# Best Work Instructions Software for Medium-Sized Businesses

  *By [Gauri Pawsey](https://research.g2.com/insights/author/gauri-pawsey)*

   Products classified in the overall Work Instructions category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Work Instructions to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Work Instructions category.

In addition to qualifying for inclusion in the Work Instructions Software category, to qualify for inclusion in the Medium-Sized Business Work Instructions Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.





## Category Overview

**Total Products under this Category:** 90


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 6,500+ Authentic Reviews
- 90+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.



---

**Sponsored**

### Whale

Turn scattered knowledge into scalable systems with Whale. Whale helps fast-growing teams capture processes, train employees, and answer questions — without the chaos of scattered docs or outdated wikis. What Whale Does: - AI process capture: Turn screen recordings, videos, or existing docs into structured SOPs in minutes - Alice (AI assistant): Employees get instant answers to "how do we do X?" in any language, any channel - Training built-in: Convert SOPs into onboarding flows and quizzes so people actually learn - Mobile-first access: QR codes and mobile app mean SOPs live where the work happens Why Teams Choose Whale: - Cut onboarding time by 50% by connecting training to live processes - Reduce documentation time by 70% with AI-powered capture - Keep knowledge current — not buried in Google Docs nobody reads Who Uses Whale: Operations leaders and HR teams at scaling companies (50-500 employees) who need to onboard faster and standardize without slowing down.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1915&secure%5Bdisplayable_resource_id%5D=1313&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=2039&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=138874&secure%5Bresource_id%5D=1915&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fwork-instructions%2Fmid-market&secure%5Btoken%5D=bb4be543ebb7ecb74f57bc47f6d453ee6b765061712decf451439be9894b1367&secure%5Burl%5D=https%3A%2F%2Fusewhale.io%2F&secure%5Burl_type%5D=free_trial)

---

## Top-Rated Products (Ranked by G2 Score)
### 1. [Scribe](https://www.g2.com/products/scribe/reviews)
  See the work. Scale the best. Improve the rest. Scribe’s Workflow AI platform helps organizations ensure work gets done right, and shows how work can be done better. Trusted by teams at New York Life, T-Mobile, LinkedIn, HubSpot, and Northern Trust, Scribe is used by 94% of the Fortune 500 to work smarter, faster, and deliver exceptional results. Scribe Capture puts the best ways of working at everyone’s fingertips. It automatically creates and shares step-by-step guides, complete with text and screenshots — no more tedious screenshotting and manual documentation. ✅ Document your processes 12x faster ✅ Find answers to your questions 63% faster ✅ 98% of teams make fewer mistakes Scribe Optimize helps your organization make work even better. It continuously mines workflows to identify the biggest opportunities to improve and drive transformation. Scribe empowers your whole organization — from new hires to your most experienced team members — to do their best work. Every single day. ✨ Loved by over 5 million users ✨ Trusted by 600,000 organizations ✨ Forbes Next Billion-Dollar Startup & LinkedIn Top Startup Learn more at scribe.com


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 797

**User Satisfaction Scores:**

- **Ease of Use:** 9.4/10 (Category avg: 9.1/10)
- **Workflows:** 8.3/10 (Category avg: 8.7/10)
- **Training Modules:** 8.7/10 (Category avg: 8.8/10)
- **Analytics:** 7.9/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Scribe](https://www.g2.com/sellers/scribe-d2b56002-72d7-4b19-8ae1-eaba5e791638)
- **Company Website:** https://scribe.com
- **Year Founded:** 2019
- **HQ Location:** San Francisco, US
- **Twitter:** @ScribeHow (7,230 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/scribehow/ (306 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Operations Manager, Project Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 48% Small-Business, 37% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (402 reviews)
- Time-saving (197 reviews)
- Easy Editing (189 reviews)
- Easy Creation (180 reviews)
- Time-Saving (173 reviews)

**Cons:**

- Editing Difficulties (75 reviews)
- Screenshot Issues (47 reviews)
- Limited Features (39 reviews)
- Limited Customization (30 reviews)
- Slow Performance (28 reviews)

