Everything You Need
to Digitalize Field Operations –
In One Place

Plan recurring or one-off operational tasks across multiple sites, teams, or assets.

Capabilities

• Calendar-based scheduling with alerts
• Assign tasks by site, zone, team, or role
• Recurrence rules (daily, weekly, monthly, custom)
• Overdue task tracking
• Escalation workflows (e.g. if anomaly is not treated in time)

Use case
Monthly fire safety inspections planned across 20 facilities with automatic reminders and assignment to site operators.

Build and deploy your own digital forms to collect field data – inspections, controls, incident reports, etc.

Capabilities

• Drag-and-drop form builder
• Media upload (photos, documents, signature)
• Mandatory fields & validation
• Multi-device (desktop + mobile)
• Pre-analyzed answers

Use case
Customize a food safety checklist for different areas in a production field with automatic task generated every week.

Automatically detect risks or anomalies in submitted forms and escalate to the right person.

Capabilities

• Custom alert thresholds
• Automatic task triggering
• Intervention notifications
• Follow-up status tracking
• Dashboard of open anomalies

Use case
If a temperature reading is outside safe limits, an alert is sent and a new corrective form is triggered instantly.

Prevent breakdowns and track technical operations with a lightweight, user-friendly CMMS layer.

Capabilities

• Equipment registry & technical sheets
• Preventive maintenance follow-up
• Triggered maintenance based on form results
• Technician intervention tracking
• Spare part traceability

Use case
Anomalies detected during task operation and inspection automatically generate a red flag in order to start a corrective maintenance task assigned to the right technician.

Ensure traceability and prepare audit-ready reports in minutes.

Capabilities

• Real-time compliance dashboard
• Exportable audit reports
• Evidence storage (photos, signatures, timestamps)
• Filtering by site, area, task, user, time period
• Controlled access for auditors

Use case
An external auditor requests last 6 months of pest control records across 3 sites – data is ready in 2 clicks.

A built-in smart GED to centralize and search operational documents.

Capabilities

• AI-powered document search & summary
• Document versioning & access control
• Attach documents to assets, tasks, or forms
• File sharing with expiration links

Gain visibility over your operational health, team productivity, and site compliance.

Capabilities

• KPIs by site / area / form / equipment
• Custom filters (e.g. overdue tasks, unresolved anomalies)
• Exportable dashboards
• Performance comparison between sectors and sites

Use case
Track number of anomalies detected per month by site to identify where training or maintenance needs to be reinforced.

Control who sees and does what – at scale.

Capabilities

• Role-based access (Admin / Operator / Manager / Auditor)
• Site-based restrictions
• Delegation and temporary access
• Single Sign-On (SSO)

Empowers field teams to work from anywhere – even offline.

Capabilities

• Full access from smartphone or tablet
• Works offline with automatic sync
• Quick-fill forms with camera
• Notifications for specific tasks & interventions

Datizy plays nicely with your existing ecosystem.

Capabilities

• API access
• ERP / CMMS / HRIS integrations (custom)
• Excel / CSV import/export