How it works
How a rollout works, step by step.
A company goes live with no custom development. Here's what happens, in order.
A rollout, in five steps
Simple on purpose.
Step 1
Set up your structure
Name your levels, then import your people, sites and assets by CSV. Connect company single sign-on if you run it. We can do the setup for you, with your consent, and every action we take is logged.
Step 2
Pick your templates
Choose inspections, forms and courses. Attach them to the level, asset type or role they apply to, and everything under it gets them.
Step 3
Assign the work
Assign training and recurring routines by role, site and crew. A new hire gets theirs on day one.
Step 4
Invite your crews
Invite crews by text message. Crews with no company email sign in by text code, employee ID and PIN, or a QR badge on a shared device.
Step 5
Review on the web
Crews work on the phone, with or without signal. Leads review failures, assign repairs and run reports on the web.
What we won't ask of you
Less to set up, less to maintain.
01
No custom development. Setup is choices and imports, not a project with a developer.
02
No work email for crews. Text code, PIN or QR badge gets them in, and records show who did the work.
03
No separate admin console. Admin tools sit inside the same web app the whole team uses.
Common questions
- What does a rollout depend on?
- How much you import and which templates you start with. We'll scope it with you up front.
- Can you set it up for us?
- Yes. PortalBase staff can set up a company on its behalf with your consent. Every action is logged in your audit log.
- What do you need from us?
- Your list of people, sites and assets in CSV, the inspections and forms you use today, and the training you want assigned. If you run single sign-on, a connection to your directory.