Getting Started

By Audit Now

• 13 articles

What is Audit Now?

Introduction Audit Now is an intelligent digital auditing platform that transforms how organizations conduct inspections, assessments, and compliance checks. Our all-in-one solution helps businesses of all sizes create, conduct, and analyze audits more efficiently—eliminating paper forms, reducing manual work, and delivering actionable insights. Key Features AI-Powered Checklist Creation Create professional audit checklists in minutes using our intelligent platform. Upload existing documents, start from scratch, or choose from 10,000+ industry templates. Our AI assistant helps refine questions and suggests improvements for more effective audits. Mobile Auditing Anywhere Conduct audits on any device, even offline. Capture photos, videos, voice notes, scan barcodes, and automatically track GPS locations to document evidence in real-time. Our intuitive mobile app makes inspections faster and more accurate. Customizable Response Types Choose from 20+ response types to match your exact needs, including: - Pass/Fail options - Rating scales - Photo/video evidence - Text responses - Location tracking - And many more Real-Time Analytics Transform audit data into actionable insights with powerful reporting and analytics. Track trends, identify recurring issues, and make data-driven decisions to improve operations and compliance. Smart Scheduling Automate audit planning with recurring schedules. Assign tasks to teams based on location or role and track completion status to ensure consistency across your organization. Who Uses Audit Now? Audit Now supports diverse industries including: - Retail: Store audits, visual merchandising checks, loss prevention - Healthcare: Safety inspections, compliance checks, facility assessments - Manufacturing: Quality control, safety audits, equipment inspections - Food & Beverage: Food safety checks, HACCP compliance, supplier audits - Construction: Safety observations, site inspections, quality checks - Hospitality: Room inspections, facility maintenance, brand standards Why Choose Audit Now? - Boost Efficiency: Complete audits up to 5× faster than paper-based methods - Improve Quality: Standardize processes and eliminate human error - Simplify Compliance: Create digital audit trails with timestamp verification - Drive Improvement: Identify trends and issues with powerful analytics - Get Started Quickly: Intuitive interface with no technical expertise required - Always Free Option: Basic features available at no cost Ready to Transform Your Audits? Follow our Quick Start Guide to set up your account and conduct your first audit in minutes.

Last updated on Oct 15, 2026

Preparing yourself and your organization to use Audit Now

Overview Before diving into creating checklists and conducting audits, taking a few minutes to prepare will save you time and ensure a smooth experience. This guide outlines the essential steps to set up Audit Now for your organization. What you'll need - Your company information: Basic details about your organization - Understanding of your organizational structure: How your teams and locations are organized - A list of initial users: Who will be using the system first - Audit requirements: Basic understanding of what types of audits you'll conduct The setup process Setting up Audit Now follows this simple sequence: 1. Create your Organization profile - Establish your company identity in the system 2. Invite your first users - Add team members who will help with setup or conduct audits 3. Create your location hierarchy - Set up the places where audits will take place 4. Set up user groups - Organize users into functional teams 5. Create your first checklist - Build your first audit template 6. Download the mobile app - Prepare to conduct audits on the go 7. Complete your first audit - Put everything into action Tips for a successful implementation - Start small: Begin with one audit type or department rather than trying to digitize everything at once - Involve key stakeholders: Include managers who will be using the audit results - Prepare your team: Let users know about the transition to digital audits - Gather existing materials: Collect current paper forms or checklists you'll want to digitize - Set clear goals: Define what success looks like for your digital audit program Time required Most organizations can complete the basic setup in about 30-60 minutes. You'll be able to conduct your first audit on the same day you sign up. Next steps Ready to begin? Let's start by creating your Organization profile to establish your company's presence in Audit Now. Next article: Create your Organization profile →