### 2. [Connecteam](https://www.g2.com/products/connecteam/reviews)
  Connecteam is a mobile-first workforce management app featuring a robust set of tools designed to help organizations with deskless teams improve communication, retain staff, and drive operational efficiency. Connecteam allows managers to put their business processes on autopilot and focus on business growth while also freeing up employees to be more productive, professional, and satisfied. At the heart of Connecteam lies a powerful suite of tools for scheduling, time tracking, task management, communication, HR processes, and training—all built for the realities of frontline teams. Whether you need to create complex shift schedules, automate payroll-ready timesheets, distribute company announcements, or onboard new hires at scale, Connecteam brings everything under one intuitive app. Save time and increase productivity with AI assisted scheduling, mobile-first custom checklists, forms, and reports; Track work hours with GPS time clock; Simplify employee communication, enhance professional skills with mobile courses (AI powered course content creator), manage daily tasks and so much more, all in one app. Connecteam AI helps you work faster and smarter than humanly possible, while keeping it simple: -AI Agent : Just ask your AI sidekick in chat. From stock info to safety steps, manuals, or care procedures, employees get instant spot-on answers, pulled straight from your in-app resources. No delays, no guesswork. -Auto scheduling : Your team schedule’s fully covered in seconds. AI puzzles availability, roles, fairness, and requirements with expert precision. The result? Reliable schedules, happier employees, and no admin hassle. -AI course creation: Turn any training topic into a full course. Just describe the subject and AI instantly builds a pro-level course, ready to go. Your team, trained the way you need, to the standard you expect. -File to Form: Digitize forms in a snap - upload a file or take a photo of any paper form. AI turns it into a fillable version your team can complete wherever they are. Easy for them, efficient for you. -AI updates and feed: Level up every update - write clear team updates that land. AI enhances your message and auto-translates it into each employee’s preferred language. Everyone stays aligned, nothing gets misinterpreted. -Speech to text: Fill forms, hands-free - simply speak into forms. AI captures, summarizes, and sorts your team’s input on the spot, without them having to look down or slow down. No distractions, no delays—just clear, accurate reporting. Additionally, ensure a secure and easy login for system admins with Active Directory Single Sign-On (SSO).


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 3,485

**User Satisfaction Scores:**

- **Ease of Use:** 9.0/10 (Category avg: 9.1/10)
- **Workflows:** 8.4/10 (Category avg: 8.7/10)
- **Training Modules:** 8.5/10 (Category avg: 8.8/10)
- **Analytics:** 8.4/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Connecteam](https://www.g2.com/sellers/connecteam)
- **Company Website:** https://connecteam.com
- **Year Founded:** 2015
- **HQ Location:** New York, NY
- **Twitter:** @ConnecteamApp (1,234 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10591384/ (516 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, Manager
  - **Top Industries:** Construction, Retail
  - **Company Size:** 83% Small-Business, 14% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (2137 reviews)
- Features (1202 reviews)
- Scheduling (1105 reviews)
- Team Collaboration (886 reviews)
- User-Friendly (878 reviews)

**Cons:**

- Missing Features (624 reviews)
- Limited Features (568 reviews)
- Scheduling Issues (416 reviews)
- Improvement Needed (374 reviews)
- Not User-Friendly (353 reviews)

### 3. [Tango](https://www.g2.com/products/tango-tango/reviews)
  Tango is a platform for workflow documentation and digital adoption that makes knowledge sharing simple and reliable. By clicking through a process once, anyone can generate a polished, step-by-step guide in seconds, complete with screenshots and instructions. Each guide can also be turned into an interactive, on-screen walkthrough. Since its founding, Tango has powered the creation of over 3 million process guides, helping organizations reduce errors, accelerate onboarding, and standardize SOPs across teams. Today, Tango is trusted by global enterprises including Salesforce, Gusto, and Rockwell Automation. Our intuitive platform empowers IT, Operations, and Enablement teams to document workflows in seconds and ensures every teammate can follow them with in-app guidance. The outcome: processes that are consistently followed, instantly accessible, and always up to date.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 497

**User Satisfaction Scores:**

- **Ease of Use:** 9.4/10 (Category avg: 9.1/10)
- **Workflows:** 9.1/10 (Category avg: 8.7/10)
- **Training Modules:** 9.0/10 (Category avg: 8.8/10)
- **Analytics:** 8.4/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Tango](https://www.g2.com/sellers/tango-10f84662-d611-43f9-b2a7-e475aaea559c)
- **Company Website:** https://www.tango.ai/
- **Year Founded:** 2020
- **HQ Location:** Los Angeles, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/trytango/ (65 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Consultant, Owner
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 51% Small-Business, 32% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (243 reviews)
- Time-saving (115 reviews)
- Easy Creation (107 reviews)
- Setup Ease (85 reviews)
- Guides (81 reviews)

**Cons:**

- Limitations (39 reviews)
- Limited Options (30 reviews)
- Limited Features (29 reviews)
- Limited Customization (27 reviews)
- Editing Difficulties (26 reviews)

