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WhatsApp & Mobile Field Reporting

Report from site by WhatsApp, QR code or the installable app — even without signal.

Field teams can report observations, incidents and corrective actions by sending a WhatsApp text, photo or voice note, by scanning a printed QR code, or from the installable web app that keeps working offline. Every report is filed through the same rules and workflow as a report typed at a desk.

Capability map

17 capabilities
  • Capability1
  • Workflow1
  • AI2
  • Mobile11
  • Governance2
6 workflow stagesAI-assistedMobile & field

Overview

Why WhatsApp & Mobile Field Reporting matters

The challenge

Hazards are often seen by workers who have no account, no laptop and patchy signal, so they go unreported or arrive days later. Paper and phone calls lose photos, locations and accountability.

How Green Codes Pro helps

Green Codes Pro meets people where they are: a guided WhatsApp conversation, printed QR intake codes tied to a project and receiving officer, and an installable app that captures reports offline and sends them when the connection returns. Location, photos and drawn signatures are captured on the record.

How it works

From first entry to closure

The 6 stages a record moves through, from the first entry to a verified close.

  1. 01

    Stage 1

    Capture on site

  2. 02

    Stage 2

    Choose project and kind

  3. 03

    Stage 3

    Confirm the summary

  4. 04

    Stage 4

    Filed with a reference

  5. 05

    Stage 5

    Workflow starts

  6. 06

    Stage 6

    Follow-up and closure

Capabilities

What you can do

17 documented capabilities, each verified against the product.

17 capabilities

  • Mobile

    Report by WhatsApp

    A text, photo or voice note sent to the client's WhatsApp number becomes an observation, incident or corrective action, filed through the module's own rules — subject to WhatsApp provider configuration.

  • Workflow

    Guided conversation with confirmation

    The bot asks only what is missing — which project, where on site — then shows a summary naming the kind of report; the sender confirms or changes it and receives the reference number.

  • Capability

    Keywords on site signage

    Short keywords in English or Arabic printed on signage decide the kind of report directly, and work even when AI is not available.

  • Governance

    Recognised senders and project access

    Only numbers matched to active users are accepted by default, and each sender is offered only the projects and report types they are authorised for; unknown numbers learn nothing.

  • AI

    Photos read and attached

    Photos are attached to the record as evidence and, where AI is configured, described before the sender confirms — a clean site is recorded as a valid positive observation.

  • AI

    Voice notes transcribed

    Voice notes are transcribed where a speech provider is configured and read straight back to the sender for confirmation.

  • Mobile

    QR intake codes

    Printed QR codes linked to a project and a receiving officer let anyone report an observation from a phone without an account.

  • Mobile

    Installable web app

    Install Green Codes Pro on Android or iPhone home screens with the client's own name, icon and colours, with shortcuts to report from site and to the offline workspace.

  • Mobile

    Offline capture with safe sync

    Capture incidents and observations with no signal; reports wait on the phone and are sent automatically on reconnection, checked against the same rules as online and never duplicated.

AI-assisted

Intelligence built in

Where configured, AI describes photos sent by WhatsApp, transcribes voice notes and reads them back, and suggests the kind of report; the sender confirms before anything is filed.

AI suggestions support qualified people — they never replace professional review, and every decision stays with your team.

AI across the platform →
  • Photos read and attached

    Photos are attached to the record as evidence and, where AI is configured, described before the sender confirms — a clean site is recorded as a valid positive observation.

  • Voice notes transcribed

    Voice notes are transcribed where a speech provider is configured and read straight back to the sender for confirmation.

Mobile & field

In the field

Installable web app with offline capture of incidents and observations, GPS position, camera photos, a mobile approval sheet with signatures, WhatsApp reporting and QR intake codes.

  • Report by WhatsAppA text, photo or voice note sent to the client's WhatsApp number becomes an observation, incident or corrective action, filed through the module's own rules — subject to WhatsApp provider configuration.
  • QR intake codesPrinted QR codes linked to a project and a receiving officer let anyone report an observation from a phone without an account.
  • Installable web appInstall Green Codes Pro on Android or iPhone home screens with the client's own name, icon and colours, with shortcuts to report from site and to the offline workspace.
  • Offline capture with safe syncCapture incidents and observations with no signal; reports wait on the phone and are sent automatically on reconnection, checked against the same rules as online and never duplicated.
  • Continuity plans kept on phonesApproved business continuity plans a person may read can be kept on the phone for use during a disruption, with notice when a newer version is approved.
  • Approve and close from a phoneOn a phone, workflow actions sit in a bottom bar; approving, returning or closing opens a sheet with comment, camera photo, files and a signature box where the step requires one.
  • GPS and map locationRecords such as observations, incidents, actions, NCRs, inspections, permits, risk assessments, equipment, ESG entries and change requests can carry a map pin, configurable per client and project.
  • Drawn e-signaturesDrawn signatures can be required on reports and workflow steps, stored privately and shown only to people allowed to see the record.
  • Voice dictation and voice notesRecord a voice note to fill a description where a speech provider is configured; voice notes play in place in record quick views.
  • QR codes on permits and equipmentScanning a permit's QR code in the field opens the permit for signed-in users, or a minimal verification card if the client enables it; equipment carries QR labels.
  • Meter readings by WhatsAppWhere switched on, energy and utility readings sent by WhatsApp are parsed in English or Arabic and filed as draft ESG activity records with the photo as evidence.

Business advantages

What changes for your organization

  • More reports from the field, including from workers without a platform account.

  • Photos, voice notes and GPS positions arrive with the report instead of being lost.

  • Reports captured offline are never duplicated and follow the client's own required fields.

  • Every message is filed to the right project and receiving officer with a reference number.

  • Supervisors approve and close work from their phone with photos and signatures.

Who benefits

  • Site supervisors
  • Employees
  • Contractors
  • HSE directors
  • Operations directors

WhatsApp & Mobile Field Reporting

See it working with your own processes

Book a live demo with a product specialist, or request a quotation tailored to your users, projects and sites.