Last updated on Oct 15, 2026

Create your Organization profile

Overview Creating your organization profile is the first step in setting up Audit Now. This profile establishes your company's identity in the system and serves as the foundation for your audit program. Your organization name will also become the default name for your top-level location in the location hierarchy. Setting up your organization during onboarding When you first sign up for Audit Now, you'll be guided through a simple onboarding process: 1. Enter your Company Name (required) 2. Select your Role in the organization (e.g., Operations Manager) 3. Choose your Industry by selecting the relevant option(s) 4. Click Next to continue with the setup process What happens automatically To help you get started quickly, Audit Now automatically: - Creates your organization profile with the company name you entered - Sets up your top-level location with the same name - Creates a default "Headquarters" location under your top-level location This automatic setup saves you time and lets you start creating checklists sooner. Editing your organization profile later You can update your organization details at any time: 1. Go to Settings in the main navigation 2. Select the Organization tab 3. Click the Edit button next to any field you want to update 4. Update your information and save your changes You can modify: - Organization name - Address information - Website URL Why your organization profile matters Your organization profile: - Appears on audit reports and documents - Helps organize your location hierarchy - Makes it easy for users to identify your company when using the system - Ensures consistency across your audit program Next steps Now that your organization profile is set up, you're ready to invite your first users to join your Audit Now account. Next article: Invite your first user to your organization →

Last updated on Oct 15, 2026

Create your locations and location hierarchy

Why locations matter In Audit Now, locations form the foundation of your audit structure. Locations determine where audits can be conducted, which checklists users can access, and how audit results are organized and filtered. They also define how analytical reports are segmented. Location cards also support additional management capabilities you may need: - You can manage notification flow by defining location-specific contact emails. - You can assign tags to locations to easily categorize different types of branches, regions, or special groups. - You can mark locations as Active / Disabled, allowing you to keep unused locations in the system without deleting them. - You can save the physical position of a location by selecting it from the map. With this structure, both operational control and audit processes become more organized and measurable. Setting up your location levels 1. Go to Settings → Locations → Level Management 2. Audit Now provides a default level named "Headquarters". 3. You can add additional levels that reflect your organizational structure (e.g., Regions, Cities, Stores). 4. Arrange the levels in hierarchical order (top level = 1). Adding your locations 1. Return to the main Locations screen 2. Notice after first sign up, Audit Now has created a default location representing your company: 3. To add more locations: - Click the + (Add Child) button - Enter the location name - Select the appropriate location level Moving Locations in Hierarchy When your organizational structure changes or you realize a location has been added to the wrong level, you can easily move the location to a different hierarchy. Steps to Change Hierarchy: 1. Click on the Move Location on the location card you want to move 2. Find the "Location Parent" field on the edit page 3. Select a new parent level from the dropdown menu or search for it 4. Save your changes Example Use Cases: - If you've added a store to the wrong region, you can move it under the correct region - When you restructure your regions, you can redistribute branches to new regions - If a franchise location becomes a corporate office, you can change its hierarchy level - When you open a new intermediate level (e.g., "Area Management"), you can reorganize existing locations accordinglyQuick start recommendation Editing a Location Click the Edit Location on any location card to open its editing page. The following information can be managed here: - Location Name The name that will appear in the system. - Location Contact Email You can add one or multiple email addresses. Type an email and press Enter to add it. Reports for this location can be sent to these addresses. - Adding Labels You can add tags to classify your locations. Example tags: - “Franchise” - “Head Office” - “A+ Region” - Country / Region / City Information Enter detailed address information to ensure better segmentation in reports. - Postal Code & Address Line Add detailed address information as needed. - Selecting the Location From the Map Click “Select From Map” in the editing screen to set the physical position of the location using Google Maps. On the map: - Drag the pin - Or click directly on the map to place the location. After saving, the location coordinates are stored automatically. This is especially important for proximity validation, location-based audits, or field operations. Disabling a Location Each location card includes an Active / Disabled toggle. What happens when you disable a location? - The location can no longer be selected for audits. - Users’ location permissions will not include this location. - Past audit results remain available, but the location cannot be used in new processes. This is useful for organizations with seasonal operations (hotel chains, summer facilities, temporary branches, etc.). Quick Start Recommendation For new users, we recommend: - Start by adding only your critical locations - Focus on the locations where audits will take place immediately - Expand your hierarchy later as needed Next Steps Once your location structure is ready, you can begin organizing your teams by creating User Groups: - Regional managers - Audit teams - Operations managers - Franchise owners This allows you to control which locations users can see and which audits they can access. Next article: Set up a user group →