### 4. [ABB Electronic Work Instructions](https://www.g2.com/products/abb-electronic-work-instructions/reviews)
  The ECS Electronic Work Instructions module provides manufacturing information and instructions, which are automatically displayed to the right user through an easy-to-use and intuitive interface. The module supports certification, procedures, drawings, safety instructions, shift notes and any other type of electronic documents and helps eliminating paper driven production process and time of redundant data entries. Thanks to instant messaging support the module enables delivery of the most important information to the shopfloor in the shortest time.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 51

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 9.1/10)
- **Workflows:** 7.9/10 (Category avg: 8.7/10)
- **Training Modules:** 8.7/10 (Category avg: 8.8/10)
- **Analytics:** 8.6/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [ABB](https://www.g2.com/sellers/abb-b65635da-d823-49ab-9548-322dfdaf36ab)
- **HQ Location:** Zurich
- **Twitter:** @ABBgroupnews (151,712 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/abb/ (138,121 employees on LinkedIn®)
- **Ownership:** NYSE:ABB
- **Total Revenue (USD mm):** $26,134

**Reviewer Demographics:**
  - **Top Industries:** Electrical/Electronic Manufacturing, Oil & Energy
  - **Company Size:** 35% Small-Business, 33% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (1 reviews)
- Efficiency Improvement (1 reviews)
- Information Management (1 reviews)
- Learning Ease (1 reviews)


### 5. [livepro Knowledge Management](https://www.g2.com/products/livepro-knowledge-management/reviews)
  livepro is a comprehensive Customer Experience Knowledge Management solution designed to enhance the efficiency and effectiveness of customer service operations across various industries. Since its inception in 2001, livepro has been dedicated to providing a robust knowledge management platform that empowers customer service centers & departments that support them in sectors such as Banking and Finance, Airlines, Insurance, Superannuation, Education, Health, and Government. The primary goal of livepro is to streamline the process of delivering accurate information to agents, thereby improving overall customer experience. The target audience for livepro includes organizations that prioritize customer service excellence and seek to optimize their knowledge management processes. By offering a feature-rich yet user-friendly interface, livepro allows customer service representatives to access reliable answers quickly, eliminating the need to sift through lengthy documents. This intuitive design not only enhances the speed of customer service interactions but also significantly reduces the training time required for staff, enabling them to confidently address customer inquiries with minimal onboarding. One of the standout features of livepro is its powerful search functionality, which serves as a single source of truth for organizations. This feature ensures that agents can retrieve consistent and accurate answers across multiple channels, including phone, email, front counter, website, self-service portals, live chat, and even modern virtual assistants. By providing immediate access to information, livepro helps organizations respond to even the most complex customer questions efficiently, thereby fostering a more satisfying customer experience. The benefits of implementing livepro extend beyond improved customer satisfaction. Organizations can expect a reduction in average handling time (AHT) and a decrease in training costs, as staff become more adept at navigating the system with ease. Additionally, livepro minimizes compliance and risk factors by offering clear, easy-to-follow process guidance, which helps ensure that agents adhere to established protocols. Overall, livepro stands out in the knowledge management category by delivering a solution that not only enhances the capabilities of customer service teams but also positively impacts the bottom line through operational efficiencies.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 167

**User Satisfaction Scores:**

- **Ease of Use:** 9.5/10 (Category avg: 9.1/10)
- **Workflows:** 9.6/10 (Category avg: 8.7/10)
- **Training Modules:** 9.4/10 (Category avg: 8.8/10)
- **Analytics:** 9.3/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [livepro](https://www.g2.com/sellers/livepro)
- **Company Website:** https://livepro.com/
- **Year Founded:** 2001
- **HQ Location:** North Sydney, NSW
- **Twitter:** @liveprosoftware (100 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2324422/ (35 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Knowledge Specialist
  - **Top Industries:** Government Administration, Insurance
  - **Company Size:** 46% Mid-Market, 21% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (73 reviews)
- Knowledge Base (55 reviews)
- Helpful (45 reviews)
- Intuitive (36 reviews)
- Features (33 reviews)

**Cons:**

- Inefficient Search (10 reviews)
- Inefficient Search Function (9 reviews)
- Improvement Needed (8 reviews)
- Poor Search Functionality (8 reviews)
- Search Functionality (8 reviews)

