Auditmark

Getting started

A quick orientation to the Auditmark admin app at app.auditmark.io.

Auditmark is an inspection platform. As an inspection company, you build templates, schedule inspections for your team to complete in the field, and give your clients a branded portal to track the results.

This documentation has two parts. The guides explain how to run the platform from the admin app at app.auditmark.io. The developer reference covers the public API, authentication, and webhooks.

Signing in

You reach the admin app at app.auditmark.io with the credentials for your organization. What you can do once you are in depends on your role. Admins have full access, approvers see only the Approvals area, and inspectors are sent to the field app to complete their assigned work. The admin overview describes the areas each role can reach.

The three surfaces

Auditmark runs as three separate experiences on one platform. These guides cover the admin app; the other two are introduced here so you know how the pieces fit together.

SurfaceWho uses itWhat it does
AdminThe inspection companyBuild templates, schedule and track inspections, manage the team and client accounts, configure integrations, and review results.
InspectorField workersA mobile-first app that completes assigned inspections on site, with photo, GPS, and signature capture and offline sync. Several inspectors can fill different sections of the same form at once.
PortalEnd clientsA read-only, white-labeled view where a client tracks their own inspection results, findings, and corrective actions. Portal users are never charged.

A client only ever sees their own organization's data, and the portal carries the inspection company's brand, never the Auditmark brand.

What you manage from the admin app

The admin app is where the inspection company runs everything. The sidebar groups the areas into Workspace, Records, Knowledge, People, and Admin.

AreaWhat it covers
Dashboard and Ask AICharts over your inspection data, and plain-language questions about it.
InspectionsThe work itself, from scheduled to completed, plus the approvals it needs.
SchedulesRecurring rules that create inspections automatically.
Clients and LocationsThe end clients whose inspections you run and the sites where they happen.
Templates and Response setsThe forms inspectors complete and the reusable option lists behind them.
Documents and NoticesAn internal file library and broadcast messages for your team.
UsersThe people in your organization: roles, invites, and directory sync.
MarketplaceConnections to external systems such as Monday.
Report designThemes and branding for generated reports.
SettingsOrganization-level configuration, including roles and permissions, API keys, and webhooks.

The admin overview is a full directory of every area and where it lives.

A note on terminology

The words you see depend on your shell, the configuration layer that adapts Auditmark to your industry. One shell calls a job an "inspection" and a customer a "client"; another calls them an "audit" and a "site". These guides use the default terms. Core, shell, and the three surfaces explains how the shell maps them to your own vocabulary.

Where to go next

New to the platform: read Core, shell, and the three surfaces.

Ready to set up: start with the admin overview.

Building an integration: see the developer docs.

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