Setting Up Site Audits in Administration

  • Published on Oct 21, 2025
  • 2 minute(s) read
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This article explains how to set up Site Audit Types and Categories in Administration.

Watch the video below and keep reading to learn more.

Understanding Site Audit Types and Categories

Site Audit Types

Site Audit Types are the different reasons or ways that your company may do inspections at a customer's job site. Reasons can include:

  • Checking the quality of a site based on a customer issue

  • Reviewing work done by a new hire as part of their training program

  • Pointing out additional issues on the property, beyond current services, as a way to upsell enhancements

  • Evaluating the compliance of cleaning procedures

  • Ensuring that performance meets the required industry benchmarks for hygiene and safety

They can also be split by types of work:

  • General Landscape

  • Irrigation Check

  • Install Inspection

  • Commercial Clean Quality Inspection by Room/Area

  • Post-Construction Cleaning

  • Health & Safety Compliance

Categories

Categories are the individual considerations that are scored within the overall site audit. For instance, if a Site Audit Type of General Landscape was created, then a few categories that could be audited are Turf, Shrubs, Hardscape, and Edging.

For Commercial Clean, you may structure your categories by room such as Offices, Restrooms, etc., or by surface area such as Floors, Tile Walls, etc.

Note

Audit Categories may apply to multiple Item Types.

Bringing It Together

The relationship between Site Audit Types and Categories is shown below:

Generic Example

Green Example

Clean Example

  • Site Audit Type

    • Category 1

    • Category 2

    • Category 3

    • Category 4

  • General Landscape

    • Turf

    • Shrubs

    • Hardscape

    • Edging

  • Quality Inspection for Clean

    • Restroom - Toilets

    • Restroom - Walls/Partitions

    • Offices - Trash

    • Offices - High/Low Dusting

When you perform a Site Audit, you choose an Audit Type, and Aspire shows the Categories for that Type, and you can add comments and scoring information.

Adding Site Audit Types

  1. Click your name in the bottom left corner of the screen and select Administration.

  2. On the Administration screen, click the Site Audit tab (step 2 in the image below).

  3. Click the Types sub-tab

  4. Click New

  5. In the modal that appears, enter the name of the Site Audit Type.

  6. Click the Site Audit Scale drop-down and select one of the options. Options are:

    1. 1-10 - A classic scale rating from worst to best

    2. Pass/Fail - A simple scale where degrees of quality or completion aren’t relevant

    3. Green/Yellow/Red - A general scale of severity or quality where specific rating isn’t relevant

    4. 1 - 5 - A more restrictive classic scale rating from worst to best

    5. A - F - A classic grading scale

  7. Click Save when you’re done.

When you’re done adding Site Audit Types, you can start adding Categories.

Adding Site Audit Categories

  1. On the Administration screen, click the Site Audit tab.

  2. Make sure you’re on the Categories tab.

  3. Click New

  4. On the New Category page, enter a Category Name. This should clearly tell the auditor what they’re rating or leaving feedback for.

  5. Select any Services the Category should be associated with.

  6. Now, select the Site Audit Types this Category should appear in. You can select as many as you want.

  7. Enter a display order value. This determines the order in which Categories appear under the selected Types.

  8. If you want to add instructions for scoring a Category, add those in the Notes field.

  9. Lastly, use the Tags field to add pre-defined Category responses auditors can quickly select from.

  10. When you’re done, click Save.