Question 1

How do I register my company?

Accepted Answer

Click 'Start Free Trial' on the homepage or go to the Register page. Enter your company name, select your industry, enter your name, email, and a password. You'll be set up as the admin for your company with a 14-day free trial of the Professional plan. Your industry selection automatically enables the relevant modules (equipment types and forms).

Question 2

How do I add operators and mechanics?

Accepted Answer

As an admin, go to Manage Company > Users > Add User. Enter their name, email, and a temporary password. Set their role to Operator, Mechanic, Supervisor, or Admin. They can log in immediately and change their password in their profile.

Question 3

How do I add equipment to inspect?

Accepted Answer

Go to Manage Company > Equipment > Add Equipment. Enter the equipment name, type (crane, forklift, CDL truck, etc.), make, model, serial number, and unit number. The system will automatically suggest the appropriate inspection template based on the equipment type.

Question 4

What are modules and how do I configure them?

Accepted Answer

Modules control which equipment types, templates, and forms are visible to your team. Go to Manage Company > Modules. Select your industry preset (Crane Operations, Trucking, General Construction, etc.) or manually toggle individual modules. An excavation company only sees excavators, loaders, and dozers. A crane company sees cranes, rigging, and lift plans.

Question 5

How do I start a daily inspection?

Accepted Answer

Go to Equipment from the sidebar, select the piece of equipment, and click 'Start Inspection'. Choose a template, enter the meter reading, walk through each item (Pass, Fail, or N/A), add photos for any failed items, review, sign off with your signature, and submit.

Question 6

What does 'Flagged' mean on an inspection?

Accepted Answer

An inspection is flagged when one or more items are marked as 'Fail'. The operator then determines operability — marking the equipment as either 'Operable' (safe to use with noted deficiencies) or 'Non-Operable' (must be taken out of service). This follows OSHA 1926.1417 for competent person assessment.

Question 7

What if I accidentally hit Fail?

Accepted Answer

The Pass, Fail, and N/A buttons stay visible even after selecting Fail. Simply tap Pass or N/A to change your answer. The notes prompt will clear automatically.

Question 8

Do I need to sign the inspection?

Accepted Answer

Yes. Every inspection requires the operator's digital signature on the review step before it can be submitted. This certifies that you performed the inspection and the results are accurate.

Question 9

What happens when I fail an item?

Accepted Answer

A deficiency record is automatically created for that equipment and field. The mechanic will see it on their Deficiencies dashboard and can log the repair. On the next inspection, you'll see an inline note showing whether the issue has been repaired or is still outstanding.

Question 10

What inspection templates are available?

Accepted Answer

DigiDocs includes 32 pre-built templates covering daily, monthly, and annual intervals: Mobile Crane (OSHA 1926.1412), Crawler/Lattice Boom Crane (ASME B30.5), Tower Crane — Hammerhead/Flat Top, Tower Crane — Luffing Jib (with boom foot pins, pendants, backstays, luffing hoist cable, becket, and bell reeving checks), Overhead Crane, Rough Terrain Crane, Aerial Lift, Man Lift/Personnel Hoist, Personnel Basket, Telehandler, Forklift (OSHA 1910.178), Excavator, Skid Steer, Concrete Pump, Wheel Loader, Bulldozer, Compactor, Dump Truck, Generator/Light Tower, Rigging & Lifting Gear, General Equipment, CDL Truck Pre-Trip (FMCSA 396.11), and CDL Trailer. Company Admins can also clone any template or create custom ones.

Question 11

How does deficiency tracking work?

Accepted Answer

When an operator marks an inspection item as Fail, a deficiency record is automatically created. Mechanics see all open deficiencies on their dashboard. They log repair notes, parts used, and labor hours, then mark it as repaired. On the next inspection, the operator sees the repair status inline and verifies it by passing the item.

Question 12

What does the mechanic see?

Accepted Answer

Mechanics see a Deficiencies dashboard in their sidebar showing all open, in-progress, and repaired items across the fleet. They can click into any deficiency, add repair notes, document parts used and labor hours, and mark repairs complete.

Question 13

How does an operator know something was repaired?

Accepted Answer

During an inspection, if a field had a previous deficiency, the operator sees an inline banner. A blue banner means 'Repair Completed' with the mechanic's name and notes. A red banner means 'Unresolved Deficiency' that hasn't been fixed yet.

Question 14

What is a lift plan?

Accepted Answer

A lift plan documents the crane configuration, load details, rigging plan, hazard assessment, and personnel for a crane lift. DigiDocs auto-calculates % of chart capacity and flags critical lifts (over 75%). Lift plans require signatures from the preparer, approver, and lift director.

Question 15

What is a personnel basket plan?

Accepted Answer

A personnel basket plan is required by OSHA 1926.1431 when hoisting workers in a crane-suspended basket. DigiDocs automatically applies the 50% capacity derating and includes a pre-lift checklist (trial lift at 110%, proof test, anti-two-block verification, tag lines, communications, etc.).

Question 16

What is a JSA?

Accepted Answer

A Job Safety Analysis (JSA) breaks a job into steps, identifies hazards for each step, and defines control measures. It includes a PPE checklist and requires crew signatures. JSAs are required on most construction sites before work begins.

Question 17

What is a Bill of Lading?

Accepted Answer

A Bill of Lading (BOL) is a shipping document that details the freight being transported. DigiDocs supports shipper/consignee details, freight items with weight and class, hazmat tracking (DOT class, UN#, packing group), status tracking (Draft → In Transit → Delivered), and e-signatures.

