Playbook
Rolling out field audits: start with one city and one service line.
Launching an audit programme across every site at once spreads attention thin. A small, fully reviewed pilot shows where the template, routing and evidence rules need work.
The playbook
- Discovery: list sites, services and the rules each service must check; pick base templates; agree scoring, critical items and evidence rules.
- Pilot: one city, one service line, with an onboarded and verified auditor bench.
- Review everything: run QC on every pilot audit, not a sample.
- Fix: change items auditors answer inconsistently and evidence rules that are hard to meet.
- Scale: activate territory managers, tune routing weights to your SLA and step QC sampling down to policy.
- Steady state: trend reporting, template versioning and controlled template changes.
What the pilot should prove
| Question | Evidence |
|---|---|
| Can auditors finish the template properly in the time? | Completion times vs the time-motion model |
| Do two auditors score the same site the same way? | QC adjustments |
| Are reports on time? | Days from visit to delivered report |
| Is assignment working? | Audits within the window; reassignments |
| Is the evidence trustworthy? | Integrity flags and outcomes |
For checklist design, see the store audit checklist.
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
How should a multi-site audit programme be rolled out?
Start with discovery, run a pilot in one city on one service line with every audit reviewed, fix the template and rules, then scale with territory managers and reduced QC sampling.
Why review every audit in a pilot?
Full review shows which items auditors answer inconsistently and which evidence rules are hard to meet before the programme scales.
See it on your own data. AutoAudit — Proof of every field visit. Book a 30-minute working session with an engineer.