Reporting
Field updates, reports, evidence, versions and publication
Platform
One operating record from field capture to close-out.
SiteReport connects reporting, site operations, resources, cost context, external collaboration and accountable AI so the work, evidence and decisions stay traceable in one project record.
Six connected operating areas
Site operations
Daywork, inspections, permits, actions, materials and deliveries
Resources
Teams, credentials, assets, equipment and project assignments
Finance
Expenses, currencies, cost codes, rate cards and approvals
Collaboration
Client portal, partner access, comments and controlled sharing
Intelligence
Human-reviewed AI, provider choice, MCP and cross-operation insight
Reports & field updates
Capture project-scoped field activity and turn it into reviewable reports without losing the source context behind the final record.
Draft → review → approval → publication
Timestamped updates and evidence
Immutable versions and exports
Risk, incidents & corrective actions
Connect incidents, risks, defects and observations to accountable actions with owners, due dates, evidence and verified close-out.
Incident and risk registers
Corrective actions and close-out
Defects / NCR / punch items
Inspections, permits & work zones
Run structured inspections and permit-to-work workflows against consistent project locations, zones and operational conditions.
Governed inspection templates
Permit-to-work lifecycle
Area → zone → sub-location
Teams, profiles & credentials
Keep workspace membership, project assignments and operational credentials connected without turning SiteReport into a payroll or HR system.
Personal profiles and preferences
Project team assignments
Credential and expiry tracking
Expenses, T&M & cost context
Keep project spend, daywork, crew hours, materials, deliveries and cost codes attached to the field activity that created them.
Multi-currency expenses and FX provenance
Daywork / time-and-materials
Materials, deliveries and rate cards
Assets & equipment
Track equipment, vehicles and operational assets through project assignments, usage, inspections, availability and maintenance history.
Asset registry and assignment
Usage / hour-meter records
Inspection and maintenance history
Documents & evidence
Keep project documents, revisions, attachments and evidence linked to reports, inspections, incidents and actions.
Versioned project documents
Selected evidence and attachments
Drawing references without BIM lock-in
Client & partner portals
Share approved information through controlled external surfaces without granting clients or subcontractors broad internal workspace access.
Published client reporting portal
Revocable secure share links
Partner actions and evidence submission
Accountable AI assistance
Use authorized operational context to draft and structure work while keeping provenance, schema validation and human review in control.
Source-linked generated content
Human confirmation for material writes
AI cannot bypass approvals
AI provider choice & MCP
Use SiteReport-managed AI by default, support approved bring-your-own provider configurations, and expose governed tools to external AI assistants through MCP.
Provider-neutral AI gateway
Enterprise BYO provider option
SiteReport MCP with scoped tools
Mobile, offline & field context
Support field-first capture with timestamps, shifts, locations, optional weather/GPS context and offline synchronization where connectivity is unreliable.
Mobile capture workflows
Permission-based location evidence
Offline queue and conflict-safe sync
Authorization & audit
Keep every internal, external and AI-assisted workflow behind server-side tenant authorization, explicit lifecycle rules and traceable audit events.
Tenant-scoped API authorization
Human-controlled lifecycle gates
Audited high-impact actions
AI review boundary
Provider choice without giving AI operational authority.
SiteReport-managed AI, approved customer providers and MCP clients all pass through the same authorization, provenance, validation and human-review boundaries.
Chain of evidence
From field update to published record
Field update
FU-16
Draft assist
Source-linked
Human review
Explicit Apply
Published record
Version 3
Each step stays visible: what was reported, what AI proposed, what a person accepted, and which version became the final operational record.
Risk + operational finance
Keep risk, resources and cost connected to the same work.
Risks, actions, daywork, materials, deliveries, asset usage and expenses retain their project context so management can review operations without reconstructing the story across disconnected systems.
Operational control
Risk and expense review stay attached to the work
Open operational risk
Vehicle / pedestrian crossing
East access gate · linked to FU-16
Probability
Possible
Severity
High
Mitigation
Temporary marshal and separated pedestrian route required before next delivery window.
Expense awaiting review
Field Fuel Depot
KES 1,250.50
Generator fuel · original currency retained
Converted value
USD 9.69
FX source
Recorded provenance
Manager approval required
Deliberate boundaries
Broad field operations coverage without becoming a generic ERP.
AI assists and proposes; people retain approval, publication and privileged decisions.
Operational finance does not replace the general ledger, payroll or tax system.
Team credentials and crew hours support operations without becoming a full HRIS.
Documents start with governed versions and references rather than recreating a full BIM/CAD platform.
Inspections use governed templates rather than an unrestricted no-code workflow builder.
Location evidence is permission-based; SiteReport is not designed for silent continuous worker tracking.
See how the operating model adapts to field-heavy industries.
Use a shared foundation for projects, reporting, operations, resources and accountability while adapting terminology to each environment.