Everything it does

Everything Veristep does, in one place.

From the first check on site to the invoice that bills it and the owner who accepts the finished building. If you run a QA/QC firm, this is what you get, every part of it.

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The work

Inspections & checklistsMore

Checks

A check is a piece of work built from a template: the steps in order and the proof each one needs. It won't close while a required step is missing its photo, reading, signature or document, and some checks need someone who didn't do the work to accept it.

Inspections

Open an inspection by discipline — electrical, mechanical, controls, fire and life safety, civil — against a machine, a room or a named item. The ITP view shows each witness and hold point, who performs it and who witnesses it, and a missed witness point is recorded with its reason.

Special inspections

The statement of special inspections, the inspectors' field reports, and materials testing such as concrete cylinder breaks. A nonconforming report opens a deficiency, and each break is judged against the required strength instead of being typed in as a pass.

Deficiencies & punch

Every deficiency carries a severity, a responsible party and a days-open clock. It closes with the photo of the fix and a named verifier, not a tick in a box.

NCRs

Raise a nonconformance report, straight from a deficiency if you like, and take it through classification, root cause, corrective action, verification and close. Each step waits for the one before it.

Safety permits (lockout)

Lockout/tagout, switching, energized-work, hot-work and confined-space permits. A lockout permit issues only once every lock is on and proven dead, and a step that energizes equipment waits until an active permit covers the machine.

Building permits

Every permit, the building official's inspections, correction notices and what still stands between the job and its certificate of occupancy. A failed inspection is never overwritten; the re-inspection is recorded against it.

Firestopping

Log every penetration through a rated wall or floor with its listed system, label and photos, and each inspection of it. "Can we cover it up?" lists the rooms and floors that still have penetrations nobody has passed.

Records

Asset recordsMore

Equipment

One record per machine, from delivery to retirement: its phase, its commissioning level, the documents it owes and every check done on it. A QR code or RFID tag on the unit opens the whole record, and a purchase order can be read in to propose the machines it names for you to confirm.

Locations

Sites, buildings, floors, rooms and positions, each showing the machines in it and carrying its own security level. Print QR labels for doors as well as nameplates.

Drawings

Put the plans in and pin what you find where you found it. A pin can become a tracked deficiency, and firestop penetrations show as their own markers.

Design QA

Check that each requirement can be built and tested before construction, with every discipline signing off and any shortfall kept as a deviation with its remaining risk. Keep the Owner's Project Requirements and Basis of Design as versioned documents, and trace each test back to the requirement it proves.

Daily reports

One report per person per shift: the areas, the work, the risks and what the next shift needs. You can see how many worked shifts actually filed one.

Meetings

OAC, commissioning and coordination meetings with attendance and numbered items carried from one meeting to the next. Action items become follow-ups with an owner and a due date, and issued minutes are corrected with an amendment and a note, never rewritten.

Follow-ups

The asks that aren't a check — a question, a nudge, something to chase — with an owner, a priority and a due date. The assistants raise many of these for a person to pick up.

Logs

The logs a spec asks for — torque, NCR, RFI, test, warranty and closed inspections — built from the records already on the job, so nobody keeps them by hand.

Orders & inbound shipments

Purchase orders and the shipments against them, with carrier, tracking and expected date, and a flag the day a delivery runs late. What arrived is counted against what was ordered.

Signatures

Ask anyone on the job — an owner's rep, an inspector, a sub — to sign or approve a check, a document, a deficiency or a machine, without them standing at the tablet. Only the person asked can answer, and an answer can't be changed afterwards.

Hand over

HandoverMore

Closeout package

Each machine's binder shows what's done, what's missing and who owes it, and it fills in as the work closes. Waivers carry a reason and a name, and the package is put together, checked and sent to the owner from the same screen.

Deferred tests

Tests that need the right season or load are recorded with what they're waiting for, who on the owner's side agreed and the window to run them. The end-of-warranty walk is scheduled here too, and anything it finds becomes a deficiency.

Owner training

List the systems the spec requires training on and the hours for each, hold the sessions and sign people in. Training reads complete only when every system has its hours and signed attendees.

Warranties

Warranty windows stay with each machine, and the warranty log shows what expires in the next 90, 60 and 30 days. Vendors see the warranties they back in their own portal.

Preservation

Machines waiting to be installed get their storage care on a schedule — covers, heaters, rotation, desiccant — with anything overdue flagged, from the day they arrive until the day they're set.

Handing it on

Offer the finished site to the owner, or a single machine to its next owner, and the record moves with its whole history. Your firm keeps its own copy of the work, and the QR code keeps working.

People & crew

Crew & mobilizationMore

People

Everyone tied to your firm, employee or not, with how they're connected and their credential status at a glance, so you know whose paperwork to chase.

HR & crew

For managers: clearances expiring in the next thirty days, the roster, and per diem days owed, which feed the payroll export.

The qualified bench

Your people by discipline, tier, years and availability, so you know who can actually be put on a job. Pay rates stay with your administrators.

Mobilization

Before anyone is sent, their credentials, clearances, orientation and work authorization are read off their record. Those items can't be ticked by hand, and someone who isn't cleared can't be dispatched.

Enrollments

Give a new hire a link to fill in their own contact, emergency and credential details. Credentials they send in wait for someone at the firm to verify them.

Job roles

Give people a role on each job — project manager, supervisor, technician, inspector — separate from their role in the firm, so someone can lead one job and inspect on the next.

