Software for producing site reports

With UBIX-SOFTWARE, create and share site reports directly from your photovoltaic, wind, EV charging infrastructure, energy storage, and HVAC (heating, ventilation, and air conditioning) projects. Information is shared immediately, without waiting to return to the office. This helps you respond faster and improve overall efficiency.

UBIX-SOFTWARE site monitoring software - Feature: Site reports
✓
Desktop & mobileiOS and Android app included
✓
Works offlineAutomatic sync as soon as the network is back

How UBIX-SOFTWARE generates your site reports

Producing a site report is straightforward with UBIX-SOFTWARE. Every step is tracked, timestamped and accessible in real time by all stakeholders.

Drafting the report on site

The site supervisor or foreman writes the report directly from the mobile app during or after their visit: notes, observations, progress status, photos. No re-entry is needed back at the office.

Enriched with photos and action points

Every site report is enriched with geolocated, timestamped photos, annotations and action points assigned to the relevant stakeholders. Progress is documented clearly and objectively.

Customisation and formatting

The report is structured according to your template with customisable sections. Your document is professional and ready to be shared within a few clicks.

Instant distribution to stakeholders

The site report is distributed instantly to all stakeholders — in-house teams, subcontractors, clients, the client's project owner. Every stakeholder has the information the moment they need it.

This is how UBIX-SOFTWARE links the field to the office.

Features included

Drafting from the field

Write your site reports directly from the mobile app, even when there is no network.

Geolocated, timestamped photos

Illustrate every site report with photos taken on site, automatically located and dated.

Annotations and visit notes

Add precise observations, remarks and comments to document the progress of each site.

Assigned action points

Create actions to be carried out directly within the report and assign them to the relevant stakeholders. Everyone knows what they need to do.

Customisable templates

Configure your site report templates to suit the needs of your site, your admin team or your clients.

Instant distribution

Send your report to all stakeholders in one click, as soon as the site visit ends.

Professional PDF export

Generate your reports in a polished format, ready to send straight to your clients or the client's project owner.

Action point tracking

Actions created in a report are tracked through to completion. No decision made on site gets lost.

Site visit history

Find all reports listed chronologically. A project record accessible to the whole team.

Works without a network

Reports written offline sync automatically as soon as a connection becomes available.

UBIX-SOFTWARE site monitoring software — Drafting a site report on the mobile app

The benefits of using UBIX-SOFTWARE for your site reports

Smooth communication between all stakeholders

The site report is distributed instantly to all stakeholders. Every stakeholder has the same information, at the same time, with no delay or intermediary.

Action points tracked through to completion

Every decision made during a site visit is formalised as an action point, assigned and tracked through to completion. No decision gets lost between two visits.

A stronger professional image

Your clients receive a complete, illustrated and well-structured site report within minutes of the visit. This responsiveness showcases your professionalism and your organisation.

Centralised project record

All reports for a site can be viewed by the whole team at any time on the site monitoring software. In the event of a dispute or query, the full history is available in seconds.

Time saved on drafting

Customisable templates remove the need for manual formatting. The site supervisor can focus on the content, not the presentation.

Consistency across sites

All site reports follow the same template, whichever technician writes them. Your documents stay consistent and compliant with your standards.

Which sectors is this for?

The site report is an essential communication tool across energy projects. UBIX-SOFTWARE supports professionals in a wide range of sectors:

Solar

Site reports on solar sites

Document installation progress, points of attention on structures and cabling, and share your report with the client before you even leave site.

Discover the software dedicated to solar
EV charging

Visit reports for EV charge point installations

Write your visit reports as charge points are installed. Assign action points to subcontractors and keep your clients informed of progress in real time.

Discover the software dedicated to EV charging
HVAC

Site Visit Reports for HVAC Projects

Write your reports during site visits to monitor heating, ventilation, and air conditioning installations. Share observations, photos, and action items with teams and clients before even leaving the site.

Discover the dedicated HVAC software
Energy storage

Documented tracking through to system acceptance

Document every stage of battery and associated equipment installation. Share your reports with technical teams and the client's project owner after each visit.

Discover the software dedicated to energy storage
Wind power

Reports from assembly through to final acceptance

Write your reports during assembly monitoring visits. Photos, observations and action points are distributed instantly to field teams and project managers.

Discover the software dedicated to wind power

FAQ — Site reports

What is the difference between a site report and a checklist?
The site report is a communication document that records the progress of a visit. The checklist is a point-by-point verification tool. UBIX-SOFTWARE offers both features, which complement each other.
How does UBIX-SOFTWARE speed up the drafting of site reports?
The site supervisor writes their report during the visit from the mobile app. Photos, notes and action points are added in real time. The document is distributed in one click at the end of the visit.
Can report templates be customised?
Yes. You configure your templates to suit your needs: sections, categories, stakeholders, attached documents. Your teams always use the right template for each type of visit.
Are action points created in a report tracked?
Yes. Each action point is assigned to a stakeholder, who receives a notification. Progress is tracked through to completion and can be viewed in the site history.
Does the app work without a connection?
Yes. The UBIX-SOFTWARE mobile app works even when there is no network. Reports written on site sync automatically as soon as a connection becomes available.

Simplify the drafting and distribution of your site reports

Discover how UBIX-SOFTWARE digitises every step, from the site visit through to instant distribution to stakeholders.

Request a demo