### 6. [Poka.io](https://www.g2.com/products/poka-io/reviews)
  Poka is the leading enterprise connected worker platform for global manufacturers, driving profitable scale by digitizing frontline processes, connecting workers to critical knowledge and training and delivering measurable results. With built-in AI and analytics, seamless integrations and rapid rollouts, Poka empowers manufacturers to standardize execution, future-proof their workforce and gain complete operational visibility. Founded in 2014 and acquired by IFS in 2022, Poka is recognized as the world’s most complete connected worker platform and the top-rated enterprise solution on G2. Trusted by global leaders including Nestlé, Bosch, ABB and Tetra Pak, Poka drives digital transformation for 15 of the largest manufacturers in the Fortune Global 500. For more, visit www.poka.io.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 219

**User Satisfaction Scores:**

- **Ease of Use:** 8.9/10 (Category avg: 9.1/10)
- **Workflows:** 8.4/10 (Category avg: 8.7/10)
- **Training Modules:** 8.8/10 (Category avg: 8.8/10)
- **Analytics:** 7.7/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [IFS](https://www.g2.com/sellers/ifs)
- **Company Website:** https://www.ifs.com/
- **Year Founded:** 1983
- **HQ Location:** Linkoping , Sweden
- **Twitter:** @ifs (17,952 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/164301/ (9,278 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Food Production, Manufacturing
  - **Company Size:** 66% Mid-Market, 25% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (27 reviews)
- Efficiency Improvement (14 reviews)
- Features (14 reviews)
- Instruction Creation (13 reviews)
- Communication (12 reviews)

**Cons:**

- Confusing Procedures (7 reviews)
- Limited Features (7 reviews)
- Integration Issues (5 reviews)
- Learning Curve (5 reviews)
- Limited Functionality (4 reviews)

### 7. [Clueso](https://www.g2.com/products/clueso/reviews)
  Clueso is the fastest way for SaaS companies to create software videos and help documentation for their products. Here’s how it works: Simply record/upload a rough screen recording of your product, and Clueso will instantly transform it into a studio-quality explainer video and a step-by-step how-to article. Here are some of the top features: Create videos Clueso handles every step of the video production process. It writes your video’s script and generates a professional AI-voiceover that stays perfectly in sync with your video. Clueso also enhances your video with stunning zoom effects, highlights, and branding! Create help articles From any screen recording of your product, Clueso’s AI can generate a step-by-step article with perfectly crafted steps and screenshots. Translate your content You can translate your videos and help articles to over 30 languages in just one click. Easily update out-of-date content Whenever your videos go out of date, you don’t need to remake them from scratch! Clueso makes it super-easy to replace outdated clips and voiceovers. Here are some of the top use cases for which companies use Clueso today: - Customer Education: Creating engaging videos and documentation for customer training. - Product Marketing: Creating new feature release videos and GIFs for in-app updates, newsletters, blogs and social media. - Learning & Development: Creating videos and documentation for internal tools and processes. - Sales Enablement: Creating use-case-specific product demo videos for customers, and internal team training content for sales processes and tools training.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 91

**User Satisfaction Scores:**

- **Ease of Use:** 9.5/10 (Category avg: 9.1/10)
- **Workflows:** 8.7/10 (Category avg: 8.7/10)
- **Training Modules:** 9.2/10 (Category avg: 8.8/10)
- **Analytics:** 8.2/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Clueso](https://www.g2.com/sellers/clueso)
- **Year Founded:** 2023
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/clueso (26 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 53% Small-Business, 41% Mid-Market


#### Pros & Cons

**Pros:**

- Video Recording (33 reviews)
- Content Creation (30 reviews)
- Ease of Use (29 reviews)
- Video Creation (26 reviews)
- Customer Support (22 reviews)

**Cons:**

- Slow Rendering (7 reviews)
- Editing Difficulties (6 reviews)
- Time Consumption (6 reviews)
- AI Limitations (4 reviews)
- Time Constraints (4 reviews)

### 8. [ScreenSteps](https://www.g2.com/products/screensteps/reviews)
  ScreenSteps is a knowledge ops solution that helps teams empower every employee to act and feel like an expert, regardless of their experience, background, or tenure. The solution is made up of three components: 1. Knowledge Ops Platform: a centralized knowledge hub for creating, managing, and accessing digital guides and training courses. 2. Find & Follow Framework: a methodology for improving training and operations by transferring knowledge more effectively. 3. Knowledge Coaching: one-on-one coaching with knowledge ops experts to ensure a successful knowledge implementation. The results? Faster training, fewer questions, and fewer mistakes.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 53

