The Quality Planning App Built for the Front Line

Sitemate’s Quality Planning App is powered by Dashpivot, and allows site teams to easily log quality plans at the job site. Storm, Sitemate’s AI agent, can fill out plans with quality criteria, inspection requirements, and even photos, then site supervisors can review, edit, and sign off directly on the form via e-signature.

Why Quality Planning management Is Harder than It Should Be

Time-consuming manual quality plan creation

Engineers using paper-based forms take a long time to complete quality plans before work begins.

Delays in getting sign-off before starting work

Paper-based quality plans often need to be passed around for review, which can hold up the start of work.

Compliance gaps due to skipped planning

Due to the time it takes to complete paper-based quality plans, this step may be skipped, which compromises compliance with project specifications.

Missing and illegible quality plans

Paper-based quality plans can easily get soiled or damaged. Furthermore, paper forms are easy to lose before reaching the office.

A Smarter Quality Planning App

AI-assisted quality plan creation

Storm can help turn user prompts into a complete quality plan, pre-filled with details specific to user input.

Quick sign-off before starting work

Engineers and supervisors can review and sign off on the quality plan directly from their mobile device, so work isn’t held up waiting on paperwork.

Supervisor review before work begins

All completed quality plans are routed to supervisors for review and sign-off before work is cleared to start.

Missing and illegible quality plans

The Quality Planning App uses a cloud storage system where all completed plans are stored. Looking into previous plans can be done with a few taps and clicks.

How AI works in this Quality Planning App

Sitemate's AI agent Storm is integrated into the Quality Planning App to further streamline the process. Storm can immediately scan voice recordings and photos and directly auto-populate fields in the quality plan. Personnel will only need to review the plan before implementation.

Storm
AI Form Fill
Capture what you see and say - Storm will fill the form.

Use the photos and voice clip to fill out the Quality Planning for me

Feed Storm the inspection details

Personnel developing the plan can use the voice recording feature while they walk through the scope of work and take photos of reference documents or site conditions, eliminating the need to manually input information.

Data mapping

Storm extracts insights from user input, voice notes, and photos, sorts the raw data, and uses those insights to populate the right data fields of the quality plan.

Review of plan draft

Personnel in charge of the plan should review the auto-populated fields to ensure everything is correct, and add any missing context.

Quality manager review and approval

Quality managers will then review the plan for any identified gaps before approving it for implementation. Any identified gaps will first be flagged for additional controls or revisions before the plan is finalized.

How AI Helps With Quality Planning

Streamlining the Quality Planning Process

  • Storm and AI Form Fill help workers turn prompts, photos, and voice notes into a formal quality plan in seconds
  • Available on any device, the Quality Planning App lets teams log checkpoints, standards, and responsibilities right on their mobile phones, right when a project is being planned
  • Pre-built templates guide workers through what to capture, so nothing gets missed
  • Digital timestamping and GPS tagging streamline traditional manual admin work when creating quality plans
  • Stakeholders and project management get notified immediately of new quality plans when the plan is submitted for approval

Understanding Quality Planning Software

What is a Quality Planning App?

A Quality Planning App is a tool that project and quality teams use to create quality plans, documents that outline the standards, processes, and checks needed to achieve the required quality outcomes on a project. These plans are usually developed before work begins, and cover details on the applicable specifications, responsibilities, and inspection or testing requirements for each activity. With a Quality Planning App, teams can keep a digital record of these plans, as well as any updates made as the project progresses.

What does a Quality Planning App help record?

  • General information like project name, site location, and date
  • Scope of work and activities covered by the plan
  • Applicable specifications, codes, and standards
  • Roles and responsibilities for quality-related tasks
  • Inspection, testing, and verification requirements for each activity
  • Documentation and records required to demonstrate compliance
  • Supporting photos and attachments

Why is quality planning important?

Quality planning is important because it is a means by which project teams can define the standards and checks needed to achieve the required outcome, before work begins rather than after issues arise. These outcomes can be affected by factors like the complexity of the work, the number of parties involved, or the standards required by the client. This is especially relevant to industries like construction and industrial or manufacturing plants, where a lack of planning can lead to inconsistent quality across different trades and stages. Additionally, quality plans serve as a basis for project teams when confirming that the right checks are in place throughout the project.

