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Sopable
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The platform

Everything Sopable does today

No modules to buy and no tiers that hide the useful features — everything on this page is included at $4 per person per month. Here is the whole product, screen by screen: what each part is for, and what it changes about how you run onboarding and training.
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How the pieces fit together

Knowledge

What people need to read, understand and sign

Content

Folders → files, written or uploaded

Assignments

Per person, per folder or file · reusable Pathways

Acknowledgments, signatures, quiz results

Scroll-gated, timestamped, cited

Process

The repeatable jobs that have to happen in order, every time

Checklists

Reusable task templates

Workflows

Bundles of checklists

Runs

A per-person copy, every tick attributed

All of it rolls up to

  • Dashboard
  • Employee records
  • Calendar
Two tracks, one record. Both feed the same reports, so checking whether a new hire is actually ready takes a couple of clicks rather than a search.

Content — one handbook, one version of the truth

Content in Sopable is organised the way you'd actually train someone: folders are chapters — “Safety & PPE”, “Install Standards”, “Customer Property” — and files inside them are the individual policies and procedures.

Write a policy directly in the editor with headings, bullet lists, images and embedded video, or upload the PDF, Word or Excel documents you already have. Drag any folder or file to reorder it until the handbook reads in the order that makes sense for a new hire.

Informational folders
Mark a chapter Informational when it's background reading that needs no signature — “About the company”, “Tools & systems we use”. Employees can read it; they aren't asked to acknowledge it. This keeps required reading genuinely short, which is the single biggest factor in whether it gets finished.
Version bumping
When you edit a published file, Sopable increments its version and flags every person who already acknowledged the old one with “Updated since you read it.” They see the new version in their handbook and acknowledge again. You don't send an email, and you don't maintain a list of who's on which version.

Northline Heating & Air

Residential HVAC install & service

Content

Expand allNew folder
Search documents
  • All15
  • No quiz10
  • Quiz off0
  • Quiz on5
  • Not quizable0

  • Safety & PPE4 files

    Core safety policies every technician must read and acknowledge.

    3 of 4 quizzes on
    • Ladder safetysafety · access✓ Quiz on · in progress
    • Refrigerant handlingsafety · refrigerant✓ Quiz on · in progress
    • PPE requirements by tasksafety · ppe✓ Quiz on · no attempts
    • Site hazard diagramsafety · referenceNot quizable

  • Install Standards5 files

    How we commission, connect and hand over every install.

    2 of 5 quizzes on

  • Customer Property3 files

    Protecting the home: coverings, cleanup and breakage reports.

    0 of 3 quizzes on

  • Company OverviewInformational3 files

    Who we are and the tools we use — no acknowledgment needed.

    0 of 3 quizzes on
The content library, rebuilt in HTML. Sample chapters and policies.

What ships today

  • Rich-text editor: H1/H2/H3, bold, italic, underline, strikethrough, code, quote, bulleted and numbered lists, image insert, video embed
  • Upload PDF, Word and Excel documents
  • Drag-and-drop reordering of folders and files
  • Tags on files for organisation
  • Search across all documents
  • Preview — see any policy exactly as an employee will see it
  • Insights — see exactly who has read a specific document
  • `Informational` folder flag for no-acknowledgment reading
  • Automatic version bump on edit, with forced re-read for prior acknowledgers
  • Quiz-status chips per file: `No quiz`, `Quiz on`, `Quiz off`, `Not quizable`
  • Toolbar filters by quiz status across the whole library

Assignments & Pathways — nobody reads what doesn't apply to them

The fastest way to guarantee training never gets finished is to assign all of it to everyone. An install tech does not need the office data-handling policy. The dispatcher does not need the refrigerant procedure.

Assignments map content to people. For each person, each folder can be set three ways: full folder — they get every document in it, and any document you add later flows to them automatically; partial — you pick individual files; or not assigned — they never see it.

Select several employees at once to make the same change in bulk. Save, and their handbook updates immediately — no publish step, no notification queue to manage.

Pathways solve the repetition. If every new install tech needs the same nine documents, save that selection once as a Pathway — “New Install Tech”, “Office Onboarding”, “Subcontractor Basics” — and apply it to any new hire in one click. Applying a pathway adds those assignments on top of whatever the person already has, so it composes cleanly with role changes and promotions.