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 9.1/10)
- **Workflows:** 8.3/10 (Category avg: 8.7/10)
- **Training Modules:** 9.0/10 (Category avg: 8.8/10)
- **Analytics:** 9.0/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [ScreenSteps](https://www.g2.com/sellers/screensteps)
- **Year Founded:** 2009
- **HQ Location:** United States
- **Twitter:** @screensteps (863 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/screensteps/ (16 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 46% Mid-Market, 43% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (1 reviews)
- Easy Setup (1 reviews)
- Efficiency (1 reviews)
- Helpful (1 reviews)
- Navigation Ease (1 reviews)

**Cons:**

- Formatting Issues (1 reviews)
- Limited Options (1 reviews)

### 9. [Zingtree](https://www.g2.com/products/zingtree/reviews)
  Agentic AI Workflow Orchestration for Complex CX. Zingtree is the agentic workflow orchestration platform for complex, high-risk CX. Zingtree’s enterprise-grade workflow automation platform empowers CX, support, and operations leaders to safely automate and resolve even the most challenging contact center requests. Our multi-layered AI guardrail approach delivers 30-40% increases in customer satisfaction (CSAT), First Contact Resolution (FCR), and revenue, all with full confidence that every action and answer is right. Our customers across Financial Services, Healthcare, Consumer Products, Software & Services, and many more, see up to: - 30% boosts in customer satisfaction (CSAT) - 40% increases in revenue - 30% increases in First Contact Resolution (FCR) - 12X increases in deflections - 85% reductions in agent ramp time - 70% reductions in contact center costs


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 94

**User Satisfaction Scores:**

- **Ease of Use:** 8.7/10 (Category avg: 9.1/10)
- **Workflows:** 9.2/10 (Category avg: 8.7/10)
- **Training Modules:** 7.9/10 (Category avg: 8.8/10)
- **Analytics:** 8.0/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Zingtree](https://www.g2.com/sellers/zingtree)
- **Company Website:** https://zingtree.com
- **Year Founded:** 2020
- **HQ Location:** Palo Alto, US
- **Twitter:** @zingtree (252 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1093555 (40 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Consumer Services, Consumer Goods
  - **Company Size:** 43% Mid-Market, 30% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (59 reviews)
- Intuitive (32 reviews)
- Helpful (29 reviews)
- Features (21 reviews)
- Simple (21 reviews)

**Cons:**

- Missing Features (13 reviews)
- Learning Curve (10 reviews)
- Limited Options (9 reviews)
- Limited Customization (8 reviews)
- Reporting Issues (8 reviews)

### 10. [Andonix](https://www.g2.com/products/andonix/reviews)
  Unleash the full potential of factory personnel with Andi, the artificial intelligence (AI) powered copilot created for the manufacturing industry. Andi consolidates the collective wisdom of your workforce and makes information currently only accessible in your company’s procedures or equipment manuals readily available via a simple chat request. By leveraging your company’s documentation, operating manuals, and over 1,000 manufacturing skills, Andi amplifies your team's capabilities, transforming problem-solving into an agile bottoms-up process that leads to new productivity heights. Andi is embedded in our state-of-the-art Digital Andon, a powerful alarm and escalation system in the Andonix platform, and may also be accessed via Microsoft Teams and WhatsApp. The Digital Andon delivers real-time insights into unplanned machine stops, quality, and safety issues, bringing a new dimension of clarity and control to your operations. It seamlessly interfaces with all data sources, including PLCs, IIoT sensors, BIs, SCADAs, Wearables, MES, and ERPs. Leveraging the power of artificial intelligence, Andi allows teams to swiftly identify, react, and resolve issues, eradicating guesswork and empowering people to work with heightened efficiency and confidence. Experience unprecedented factory shop floor execution and knowledge transfer with the Andonix platform by leveraging Andi to automatically write digital standard operating procedures, work instructions, and checklists, transforming your Quality Management System from a paper-based headache to an actionable digital system that works for everyone. With Andonix and Andi, every team member, regardless of their role, becomes a change agent and an innovator, embodying resilience and determination. By navigating challenges and consistently striving for excellence, they are pioneering the future of manufacturing. Choose Andonix and Andi, and redefine what's possible in your manufacturing operations. Andonix is a technology partner to Microsoft, AWS, SAP and OpenAI.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 51

**User Satisfaction Scores:**

- **Ease of Use:** 9.8/10 (Category avg: 9.1/10)
- **Workflows:** 9.7/10 (Category avg: 8.7/10)
- **Training Modules:** 9.5/10 (Category avg: 8.8/10)
- **Analytics:** 9.7/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Andonix](https://www.g2.com/sellers/andonix)
- **Year Founded:** 2017
- **HQ Location:** Detroit, Michigan
- **Twitter:** @andonix40 (95 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10675036/ (22 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Automotive, Electrical/Electronic Manufacturing
  - **Company Size:** 63% Mid-Market, 17% Enterprise