Last updated on Oct 15, 2026

Invite your first user to your organization

Why add users? Adding users allows your team members to access Audit Now and participate in conducting audits, reviewing results, and managing the platform based on their assigned roles. How to invite a user 1. Go to Settings → User Management 2. Click the Add User button in the top right corner 3. Enter the user's information: - Email address - First and last name - Role (e.g., Account Admin, Auditor) - Locations (optional - can be assigned later) - User Groups (optional - can be assigned later) 4. Click Send Invitation What happens next After you invite a user: 1. Audit Now sends an invitation email to the user's email address 2. The user appears in your User Management list with a "Pending" status 3. The user must click the activation link in the email 4. They'll be prompted to set a password for their account 5. Once completed, their status changes to "Enabled" User activation process When your team member receives the invitation: 1. They click the activation link in the email 2. They'll see a screen asking them to proceed with password setup 3. After creating a secure password, they can immediately log in Quick start tip For initial setup, we recommend inviting just one or two key users who will help configure the system. You can add more team members after you've created your first checklists. Next steps Once you've invited your first user, continue setting up your user groups to prepare for scheduling or managing access to checklists. Next article: Setup a user group →

Last updated on Oct 15, 2026

Set up a user group

User groups in Audit Now help you organize users into manageable teams for easier permission handling, checklist access, and audit assignments. Whether you're structuring teams by department, location, or role, setting up user groups keeps things streamlined. Step-by-step: How to create a user group 1. Go to Settings - On the left-hand menu, scroll down to the Settings section. - Click on User Groups. 2. Click “New Group” - On the top-right corner of the User Groups page, click the New Group button. 3. Name your group - Enter a clear and descriptive name for your group (e.g., Warehouse Inspectors, Safety Team - West Branch). 4. Add users to the group - You can add users to the group directly while creating it. - Click on the field under “Users” and start typing a user’s name or email to add them. 5. Save the group - Once you've added your users and confirmed the group name, click Create Group to create your group. 6. Edit or delete groups anytime - You can manage your groups by clicking on a group name to view or edit it. - Need to remove a group? Use the options menu (three dots) next to the group name. Please note that removing a group doesn't delete the historical transactions related with the group. Removed group becomes unusable while assigning audits. Tips for using User Groups effectively Access control: Assign checklists and audit schedules to specific groups instead of individuals to save time. Reporting: Filter analytics by group to see performance trends and compliance levels for different teams. Scaling made simple: As your organization grows, user groups help reduce admin overhead and ensure consistent permissions. Next article: Create your first checklist →

Last updated on Oct 15, 2026

Create your first checklist

Audit Now offers four flexible ways to create audit checklists, tailored to support a variety of goals: whether you're driving operational excellence, improving quality, enhancing safety, or ensuring compliance. From building your own checklist to using AI or ready-made templates, there's an option to suit every need. 1. Build from Scratch – Manual Creation Best for: When you want full control over every step. What it does: Lets you manually build a checklist step-by-step, adding sections, items, response types, and logic. Perfect if: - You're creating a highly customized checklist - You want to reflect specific internal procedures - You’re already familiar with the structure you need ▶️ See full guide: How to create a checklist from scratch 2. Import from PDF – Convert Documents into Digital Checklists Best for: SOPs, paper-based audits, or existing checklist documents. What it does: Upload a PDF and Audit Now automatically extracts checklist items and converts them into an editable digital format. Perfect if: - You already have documented procedures in PDF format - You’re migrating from manual or legacy systems - You want to save time on data entry ▶️ See full guide: Import a checklist from PDF 3. AI Checklist Generator – Generate in Seconds with Best Practices Best for: Getting a fast, structured starting point using industry best practices. What it does: You enter a topic or process (e.g., food safety, warehouse inspection) and the system generates a checklist draft using AI. Perfect if: - You need a fast draft to work from - You’re new to creating audits and want a head start - You want inspiration or don’t have existing materials ▶️ See full guide: Use the AI Checklist Generator 4. Browse Templates – Choose from 2000+ Ready-Made Checklists Best for: Instant access to prebuilt, high-quality checklists. What it does: Offers a large library of templates across various industries and use cases. You can preview, select, and customize any of them. Perfect if: - You want to get started right away - You're looking for best-practice examples ▶️ See full guide: Browse and use checklist templates Which one should you choose? | Your Situation | Recommended Method | |---|---| | You have nothing prepared and want a fast start | Browse Templates or AI Generator | | You already have SOPs or checklists in PDF | Import from PDF | | You want full customization | Build from Scratch | All checklists you create can be edited later, shared with your team, and used in audits right away. 🧭 Next up: Download and install the mobile app or Complete your first audit

