Core platform documentation
This section applies to every module: Cranes, HVAC, CNC, and anything you add later. Use these pages for installs, upgrades, users/roles, assets, templates, inspections, defects, repairs, and reports.
Install & Upgrade
Placeholder until the app package is ready.
Install (overview)
You’ll install the SBD Audit web app on your server, create a database, run migrations, and create the first admin user. The mobile app points to your server URL for sync and submissions.
Users & Roles
Who can do what.
Contractor Admin
Full control. Manages customers, assets, templates, and reporting.
Inspector / Tech
Runs inspections, creates defects, uploads photos, collects signatures.
Customer Viewer
Read-only access to their assets and PDF records.
Standard workflow
Applies to every module.
Inspect
Run a checklist, capture photos, and record signatures/timestamps.
Defect → Repair
Monitor/Fail creates defects. Repairs log labor/parts/photos.
Verify → Report
Verification closes defects and generates customer-ready PDFs.