Edit a pathway any time. Future applications use the updated selection, so improving your onboarding for one role improves it for every subsequent hire in that role.

Northline Heating & Air

Residential HVAC install & service

Edit pathway

Save changes

Name *

New Install Tech

Description (optional)

Safety, install standards and property rules

Folders & files— 4 in this pathway

  • Safety & PPEFull folder — new files flow automatically
  • Install StandardsFull folder — new files flow automatically
  • Customer PropertyFull folder — new files flow automatically
  • Office & Data HandlingNot included
  • Company OverviewInformationalFull folder — new files flow automatically
The pathway editor, rebuilt in HTML. Sample chapters.

What ships today

  • Per-employee assignment tree across all folders
  • Three states per folder: full folder, partial file selection, not assigned
  • Full-folder assignments auto-inherit newly added files
  • Multi-employee bulk assignment editing
  • Immediate effect — the employee's handbook updates on save
  • Named, reusable, editable Pathways
  • One-click application to any employee
  • Pathways add to existing assignments rather than replacing them
  • Reading-progress percentage shown next to each employee while you assign

The proof layer

Acknowledgments & sign-off — a record that means something

This is where Sopable differs most from a document repository with read-receipts.

Acknowledgment is scroll-gated. The “I acknowledge & have read this” button stays disabled until the employee actually reaches the end of the document. They cannot acknowledge a policy they haven't scrolled through. When they do, the date and time are recorded against their name.

Signatures are per chapter. Once every document in a folder has been acknowledged, an Acknowledgment sign-off entry unlocks at the end of that chapter — locked until then. The employee draws their signature with a finger or mouse, or types it, and submits. It's stored with the exact date and time and can be retrieved at any point afterwards.

This is the digital equivalent of the acknowledgment form your office has been filing in a cabinet — except it's dated precisely, it can't be lost, and finding a specific one takes seconds instead of days.

And it stays honest when things change. If a document inside a signed chapter is revised, the employee is flagged to re-read it and may be asked to re-sign, so their signature always corresponds to what they actually read. A signature against a superseded version is exactly the kind of record that fails under scrutiny — this prevents it.

The employee’s view

From the employee’s side it’s a single screen. A sidebar lists every chapter and document assigned to them with a status marker against each — not read, read and acknowledged, or changed since you read it. A progress bar at the top shows how much is left.

No hunting through email attachments, no wondering what’s still outstanding.

My handbook · Mike R.

6 of 10 read

60%
  • Safety & PPERead and acknowledged
  • Ladder safetyUpdated since you read itUpdated · v4
  • Refrigerant handlingRead and acknowledged14 Mar
  • Install StandardsNot read
  • Condensate & line setsRead and acknowledged12 Mar
  • Commissioning sequenceNot read
  • Chapter sign-offLocked until every document is acknowledged
Illustration of the employee handbook view.

What ships today

  • Acknowledge button disabled until end-of-document scroll
  • Date and time recorded per acknowledgment
  • Per-chapter signature sign-off, locked until all documents are acknowledged
  • Drawn (finger or mouse) or typed signature
  • Timestamped and retrievable
  • Re-read flag and re-sign prompt when content changes after acknowledgment
  • Employee handbook view with per-document status markers and live progress
  • Full history preserved after an employee is deactivated

Available today

AI quizzes — from acknowledgment to actual understanding

An acknowledgment proves someone opened a policy. A quiz proves they understood it. Sopable generates that quiz itself, from the text of the policy you wrote.

Turn a quiz on for any text-based document and set three things: the question count, the difficulty mix (Easy, Medium or Hard), and the pass mark. Employees assigned that document then see a “Check your understanding” card under the policy.

Questions are generated fresh on every attempt
There is no fixed answer sheet — so there's nothing to circulate in the crew chat, and a retake is a genuine second test rather than a second try at the same five questions.
Every answer is backed by a quote
When results are shown, each correct answer appears alongside the verbatim sentence from your policy that proves it. A wrong answer therefore teaches the right one, with the authority of your own document behind it. This is why the quiz functions as training rather than just assessment.
Quizzes stay aligned to your content automatically
Because questions are generated from the current text, editing a policy updates its quiz with no separate maintenance. Employees who passed an older version can be asked to retake.

