How Veristep works.

The basics

What a hold point is, why a check won’t close, the closeout package, who sees what, the tour and the trial, your own domain, and what happens to the record if you leave.

• What is a hold point?A place in the work where the job stops until somebody proves something.
• Why will a check not close?Because a required step is still missing its evidence — and nobody can override that.
• What is the closeout package?A live list of what is done and what is missing, from day one to handover.
• Who sees what?Three kinds of person, three different views — and the view is the rule, not just the menu.
• How does the tour work?Seven screens of a real project, no account, nothing to fill in.
• How does the trial work?Thirty days, your own workspace, no card, and everyone on your crew.
• How do I put Veristep on my own domain?Turn on the branded workspace, type the hostname, create one DNS record. Nobody on our side has to touch it.
• What happens to the record if we leave?Ninety days to take everything. Then two years in the archive, untouched. $495 brings it back exactly as it was.

Inside the app

Every settings screen carries a “?” that opens straight to its own article. Here they all are in one place.

• Where do I start after signing up?One guided path: bring your team in, open the doors your subs and owner need, then work.
• How do people, invites, and roles fit together?One person, one identity — with a role on your firm and, separately, a role on each project.
• How do I update my name, phone, email or password?Profile is your own account, kept current by you; what each organization lets you do lives under My access.
• What can I reach, and how do I turn on two-factor auth?My access shows your roles. Two-factor auth takes a phone and a minute.
• How does the plan and billing screen work?What you are on, what it costs, and the one button that changes either.
• How does the Billing screen turn proof into an invoice?Your firm's invoicing of the work it can prove, handed to your own books.
• What does Veristep send to QuickBooks, and what comes back?QuickBooks stays your books. Veristep sends each invoice, bill, expense and day of time once, and reads the payments back.
• How does retainage work?Set the share your client holds back on a job once; every bill holds it, and you release it with one invoice.
• How do lien waivers work in Veristep?Write the waiver a payment calls for, have it signed or file your state's form, and keep it with the payment.
• How do I read the WIP schedule?Each job at a month end: how far along it is, what that has earned, what you billed, and whether you're ahead or behind.
• What does the approval policy screen control?Where the line sits between what the AI assistants do on their own and what waits for a person.
• What does the location-proof threshold do?Require a GPS fix on the device before evidence at a sensitive location counts.
• How do I transfer equipment to another company?Offer it to an email address; the record and its history move with it.
• How does taking over a job work?Bring a prior QA firm's records onto your register when you're picking up a job mid-project.
• How do import and export work?Bring records in from a spreadsheet; take every record and file back out on your own schedule.
• Can I add machines from a purchase order?Drop in the PO or the submittal — a PDF or a photo — and the assistant proposes the machines it names, each with the page and the words it came from. You confirm; nothing is written until you do.
• What's on the Dashboards page?One screen with tabs: progress, quality, schedule, workforce and financial, each answering a different question.
• What are Templates for?The reusable checklists your inspections and checks are built from.
• How are Equipment and Locations related?A location is a place; a machine is a thing in it. Every machine belongs to exactly one location.
• What does the Security events page watch?Failed logins, denied scans, and throttle trips — live, and in history.
• What are API keys for?A key another system uses to reach your data on your behalf.
• What is the morning briefing?One email early each morning with the three things most worth opening first.
• What does the Workforce page show about the AI assistants?Everything an AI assistant actually did, filterable by which one did it.
• Can our team sign in with our company login?Yes — your firm's own identity provider signs your people in, and your administrator still decides who is in the workspace.
• How do I build my own Templates, and share them?Start from a standard one or from nothing, choose the proof each step needs, bundle them into a pack, and offer the good ones to every Veristep customer.
• What is a Template pack, and how do I start a job from one?A starter set for one kind of building: the equipment types, templates and required documents that job usually needs.
• How does Veristep keep track of calibrated test instruments?Every meter your crews read with, its calibration history, and a rule that a reading taken with an out-of-date meter doesn't count.
• Can I track special inspections and materials testing?Yes: the statement of special inspections, the inspectors' field reports, and lab results like concrete cylinder breaks, judged against the requirement.
• How do I track permits, building inspections and the certificate of occupancy?Every permit, every inspection the building official still has to pass, correction notices, and what stands between the job and its certificate of occupancy.
• How do I handle seasonal tests and owner training?Record what is waiting and why, bring it back when its window opens, and show training complete for turnover.
• Can Veristep track firestopping through rated walls and floors?Every penetration, the listed system that seals it, its photos and inspection, and which areas can't be covered up yet.
• Can I run project meetings and track the action items?Agenda, attendance, numbered items carried meeting to meeting, and action items that become follow-ups with an owner and a due date.
• How does Veristep handle lockout/tagout and energizing equipment?A written permit to a qualified person, every lock proven dead, a signed briefing, and the energization step waits until all of it is in place.
• How do I report a safety incident and keep the OSHA log?Anyone on the crew reports what happened from their phone; the injury details stay with the people entitled to them; the log, the annual summary and the incident report print in the layout of OSHA's forms.
• How do time off and the crew board work?Your people ask for time off and someone else decides it; approved days keep them off the dispatch board; and the crew board shows who is booked, out or free for the next twelve weeks.
• How do I keep my subcontractors' and vendors' insurance and paperwork current?Say what you require of each kind of company, keep their certificates on file, and stop handing work to anyone whose required paper has run out.
• How do change orders work?Log extra work where it happened, price it from the job's rates, send it to the client, and bill it once they approve.
• How do I trace tests back to the Owner's Project Requirements?Keep the OPR and Basis of Design as versioned documents, link each test to the requirement it proves, and see which requirements are proven, failed or untested.
• Who can I message, and how do video calls work?Everyone on a job can reach each other — your crew, the owner, the subs, the vendors — by message, video message or a live video call, with nothing extra to install and no outside account.
• How do the org chart and HR access work?Who reports to whom, drawn for your whole staff — and the few people who may open your HR paperwork.
• How do vehicles and the tool crib work?Who drives which truck, how far it went and for what, the pre-trip check, what is coming due — and who has the torque wrench, the ladder and the megger.
• How do client satisfaction surveys work?A few short questions to your client — at turnover and partway through the job — answered on their phone, and the answers by job, by account and by month.
• How do controlled documents, internal audits and management reviews work?Your own quality system — the manual, the procedures under it, the audits that check them and the reviews that change them — kept current, signed for, and seen only by your people.
• How do credentials, requirements and in-house training work?Say which cards your people need for which work, see who has them, and keep anyone without one off the jobs that require it.
• How do new-hire packets work?Send a new hire one link for the handbook, their tax and pay forms, an emergency contact and the gear you hand them — then review and close it.
• How do check-ins work?A manager and an employee look back at a stretch of work together, put it in writing, and both sign.

More questions? The FAQ has forty-odd more answers. The guides explain what each kind of tool has to do, the technical pages name the mechanism, and the glossary defines the words. The changelog says what changed recently.