top of page

How a unit moves from plan to report

Sep 12
2 min read

Updated: Sep 16

Most contractors can tell you what they did. The difference in how Aeri Resources runs a program is that the telling is automatic — it falls out of how the work is organised, not out of someone writing it up later. The loop has four stages.


1. Plan

The Planning Unit builds each project in our platform: identifying the necessary resources, managing restrictions and encroachments, identifying compliance requirements, and securing notifications. From that, it prepares daily work orders for each crew and distributes them electronically to crews and their supervisors through an iOS app.


2. Work

Crews take their orders on the device. We have been paper-free in the field from day one, so crew position, equipment and progress are recorded as the work happens rather than reconstructed afterwards. Clients receive a companion app, at no additional cost, that shows every Aeri Resources crew and vehicle on their property in real time.


3. Audit

A monthly inspection samples completed work against six fixed criteria and records the result per unit. Findings are reviewed with the crew the day after the audit, while the work is still fresh.


4. Report

Field management tracks project progress continuously and issues pre-formatted daily or weekly reports. Clients can set up their own templates within the platform and specify exactly what they want to see. Because collection is real-time, billing is completed on the first day after the billing cycle concludes.


Why the order matters

Each stage produces the input for the next. Planning decides what a crew does tomorrow; the crew's own capture is what the inspector samples; the audit is what the report summarises. Nothing is entered twice, and nothing depends on memory.

4770 Duckhorn Dr

Sacramento, CA 95834

bottom of page