From the moment a client issues a purchase order to the moment the signed Certificate of Fitness lands in their inbox — without a single sheet of paper leaving the site.
STEP 01 — ADMIN (WEB)
Create & assign the job
In the admin dashboard the LME admin or planner creates a job against a real client purchase order number. They select the client, site, location and area using the cascade selectors, add any special instructions, and assign one or more LMI/LTI/Tech inspectors.
CRITICAL: Always assign the inspector — this is what makes the job appear on their mobile device.
STEP 02 — INSPECTOR (TABLET)
Open job card & inspect with smart forms
On the mobile app the inspector sees today’s jobs. They open the job, select or register the unit. If the equipment type has a subtype catalog (mobile crane, chain block, EWP, fall arrest, goods lift for persons etc.) they immediately see a SUB-CATEGORY / CONFIG dropdown with the exact options and clause hints from the standard.
Selecting the right sub-category automatically shows the correct checklist items, discard criteria, and (for annual/load test types) the load test section with the right percentages (125% static, 115% governor, etc.).
Photos are optional except on non-conformance. Notes and observations are free text. Everything is saved locally even with no signal.
STEP 03 — SIGN & SUBMIT
SignatureGate → legal CoF in seconds
When the inspector is ready they open the SignatureGate, draw their signature with finger or stylus, and submit.
The app calls submitInspectionReport which:
- Generates the full PDF(s) on-device (inspection report + Certificate of Fitness)
- Embeds company letterhead/logo, full hierarchy (incl. Area), equipment + subtype, every checklist row with real clause + result + discard (where applicable), load test values, recommendations, inspector details + ECSA + sig, company stamp area, legal declaration, next due date
- Uploads the PDF to Supabase Storage (Xneelo)
- Creates the immutable certificate record via RPC
- If any “does-not-conform” (critical), the server fires the failed unit alert (WhatsApp deep link + email)
STEP 04 — ADMIN DISTRIBUTES & AUDITS
Web reflects everything instantly
Back in the web dashboard the job shows the new session, items (with CONFORMS / DOES NOT CONFORM / NOT INSPECTED labels), and direct links to the certificates. Admin can bulk select certificates → generate ZIP or queue for email. The equipment register now shows the exact sub-category that was inspected. Red/amber counts update. Full audit log entry is written. Client can be given token download links.
If there were “not applicable” / not inspected units, the admin can issue a formal “Not Inspected — Not To Be Used” notice directly from the job detail (audited action).
DEMO TIP (FIRST COMPANY)
After registering your LME and adding an inspector user, apply the extended
demo_data.sql in the Supabase SQL Editor. It creates a realistic Sapref hierarchy + area + 5+ assets with subtypes (truck_mounted mobile crane, quarterly chain block, scissor EWP, retractable fall arrest, passenger electric goods lift) + an in-progress job. Then log into the mobile app as the assigned LMI and walk the exact E2E flow described above.