Question 18

What are branches?

Accepted Answer

Branches let you separate equipment, users, and reports by location for companies that operate from multiple yards, offices, or job sites. When a branch is selected, you only see that branch's equipment, inspections, deficiencies, and reports. Admins can switch branches with a single click from the admin header dropdown.

Question 19

Which plans include branches?

Accepted Answer

Branches are available on Enterprise (up to 5 branches) and Enterprise Plus (unlimited branches). Starter and Professional plans operate as a single location. You can upgrade at any time from Manage Company > Billing.

Question 20

How do I create a branch?

Accepted Answer

Go to Manage Company > Branches > Add Branch. Enter a name (e.g., 'Houston Yard'), optional short code (HOU), address, and phone number. You can create up to 5 on Enterprise or unlimited on Enterprise Plus.

Question 21

How do I assign equipment to a branch?

Accepted Answer

When creating or editing equipment, use the 'Branch' dropdown to pick a location. Equipment without a branch assigned is only visible when viewing 'All Branches' — selecting a specific branch hides unassigned items. You can reassign equipment to a different branch at any time.

Question 22

How do I assign a user to one or more branches?

Accepted Answer

When creating or editing a user from Manage Company > Users, you'll see an 'Assign to Branches' section. Check 'All Branches' for company-wide access, or uncheck it to pick specific branches. This rule applies to every role including Admins, Supervisors, Mechanics, and Operators — any user can be scoped to specific locations or granted fleet-wide access. Admins and Supervisors with 'All Branches' can also switch the active branch filter from the header dropdown to drill into one location at a time.

Question 23

Can I filter reports and exports by branch?

Accepted Answer

Yes. Select a branch from the admin header dropdown and every page — dashboard stats, equipment, inspections, deficiencies, reports, and data export — will filter to that branch's data only. Switch to 'All Branches' to see fleet-wide totals.

Question 24

Can I delete a branch?

Accepted Answer

You can delete a branch only after reassigning or removing any equipment that belongs to it. This prevents orphaned equipment records. Users assigned to the branch are unaffected — they just lose access to that branch's filter.

Question 25

Is there a native mobile app?

Accepted Answer

DigiDocs is an installable web app (PWA). On Android and most browsers you'll see an 'Install DigiDocs' prompt that adds an app icon to your home screen. On iPhone/iPad, tap the Share button in Safari, then 'Add to Home Screen'. It behaves exactly like a native app — full screen, its own icon, fast launch — without requiring an App Store download.

Question 26

Does DigiDocs work offline?

Accepted Answer

Partial offline support. Recently visited pages and static assets are cached, so you can view already-loaded content with no signal. However, creating new inspections, uploading photos, and viewing live data still requires a connection. We're evaluating full offline-first inspection support for a future release — let us know if this matters for your operation.

Question 27

How do I install the app on my phone?

Accepted Answer

On Android/Chrome/Edge: a banner will appear inviting you to install. On iPhone/iPad: open digidocs.app in Safari, tap the Share button (square with an up arrow), then scroll and tap 'Add to Home Screen'. Once installed, the app opens in its own window without browser controls and has a DigiDocs icon on your home screen.

Question 28

Can I customize inspection templates?

Accepted Answer

Yes. Go to Manage Company > Templates. Clone any default template to create a company-specific version, then add, remove, or modify sections and fields. You can also build entirely new templates from scratch with field types: Pass/Fail (with N/A), Yes/No, Text, Number, and Select dropdown.

Question 29

How do I export company data?

Accepted Answer

Go to Manage Company > Export. Select a date range (or use presets: Last 30 Days, Year, All Time), choose ZIP or JSON format, and click Export. The ZIP file contains CSV files organized by equipment, project, and form type — ready for insurance audits or record keeping.

Question 30

How do I view the audit log?

Accepted Answer

Go to Manage Company > Audit Log. Every inspection creation, update, and deletion is logged with the user, timestamp, and details. Filter by entity type (inspection, equipment, user) and paginate through the history.

Question 31

How do I reset an operator's password?

Accepted Answer

Go to Manage Company > Users. Click the key icon next to the user's name, enter the new password, and click Reset Password.

Question 32

How do I change my password?

Accepted Answer

Click your name in the sidebar to go to your Profile page. Scroll to 'Change Password', enter your current password and your new password, then click Save Changes.

Question 33

What happens when my free trial ends?

Accepted Answer

You can still log in and view all your existing data, but you won't be able to create new inspections, JSAs, BOLs, or lift plans until you subscribe. All your data is preserved — nothing is deleted.

Question 34

How do I subscribe to a plan?

Accepted Answer

Go to Manage Company > Billing. You'll see your current plan status and available plans. Select a plan (Starter, Professional, Enterprise, or Enterprise Plus), choose monthly or yearly billing, and click Subscribe. You'll be redirected to a secure Stripe checkout page.

Question 35

How do I manage my billing or cancel?

Accepted Answer

Go to Manage Company > Billing and click 'Manage Billing'. This opens the Stripe Customer Portal where you can update your payment method, view invoices, or cancel your subscription.

Help & Support

Need help?

Quick Start Guides

Complete a Daily Inspection

Create a Lift Plan

Track & Repair Deficiencies

Export Company Data

Create a JSA Form

Set Up Your Company

Frequently Asked Questions

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