Audits & Site Visits
Mobile-first audits and site visits. Each finding becomes a tracked corrective task that can trigger retraining and is verified to resolution.
Site visits & corrective action loops
Walk into every site visit knowing what is still open from the last one
Field teams run site visits on their phones and assign each issue they find to someone at the location, with a due date. From then on, they see which issues are still open as it happens, so they can follow up the same week instead of waiting for the next visit.
app.delightree.com/site-visits
Signs you have this problem
You know this is broken when…
A field auditor spots an issue, mentions it to the manager, and nobody writes it down.
Three weeks later, nobody can explain why the issue wasn't raised at the time.
Visit photos sit in someone's camera roll.
The auditor doesn't know what the location promised to fix last time.
Locations know a visit is coming and clean up for that day.
The cost of leaving it broken
What happens if this stays the same
- 01
The same issues show up at the same locations visit after visit.
- 02
A failed food safety item counts the same as a dirty window, so a location can pass a visit it should have failed.
- 03
A location can miss the same requirement every visit without anyone above the field team hearing about it.
- 04
Leadership can't compare locations, because each auditor checks different things.
How it works
How Delightree changes the workflow
A specific sequence of steps that moves the outcome from broken to working.
- 1
Build visit templates from your brand's requirements and weight the items that matter most.
- 2
Run a visit three ways: a field auditor leads it, the location audits itself, or both together on a randomized schedule so nobody prepares for the day.
- 3
Capture photo and video evidence on each item from a phone.
- 4
Turn each failed item into a corrective task with an owner. The task stays open until a reviewer verifies the fix.
- 1
Build visit templates from your brand's requirements and weight the items that matter most.
- 2
Run a visit three ways: a field auditor leads it, the location audits itself, or both together on a randomized schedule so nobody prepares for the day.
- 3
Capture photo and video evidence on each item from a phone.
- 4
Turn each failed item into a corrective task with an owner. The task stays open until a reviewer verifies the fix.
The difference
Before and after Delightree
Before Delightree
- Each visit starts from a blank form
- Nobody can say who fixed what
- The team that missed an item gets no retraining
After Delightree
- Each visit opens with the location's open fixes and its trend since the last visit
- Each fix shows who found it, who fixed it, who verified it, and what training followed
- A failed item can trigger retraining for that team
The connected pieces
The modules that deliver this
Tasks & Checklists
Recurring and one-off tasks and checklists that give the frontline clear work with context, and give HQ proof of execution across every location.
Training & Onboarding
Training and onboarding that live where franchisees already work, with completion tracked automatically and retraining that can be triggered by an audit finding.
Why franchise networks need this
Built for the franchise operating model
A franchise field team covers dozens of locations it sees a few times a year, run by people it doesn't manage. The field team can't make the fixes themselves, so each issue gets assigned to someone at the location, and the field team sees from anywhere which fixes are done.
Closed loop
Close the loop from issue to action
Audit findings become tasks. Tasks can trigger retraining. Resolution is tracked. The loop closes.
Visibility
Know what's happening at every location
See every location in real time, scoped to every role.
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