Oculi | Site Visit Reporting Software

Who Oculi Is For

For teams that turn site visits into reports, closeout packages, or client updates

Oculi keeps photos, notes, deficiencies, sign-offs, and statuses ready for office review, so teams spend less time chasing updates before reports go out.

Operations managers Track current site status, reduce reporting gaps, and keep better control over work in progress.

Program and project leads Keep site records consistent and deliverables client-ready without manual follow-up every week.

Closeout teams Keep deficiencies, photos, sign-offs, and action items tied together in one reviewable workflow.

QA and safety leads Standardize observations, audits, corrective actions, and visibility across active crews.

Why Oculi

Keep every site visit ready for review

Field work moves quickly. Oculi keeps photos, notes, deficiencies, statuses, and sign-offs organized around each site visit, so office teams can prepare reports from one record instead of scattered updates later.

Use one record to capture the visit, track what is still open, and prepare the details the office needs for review and client reporting.

Standardize field records across crews, sites, and project types.
Keep photos, deficiencies, action items, dates, and statuses tied together.
Give PMs, coordinators, and client-facing teams reporting they can review the same day.

How It Works

Capture once, review once, report from the same record

Crews capture the site visit, office teams review exceptions and open items, and reports use the same photos, notes, statuses, and sign-offs.

Collect

Capture structured field records

Crews capture inspections, work packages, photos, locations, notes, and status updates while the work is happening.

Validate

Reduce missing and inconsistent data

Standardized forms and required fields help teams submit information that will still be usable at review, closeout, and reporting time.

Track

See what is open, aging, or complete

Office teams monitor progress, exceptions, and action items without waiting for manual status chasing.

Report

Build reports from approved site details

Create client reports, internal dashboards, exports, and closeout records from submitted photos, notes, statuses, and sign-offs.

Site photos, notes, statuses, and reports stay connected from the first submission.

Case Study

Zon Generation saves reporting time on maintenance visits

Zon's maintenance teams now capture site photos, visit details, equipment data, and closeout notes in Oculi so office teams can review client reporting without rebuilding each report by hand.

Save close to 2 hours per job with faster reporting and information capture

Consistent deliverables for clients across maintenance, repair, and new-site reporting

Client-ready reporting site photos, equipment data, and closeout details stay tied together

Operandi tailored the Oculi implementation around Zon Generation's existing reporting, so technicians could capture site pictures, field notes, equipment data, performance data, and closeout details once in the field and transition that work directly into office review and client reporting.

"It's saving us close to two hours per job just in being able to quickly report on stuff and be able to capture the information."

Zon Generation, on maintenance reporting improvements

Map Your Reporting Workflow See The Workflow

Product Walkthrough

See Oculi in under two minutes

Watch a site visit move from mobile capture to organized portal tracking and usable reporting, without extra handoffs or cleanup.

Book a Workflow Demo Review Platform

Built around the field, not just the office. Photos, statuses, notes, sites, assets, and closeout context stay connected from the first submission.

Platform Capabilities

The field-to-office tools for photos, open items, statuses, and reports

Oculi gives field and office teams one shared record for site photos, open items, statuses, and reports.

Mobile field capture

Crews capture site visits, checklists, observations, photos, and status updates while the work is happening.

Offline-ready workflows

Keep crews capturing notes, photos, and checklist responses in remote or inconsistent network environments, then sync when connectivity returns.

Open-item tracking

Track open items, aging tasks, exceptions, work package status, and project activity from the portal.

Custom reporting

Build client reports around the fields, photos, statuses, and deliverables each program needs to review.

Photo and asset context

Tie each photo and field note to the right site, asset, checklist, issue, and report.

Exports and integrations

Move approved site records into reporting, analysis, and business systems without manual re-entry.

Use Cases

Best for recurring site work that ends in a client report

Oculi supports recurring site visits with photos, statuses, open-item tracking, and closeout detail that move directly into client reporting.

Solar and sustainability maintenance reporting

For operations and program teams managing distributed sites, maintenance visits, equipment notes, photos, and recurring client reports.

