Coverage
Planned visits against completed, by client and by manager. The first number anyone asks for.
Solutions › Site Compliance › Site Visits & Client Reporting
Site Compliance · Site Visits & Client Reporting
Every client visited. Every visit recorded.
The visits are scheduled rather than remembered. The service report and the client meeting are completed at the site on a phone. And the client gets a report in their own branding, showing exactly what you choose to show them.
A visit programme across 121 client organisations and 311 sites
Client report · your client’s logo hereSite visit — September
- Visit
- 18 Sep · on site 09:12
- Visited by
- Area manager
- Service report
- Completed · 14 checks
- Client meeting
- Recorded · 3 points raised
- Findings
- 2 raised · 1 closed
- Open
- Store room access · due 30 Sep
- Next visit
- Scheduled 16 Oct
The problem
You are paying a management layer to go and look. Can you show what came of it?
Area managers drive a circuit of client sites every month. The report is written afterwards, the client meeting is recorded nowhere, and the findings sit in a book with no owner — so the same problems appear at the next visit, and the client still has to ask how often you have been there.
The report is written on Friday
From memory, days later, and by then it describes what somebody remembers rather than what they saw.
Coverage is assumed, not counted
“Every client gets visited monthly.” Until somebody counts, and finds the ones that did not.
The client meeting disappears
The conversation where the client tells you what is bothering them is recorded nowhere at all.
Findings have no owner
It is in the book. It will be in the book at the next visit too.
How it works
A visit programme, end to end
The programme is set
Each client and site carries its visit frequency and the forms the visit uses.
Visits are scheduled
Generated and assigned by manager, including unannounced and after-hours visits.
The visit happens at the site
Completed on a phone with location captured, offline where there is no signal.
The service and the meeting are recorded
A service report of what the service looked like, and the client conversation logged on the same system.
Findings become work
Anything that failed raises a task with an owner and a due date — not a line in a book.
The client receives the report
Branded with their logo, showing what you have chosen to show them.
What the client receives
A report with their logo on it, not a request to your account manager
The report carries the client’s own branding, and you configure exactly what they see. It goes out because the visit happened, rather than because they chased you for it.
- Their brandingThe client’s logo on the report, not yours
- You choose what is visibleThe service report, the findings, the closure — or only what is useful to them
- Issued, not requestedThe report follows the visit instead of following an email asking where it is
- Their own sites, in the portalWithout going through an account manager
- And the meeting is in thereThe conversation, on a controlled form, alongside the service check
- Findings, with a date on themAn owner, a due date, and whether it closed by the next visit
And it works offline. Basements, plant rooms and remote sites sync when the phone is back in range.
1/3
- 01
The visit is done
The completed service visit sits in the manager’s task list.
- 02
Report and notes
The visit report and the client meeting notes are captured on the phone.
- 03
Actions and the next visit
Actions get owners and due dates, and the next visit is set.
The visit is done
The completed service visit sits in the manager’s task list.
Report and notes
The visit report and the client meeting notes are captured on the phone.
Actions and the next visit
Actions get owners and due dates, and the next visit is set.
Screens from the WorkWide app and portal, shown with demonstration data.
Proof
121 clients on one visit programme
A multi-service contractor runs its client visit programme on WorkWide — service reports and recorded client meetings across its whole client base.
121
client organisations on the programme
311
client sites
5,541
visits and recorded client meetings in 12 months
2.3×
growth in visits across the year
93% of visits completed, and nine in ten completed on the day they were raised. Roughly a quarter of all visits are recorded client meetings rather than service checks.
The programme
What you can finally see
Clients not seen
Who has slipped off the circuit, while there is still time to do something about it.
Repeat findings
The same problem at four sites, visible as a pattern instead of four separate notes.
Consistency between managers
Whether a result from one area means what it means in another.
Who it’s for
Built for operations that visit clients, not just sites
Multi-service contractors
Cleaning, hygiene, security and catering across many client sites, where the relationship is the contract.
Facilities and property groups
Buildings assessed against a standard, across landlords, tenants and managing agents.
Retail and franchise networks
District managers running a circuit of stores against brand and safety standards.
Fuel and forecourt networks
Site condition, brand standards and safety across owned and franchised sites.
Why WorkWide
A programme, not a pile of submissions
The visit is scheduled
Coverage becomes a number — planned against completed, by client and by manager.
The record is made at the site
On a phone, with location captured, offline where there is no signal.
Findings have to close
An owner, a due date, and the next visit showing whether it held.
The client gets the report
Their branding, your choice of what is visible, issued rather than requested.
FAQ
Questions operations directors ask
Can we use our own forms?
Yes. The service report, the meeting record and any checklist are yours; we run them the same way at every site.
Can visits be scored?
Yes — scored templates, with weighted sections and a critical item that can fail the whole visit, where that is how you work.
Can a finding be assigned to someone outside the team?
Yes, including a site manager or a contractor, with a due date and closure tracked.
Can visits be unannounced?
Yes, including randomised and after-hours visits.
Does it work offline?
Yes, and syncs when the phone is back in range.
What does the client see?
A report in their own branding, and their own sites in the portal — with visibility configured by you.
Do you do guard patrols or alarm monitoring?
No. This is the manager’s visit, not the guard’s shift.
Is this an ISO audit system?
No. We score visits and close findings; we are not an accredited audit platform.
What share of last month’s planned site visits actually happened?
If the honest answer is “most of them”, that is the problem.