Folders, search, bulk actions

Forty items, four projects, one client, still findable

Projects sit in folders by client or site. Every item has a status, severity, trade, assignee, location, reference, tags and a due date, so filtering is the difference between a list and an answer.

The Projects tab with folders Acme Builders and Riverside Holdings
Projects grouped in folders, each with issue count, critical count and last activity
Projects

Folders by client, duplicate for the next plot

Group projects under a client or a development; collapse the folders you are not working on. Each project carries client, site address, reference, inspector, licence and a cover photo, all free.

Duplicate project copies the set-up (not the items) for the next unit on the same development.

Filtering a project's items by status with the Open chip and count
Items

Search, filter, then act on many at once

Search by title, description, location or reference. Filter by status, severity, trade, assignee and overdue; the chips show what is applied and the count updates. Select several items and set status, priority or delete in one go, the one bulk feature Site Audit Pro users praise, at parity.

Two items selected with the bulk action bar: status, priority, delete
Who fixes it

Assignee on every item, on the report

Assign each item to a trade or a named contractor; the project's previous assignees appear as chips. The assignee prints in the summary table and on the item page, and is a filter, so "everything for the electrician" is one tap and one PDF.

Questions

About folders, search, bulk actions

Can I move a project between folders?

Yes. Swipe the project or use its menu; folders are renamed or dissolved from the folder menu.

Is there a limit on projects?

One project on the free plan, unlimited on Pro. Folders and filters are free.

Can I export just the filtered items?

The PDF and CSV cover the whole project so the numbering stays complete; the assignee filter helps you decide what to send to whom.

All questions →

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