### 11. [Epsilon3](https://www.g2.com/products/epsilon3/reviews)
  Epsilon3 is the first AI-powered procedure and resource management tool designed for teams that engineer, build, test, and operate advanced products and systems. ✔ Standardize & Optimize Processes Our interoperable procedure execution system replaces inefficient checklists managed with paper, spreadsheets, docs, and outdated planning tools. Automatically track every step to ensure quality, consistency, and traceability. ✔ Fuel Rapid Iteration & Innovation Built-in version control, conditional workflows, and real-time data synchronization keep stakeholders on the same page. Enable continuous improvement and quick, data-driven decisions to stay far ahead of the competition. ✔ Streamline & Scale Operations Securely integrate siloed systems and automate repetitive, error-prone tasks to boost productivity and prevent delays. Simplify training, reduce costs, and maintain efficiency as your operations expand to meet demand. Epsilon3 is trusted by industry leaders like NASA, Blue Origin, Firefly Aerospace, Sierra Space, Redwire, Shift4, AeroVironment, Commonwealth Fusion Systems, and other commercial and government organizations. The company and platform were built by engineering leaders from SpaceX, NASA, and Google. Learn how: https://www.epsilon3.io/


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 259

**User Satisfaction Scores:**

- **Ease of Use:** 7.8/10 (Category avg: 9.1/10)
- **Workflows:** 8.1/10 (Category avg: 8.7/10)
- **Training Modules:** 7.9/10 (Category avg: 8.8/10)
- **Analytics:** 7.8/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Epsilon3](https://www.g2.com/sellers/epsilon3)
- **Company Website:** https://epsilon3.io
- **Year Founded:** 2021
- **HQ Location:** Los Angeles, California
- **Twitter:** @Epsilon3Inc (1,052 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/epsilon3inc (32 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Customer Service Representative
  - **Top Industries:** Aviation & Aerospace, Financial Services
  - **Company Size:** 43% Mid-Market, 40% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (80 reviews)
- Procedure Management (42 reviews)
- Features (30 reviews)
- Efficiency (27 reviews)
- Efficiency Improvement (24 reviews)

**Cons:**

- Learning Curve (35 reviews)
- Complexity (33 reviews)
- Confusing Procedures (29 reviews)
- Complex Procedures (27 reviews)
- Confusion (24 reviews)

### 12. [Trainn](https://www.g2.com/products/guider-labs-inc-trainn/reviews)
  Trainn is a customer education platform for SaaS companies that enables customer-facing teams to create product training content - such as videos and guides - and deliver it across knowledge bases, learning management systems (LMS), and in-app experiences to support onboarding, product adoption, and customer success at scale. Our All-in-one customer education platform features: Content Authoring Hub: Create professional training content in minutes - from product demo videos to interactive walkthroughs, without any technical expertise Branded Knowledge Base: Reduce support tickets with a self-serve help center featuring intelligent search and role-based content personalization No-Code LMS: Scale customer training with a branded academy that delivers personalized learning paths, driving product adoption and retention In-app Tutorials: Embed help videos and guides directly inside your product so customers get instant answers without leaving their workflow Looking for a modern solution to your customer's training needs? Try https://trainn.co/


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 67

**User Satisfaction Scores:**

- **Ease of Use:** 8.9/10 (Category avg: 9.1/10)
- **Workflows:** 6.7/10 (Category avg: 8.7/10)
- **Training Modules:** 10.0/10 (Category avg: 8.8/10)
- **Analytics:** 6.3/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Guider Labs](https://www.g2.com/sellers/guider-labs)
- **Year Founded:** 2020
- **HQ Location:** Wilmington, US
- **Twitter:** @TrainnHQ (126 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/trainn/ (14 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Customer Success Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 57% Mid-Market, 42% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (24 reviews)
- Video Creation (18 reviews)
- Easy Creation (15 reviews)
- Team Collaboration (11 reviews)
- Content Creation (10 reviews)

**Cons:**

- AI Limitations (6 reviews)
- Recording Issues (5 reviews)
- Voice Quality (5 reviews)
- Bug Issues (4 reviews)
- Limited Features (4 reviews)

