Operations software for inspection and survey teams
BrightShift Ops runs every site visit from the client's site list to the invoice. Dispatch from a map, catch late sites early, and turn a locked gate into an approved follow-up.
02 How it works
Import the client's list from Excel, with addresses, contacts, access codes and site notes.
Box a cluster of sites and assign a crew or due date in one step.
Crews update status from the field and report problems with photos.
QA passes the work or sends it back. Managers approve fees and the client is emailed.
Move finished sites to Invoiced and Paid in bulk.
03 What it does
Every site on one map, coloured by status. Draw a box around a cluster to assign a crew, set a due date or change the status for all of them at once. Unassigned sites stay visible, so nothing falls through.
When crews sign in, they see every site that is overdue, due soon, or forecast past its due date. Those sites turn orange on the map, and managers get a daily summary.
The crew reports the access issue from the portal with photos. A manager approves the fee and creates the follow-up visit, with the site's details carried over. The client gets an email with the report and photos attached.
The crew records what was completed. A manager sets the partial rate and creates the follow-up for the remaining work in one step. The client is told automatically.
Give each client a read-only login to their own sites. Access issue and partial visit reports go to them by email as soon as you approve them.
Run crew production and billing reports at any time and export them to Excel. PO and invoice numbers sit on every site, and finished work moves to Invoiced and Paid in bulk.
Send us a sample site list and we'll show you BrightShift Ops running on work like yours.
05 Also included
06 Questions
No. You set up clients, projects and statuses to match how you run jobs today, and you can start by importing the site list you already have.
Yes. Import sites from Excel using our template, and export any list back to Excel at any time.
No. Crews sign in from a web browser.
Yes. Each client can have a read-only login that shows only their own sites.
Yes. We set up reports to match the format each client asks for.
Pricing depends on your team and site volume. We'll give you a quote on the first call.
It depends on how many clients and sites you bring. We'll give you a plan on the first call.
Your sites, crews and clients are visible only to the people you give access to and the Summit team that supports your account.
07 Book a demo
Tell us how you run jobs today. We'll show you how BrightShift Ops would work for your team.