Last updated on Oct 15, 2026

Start and complete your first audit

Starting your first audit in Audit Now is easy and takes just a few minutes. You can launch an audit instantly or begin from a scheduled task—whichever suits your workflow. ✅ Prerequisites Before You Begin To conduct an audit, make sure the following are set up: 1. An Audit Now account (free or premium) 2. Download and install the mobile app 3. At least one active checklist 4. A basic Location Hierarchy (e.g., region → site) 5. A basic User Group that includes the auditor 6. The user has “Conduct Audit” access to the checklist 7. 🟡 (Optional): Report distribution rules for automatic report sharing Two Ways to Start an Audit 1. Start an Instant Audit Use this when you want to run an audit right away. - Tap Start Audit in the mobile app. - Select a checklist from your list (you must have “Conduct Audit” access). - Choose the site or location (if enabled), and begin. 2. Start a Scheduled Audit Task Ideal when your audits are pre-assigned. - From the mobile dashboard, tap on the scheduled task. - The checklist and location details are preloaded—just begin the audit. ▶️ Learn how to schedule audit tasks Complete the Audit Step-by-Step 1. Answer each item - Select the appropriate response (e.g., Yes/No, Pass/Fail, Score). - Not sure which option to choose? - If an item is failed or marked negatively, add a note to explain the situation or suggest a next step. 2. Add photos or notes (optional) - Use notes to describe findings or propose corrective ideas. - Attach photos to document conditions visually. 3. Navigate between sections - Swipe or tap headers to jump between checklist sections. 4. Review and complete - Once all sections are filled out, tap Complete Audit. - You’ll see a report summary screen. Learn More → Response types and how to use them during auditing Report Distribution (Who gets the results?) After completing the audit: - A report is generated instantly. - Recipients are auto-selected based on the checklist’s Report Distribution settings (e.g., Region Managers or custom roles). - These rules are set in the Checklist’s Settings > Report Distribution What happens next? - Your results appear in Reports and Analytics dashboards. - Failed answers are clearly highlighted for quick review. - Notes entered during the audit are visible in the report for full context. ▶️ Explore the audit results page ▶️ Understand audit analytics

