Field survey operations, from dispatch to delivery
Captera is the field-to-finish platform for 360° and LiDAR site-survey teams — dispatch, schedule, capture, QA, and hand the client a polished deliverable.
Everything to run a field-capture operation
Field guide & capture
A mobile, offline-ready capture guide with per-site checklists your operators actually use on a roof in bright sun. Save a checklist and come back to it anytime, or start a job on one device and finish on another. Photos upload with progress bars and a dark/blurry retake nudge, and notes take dictation — captured hands-free in gloves.
Smart dispatch
Auto-assign each job to the nearest available operator by driving distance, with a drag-and-drop calendar and a live map. Add a second tech to any job, set per-job time estimates, and see a per-tech capacity view that counts on-site plus driving time so an over-booked day is obvious before it happens. Jobs can repeat weekly, biweekly, or monthly.
QA & revisits
Per-item review, GPS-verified photos with captions, send-backs and revisits, and a name-stamped audit trail.
Site photos & video
Bulk-import photos matched to each site by GPS, plus per-site video uploads (up to 1 GB) — reviewed in a zoomable gallery and delivered to the client portal.
Reporting
Turnaround, first-pass rate, mileage, square footage (interior / exterior / roof / basement), and per-operator scorecards — exportable to CSV/PDF.
Client-ready delivery
Branded completion PDFs and live status share links for every site.
Notify & automate
Texted invite links, two-way SMS, calendar invites, daily reminders, in-app and optional Slack alerts. Each user picks their channels and sets quiet hours, and a job left unaccepted before its date escalates to dispatch on its own.
AI-assisted QA
Automatically pre-checks each submission's photos for dark, blurry, or missing shots — so reviewers catch issues faster.
In-app messaging
Per-site, two-way chat between the office and the operator — text and photos, with alerts in both directions. Docks in the corner on desktop, and one-tap canned replies keep dispatch fast.
Operator certification
A built-in training quiz per program tracks who's certified before they head into the field. Certifications expire and send recert reminders, dispatch can be gated to certified techs only, per-question analytics show which part of the guide isn't landing, and per-program endorsements match the right operator to the job.
Geofenced check-in
Operators clock in/out on site — the app records location and real timestamps for accurate hours and proof of presence, and clocking in opens that job's checklist so work starts in one tap.
Today at a glance
Operators and dispatch both filter sites by Today, the next 7 days, or overdue — with today's jobs pinned to the top of the list, so nobody hunts for what they're working on right now.
Crew-safety context
Every job address auto-resolves to its police jurisdiction and shows an area-crime read from FBI data — property and violent rates ranked against the state — so dispatch knows when to send a second operator or a guard.
Client portal
Give clients a branded login to browse their portfolio — every site with the 3D tour embedded, the report PDF, photos, and square footage — and request new surveys themselves.
AI assistant
A built-in help assistant answers how-to questions and live data — who's assigned where, the closest operator, pipeline counts, and an operator's own schedule, mileage, and route.
Secure by design
Account-only sign-in with two-factor authentication, role-based access and single sign-on, rate limiting, and a strict security policy.
How Captera works
- STEP 1
Schedule & dispatch
Assign sites to the nearest available operator by driving distance — respecting day-off rules and daily caps, batching nearby jobs to cut drive time.
- STEP 2
Capture in the field
Operators clock in on arrival — the app verifies they're on site, tracks time, and opens that job's checklist — then they follow a guided, brand-specific checklist they can save and return to at any point. It installs to a phone and works fully offline; submissions queue and send when back online.
- STEP 3
Review & QA
Run per-item quality review with GPS-verified photos, send work back with itemized notes, or flag a revisit — all tracked in an audit log.
- STEP 4
Deliver to the client
Hand over branded PDF reports and live status links — or give clients a login to their own portal with embedded 3D tours, reports, and photos for every site.
Frequently asked questions
- What is Captera?
- Captera is a field-to-finish operations platform for 360° and LiDAR site-survey teams. It handles scheduling, dispatch, offline capture, QA review, mileage, and client-ready reporting in one tool.
- Who is Captera for?
- Captera is built for companies and networks that run camera operators in the field — site surveys, virtual tours, floor plans, and measurement captures — and need to dispatch, track, and QA that work at scale.
- How does Captera assign jobs to the right operator?