### 13. [AIMSCO](https://www.g2.com/products/aimsco/reviews)
  AIMSCO is a leading cloud-based provider of no-code applications for quality management and production operations to manufacturers and industrial companies globally. AIMSCO's eChecksheets™ empower quality and process engineers to rapidly deliver lightweight apps to connected workers for faster-than-paper lean data collection, driving continuous improvement. Key users can easily build and deploy QMS, MES, Supply Chain and Warehouse Logistics applications with AIMSCO's cloud-based eChecksheets, the leading cloud-based, digital check sheet. AIMSCO eChecksheets (eCS) can be deployed stand-alone or combined with existing ERP, IoT, applications and devices. The AIMSCO eCS platform integrates securely and easily with IoT, equipment, enterprise applications and Office 365. Manufacturing intelligence is delivered through AIMSCO Power Plant™, which surfaces eCS data through Microsoft Power BI®. With powerful self-service analytics, key users drive rapid root cause analysis, alternatives evaluation, process optimization, and machine learning. A Microsoft Azure application, AIMSCO customers are assured of the highest standards for reliability, accessibility and security.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 26

**User Satisfaction Scores:**

- **Ease of Use:** 8.5/10 (Category avg: 9.1/10)
- **Workflows:** 9.3/10 (Category avg: 8.7/10)
- **Training Modules:** 8.9/10 (Category avg: 8.8/10)
- **Analytics:** 9.3/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [AIMSCO](https://www.g2.com/sellers/aimsco)
- **Company Website:** https://aimsco.com
- **Year Founded:** 1997
- **HQ Location:** Chapel Hill, US
- **LinkedIn® Page:** https://www.linkedin.com/company/aims-co./ (16 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Maritime
  - **Company Size:** 77% Mid-Market, 15% Enterprise


#### Pros & Cons

**Pros:**

- Customer Support (2 reviews)
- Accessibility (1 reviews)
- Customer Success (1 reviews)
- Ease of Access (1 reviews)
- Ease of Use (1 reviews)

**Cons:**

- Limited Options (2 reviews)
- Inflexibility (1 reviews)
- Learning Curve (1 reviews)
- Outdated Design (1 reviews)
- Poor Mobile Compatibility (1 reviews)

### 14. [MANUFACTURO](https://www.g2.com/products/manufacturo/reviews)
  Built The Right Thing. The Right Way. Right Now. At Manufacturo, we believe the future belongs to manufacturers who learn fast and adapt even faster. Our platform is purpose-built for you to outpace the status quo — with everything you need to move from engineering to production, to scale efficiently and operate with precision. Manufacturo is a cloud platform for manufacturers that combines deep functionality with modern flexibility. It’s not just a manufacturing execution system (MES). From day one, we designed our platform to be intuitive, fast, and API-first—built to match the way modern manufacturers operate. You can deploy quickly, scale at your pace, and configure everything just the way you want it — or use it right out of the box. Our cloud platform includes native applications built from the ground up as a unified system: dispatching and work scheduling, document control, nonconformance and CAPA management, traceability, inventory and asset tracking, material requirements planning (MRP), standard operations, and more. Real-time data flows from one operation to the next—driving usability, visibility, and quality across the production process. Unlike legacy MES tools, Manufacturo embeds quality – including compliance, traceability, and change control - directly into production; there are no bolt-ons, no workarounds. Every decision is grounded in clean, contextualized data. Every production operation is a quality operation. Every process is built to adapt. And every user, from the shop floor to engineering, gets a system that makes the complex usable. Whether you're launching spacecraft, building energy infrastructure, or scaling next-gen manufacturing, Manufacturo gives you the control, visibility, and agility to do it right — and do it better.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 35

**User Satisfaction Scores:**

- **Ease of Use:** 9.0/10 (Category avg: 9.1/10)
- **Workflows:** 8.0/10 (Category avg: 8.7/10)
- **Training Modules:** 6.3/10 (Category avg: 8.8/10)
- **Analytics:** 7.2/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [MANUFACTURO](https://www.g2.com/sellers/manufacturo)
- **Year Founded:** 2018
- **HQ Location:** Brea, US
- **Twitter:** @MANUFACTURO1 (69 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/manufacturo-com/ (85 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Manufacturing Engineer
  - **Top Industries:** Aviation & Aerospace, Automotive
  - **Company Size:** 51% Mid-Market, 37% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (15 reviews)
- Customer Support (11 reviews)
- Intuitive (11 reviews)
- Manufacturing Integration (10 reviews)
- Integrations (9 reviews)

**Cons:**

- Complex Usability (7 reviews)
- Difficult Learning (4 reviews)
- Learning Curve (3 reviews)
- Challenges in Usage (2 reviews)
- Complexity (2 reviews)