What you see as a manager

The Results tab gives you attempts, average score, pass rate, and how many employees haven't finished — plus a per-employee table with each person's attempt history one click away. At the library level, each folder card shows an “N of M quizzes on” counter and you can filter the whole library by quiz status.

Sopable will also tell you when a document doesn't contain enough material for the number of questions you've configured, so you're not comparing attempts that asked different numbers of questions.

Refrigerant Handling · Quiz results

8 / 10 · Passed

Question 3 of 10 · Medium

According to our refrigerant recovery procedure, what is the maximum fill level for a recovery cylinder?

  • 60% of rated capacity
  • 80% of rated capacityCorrect
  • 95% of rated capacity
  • There is no stated limit

From the policy

“Never fill a recovery cylinder beyond 80% of its rated capacity. Confirm the fill level by weight, not by sight.”

Safety & PPE / Refrigerant Handling · v3 · § 4.2

Retake generates entirely new questions from this policy

Illustration of a quiz result. The quoted policy line is sample content.

What ships today

  • Quiz generation from the document's own text
  • New questions on every attempt
  • Configurable question count, difficulty mix (Easy/Medium/Hard) and pass mark
  • Multiple-choice format with a question navigator to jump between questions
  • Finish later — saves progress mid-quiz
  • Immediate results with the verbatim policy sentence behind each correct answer
  • Retake with entirely new questions
  • Retake prompt when the underlying policy changes
  • Results tab: attempts, average score, pass rate, not-completed count
  • Per-employee attempt history with full result review
  • Per-file quiz status chips and library-wide filtering
  • Warning when a document has insufficient text for the configured question count
  • Employees see their own full quiz history and can reopen any past attempt

Checklists, Workflows & Runs — the jobs that happen every time

Reading isn't the whole of onboarding. Someone has to order the uniform, set up the email account, hand over the truck keys, book the ride-along, and confirm the tool inventory. Those steps live in somebody's head, which is why something is almost always missing on day one.

Checklists are reusable templates for a repeated job — “New Tech Equipment Setup”, “First-Week Orientation”, “Vehicle Handover”. Add the items in the order they should be done and drag to reorder. Editing a checklist never disturbs work already in progress: in-flight runs keep the copy they started with, so your history stays accurate.

Workflows bundle checklists into a process you can trigger. “New Technician Onboarding” might be the HR paperwork checklist plus the IT setup checklist plus first-week orientation. One workflow, three checklists, one trigger.

Runs are what happens when you trigger it. Choose the employees involved and each person gets their own copy of every attached checklist. Status is derived from the items themselves — Active while work remains, Completed when every item is ticked, Closed if you end it early — so the status can never be out of step with reality. Nobody marks a run “done” while items are outstanding.

Every tick is recorded permanently with who did it and when. Add comments at item or run level for context — “waiting on the vendor, ETA Friday” — and they're permanent and attributed too. Filter runs by workflow, status or date range, and open any one for the full tracking view.

Northline Heating & Air

Residential HVAC install & service

Workflows

Trigger a runNew workflow

Trigger a workflow run

Workflow *

New Technician Onboarding

Employees *— the set is fixed once the run starts

  • Mike ReyesApprentice
  • Dale WhitmoreInstall tech
  • Carlos DelgadoInstall tech
  • Priya NairDispatcher
CancelStart now
Triggering a workflow run, rebuilt in HTML. Sample workflows.

Northline Heating & Air

Residential HVAC install & service

Run · New Technician Onboarding

Mike ReyesActive0 of 6 items
0%
  • Issue phone and work emailTanya B. · 09:41
  • Order uniform and PPETanya B. · 09:44
  • Assign Safety & PPE readingTanya B. · 10:02
  • Hand over van keys and tool inventoryMarcus O. · 11:15
  • Book first ride-alongMarcus O. · 14:30
  • Confirm first solo call readinessTanya B. · 16:08

Status stays Active while any item is outstanding

A workflow run in progress, rebuilt in HTML. Sample run.

