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Note:
Optional Workflow Change: This change is optional to add to your existing workflows. This feature is currently in Early Access with General Release planned for 1/13/2027.
Site Audits 2.0 uses a template-driven inspection experience that replaces freeform audit configurations with standardized, reusable templates. Administrators build templates with predefined questions, sections, and scoring criteria, giving your team a consistent, repeatable audit process across every property.
What's changing with Site Audits 2.0?
Previously, site audits relied on freeform categories and scoring types configured in Administration, and auditors completed inspections through a browser-based view that wasn't optimized for mobile devices. Reporting options were limited to drill-down reports, and issues had to be created individually after completing an audit. With Site Audits 2.0, you can create reusable templates through Template Builder, your auditors follow a structured, mobile-friendly workflow with offline support, and reports are standardized and shareable directly with clients.
Before
Go to Administration to configure site audit categories and scoring types.
Open a property page and start a new site audit using the browser-based responsive view.
Complete the audit by manually selecting categories and entering scores without a standardized structure.
Build reports from drill-down report options with limited formatting.
Create issues individually after completing the audit.
After
Go to the Site Audits module from the left side menu, or start a new audit from the Site Audits tab on a property page.
Select a pre-built template with standardized questions, sections, and scoring criteria.
Complete the audit using the redesigned mobile-friendly experience with offline support and enhanced photo annotation.
Generate integrated, standardized reports and share them directly with clients.
Create issues and enhancement opportunities through a streamlined flow from audit findings.
Impact: Your team follows a consistent, repeatable audit process across every property, producing standardized data that supports better reporting, faster issue resolution, and more professional client communication. Aspire Sample - Site Audit Detailed is a new report layout available for printing and emailing your customers their site audit data.
Who's affected?
Market segments: All Business Types (Residential, Commercial)
Roles impacted:
System Administrator — creates and manages audit templates, configures permissions
Office Manager / Administrator — creates and manages audit templates, assigns templates to properties
Ops / General Manager — reviews audit results, monitors quality metrics
Sales Reps — conducts pre-sales property audits to identify enhancement opportunities
Note:
Site Audits 2.0 is controlled by a feature flag. Your organization must have the feature enabled and users must have the appropriate Site Audits permissions (Default View, Edit, or Admin) to access the new experience.
How to prepare
Review your current site audit process: Identify the categories, scoring criteria, and question types your team uses today so you can recreate them as templates in the new system.
Plan your template structure: Decide which templates you need (by property type, service line, or client requirement) and define the questions, sections, and scoring scales for each.
Prepare in your existing environment: Review the new Site Audits workflow and begin planning your transition ahead around the Early Access release on 6/24/2026.
Update training materials: Revise any internal documentation or training guides to reflect the template-driven workflow and new navigation paths.
Train your team: Conduct hands-on training sessions with Account Managers, Operations Managers, Sales Reps, and anyone who performs or manages site audits.