Oculi | Field Data Collection & Reporting Platform

Who Oculi Is For

Built for teams where the field record becomes the client deliverable.

Oculi works best for the people who need field records to become usable updates, clean client deliverables, and fewer last-minute reporting scrambles.

Operations managers Need current field activity, fewer reporting gaps, and better control over work in progress.

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

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

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

Why Oculi

When updates lag, closeout slows down.

Field teams keep moving, but office teams still need clean records, current statuses, and usable reporting to keep projects on track.

Photos sit on phones. Notes live in messages. Spreadsheets fall behind. PDFs get rebuilt by hand. Oculi keeps the record together from capture to 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

A clearer path from field activity to client-ready reporting.

Capture the work, validate the details, track what is open, and report from the same source of truth.

Collect

Capture structured field records.

Use mobile workflows for 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 can monitor progress, exceptions, and action items without waiting for manual status chasing.

Report

Turn field data into useful reporting.

Create client reports, internal dashboards, exports, and closeout records from the same source of truth.

Field activity stays connected to the records, photos, and reports the office needs next.

Product Walkthrough

See the workflow in under two minutes.

Watch how a field record moves 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

Everything needed to collect, review, and report.

Mobile capture, offline-ready workflows, dashboards, custom reporting, exports, and connected field evidence in one field-to-office system.

Mobile field capture

Give field teams a focused way to submit checklists, observations, photos, and status updates from the job site.

Offline-ready workflows

Keep work moving in remote or inconsistent network environments, then sync when connectivity returns.

Dashboards and tracking

Monitor item totals, work package status, aging tasks, exceptions, and project activity from the portal.

Custom reporting

Shape reporting around the way your clients, projects, or internal teams need to review progress.

Photos and context

Keep field evidence connected to the right site, asset, checklist, issue, and reporting workflow.

Exports and integrations

Move data into reporting, analysis, and business systems without turning every closeout into manual re-entry.

Use Cases

Use Oculi where field activity has to become a clean record.

Use Oculi wherever recurring field activity needs clean records, open-item tracking, and consistent reporting.

Sustainability and energy projects

For operations and program teams managing distributed sites, inspections, maintenance activity, and recurring client reporting.

Inspections and closeout

For PMs and closeout teams who need deficiencies, documents, photos, sign-offs, and package status in one reviewable flow.

Utilities and municipal work

For field and office teams handling damage assessment, asset review, maintenance records, and response reporting.

Safety and incident reporting

For QA and safety leads who need standardized observations, corrective actions, and follow-up visibility across active work.

Case Study

Zon Generation moved maintenance reporting out of a manual PDF process.

Their maintenance crews went from collecting photos and visit details manually, then building client PDFs by hand, to capturing structured field data in Oculi and reviewing client reporting inside the platform.

Close to 2 hours saved per job in faster reporting and information capture

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

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

Operandi tailored the Oculi implementation to match Zon Generation's existing reporting as closely as possible, so technicians could capture site pictures, field notes, equipment data, performance data, and closeout details once in the field and transition that 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

Talk Through Your Workflow See The Workflow

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 field activity where usage follows the work being completed, not just who has access.

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 teams usually ask before a workflow demo.

Oculi is built for practical field rollout, so the first conversation usually 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 can support 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 usually 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, field activity, reporting needs, and rollout complexity. The best first step is to review the workflow and 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 how Oculi could fit 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 field work into client-ready reports, faster.