Last updated on Oct 15, 2026

Understand Your Plan, Seat Limits, and Premium Prompts

Audit Now has three plans: Free, Premium, and Enterprise. This article explains where to see which plan you are on, what the limits are, and what the Premium prompts you see on screen mean. Where Can I See My Plan and Limits? 1. Open the account menu in the lower-left corner and go to Settings 2. Click the Billing & Subscription tab at the top 3. The Your Current Plan card shows your plan and its start date. The Plan Usage section shows: - Active checklists - Active Seats A seat is the license each user in your account uses from your plan. How the Plans Differ | Feature | Free | Premium | Enterprise | |---|---|---|---| | Active checklists | Limited | Unlimited | All Premium features | | Seats | Limited | Unlimited | All Premium features | | Price | Free | Paid per seat | Contact sales for pricing | The current limits and prices can change. For the latest information, see the Billing & Subscription page and https://audit-now.com/pricing/. | Priority support | No | Yes | Dedicated support | The Free plan also includes the mobile app, scheduling and reminders, advanced analytics, AI audit insights, the AI checklist optimizer, and chat support. For a detailed comparison, see the feature table at the bottom of the page. The Active Checklists and Seats rows show the main difference between the two plans. Limited Seats You can add limited seats to any paid plan at a reduced cost. Limited users can view actions and action reports, receive notifications, use the mobile app, conduct limited inspections, and see basic analytics. Why Do I See Premium Prompts? On accounts that use the Free plan, there are two places that point to Premium: 1. The Upgrade Now button in the lower left. It appears on every page and takes you to the plans page 2. Features with a Premium badge. For example, in a checklist's Settings → Scoring section, a Premium badge appears next to Scoring Enabled, along with an "Unlock advanced scoring features" card. The card lists: weighted question evaluation, automatic risk score calculation, performance trends and analytics, and location comparison reports These prompts depend on your plan. They appear on Free-plan accounts no matter how many users you have. Even if you only have two users, it is normal to see them. You may also see a Premium badge on other advanced checklist settings, such as the AI visual audit and external data options in the checklist Settings tab. How Do I Upgrade to Premium? On the Billing & Subscription page, click Choose Premium on the Premium card, or click Upgrade Now in the lower left. Pricing for the Enterprise plan is not shown in the app. Use the Contact Sales button to reach the sales team. Frequently Asked Questions I only have two users. Why do I still see Premium prompts? The prompts depend on your plan, not on your number of users. On Free-plan accounts, the Upgrade Now button and Premium-badged features are always visible. How many checklists and users can I have? On the Free plan, the number of active checklists and seats is limited. On Premium, these limits do not apply. For current limits, see https://audit-now.com/pricing/. You can see your current usage in the Plan Usage section of the Billing & Subscription page. Who can I ask for more information about my plan? For the Enterprise plan and pricing, use the Contact Sales button on the Billing & Subscription page. Best Practices - Check Plan Usage from time to time. If your active checklist or seat count gets close to the limit, review your plan - Consider limited seats for people who only need to view actions and receive notifications - If you need the Enterprise plan, use the Contact Sales button Next steps Learn how to manage users and their roles. Next article: User Roles in Audit Now →

Last updated on Oct 15, 2026

How Do I Download the Audit Now Mobile App? (QR Code, Google Play, and App Store)

You can download the Audit Now mobile app to your phone in two ways: by scanning the QR code with your phone's camera, or by using the Google Play or App Store buttons. You reach the download window from the web dashboard. Open the Download Window from the Web Dashboard 1. Click the Get Started button in the lower-left corner. The Quick Start Guide opens 2. In the Download mobile app and perform your first audit step, click Download App 3. In the Download Mobile App window that opens, you have two options: - QR code: "Scan this QR code with your phone camera to download the Audit Now mobile app" - Google Play or App Store buttons: Google Play for Android, App Store for iPhone After You Download After you install the app, see Download the Mobile Application and Sign In to sign in. Frequently Asked Questions Which stores can I download the app from? Google Play for Android and the App Store for iPhone. The download window has a button for each. I am downloading from my phone. Do I need the QR code? No. If you opened the web dashboard on your phone, you can click the Google Play or App Store button directly. The QR code is an easy way to move to your phone when you use the dashboard on a computer. I cannot find or download the app in my store. First try scanning the QR code, or use the store buttons in the download window. If the problem continues, send the support team your phone model, operating system version, and the message you see. Best Practices - Ask your auditors to download the app and sign in before audit day - When you announce the app to your team, you can share a screenshot of the QR code in the download window Next steps Learn how to sign in to the mobile app. Next article: Download the Mobile Application and Sign In →

