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 every 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.
Reviewed by Gregor Obreza
, Co-founder and CEO 10min
from video to published SOP
50+
languages for distributed crews
0
apps to install in the field
The problem
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.
What changes
How SOPX Solves This
01
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.
02
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 app to install.
03
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.
- 01
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.
- 02
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.
- 03
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.
- 04
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 approval workflow
Turn on approvals so a reviewer signs off before a new procedure reaches the field, with an optional four-eyes rule. Procedure history records who changed and approved each version.
Relevant Use Cases
Knowledge Capture
SOPX is tribal knowledge software: record your experts doing the tasks they already do every day, and AI turns the footage into structured, shareable SOPs. The expert keeps working, not authoring docs.
Learn more →Training & Onboarding
Upload a process video and get a step-by-step SOP in minutes. Assign the SOPs as a training path. New hires work through it on their own, in their own language, and sign off when they are done.
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 →Built for These Roles
Field Service Manager
Your field team works far from the bench and far from each other. Film a repair once, let AI draft the service guide, and every tech follows the same steps on any device, step by step.
Learn more →Operations Manager
You do not have hours to write procedures, and your best operators should not either. They film the job on a phone, AI drafts a clear step-by-step SOP, and you review it in minutes. The line keeps running when someone is out.
Learn more →Training & L&D Manager
Your best people do not have hours to write training docs. Film the expert doing the task, and AI drafts a step-by-step SOP in under 10 minutes. Put SOPs in a training path, assign it to new hires, and see who has signed off.
Learn more →Key terms
Runbook
A step-by-step operational document that walks someone through a specific recurring task or incident, from trigger to resolution, so anyone can execute it the same way.
Standard Operating Procedure
A documented set of step-by-step instructions that defines how a recurring task or process should be performed.
Tribal Knowledge
The undocumented know-how that lives only in the heads of experienced workers and walks out the door when they leave.
Employee Onboarding
The structured process of bringing a new hire from offer letter to fully productive team member, covering paperwork, training, and role-specific qualification.
FAQ
Frequently Asked Questions
01Can customers or contractors view a SOP without an account?
Yes, for non-sensitive procedures. Share a public link or QR code and an end customer or contractor opens it on a phone or tablet, with no app or login. Your own technicians work inside SOPX as team members, and sensitive procedures stay in the workspace where only members can view them.
02What if a technician is on-site without internet?
SOPX runs in the browser and loads quickly on a mobile connection. It needs a connection to open a procedure. For sites with no signal, export the SOP to PDF before the visit.
03How 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.
04Can 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.
05We 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.
06Can SOPX document solar, wind, and other renewable site maintenance?
Yes. Renewable field work runs on repeatable procedures: panel and inverter maintenance, vegetation and grass management around arrays, turbine inspections, and safe isolation. Film the procedure once and AI turns it into a step-by-step SOP a crew can open on a phone at a remote site, in their language. Organize by site or asset type and put a QR code on the equipment so the right procedure is one scan away.
07Can we keep the SOPs in our own system?
Yes. Export any SOP to PDF or Word and file a copy wherever you already keep service records. Some field-service teams use SOPX mainly to turn a video into a clean document and store it themselves, and that works. You still get the AI conversion and the annotations.
08How do I standardize field service procedures across technicians?
Pick the technician who does the job best, film them running the install or repair once, and let AI turn that footage into a step-by-step SOP every tech follows. Organize SOPs by equipment or service line, then put a QR code on the asset so the right procedure opens on mobile at the site. SOPX is the fastest way to get one proven method onto every truck.
Software Categories
Video to SOP
Video to SOP software turns a process recording into a structured, step-by-step SOP. Film the work on a phone, and AI writes every step with a trimmed clip in under 10 minutes.
Learn more →Work Instruction Software
Digital work instruction software for manufacturing teams. Film the job on a phone, publish a visual work instruction in minutes, translate it into 50+ languages.
Learn more →SOP Software
What SOP software is, the four product types sold under the label, and how to pick the right standard operating procedure software for your work.
Learn more →SOP Management Software
SOP management software for teams that already have procedures and cannot govern them. Versioning, approval flow, procedure history, Document IDs, and search across every SOP.
Learn more →Explore SOPX
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