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Explore our collection of 38 free preventive maintenance checklists

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Explore our collection of 38 free preventive maintenance checklists

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Your guide to performing and documenting efficient child care observation

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Your guide to performing and documenting efficient child care observation

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Lumiform as customer journey mapping tool in gastronomy

Success story

Lumiform as customer journey mapping tool in gastronomy

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Use cases
Manager site visit software

Manager site visit software

Streamline site visit documentation, standardize inspections, and track follow-up actions across all your retail locations with Lumiform.

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Trusted by companies worldwide to streamline and drive operational excellence

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Visible results across all locations

Turn site visits into actionable data that improves operations and ensures consistent standards across your organization.

43%

faster retail issue resolution

37%

improved compliance

29%

reduction in repeat issues

Turn site visits into measurable business improvements

Standardize your approach to site visits while capturing critical data for actionable insights.

Document visits with photos and signatures

Capture the complete picture during site visits with Lumiform’s mobile app. Take photos of displays, document issues with visual evidence, and collect digital signatures to verify visit completion and action items.
Document visits with photos and signatures

Create and assign follow-up actions instantly

Don’t let site visit findings fall through the cracks. Identify issues, assign responsibilities, set deadlines, and track progress—all from your mobile device while still on-site.
Create and assign follow-up actions instantly

Generate comprehensive visit reports automatically

Transform your site visit data into professional reports instantly. Share findings with stakeholders, compare performance across locations, and identify trends to make data-driven decisions.
Generate comprehensive visit reports automatically
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Your site visit solution

Ensure consistency, accountability, and continuous improvement across all your locations with our manager site visits solution.

Manager site visits

Turn every site visit into a powerful tool for operational excellence with customizable forms, automated reporting, and actionable insights.
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Manager site visits

95% of companies that implement Lumiform increase their frontline teams' productivity, health, and safety

High performer Europe 2024High performer emea 2024High Performer small businessHigh performer spring 2024Fastest implementationEasiest to use

Download our ready-to-use site visit templates for immediate implementation in your business.

View all templates
  • Internal audit checklist template for the retail industry
  • Daily task retail store operations checklist
  • Monthly retail store audit checklist template PDF
  • Construction jobsite safety audit template
  • Construction site daily report template
  • Restaurant manager duties checklist
View all templates

We provide you with all resources you need

Explore our guides, videos, and infographics to maximize the value of your site visits and improve operational performance.

Retail audit essentials: A practical guide
Topic guide

Retail audit essentials: A practical guide

By Ima Ocon
November 23rd, 2022
•
10 min read
Retail management: Top skills and best practices
Topic guide

Retail management: Top skills and best practices

By Ima Ocon
August 6th, 2024
•
11 min read
Construction management: A comprehensive guide
Topic guide

Construction management: A comprehensive guide

By Inioluwa Ademuwagun
November 4th, 2024
•
7 min read
3 free retail store audit checklists
Template collection

3 free retail store audit checklists

By Ima Ocon
August 22nd, 2024
•
4 min read
10 free visual inspection checklist templates
Template collection

10 free visual inspection checklist templates

By Oti Francis
August 22nd, 2024
•
7 min read
6 free employee evaluation form templates for managers
Template collection

6 free employee evaluation form templates for managers

By Inioluwa Ademuwagun
October 29th, 2024
•
4 min read
6 skills and responsibilities in retail management
Infographic

6 skills and responsibilities in retail management

By Ima Ocon
June 9th, 2023
•
0 min read
3 key components of construction management
Infographic

3 key components of construction management

By Inioluwa Ademuwagun
March 19th, 2025
•
0 min read
Bridging the gap: How Lumiform connects managers and frontline teams
Journal

Bridging the gap: How Lumiform connects managers and frontline teams

By Maria Chotou
September 7th, 2023
•
4 min read
Understanding and optimizing your business management
Journal

Understanding and optimizing your business management

By Max Elias
August 1st, 2023
•
6 min read

Everything you need to boost productivity, safety, and quality.

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Other solutions that could interest you

Discover related tools for retail audits, compliance management, and operational excellence that complement your site visit processes.

Use cases

Check out how the Lumiform software can be utilized for related use cases.

Retail inventory management softwareRetail management softwareConstruction management softwareFacility management software
See all use cases

Business needs

Explore the fundamental requirements of companies that are associated with this use case.

Health and safety managementQuality managementOperational excellenceCompliance and risk management
See all business needs

Frequently asked questions

How does Lumiform’s site visit app work offline in locations with poor connectivity?

Lumiform’s app works fully offline, allowing you to complete forms, take photos, and assign actions during site visits. Once back in connectivity range, all data automatically syncs to the cloud.

Can I customize site visit forms for different location types in our network?

Yes, you can create unique forms for different site formats, regions, or departments. Our form builder allows you to design specific checklists with conditional logic tailored to each location’s needs.

How can I track improvement trends across multiple locations after site visits?

Lumiform’s analytics dashboard allows you to compare performance metrics across all locations, identify recurring issues, and measure improvement over time with visual reports and customizable KPIs.

Related categories

  • Operational excellence
  • Construction
  • Retail
  • Leadership and management

Everything you need to boost productivity, safety, and quality.

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