What ships today

  • Reusable checklist templates with drag-to-reorder items
  • Checklist edits never affect in-flight runs
  • Workflows bundling one or more checklists
  • Trigger a run for one or several named employees
  • Per-person copy of every attached checklist
  • Derived run status: Active / Completed / Closed
  • Permanent, attributed record of every tick — including corrections
  • Permanent, attributed comments at item and run level
  • Filter runs by workflow, status and date range
  • Per-run detail view with items, people and comments, plus a Journey tab showing each person's timeline
  • Duration and completion-percentage tracking per run
  • Close an individual person's execution or the whole run

Reporting — one glance instead of one report

Dashboard
Counts across the top: employees, active and inactive, content folders and files, checklists, workflows. Below that, the screen that earns its place: Reading progress by employee, ranking everyone by the share of their assigned documents they've acknowledged, highest first. The people at the bottom are the ones to chase — you don't have to run anything to find out who they are. Alongside it, in-flight checklist progress per person, with finished items dropping off the list.
Employee records
One row per person with their designation, role, reading progress and a quiz-standing chip — Not started, In progress or Needs attention. That last one is the built-in triage signal: it puts reading progress and quiz trouble side by side in a single table, which is the fastest “who do I chase” view in the product. Click through for the full picture: reading progress against every assigned document, workflow runs, checklist items completed, and average completion time.
Calendar
The same activity on a timeline — when runs started and ended, when employees joined, when content was assigned, when chapters were signed off. Month and week views, filterable by employee. When someone asks “what onboarding happened in August?”, the answer is one screen with dates attached.

Dashboard · Reading progress

6 employees

  • Tanya B.Service manager

    100%

  • Marcus O.Lead install tech

    92%

  • Carlos D.Install tech

    78%

  • Priya N.Dispatcher

    64%

  • Dale W.Install tech

    41%

  • Mike R.Apprentice

    18%

Mike R. hasn’t read the new ladder safety policy.Assigned 4 Aug 2026

Illustration of the reading-progress ranking. Sample names.

What ships today

  • Dashboard tiles: total/active/inactive employees, content folders and files, checklists, workflows
  • Reading progress ranked by employee
  • In-flight checklist progress per employee
  • Employee list with reading progress and a quiz-standing chip per person
  • Per-employee detail: reading status per document, runs, checklist items, average completion time
  • Calendar in month and week views
  • Calendar entries for runs, employee joins, content assignments and folder sign-offs
  • Filter the calendar by employee
  • Filter runs by workflow, status and date range

People, roles and org chart

The chart is drawn from the reports-to field on each employee, so there is nothing separate to keep updated — and each card carries that person’s reading progress, so “who’s covered” is visible from the same screen.

Northline Heating & Air

Residential HVAC install & service

Org chart

Tanya Brooks

Service manager

100% read

Marcus Okafor

Lead install tech

92% read

Carlos Delgado

Install tech

78% read

Dale Whitmore

Install tech

41% read

Mike Reyes

Apprentice

18% read

Priya Nair

Dispatcher

64% read

Previous employees

Ray AlvarezInstall tech · history kept
The org chart, rebuilt in HTML. No contact details or photographs.
Adding someone takes a minute
Name, work email — which is also their login — designation, photo, and who they report to. They can sign in immediately; there's no password to create, no invitation flow to chase, no temporary credential to communicate.
Three roles, one clean line
Employees see their own handbook, the org chart and their own profile. Managers get the full admin area — content, assignments, pathways, checklists, workflows, runs, calendar, employee records — with Company Settings staying admin-only. That means you can hand day-to-day operation to an ops manager without giving up control of branding, theming or the account itself.
Deactivation keeps the record
When someone leaves, deactivate them. Access ends immediately, and every acknowledgment, signature and quiz attempt they ever made is preserved. That's deliberate: the training record for a former employee is often the one you most need to produce.
The org chart maintains itself
It's drawn from the reports-to field on each employee, so there's nothing separate to keep updated — add a new hire under their manager and the chart already shows them. Everyone can see it, which is genuinely useful in week one when every name is new. Pan by dragging, zoom by scrolling.

