SOP Builder – Pro

$99.95

Assess spare-parts criticality at scale with bulk import, structured weighted scoring and clear Low, Medium and High classifications. Identify which items carry the greatest operational risk, improve stocking decisions and save hours of manual assessment work. One-time purchase, fully offline, with no installation, licence key or IT setup required.

Planner HQ · Procedure Documentation · Pro

SOPs technicians actually follow — because they can actually see what you mean

Build polished, photo-backed procedures with document control, revision history, and safety information built in — then export a finished PDF ready to attach to the job.

Visual SOP Builder - Pro overview

Why this matters

A procedure only earns its keep if someone follows it

A Standard Operating Procedure exists to capture the knowledge that currently lives in one experienced technician’s head, and make it repeatable by anyone — the correct sequence, the safety step that’s easy to skip under time pressure, the torque spec nobody quite remembers, the “gotcha” that caused a comeback last time.

But a wall of unformatted text buried in a CMMS attachment is easy to skim past and easy to misread. The gap between a procedure existing and a procedure being genuinely followed usually comes down to one thing: whether the technician can tell, at a glance, exactly what you mean.

The problem with text-only SOPs

A step that says “remove the guard” is ambiguous — which guard, which fasteners, in what order? Most sites either write procedures nobody reads past the first paragraph, rely on a photo pinned to a noticeboard that never makes it into the record, or leave the detail to tribal knowledge that walks out the door when the technician who knew it retires or moves on.

See the difference

One picture removes an ambiguity a sentence can’t

Text-only SOP
Step 4: Remove the guard and inspect the tensioner assembly before proceeding.

Which guard? Which fasteners? What does “before proceeding” actually depend on?

Visual SOP (this tool)
Step 4: Remove the four bolts circled below and lift the guard clear before inspecting the tensioner.
⚠ Warning — spring-loaded, support before removal

Photo attached, callout flagged — nothing left to interpret.

What the tool actually does

Every SOP you need to write, well documented

📸
Visual Steps & Callouts

What it does:
attach a photo to any step, and flag anything a technician needs to notice mid-step without breaking the flow of the instruction — Warning, Caution, Tip, or Quality Check, each colour-coded and impossible to skim past.

How it works:
add, reorder, duplicate, or remove steps freely as the procedure takes shape — nothing is locked in once you’ve started writing.

What you get:
this is the single biggest upgrade over the free tier — a procedure that’s followed more consistently, completed faster by less experienced technicians, and doesn’t generate a radio call asking “which one do you mean?”

Step-by-step procedure with photos and callouts

Health and Safety PPE and isolation quick-select
⚖️
Health & Safety, Built In

What it does:
select PPE and isolation/energy sources from quick-add chips, or add your own in seconds — then note any specific hazards or precautions in plain text.

How it works:
safety sits ahead of the steps themselves in the finished document, not buried at the bottom where it’s easy to skip past.

What you get:
a consistent safety section on every procedure your team produces, without retyping the same PPE list from scratch each time.

📋
Document Control & Revisions

What it does:
version number, written/approved by, effective and review dates, applicable assets and equipment type — every field a real document control process expects, in one place.

How it works:
Start New Revision carries forward the procedure content while resetting approval fields for the new version — no copy-pasting into a new file and losing track of what changed.

What you get:
every SOP built with this tool follows the same structure, so procedures age visibly instead of quietly going stale — one format, one standard, regardless of who wrote it.

Document control fields and job requirements

Technical specifications and related documents
🔧
Technical Specs, Related Docs & Digital Reference

What it does:
a dedicated Technical Specifications table for the values a technician shouldn’t have to hunt for in the paragraphs above — torque figures, clearances, settings — plus a Related Documents list and an optional digital reference link back to a CMMS record or OEM manual.

How it works:
a QR code linking to your digital reference is added automatically to the printed document, so a technician standing at the asset can scan straight through to the source.

What you get:
a genuinely finished, professional document to attach to your CMMS job plan — not a plain-text field nobody reads.

Why own this outright
🔒 Offline and private
Nothing leaves your device. No account, no cloud sync, no server your procedures have to pass through — which also means it’s usually fine on locked-down corporate laptops that block new software installs, because there’s nothing to install.

💳 One-time purchase
No subscription, no per-seat licence, no renewal to track. Pay once and it’s yours — on this device, next year, and the year after, with no software vendor able to change the terms or the price later.

🤝 One consistent standard
Every SOP built with the same document control structure and the same visual format, regardless of who wrote it — so your procedure library looks and reads like one coherent set, not a patchwork.

📊 A reusable, exportable record
Save the data file to reopen a procedure later, update it at the next revision, or duplicate it as a starting point for a near-identical asset — then export the polished PDF whenever it’s ready to attach to the job.

What’s included
Unlimited steps, each with an attached photo and colour-coded callouts
Full document control — version, approval, effective/review dates, revision history
Health & Safety section with PPE and isolation quick-select
Technical Specifications table, Related Documents, and Digital Reference with QR code
Save and reload previous SOPs to update or duplicate
Polished PDF export, ready to attach to your CMMS
Light and dark mode
Fully offline — works in any browser, no install, no login
One-time purchase — no subscription, yours to keep

Who this is for

Maintenance planners and reliability engineers writing procedures for real technicians to follow on the floor — building out a procedure library from scratch, replacing text-only SOPs nobody reads, or simply wanting every new procedure to look and read like it came from the same well-run maintenance function.