The product

Every step of
the job, in one place.

Booking, the agreement, the work on site, the report, the lab results and the payment: one app for the whole job, on the web for the office and on the phone for the field.

01 — Capture

The field, offline.

Photos, labels, notes, voice and lab samples save on the phone and sync later.

The phone app works with zero signal: in the crawl space, the attic, the basement. Everything your team captures is saved on the phone the moment it is taken, so a dead battery or a restart loses nothing. When the phone is back in range, it syncs on its own.

Photos with labels: A photo’s label decides where it lands in the report. Mark it up with an arrow before you move on.
Notes and voice: Tap a choice, type, or dictate. Every answer is saved as you go.
Lab samples: Scan the air cassette’s serial on site. It stays with the sample all the way to the lab results.
Every room: Add a room, a unit or a floor as many times as the job needs.
Nothing lost: Survives a dead battery, an app restart and a whole day with no bars.
Sync: Automatic, the moment the phone is back in range.

02 — Templates

Your report, built once.

Import your Word report and edit it with blocks.

Upload the report you already send. Keypoint copies its layout, wording and logo into a template and marks the places each job fills in. Review it, change what you like in the builder, and publish.

How Word import works

The template builder, Capture tab: the Mold & Microbial Observations Section with Yes/No, choice and multi-select questions, conditional questions marked “if”, and a Photos block labeled Mold and Staining. — Fig. 2 — The builder: the questions, the photo labels that answer them, the sample types, and the report that reads them.

The report designer: client, property and date variables, and a paragraph that prints only when the number of samples still pending is more than 0. — Fig. 2 — The builder: the questions, the photo labels that answer them, the sample types, and the report that reads them.

Importing a Word report: the .docx is chosen, with a question about how the team records what it finds and an option to send a preliminary report before lab results. — Fig. 2b — From your Word file. Nothing is published until you publish it.

Sections and fields: Rooms, systems, units: whatever your report walks through, with the questions you ask in each.
Logic: Show a question only when an answer calls for it. A hidden question stays out of the report.
Photos: Photo blocks with your own labels, like “Mold”, “Water line” or “Overview”.
Lab samples: Sample types with their own fields, named A-1 or S-1, with a serial when the cassette has one.
Versions: Editing a template never changes a report that is already under way.

03 — Booking

Clients book themselves.

Your booking page; reminders go out on their own.

The business’s public booking page, step 2 “Choose a time”: open times for a Moisture & Mold Assessment on Thursday and Friday. — Fig. 3 — Your booking page, with your open times.

Your services.: Clients pick a service, add-ons and an open time from your team’s availability.
Email reminders.: A confirmation email the moment they book, and a reminder email the day before.
Your wording.: Every email reads the way you write it.

04 — Agreements

Signed before you drive out.

The agreement goes out with the booking.

Fig. 4 — Signed at 8:05, three minutes after booking.

Your agreement.: Your terms, your wording, e-signed by the client on their phone or computer.
Status on the job.: Sent, viewed, signed: the job shows where it stands.
On the phone too.: The phone knows the agreement is signed before work starts, even with no signal.

05 — Delivery

Preliminary, then final.

A client portal and a PDF for every report.

The client portal: the report’s section tabs and the Observations & Findings page, with the history, the exterior conditions and the readings table. — Fig. 5 — Your client’s portal, and the same report as a PDF.

A page of the delivered PDF: the outdoor control sample’s photo with its caption, then Areas Assessed, Primary bathroom, with conditions and readings. — Fig. 5 — Your client’s portal, and the same report as a PDF.

Preliminary.: Goes out the day of the job, watermarked PRELIMINARY on the page and in the portal.
Final.: Follows when the lab results are back and reviewed.
One link.: Your client reads it on their phone or downloads the PDF.

06 — Payments

Paid with the report.

Card or bank transfer, through Stripe.

The client’s invoice page: two line items, the balance due and a Pay button. — Fig. 6 — Your client’s invoice, one Pay button away.

Your Stripe account.: Card and ACH payments go straight into your business’s own Stripe account.
Beside the report.: The invoice sits next to the report in the portal, one Pay button away.
Your call.: Hold the report until it’s paid, if you choose. Overdue invoices get a reminder email.

07 — Lab results

The app suggests. You decide.

Read from the lab’s PDF, reviewed by a person.

Matching a lab report: each row the AI read from the lab’s PDF is matched to the job’s sample by number, with the outdoor control picked out. — Fig. 7 — Suggestions, waiting for a person.

A sample’s result: the app suggests “Elevated — 42× the outdoor control”, and the buttons Elevated, Not elevated and Inconclusive wait for a person. — Fig. 7 — Suggestions, waiting for a person.

Read for you.: Upload the lab’s PDF. Keypoint reads each result and matches it to your samples by cassette serial.
Suggested, in your words.: It checks the arithmetic and suggests a finding from your template’s rule, like “Elevated”.
Decided by you.: Confirm or change each one. The final report waits until every sample has a determination.
Chain of custody.: Printed from the samples you logged on site.

08 — Team

Every job on every phone.

A day sheet and calendar for the whole team.

The Jobs list: every job with its date, property, service, client and stage, filtered by stage. — Fig. 8 — Every job and the day sheet on the web; today, on one team member’s phone.

The day sheet for Wednesday, October 14: two jobs on the hour grid, lab results in, the pipeline and the jobs that need a signature. — Fig. 8 — Every job and the day sheet on the web; today, on one team member’s phone.

The day as a route.: Each person sees their jobs in order, with real progress on the one they are on.
Assign the work.: Owners assign jobs; each phone carries the jobs it needs.
Analytics for owners.: Revenue, the pipeline and what’s owed, for owners and admins only.
Office is free.: Office and web-only users are free.

“Book it, sign it, capture it, send it, get paid.”

See it on your own job.

Every plan starts with a 30-day free trial, no card needed.

Houston Expo special — 50% off Account setup through October 31.

Start free trial Talk to us first

Coming soon ·App Store
Coming soon ·Google Play

Every step of the job, in one place.