What ships today

  • Add an employee with name, work email, designation, photo and reports-to
  • Immediate sign-in, no password setup or invitation acceptance
  • Roles: Admin, Manager, Employee
  • Managers get full admin access except Company Settings
  • Per-employee detail page
  • Deactivate to revoke access while preserving full compliance history
  • Search and filter the employee list by name or email
  • Org chart generated automatically from reporting lines
  • Pan and zoom; visible to everyone
  • Employee profile page with contact details, reporting line and full quiz history
  • In-product Help guide in both the admin and employee sidebars

Make it look like your company, not ours

Your crew shouldn't feel like they're signing into a vendor's product. Upload your logo — it appears in the sidebar for everyone — set your company name and a one-line description, and then set the colours.

Not one accent colour. The full token set, grouped as Brand (primary, primary text, accent, accent text, sidebar gradient, sidebar ink), Surfaces (page background, body text, cards, card text, secondary, secondary text, muted, muted text, borders) and Feedback (destructive, destructive text, focus ring).

Every change previews instantly across the whole app while you're choosing, so you're not saving blind. Hover any colour for a card explaining exactly what it paints, with a live sample in your current selection. Changed a colour and regretted it? Each token has its own reset link, and Reset to defaults restores the stock palette. Nothing persists until you click save.

Rebranding? Set your primary colour and the sidebar, buttons and charts recolour live. Save, and every employee sees the new look on their next page load. No designer, no deployment.

What ships today

  • Logo upload (PNG, JPEG, WebP, GIF — up to 5 MB)
  • Company name and description
  • Full theme-colour token set across Brand, Surfaces and Feedback groups
  • Live preview across the entire app while selecting
  • Per-token hover explanation with a live sample
  • Per-token reset and global reset to defaults
  • Explicit save — nothing applies until you commit
  • Admin-only

Access and records

No passwords anywhere in the product. Sign-in is a work email plus a one-time 6-digit code delivered to that inbox. Codes expire after ten minutes and work once — requesting a new one invalidates the old. There's a 60-second cooldown before a resend. If an email address isn't registered, no code is sent at all.

The practical effect is that access is tied to the work inbox your company already controls. There is no password to create, reset, reuse across sites, share between crew members, or leak in someone else's breach. When you deactivate an employee, the door closes — there's no lingering credential to worry about.

Role separation keeps Company Settings admin-only, so managers can run operations without changing branding or account configuration.

Records are append-only in practice. Acknowledgments, signatures, quiz attempts, checklist ticks and comments are permanent and attributed. Editing a checklist doesn't rewrite runs already in progress. Deactivating an employee doesn't delete their history.

Sign in

Step 1

Enter your work email

mike.r@northlineair.com

If the address isn’t registered, no code is sent.

Step 2

Enter the 6-digit code

Works once. Expires in 10 minutes.

Nothing to create · nothing to reset · nothing to leak

Illustration of the two-step sign-in. No password is ever created.

What Sopable doesn't do

We'd rather you find this out here than three weeks into a trial.

  • It's not a field service management system

    Sopable doesn't dispatch jobs, schedule crews, quote work, or invoice customers. If you're running ServiceTitan, Housecall Pro, Jobber or similar, Sopable sits alongside it — that tool runs the work, Sopable makes sure your people are trained and the record proves it.

  • It's not an HR or payroll system

    No timesheets, no leave balances, no payroll. It holds the training and policy record, not the employment file.

  • It's not a course-authoring tool

    You won't build branching scenarios, SCORM packages or animated modules. Sopable is built for the documents you already have — policies, procedures, checklists — read, acknowledged, signed and quizzed.

  • It doesn't grant or verify licences

    Sopable records and proves that a technician was trained on a procedure. It doesn't issue certifications, track licence expiry with regulators, or substitute for any statutory training requirement in your jurisdiction. Check what your trade and region require.

If any of those are what you're looking for, we're not the right fit — and we'll say so on the call.

Bring one policy. See the whole thing work.

The fastest way to evaluate Sopable is on your own material. Send us one document you already use — a safety policy, an install standard, your handbook — and in 20 minutes we'll load it, assign it, turn on an AI quiz generated from your own text, and show you the record it produces.
Book a demo

No obligation · We'll tell you if you're not a fit