- Captera auto-assigns each site to the nearest available operator by Google driving distance, respecting days off and daily job caps, and can batch nearby same-day jobs to reduce windshield time.
- Does Captera work offline in the field?
- Yes. The field app installs to a phone like a native app and works fully offline; submissions queue locally and upload automatically when the device reconnects.
- Can Captera be white-labeled?
- Yes. The branding, survey guide, checklists, and site-info fields are configurable per client, so Captera can run under your own brand for multiple operators.
- Is Captera secure?
- Yes. Every user signs in with their own account, two-factor authentication is supported and can be required across the whole organization, role-based access and single sign-on keep the right people in the right places, and the platform uses rate limiting, encrypted transport, and a strict content-security policy.
- Can Captera train and certify operators?
- Yes. Each program can include a short certification quiz operators take in-app; admins can see who's certified before assigning work, which helps onboard and scale a field network. Certifications expire and prompt recertification, dispatch can be restricted to currently-certified techs, and per-question analytics reveal which questions — and therefore which part of the guide — operators struggle with.
- Can a job have more than one operator?
- Yes. Any job can carry an optional second/assistant tech. Both see it on their schedule and checklist, both can clock in with their own time record, and both are messaged; the primary still files the report. It's the natural fit for the crew-safety case where a second person is warranted.
- Does Captera help balance workload and drive time?
- Yes. Each job can carry an estimated on-site time, and the Workload view shows a per-tech, per-day capacity read — on-site time plus real Google driving time between stops — colour-coded so an over-booked day is obvious before it's booked. Jobs can also be set to repeat weekly, biweekly, or monthly.
- Can operators control how and when they're notified?
- Yes. Each user chooses email, SMS, and push independently and sets a quiet-hours window in their own timezone; during it, push and SMS are held while the in-app inbox still records everything. Dispatch can also keep office-managed canned replies for fast, consistent chat.
- Does Captera track time on site?
- Yes. Operators clock in and out on each job, and the app captures their device location to confirm they were on site (proof of presence) and record real start/end times. That gives accurate hours independent of the scheduled time, with on/off-site verdicts visible to admins.
- Can clients access their own deliverables?
- Yes. Clients get a read-only login to a branded portal showing every site in their projects, with the 3D virtual tour embedded inline, the completion report PDF to view or download, a photo gallery, and site facts like square footage and capture date — all scoped to just their work.
- Can an operator save a checklist and finish it later?
- Yes. Every checkbox, typed field, and photo saves automatically to the device and syncs to the account, and there's an explicit “Save & finish later” button. Sites in progress are flagged on the list so an operator can pick up exactly where they left off — on the same phone or a different one.
- Can a report be resent after adding more photos?
- Yes. If an operator adds photos or corrects details after filing a report, they can resend it — the app tells them how many photos are new. The resend updates the same submission record and re-emails the PDF rather than creating a duplicate, so the office still sees one report per site with an “updated” marker.
- Do photo uploads show progress?
- Yes. Each photo uploads with its own progress bar, plus retry and cancel. Uploads keep running while the operator moves around the app, and anything interrupted by a dropped signal resumes automatically when the connection returns or they come back to the app.
- Can operators caption their photos?
- Yes. Operators write a caption for each reference photo as they upload it, and those captions appear with the photos on the client report and in the client portal. Whether photos are included in a client's report is configurable per project, with a per-site override.
- Does Captera show crime or safety context for a job site?
- Yes. When a site address is entered, Captera resolves it to the local police jurisdiction and shows an area-crime read from FBI Crime Data Explorer data — property and violent crime rates per 1,000 residents, ranked against every jurisdiction in the state, with a per-offense breakdown. It's an internal crew-planning signal to help decide when to send a second operator or a guard. The data is city-wide (not block-level), and agencies that under-report are flagged rather than shown as safe.
- Can Captera store photos and video for each site?
- Yes. Beyond the operator's capture photos, admins can bulk-import reference photos that are matched to the right site automatically by the GPS in each photo, and upload site videos up to 1 GB each. Everything is reviewed in a zoomable gallery with rotate, captions, and per-photo client visibility, and visible items appear in the client portal with a download-all option.
- Can clients book their own surveys?
- Yes. From their portal, clients can request a new survey on any of their projects — entering the site address, service type, and preferred dates. Requests go to an office review queue where your team approves them into scheduled sites or declines with a reason, and the client is notified by email and in-app at each step.