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Client tracking

Track your inspection from booking to report delivery.

Clients can see booking status, attendance details, report progress and next steps once their job is active.

Connected workflow

Booking, allocation and reporting update together.

When a booking is confirmed, the platform creates the job, assigns delivery, opens the correct report form and updates client tracking.

Example

Example job

Progress Payment Verification

Reference: SO-PPV-1042

Inspection Scheduled
PropertySydney Metro residential build
Attendance window9:00am - 11:00am
Service pathwayBuy Now
Report target24-48h after attendance
01Booking Received

Client details, service, property and payment pathway captured.

02Scope Review

SafeOps Group checks service fit, access notes, postcode and requested timing.

03Inspection Scheduled

Preferred attendance window confirmed with access notes attached.

04Report In Progress

Photos, observations, findings and next steps are prepared for review.

05Report Delivered

Final report is issued with evidence-backed observations and recommendations.

5 Stage Package tracking

One package, five linked inspection stages.

For 5 Stage Inspection Packages, the client portal can show every stage as its own mini-job while keeping the package together under one booking reference. Existing package clients should log in to request or schedule the next construction stage.

Login to Schedule Next Stage New 5 Stage Package Enquiry

Example package

5 Stage Inspection Package

Package reference: SO-5STAGE-2031

Frame Stage Active
ProjectSydney Metro residential construction
Package status2 of 5 stages in progress
Next attendanceFrame | 9:00am - 11:00am
Client viewAll stages linked to one package
01Slab

Report delivered

Photos, observations and stage summary issued.
02Frame

Inspection scheduled

Attendance window confirmed. Report pending inspection.
03Lock-up

Not scheduled

Client or builder to notify SafeOps Group when ready.
04Fit-off

Not scheduled

Stage will open after lock-up inspection is completed.
05Completion

Not scheduled

Final package stage before close-out reporting.
How this works

The package purchase creates one booking record, then each stage becomes a linked job with its own status, attendance window and report.

Existing package client

Log in to the client portal to request slab, frame, lock-up, fit-off or completion stage attendance under the existing package.

Stage statuses

Not Scheduled, Scheduled, Attended, Report In Progress, Report Delivered and Follow-up Required.

Admin benefit

SafeOps Group can manage each stage separately while the client sees the whole package in one place.