Guide · Field audit

Field audit management: how to run hundreds of site audits without losing the evidence.

A field audit programme is a supply chain: requirements, auditors, visits, evidence, review, reports and payouts. Most of it runs on spreadsheets, phone calls and WhatsApp photos.

Field audit management is running physical audits across many sites, such as stores, outlets, warehouses, pharmacies or branches, from scheduling to a verified report the client can trust.

The stages of a field audit

StageWhat happensWhere it usually breaks
RequirementSites, service, checklist and window agreedChecklist in a different format every time
AssignmentAn auditor is chosen and briefedPhone calls until someone says yes
In-fieldThe visit, checklist and evidencePhotos sent later on WhatsApp
ReviewSomeone checks the evidence and scoreSkipped when the deadline is close
ReportResults delivered to the clientArrives a week after the visit, in pieces
PayoutThe auditor is paidPaid regardless of quality

Practices that make it work

  1. Use one template per service, with fixed sections, scoring and critical items.
  2. Assign by rules you can explain: distance, skill, capacity and track record.
  3. Capture evidence in the app at the site, with location and time.
  4. Make quality review a gate the report cannot skip.
  5. Pay auditors on verified work.
  6. Give clients a live view instead of status emails.

What to measure

How AutoAudit does it

AutoAudit runs field audits for compliance, retail-ops and quality teams from requirement to verified report and auditor payout. Each requirement is scored against eligible territory managers on proximity, rating, domain expertise, capacity headroom and SLA history, with tunable weights, and the top match can auto-assign against an SLA clock. Audits run on clause-locked templates from a certified base library, where critical items cannot be deleted or softened. Every submission is screened: geo-fence check-in with mock-location detection, in-app capture with EXIF, location and time embedded in each photo, a time-motion model that flags audits finished impossibly fast, and network-wide checks for duplicate photos and repeated answers. QC is a hard gate: nothing reaches the client and no escrowed payout is released until a sampled review passes. Client, manager, auditor and HQ each get their own console on the same live record.

Questions

What is field audit management?

Running physical audits across many sites, from requirement and auditor assignment to the visit, evidence capture, quality review, report and auditor payout.

Why do field audit reports arrive late?

Evidence comes back in pieces over WhatsApp and email after the visit, review is manual and nothing is on one record.

How should auditors be assigned to sites?

By rules you can explain, such as proximity, skill in the domain, capacity and track record, rather than phone calls.

See it on your own data. AutoAudit — Proof of every field visit. Book a 30-minute working session with an engineer.

General guidance, current as of the date above. Figures and examples are illustrative unless a source is linked.