Test instruments

Every meter and torque wrench with its calibration history. A reading step can require an in-date instrument, and when a lab finds a meter out of tolerance, a follow-up goes to every job it read on since its last good calibration.

Templates & packs

What Templates are forMore

Templates

The master each check is built from: the steps in order and the proof each one needs. Start from a standard one, copy it and put it in your own procedure's words, or start blank; an edit never changes a check already under way.

Template packs

A starter set for one kind of building — a data hall, a hospital, a lab, a school — with its equipment types, templates and required documents. Build packs of your own, and offer a good template or pack to every Veristep customer.

Time & money

Billing & moneyMore

Time

Clock in, out and on break from the phone, checked against the site's boundary where your firm requires it. Timesheets come from those clock events, not from hours typed in on Friday.

Timesheet approval

Each week splits into straight time and overtime by your firm's rule. A week bills and pays only once a manager approves it, and a later correction can't quietly change a week already approved.

Expenses

Travel and job expenses, billable with a markup or not. Managers approve, reject or mark them paid, and you see what's reimbursable by project.

Billing your clients

Every billable line traces to work that actually closed, and a closed billing period can't bill the same hours twice. Invoices go out through your QuickBooks, or you record one you raised yourself, and what each client owes ages on the record.

Contractor payables

What you owe your contractors, worked out from their approved weeks and pay rate, and taken from prepared, through paperwork checked, to paid or on hold.

Business development

Business developmentMore

Target accounts

The clients you want to work for, kept beside the work you already have instead of in someone's private spreadsheet.

Pipeline

Every opportunity with its weekly value, total value, margin and stage-weighted value worked out for you. Mark one won and it becomes a job with the numbers already in it.

Pricing calculator

Set your margin floor once, then work back from the margin you want to the bill rate, with overtime, the minimum billable day and travel already in it.

Vendor registrations

Every client procurement portal you have to stay registered in, what its packet needs, and what's renewing soon, so a lapsed registration never costs you a bid.

Proposals

A register of every proposal you've sent: the version, who it went to and how long it's good for.

Reports, dashboards & exports

Home

Each person's own day when they sign in: a technician sees their checks and the week ahead; a manager sees every job's health, what's waiting on them, overdue deficiencies and who's on site.

Dashboards

Progress, quality, schedule and workforce for any job or all of them, and for your administrators, a financial tab: margin, cash and what's owed. Every number comes from the same records as everything else.

Reports

The daily quality report and the weekly executive report put themselves together from the job's record. On a paid plan, print one or save it as a PDF, and issue the weekly report to put it on the record.

Exports

Every record as a spreadsheet — equipment, checks, documents, people, the audit trail, payroll and billable lines, and the COBie file facility teams load into their maintenance systems — or the whole workspace, every file included, in one download. Exports open on a paid plan.

Morning briefing

One email early each morning to the people running the firm and its jobs, naming the three things most worth opening first. On a quiet morning, nothing is sent.

Messages, field mode, schedule & dispatch

Field appMore

Messages

Message anyone on your jobs — crew, owner, subs, vendors — and send video messages or start a live video call in the browser. A conversation about a machine or a check is kept on that record.

Field mode

A tablet screen with big targets: scan the machine, see the next step, capture the proof. It keeps working with no signal, catches up when you're back, and shows exactly what's still waiting to send.

Schedule

The job's tasks and milestones. Anything tied to a check marks itself done when the check closes, and a task is flagged at risk by real signals such as a late shipment.

Dispatch

A board with a lane for each person on the crew. Assign work here and it's the next thing in that person's field mode.

Portals for clients, subcontractors and vendors

Who sees whatMore

Client portal

The owner sees their own job as it stands: progress, the closeout package and its gaps, the path to occupancy. They accept the turnover and the finished site right there.

Subcontractor portal

A sub sees only what they owe — their documents and their deficiencies — and uploads the proof of a fix. Nothing else on the job.

Vendor portal

A vendor sees the warranties they back and the documents they owe, and nothing else.

AI assistants that do the busywork

The AI assistantsMore

The busywork, handled

The assistants chase missing documents, draft the daily and weekly reports, keep closeout moving and flag what needs attention. Anything they draft carries an assisted tag.

A person approves anything risky

Anything risky waits in Approvals for a person to say yes or no, and no setting lets a high-risk action go ahead on its own. Your administrator decides, action by action, what the assistants may do without asking.

The trail

Everything an assistant did is on record with what it touched and who approved it, so "who did this?" always has an answer.

The Ask box

Type what you want in your own words and Veristep takes you to the screen, answers from the help center, or shows what it's about to do and waits for your yes.

Setting up and signing in

Import

Bring machines, locations and people in from a spreadsheet. Every row is lined up against your register before anything is written.

Adoption

Taking over a job partway through? Bring the previous firm's records in, marked as theirs, and your own hold points apply from there.

Company sign-in and two-factor

Your people can sign in with the company login they already have — Microsoft, Google Workspace, Okta or any SAML 2.0 provider — and your administrator can require two-factor for managers or for everyone.

API keys

Let another system read or write your data without a person signing in. Each key is limited to what it may touch and can be revoked on its own.

Your brand, your domain

Your colours and logo on every screen. The branded workspace add-on puts the whole workspace on a domain you own.

Try it on a real job

Every part of it is on in the trial.

Thirty days, no card, and everyone on your crew. The only thing that waits for a paid plan is taking records out.

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