Safety procedures with version restore
Document electrical, gas, height, and lockout-tagout procedures. Save a new version each time a procedure changes. Restore any previous version on the Pro plan if you need to roll back.
Field Technicians Run on the Right SOP, Every Site
Film any installation, repair, or maintenance task with a phone. AI generates a structured SOP. Technicians open it on mobile at the customer site, in their language, no login required.
Reviewed by Gregor Obreza , Co-founder and CEO 10min
from video to published SOP
50+
languages for distributed crews
0
logins required for techs to view
The Challenges
Tribal knowledge sits in senior technicians
The senior tech knows every quirk, every workaround, every sequence that keeps a job on schedule. When they retire, take vacation, or move to another role, the knowledge leaves with them.
On-site procedures vary by technician
Each tech develops their own method for the same install or repair. Variation drives callbacks, warranty disputes, and customer complaints.
Paper manuals do not survive the truck
Manufacturer PDFs are buried in shared drives. Printed binders age in the cab. By the time the tech is at the customer site, finding the right procedure takes longer than running it.
How SOPX Solves This
1
Capture the senior tech's method on video
Film one technician running the install or repair with a phone. AI generates the step-by-step SOP automatically. The next tech follows the same proven method.
2
Mobile-first access at the customer site
Open SOPs on a phone or tablet at the site. QR codes on a service vehicle, on a tool, or on the asset tag link directly to the relevant procedure. No login, no app to install.
3
One SOP, many languages
AI translates procedures into 50+ languages with a side-by-side review editor. Each technician reads the procedure in their preferred language, regardless of where dispatch sends them.
Workflow fit
How SOPX fits a field-service operation
Documented procedures from dispatch through completion. Accessible at the customer site on the device the tech already carries.
- 1
Capture the procedure once with the tech who knows it
A senior technician runs the procedure with a phone capturing it. AI extracts the steps. The next tech follows the proven method instead of reinventing it.
- 2
Organize by service line, equipment, or region
Group SOPs into workspaces by service line, equipment type, or service region. Each tech sees only the procedures that apply to their dispatch.
- 3
Open the right SOP at the customer site
QR codes on the asset, tool, or service vehicle link directly to the relevant procedure. The tech opens it on a phone or tablet at the site, in the language they prefer.
- 4
Update one step when the equipment or procedure changes
When a manufacturer revises a procedure or a new tool changes the workflow, edit only the affected step. The next tech in the field sees the latest version on their next scan.
Compliance and risk
Safety procedures, multilingual, version restore
Field service runs on safety procedures, technician familiarity, and customer-site documentation. SOPX gives you versioned procedures, multilingual translation, and per-SOP sharing controls.
Multilingual procedures for distributed crews
Translate safety and operating procedures into 50+ languages with AI. A side-by-side editor lets a reviewer correct each step before the translation goes live.
Public link or QR sharing for customer-site reference
Share a procedure with a customer-site contact via a public link or QR code. They view the current version without an account. Useful for installation hand-offs and warranty documentation. Sharing is opt-in per SOP.
Review and publish workflow
An editor reviews and clicks Publish to make the procedure accessible to technicians. Use it as your sign-off step before a new procedure reaches the field.
Relevant Use Cases
Knowledge Capture
Record your experts performing the tasks they already do every day. AI turns the footage into structured, shareable SOPs. The expert keeps working, not authoring docs.
Learn more →Training & Onboarding
Upload a process video. Get a step-by-step SOP in minutes. New hires train independently with visual procedures. No more weeks of shadowing.
Learn more →Health & Safety
Safety binders do not prevent accidents. Generate visual safety SOPs from video. Workers open them at the workstation by QR code, in their own language.
Learn more →Process Standardization
Process variation drives quality issues, waste, and errors. Standardize every task with visual SOPs generated from your best methods, accessible at every workstation.
Learn more →Frequently Asked Questions
Do field technicians need accounts to view SOPs?
No. SOPs can be shared via public link or QR code. Technicians open the procedure on a phone or tablet at the customer site without an account, app install, or login. Sensitive procedures can stay inside the workspace and require team membership to view.
What if a technician is on-site without internet?
SOPX renders fast on mobile and loads in seconds on basic 4G. For sites with no connectivity, contact us to discuss your dispatch model. We can confirm what works today and what is on the near-term roadmap.
How does SOPX handle equipment-specific procedures?
Group SOPs by equipment type, manufacturer, or service line. Each tech sees only the procedures that apply to the equipment on their dispatch. QR codes on the asset tag or tool link the technician directly to the right SOP.
Can we import manufacturer PDFs and existing procedures into SOPX?
Yes. Upload any PDF you have today. AI parses it into a structured digital SOP with steps, descriptions, and images extracted automatically. Common starting point for field-service teams replacing manufacturer manuals or printed binders.
We have crews working in multiple languages. Does SOPX support that?
Yes. AI translates SOPs into 50+ languages with a side-by-side editor for review. Each technician reads the procedure in their preferred language, whether dispatch sends them to one country or several.
Explore SOPX
Pricing is public. The product page covers how it works end to end.