Last updated on Oct 15, 2026

Contact Us: Support, Chat, and Enterprise Plan Contact

When you need help in Audit Now, you have three options: write to the support team with in-app chat, search the help center on your own, and contact the sales team for the Enterprise plan. Get Support with In-App Chat 1. In the web dashboard, click the help bubble in the lower-right corner 2. In the window that opens, you will see: - Ask a question: Our AI Agent and team can help - Search for help: Search the articles in the help center - Create a ticket: Send a support ticket to our team 3. At the bottom of the window you will find the Home, Messages, and Help tabs Tip: When you write to support, include what the problem is, which page you were on, and a screenshot if you have one. This helps you get an answer faster. Support Options by Plan According to the plan comparison on Settings → Billing & Subscription: | Support Feature | Free | Premium | Enterprise | |---|---|---|---| | Help Center | Yes | Yes | All Premium features | | Chat support | Yes | Yes | Dedicated support | | Email support | Yes | Yes | Dedicated support | | Priority support | No | Yes | Dedicated support | Contact Sales for the Enterprise Plan Pricing for the Enterprise plan is not shown in the app. On the Settings → Billing & Subscription page, use the Contact Sales button on the Enterprise card. You can find other plan information, such as Premium and limited seats, on the plan cards on the same page. Frequently Asked Questions How do I reach customer service? In the web dashboard, click the help bubble in the lower-right corner, then choose Ask a question or Create a ticket. How do I get pricing for the Enterprise plan? On the Billing & Subscription page, click Contact Sales on the Enterprise card. Can I look for an answer myself first? Yes. Use the Search for help field in the help bubble, or the help center. Best Practices - Mention the name of the checklist or audit in your support request - Search the help center first. Many questions are answered in the articles Next steps Browse the articles in the help center. Next article: User Roles in Audit Now →

Last updated on Oct 15, 2026

How to Add a Location: Step-by-Step with Screenshots

Locations decide where audits happen and how results are grouped. You add a new location on the Settings → Locations page. This article shows the path step by step with screenshots. Steps to Add a Location 1. Open the account menu in the lower-left corner, go to Settings, and click the Locations tab at the top 2. In the location tree, click the ⋮ menu at the end of the row of the parent location that the new location will belong to 3. Choose Add Child Level ("Create a new location underneath this one") 4. In the new row that opens in the tree, type the location's name in the Enter Location Name field 5. Choose the location's level from the Select Level list (for example, a region level) 6. Make sure the Active switch on the right is on, so the location can be used Options in the Location Menu The ⋮ menu of a location has these options: | Option | What It Does | |---|---| | Add Same Level | Adds a new location at the same level as the selected one | | Add Child Level | Creates a new location underneath this one | | Edit Location | Updates the location's name and details | | Move Location | Moves the location to another place in the hierarchy | | Delete Location | Deletes the location | Why are some options gray? For the top root location (for example, Hotel, with the Headquarters level), Add Same Level, Move Location, and Delete Location are not available. In the menu they appear gray with the notes "Root level cannot be added", "Root level cannot be moved", and "Root level cannot be deleted". To add a location under the root location, use Add Child Level. Edit Levels To add or order location levels (for example, Region, City, Store), use the Level Management button at the upper right of the location tree. The levels appear in the Select Level list in the location tree. For planning your structure, moving locations, and location details, see Create your locations and location hierarchy. Frequently Asked Questions Where do I click to add a location? On the Settings → Locations page, choose Add Child Level from the parent location's ⋮ menu. Why can't I delete or move the root location? The top root location (the base level) cannot be deleted or moved, and you cannot add a location at the same level. These options appear gray in the menu. Best Practices - Before you add locations, define your levels (such as Region and Store) in Level Management - Instead of deleting locations you no longer use, turn off their Active switch Next steps Learn the location hierarchy in detail. Next article: Create your locations and location hierarchy →

Last updated on Oct 15, 2026

Using Audit Now

Find step-by-step guides for running audits, building checklists, and scheduling work in Audit Now. - Auditing — Start and track audits, complete them on the web, and review reports. - Checklists — Create, edit, import, and organize checklists. - Checklist settings — Manage checklist levels and access. - Scheduling — Create recurring audits, track tasks, and manage reminders.

Last updated on Nov 06, 2026