Features

See Every Feature Working.

Open any feature for a short video walkthrough, and a plain account of what it does and the problem it solves.

Run the Day

See what needs attention and how the team is performing.

Live Ops

The home page for your operation: what needs attention, what is in progress and who is free, updated live through the day.

Performance & Targets

Key measures for the period, compared with the one before, with targets, a 90-day history and a downloadable summary.

Work Orders

Plan, track and close off every job.

Work Orders

Create, assign and schedule jobs for a client and site, see them on a calendar and a map, and export the full record.

Quick Views & Live Updates

Jump to Mine, Unassigned, Due today, Overdue or Followed with live counts that refresh as colleagues create and update work.

Sign-Off & Locking

Completed work orders lock so the record cannot be quietly changed, and re-opening needs a reason that is written to the history.

Job Types & Custom Fields

Define the kinds of job you do, with default tags, required forms and your own custom fields, or start from a starter pack.

Clients, Sites & Assets

The record of what you look after, and what has happened to it.

Clients

One record per client with sites, contacts, custom fields, billing details, portal access and a full history.

Sites & Locations

Break a site down into buildings, floors and rooms, and pick the exact location on a work order.

Assets

A register of everything you maintain, with photos, notes, documents, readings and the history of every job done on it.

Readings & Tolerance Limits

Record readings such as pressure and temperature against an asset and set limits, so out-of-range values are flagged straight away.

Service Plans & Automatic Work

Give each asset a service interval, see what is due, and let the platform create the work order ahead of time.

Forms & Documents

Capture evidence on site and keep the paperwork current.

Form Builder

Build inspection and job forms with a drag-and-drop builder, show fields conditionally and review the submissions that come in.

Multi-Stage Forms

Split a form into stages completed by different people, such as survey, installation and customer sign-off, each with its own copy.

Lookup Tables

Keep lists such as parts or pump models in one table and let a form fill other fields in from the row you choose.

Document Library

Keep method statements, manuals and certificates in one library with versions, and put the right ones in front of the engineer.

Team & Communication

Get people on board, with the right access and the right information.

Tasks

Shared and personal task lists for everything that is not a job, with assignees, tags, comments and repeating tasks.

Messaging

Direct and group conversations across the office and the field, on the web and in the mobile app.

Team & Permissions

Invite people by email, hand out the app, and set what each person can view, edit or manage in every area.

Groups & Scoped Visibility

Organise clients into regions or branches and limit team members to the groups they look after.

Automation & Reporting

Let the platform do the chasing and the paperwork.

Rules & Automations

Choose a trigger, add conditions and have the platform tag, notify and update for you, with a safe test and a run history.

Notifications

Each person chooses what they are told about, by email and by push, with rules adding recipients on top.

Reports

Build saved reports with the columns and filters you need, schedule them, and send them to your team or your clients.

Your Customers

Give clients visibility without giving them your internals.

Customer Dashboard

A separate view where your clients follow their own work orders, download forms and reports and raise tickets.

Customer Key Measures

Show clients how their work is going: jobs finished, how many on time, typical time to finish and what is open or overdue.

Support Desk

Clients raise tickets from their dashboard, and your team assigns, updates and replies, with tickets linked to work orders.

Mobile

The field team's app, built for patchy signal.

Mobile App

Engineers see their jobs, complete forms with photos and signatures and send the work back, on iPhone and Android.

Security & Integrations

Keep accounts safe, keep a record and connect other software.

CSV Imports

Bring your existing clients in from a spreadsheet, check a dry run first and download any rows that were refused.

API Keys & Webhooks

Connect other software with scoped API keys, and have Baselign tell your systems when things change, with a delivery log.

Security

Two-factor authentication, password reset, session control and per-user permissions to keep your account and data safe.

Audit Log

A record of who did what and who signed in, with filters and a one-click export for your auditors.

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