How To Set Up a Digital Quality Planning Using Sitemate

Set up Quality Planning templates

First, you will need to create the templates that will be used as standard forms for all your quality plans. Supervisors can create these forms in Dashpivot, where they can add fields for project details, quality objectives, inspection and test requirements, responsible personnel, and acceptance criteria.

Use Storm to fill out Quality Planning templates

Storm captures insights and context from all sorts of user input. Manual user prompts, voice notes, photo analysis, and automatic location and time capture are all taken into account in the form.

Set up notifications

Set up the notification workflow within Dashpivot to send automatic alerts to supervisors and project managers as soon as quality plans are logged.

Train personnel

Train personnel on how to use the Quality Planning App, especially on how to input data, photos, and voice recordings, collect signatures, and review the auto-populated fields.

Go live with the Quality Planning App

Deploy the Quality Planning App and start running consistent, well-documented quality plans.

Talk to an expert

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Start Faster With Built-In Quality Planning App Templates

Part M Accessible WC Toilet Checklist

Part M Accessible Toilet (WC) Checklist

This Part M Accessible Toilet (WC) Checklist Template checks wheelchair-accessible requirements – compliant layout plans in Part M standards.

See the template
Structural Load Path Verification Checklist

Structural Load Path Verification Checklist

This Structural Load Path Verification Checklist uses a structured QA/QC checklist to validate UK building standards for structural load paths

See the template
First article inspection form template

First Article Inspection Form

This free First Article Inspection Form Template makes documenting FAI much easier than any basic Word, Excel or PDF Report format.

See the template

See How Sitemate Has Already Helped Companies Like Yours

Ward Civil

"Everything is in real-time. No longer do we need to print out forms or take out hard copies."

- Brian Mahon, COO

80%

Time saved on document handling

90%

Faster approvals

Quality Planning App with Flowsite

Flowsite automatically transfers completed quality plan data from Dashpivot into tracking dashboards and client reporting systems, removing the need for manual re-entry. Quality and project teams get real-time visibility of plan status and approvals, so work can be reviewed and actioned with minimal admin work.

Comparison: Paper Quality Planning vs Digital Quality Planning

Most project teams already know paper and spreadsheets aren't cutting it. Here's what changes when you move your method statements to a digital system.

Form access

Data gathering

Inspection and test point setup

Escalation

Storage

Supervisors' approval routing

Audit readiness

Instant access to quality plan forms by scanning a QR code
Storm auto-populates fields using photos and voice recordings
Guided fields prompt teams to record checkpoints and standards clearly
Automated notifications escalate critical findings immediately to supervisors
Plans stored in the cloud, accessed by searching or filters
Structured approval routing and notification tracking
All quality plans immediately available for auditing

Paper

Requires asset identification and printing of forms
Manual data entry, which is time-consuming
Requires manual write-ups, which can miss key details
Requires manual hand-offs
Requires bulky binders, cabinets, and manual searching
Requires physical sign-offs, which can delay approvals
Requires manual compiling

Frequently asked questions about the Quality Planning App

Does Dashpivot work even if offline?

Yes, Dashpivot works even without internet connectivity. It stores all collected data, like photos and sign-offs, in the phone and automatically syncs when connectivity returns.

How does AI help when building a quality assurance plan?

Sitemate’s AI assistant Storm can extract data from photos and voice recordings and auto-fill the relevant fields on the plan. This process eliminates manual data entry, which significantly streamlines how teams use quality planning software on site.

Can I update an existing quality planning template in the app?

Yes, you can easily update a quality planning template in the app to align with your workflow and project specifications by using the powerful drag-and-drop form builder in Dashpivot.

Can I generate dashboards from a completed quality assurance plan?

Yes, the app can generate dashboards based on collected data from completed plans. Supervisors and managers can easily track outstanding sign-offs and inspection stages without the need to manually compile records.

Can multiple people contribute to the same quality assurance plan?

Yes, several team members can add notes, photos, or sign-offs to the same plan as work progresses. As long as they have the right permissions and save their work, all edits made by contributors are saved and timestamped.

Version History

2026-07-16 26-02-v1 Ron
Updated the Themer layout and included Storm in the content.

Quality Planning in Minutes, Not Hours