Inspection and closeout packages

For PMs and closeout teams tying deficiencies, documents, site photos, sign-offs, and package status into one reviewable handoff.

Utility and site condition reporting

For field and office teams documenting asset condition, damage assessments, maintenance records, photos, and response updates.

Safety observations and corrective actions

For QA and safety leads capturing observations, incident details, corrective actions, follow-up owners, and closure status.

Outcome-Based Pricing

Price the work being delivered, not the people logging in

Oculi pricing follows the field outcomes your program produces: work packages captured, reviewed, and turned into reports. Guided onboarding is included so the first rollout works.

Work package can mean the unit of work your team already uses: a service order, work order, inspection, site visit, maintenance job, closeout package, or another reportable field task.

Focused rollout

Prove one work-package flow

Best for teams starting with one inspection, maintenance, closeout, service order, or reporting process where value is measured by completed work.

Configured forms and fields for your unit of work
Mobile capture and portal access
Guided setup through the first report

Book a Workflow Demo

Growing program

Scale by work packages, sites, and reports

For teams expanding Oculi across recurring inspections, service orders, maintenance visits, and closeout packages where usage follows the work being completed.

Work-package and reporting configuration
Sites, roles, and project structure
Pricing aligned to work, order, or visit volume

Plan Deployment

Complex deployment

Match larger programs to measurable outcomes

For larger deployments that need custom reporting, integrations, governance, and a commercial model tied to program scale.

Custom work-package reporting flows
Integration and export planning
Model matched to field outcomes

Discuss Requirements

Implementation Support

Guided onboarding is part of the product

We help turn your current forms, reports, sites, assets, and rollout needs into a working Oculi setup.

Map the current workflow and reporting needs.
Configure Oculi around your sites, assets, forms, and statuses.
Guide rollout and adoption so the first deployment has a strong success path.

FAQ

Questions to cover before a workflow demo

Oculi is built for practical field rollout, so the first conversation starts with your current forms, reporting needs, and where information gets stuck today.

What does Oculi replace?

Oculi can replace the mix of paper forms, spreadsheets, shared folders, photo dumps, manual PDFs, and message threads teams use to collect field records and prepare reports.

Can Oculi reports match the templates we already use?

Yes. Oculi can be configured around your existing reporting process, including the fields, photos, notes, statuses, and deliverables your team or clients already expect.

Does Oculi work when crews have poor connectivity?

Oculi supports offline-ready field workflows so crews can keep capturing information in remote or inconsistent network conditions, then sync when connectivity is available.

Can Oculi connect with the tools we already use?

Oculi supports exports, reporting workflows, and integration planning depending on the systems your team uses. In a workflow demo, we review where data needs to go after field capture.

How long does it take to get the first workflow live?

The timeline depends on your forms, reports, sites, and rollout scope, but guided onboarding is built around getting one practical workflow live first instead of trying to rebuild every process at once.

Who configures the forms, workflows, and reports?

Guided onboarding is part of the product. Operandi helps map your current workflow, configure Oculi around your sites and forms, and support the first rollout.

Who on our team uses Oculi?

Field crews capture records in Oculi, while office teams review the data, track open items, and run reports. On smaller teams, field crews may also review or produce reports depending on the company structure.

Is Oculi only for solar teams?

No. Solar and sustainability programs are a strong fit, but Oculi also supports inspections, maintenance, utilities, municipal work, safety reporting, and closeout workflows.

How does pricing work?

Pricing is outcome-aligned around work packages, sites, visit volume, reporting needs, and rollout complexity. The best first step is to review the reporting outcomes you want Oculi to support.

Book A Workflow Demo

Tell us the workflow you want to improve

Guided setup is included. Share the workflow, bottleneck, or reporting outcome you care about, and we will show where Oculi fits your real process.

Guided onboarding is included from the first workflow onward.
We help configure forms, reporting, and rollout around your real process.
Custom reporting support is available when client deliverables need to match your program.

Turn on-site visits into client-ready reports