Compliance Audit Trail

The Compliance page is a filterable audit-grade record of every completed and missed visit, designed for client audits, contract reviews, and dispute resolution.

Accessing Compliance

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Go to Compliance in the sidebar. The page is available on Crew and Fleet. Starter users see an upgrade prompt.

What You Can Filter By

• Date range
• Site or client
• Team member
• Status - completed, missed, or both
• Geofence status - within or outside the site's geofence

What Each Row Shows

For every visit:

• Site, client, and team member
• Check-in and check-out times with GPS coordinates and accuracy
• Whether the GPS was inside the geofence
• Whether mock-location was detected on the device (a flag for trust)
• Number of photos and signature status
• Checklist completion summary

Use Cases

• A client questions whether you serviced their site on a given date - filter to that site and date and pull the GPS-verified record
• An audit asks you to demonstrate consistent service over a quarter - export the date range to PDF or CSV
• You want to spot-check field staff who frequently check in outside the geofence

Tips

• Combine compliance filtering with Client Invoicing to confirm only verified visits are billed
• Use Internal notes on visits to add context without exposing it to the client