unit
number,
for the item or location that needs to be inspected.
Your field team, whether your staff or subcontractors, will receive a push notification on
their
phone with the inspection request. They can then open the notification and complete the
inspection by answering questions from your request and adding photo evidence.
This streamlined process lets you receive the inspector's report instantly when they click
the
save button in the Proofactive app, enabling you and your office team to stay informed and
take
action as needed.
Inspections are ready for team and clients
Keep business updated effortlessly.
Seamless reports reading, integration, and sharing.
Once inspection reports are done, Proofactive will promptly update everyone involved. Your
team members can easily access the reports through our web application, where they'll be
neatly stored with all filters and search options. Finding specific reports is a
breeze—search by identifier and access the full inspection report instantly.
If you utilize Proofactive API, all requested details, such as conditions, meter readings,
counts, dimensions, photos, etc., will be seamlessly uploaded into your website.
Now you can share this information with your customers and team members as you
normally would.
- Using our API to update information on your website or CRM.
- Save or print as PDF selected inspections
- Export results to an Excel file if you prefer this way
- or in 2 clicks, share a unique link to a single Proof.
information is easy to find and use
Your customers will also appreciate it.
No more endless phone calls, email exchanges, and messenger apps inquiries from customers
checking on the status of their orders!
With our automated system, your customers have
access to real-time updates about their jobs progress, pickups, deliveries, and more by
simply visiting the link to the Proof page.
Imagine the relief of your office staff as hours of phone time, email replies, and messenger
inquiries are replaced with seamless online updates.
Your customers will love the
convenience and transparency, no longer needing to wait on hold, search through emails, or
schedule callbacks. With every detail organized neatly on one page, satisfaction is
guaranteed.
