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Using Fulcrum’s Intelligent Team Automation to unify inspection teams

By Linda Schwefel
April 19, 2022

So, we’ve launched Intelligent Team Automation. You might have seen the video, the webinar,  the press release, or our launch blog – or maybe all the above. Today we’re going to do a little more in-depth analysis into one of the core capabilities of Intelligent Team Automation:  unifying inspection teams while optimizing each role.

While in the course of your work you inspect job sites and projects, at your core what everyone really does is manage people. Managing a team effectively is crucial because without proper oversight, issues can be overlooked, tasks may remain incomplete, or problems might not be reported at all. Therefore, it’s important to examine how Intelligent Team Automation can streamline the human aspect of field inspection processes. This approach ensures that necessary tasks are not only completed but are done efficiently and effectively.

Task creation and assignment

Plan your team’s work by creating tasks and assigning them to team members, with checklists that ensure every component of the job gets completed and dashboards showing progress and status.

Group of people using inspection team automation software

Public and private issue reporting

At Fulcrum, the philosophy is that more eyes on quality and safety are always better. The new issue reporting feature allows anyone on site to report issues easily. From the superintendent to the sandwich delivery kid, everyone can contribute. They can quickly and anonymously report by scanning a QR code. Filling out a web form is all it takes, with no software installation required. This inclusive approach enhances oversight and safety on job sites and projects.


Fulcrum’s Intelligent Team Automation features built-in workflows that efficiently manage scheduled tasks assigned during task creation. Additionally, it addresses ad hoc issues emerging from public and private reporting. This capability ensures that you can begin operations on Day 1 without the need for building any forms or checklists, streamlining the start-up process.

Real-time dashboarding

What good are task assignments and workflows if you can’t quickly tell the status of the project, what’s going on, or who’s got this (or dropped the ball)? With Fulcrum, dashboards give you a right-now, detailed look at progress at a glance.

We hope you’re as excited about the new Fulcrum Intelligent Team Automation capabilities as we are to share them. We’ve got a bunch of resources if you’re looking to find out more, or if you’re ready to take the plunge and take Fulcrum for a test-drive yourself, why not sign up for a free trial? There’s never been a better time to make the switch!