From first look to final photo — keep everything with the job
Capture notes, photos, videos, measurements and pricing information while you're viewing a job. Turn those details into a quote, keep adding records as the work progresses, and finish with a clear record of what was completed.
One job. One timeline. Everything in one place.
View it. Record it. Price it. Do it. Prove it.
A job starts when you first go to look at it
A job doesn't start when you arrive to carry out the work — it starts when you first go to look at it. Complys lets you build the job record from that very first visit, so the information you need doesn't end up scattered between your phone, notebook, WhatsApp and memory.
View the job — before you've even won it
While you're with the customer, record exactly what you've seen and what they want done. It all stays attached to that opportunity and customer:
- • Site visit notes
- • Customer requirements
- • Photos & videos
- • Voice notes
- • Measurements
- • Access information
- • Existing damage / defects
- • Work required
- • Materials needed
- • Anything else to remember
Take measurements while you're there
Stop getting back to the office and realising you've forgotten a measurement. Record them as you walk the job, alongside the relevant photos and notes:
Width: 6.4m · Height: 2.8m
Access: side gate
Scaffold required: yes
Photos and videos that belong to a job
Your camera roll shouldn't be your filing system. Take photos and videos through Complys and keep them against the job they relate to — what you saw, what needs doing, existing damage, access conditions, areas to price. Weeks or months later, you can still see exactly why you priced the work the way you did.
Don't want to type? Record a voice note.
Walking a job with gloves on isn't the time to type. Record a quick voice note instead:
“Replace approximately 8 metres of ridge. Scaffold required to front and side. Two damaged tiles also need replacing. Customer wants black dry-ridge system.”
It's kept with the rest of the site visit record, and transcribed to text where your device supports it.
Turn your site visit into a price
Once you've viewed the job, everything you need to work out your price is already there — your photos, measurements, notes, videos, voice notes and pricing notes. No trying to remember what you saw three days earlier; no scrolling through hundreds of photos looking for the right property. Add your estimated labour, materials, plant, scaffolding, subcontractors, waste and other costs.
From notes to quote
When you're ready, hit Create quote from the job. Your customer details carry straight over, and your site records are right there to price from — so there's no starting the job again in another system once the quote is accepted.
Won the work? The same record carries on.
This is where it becomes much more than a surveying tool. Once the customer accepts, your original site visit stays with the job and becomes the start of its history — and you keep adding to it.
Before work starts
Record the existing condition, before photos, site conditions, access issues, customer requests, delivery information and safety observations.
Record what's happening while you work
Keep a simple timeline of the job as it happens: job notes, progress photos, videos, voice updates, problems & defects as they're found, and a record of any variations when the scope changes. Everything stays connected to the same job.
Before. During. After.
A clear, dated visual history of the work — much more than a folder full of photographs.
What was there when you arrived — existing condition, damage, areas requiring work.
How the work progressed — preparation, hidden work, installation, changes and variations.
What you completed — finished work, a final walkthrough, completion notes.
Protect yourself with a record of the work
Months after a job is finished, remembering exactly what happened is hard. Go back to the job and see the history — what was there before, what the customer asked for, what you measured, what you quoted, what happened during the work, what changed and what was completed. Useful for customer questions, variations, warranties, callbacks and disputes.
A clear completion record
When the work is finished, your records don't disappear into someone's phone — your completion notes, photos and videos stay together on the job as a clear, dated record you can share with customers, main contractors, property managers, landlords and commercial clients, or keep for your own files.
One job record, from enquiry to invoice
Instead of one app for notes, another for photos, a spreadsheet for pricing, another system for quotes and folders for compliance, the whole job stays connected inside Complys.
Built for real work, not more admin
Site records only work if people actually use them, so capturing has to be quick: open the job, tap +, choose Photo · Video · Note · Voice · Measurement, add it, carry on working. The record builds naturally as the job progresses.
Useful across every kind of trade
Whether you're quoting a £300 repair or managing a £100,000 project, the principle is the same: record it while you're there.
More than job notes
Because it's part of Complys, your job records sit alongside the tools you already use to run the work — all connected around the same business, customer and job.
Site Visit & Job Notes — FAQs
Can I record a job before I've won the work?
Yes — that's the point. A job in Complys can start as an opportunity the moment you book a site visit, so the notes, photos, measurements and pricing information you capture on that visit are attached to the customer and job before you've quoted. When you're ready to price, it's all there.
How does it turn a site visit into a quote?
Everything you captured lives on the job, so when you create a quote from that job your customer details carry straight over and your notes, photos and measurements are in front of you as you price. You add the labour, materials, plant, scaffolding and other costs — no re-gathering, and the quote stays attached to the job.
Does it work with no signal on site?
Yes. Capture on site with no signal and it's saved on the device, syncing automatically when you're back online — with the real time of capture kept. Site visits and dead zones are exactly what it's built for.
Are photos time-stamped and located?
Yes. Photos carry the time they were taken and, where the phone provides it, GPS turned into a readable address, so weeks later you can see exactly why you priced the work the way you did. You can mark up a photo, add a rough on-photo measurement, and tag before/after.
What happens once the customer accepts?
The same record carries on. Your original site visit becomes the start of the job history, and you keep adding before photos, progress notes, variations and completion evidence to the same job — through RAMS, the work, and the invoice.
Which trades is it for?
Any trade that views, prices and carries out work on site — scaffolders, roofers, electricians, plumbers, builders, groundworkers, carpenters, decorators, landscapers, HVAC and gas engineers, and facilities/maintenance contractors. Whether it's a £300 repair or a £100,000 project, the principle is the same: record it while you're there.
Is there a free trial?
Yes — a free plan to start and a 90-day trial of the paid features, no card required.
Stop relying on your memory and camera roll
Capture the job while you're standing in front of it. View it. Measure it. Photograph it. Record it. Price it. Quote it. Do it. Prove it.
Start freeRun the whole job with Complys.
Explore: Complys for scaffolders, RAMS builder, and construction compliance software.