## Parent Category

[Knowledge Management Software](https://www.g2.com/categories/knowledge-management)



## Related Categories

- [Connected Worker Platforms](https://www.g2.com/categories/connected-worker-platform)
- [Manufacturing Intelligence Software](https://www.g2.com/categories/manufacturing-intelligence)
- [Standard Operating Procedures Software](https://www.g2.com/categories/standard-operating-procedures)



---

## Buyer Guide

### What You Should Know About Work Instructions Software

### What is Work Instructions Software?

Work instructions software, also known as visual work instructions or digital work instructions software, allows users to create and dispense step-by-step instructions for business procedures, empowering companies to streamline their workflows. While tools like knowledge management software offer a knowledge base for text articles and other types of informative media, work instructions solutions enable users to create itemized guides for distinct processes, complete with tips, pictures, and videos.

Instruction guides are universally helpful, but industries that require hands-on, mechanical tasks find more value in dedicated work instructions platforms. Industries such as manufacturing, oil and gas, and field service are just a few that benefit the most from visual work instructions. Some work instructions providers even offer industry-specific add-ons that include features that accommodate the needs of their use cases.

### What are the Common Features of Work Instructions Software?

The following are some core features within work instructions software that can help users create practical step-by-step guides for their business procedures:

**Creation of visual guides:** Users can create visual guides consisting of text, checklists, photos, and videos that explain how to carry out certain tasks. New guides can be created for each different procedure a business has, and these guides can all be stored in a central location so all employees can access them.

**Performance monitoring:** If employees are required to use the company’s work instructions platform to follow guides and check off tasks as they are completed, managers can use this real-time data to monitor performance and efficiency at an employee, team, and business level.

**Analytics and reporting:** Work instructions platforms can collect data based on employees’ activity on the platform to help users create reports on production, training, downtime, etc.

**Screen recording:** If a task is meant to be done on a computer, administrators can record their screen to demonstrate how a task is meant to be completed and add the screen recording to the specific guide for that task.

### What are the Benefits of Work Instructions Software?

Besides helping with standardizing business procedures, work instructions software has other benefits, including time savings and boosting employee morale.

**Standardizes processes:** Work instructions platforms digitize and collate paper-based documents or procedures that have been documented and placed in disparate sources throughout the business. This platform becomes the single source of truth for instructions, providing guides on how to complete most, if not all, tasks.

**Saves time in documenting procedures:** Because this software is tailored to meet the needs of managers and workers, it provides the necessary tools, such as templates and authoring and publishing tools, to quickly and accurately document and distribute work procedures.

**Reduces retraining:** Because guides are collated in a central library on work instructions platforms, employees can access them at any time to review procedures they learned in the past. Also, as procedures change within an organization, administrators can update them within the work instructions platform instead of individually informing and training employees. 

**Reduces employee errors:** Employees can also have these guides open while completing tasks in real-time, so they can ensure they follow each step correctly to avoid errors. This is especially useful for workers who are visual learners. Being able to see a checklist or videos showing how to carry out a task will resonate with these workers better than just being told what to do.

**Boosts morale:** Visual guides give employees the autonomy to learn at their own pace. It empowers them to review procedures they don’t feel confident with, taking longer on some sections while going quicker through others. Having this sense of control over their own training helps to boost morale.

### Who Uses Work Instructions Software?

There are a few different use cases for work instructions software, as mentioned below:

**Manufacturing and assembly workstations:** Electronic work instructions are beneficial for frontline workers working with their hands on repetitive manufacturing and assembly tasks. Oftentimes, these tasks are time sensitive as there are numerous people involved in the creation of a single product, and instruction guides help complete them quickly and accurately. 

**Service work instruction:** Service work often involves helping customers resolve various problems. It doesn’t always make sense to train service workers on every possible issue that may arise, so work instructions are a good way for them to train themselves as different problems need to be addressed.

**Training department:** This use case covers many industries, especially those with high employee turnover. Training time is often very costly, and training guides are a self-service method for employees to train themselves.

### What are the Alternatives to Work Instructions Software?

Alternatives to work instructions software can replace this type of software, either partially or completely:

[Knowledge base software](https://www.g2.com/categories/knowledge-base): Work instructions software is essentially a subset of knowledge base software. Knowledge bases hold information pertaining to a wide range of topics, while work instructions include more action-oriented information.

[Standard operating procedures (SOP) software](http://dures): SOP platforms hold similar information to work instructions platforms. However, SOPs are more high level than work instructions. SOPs summarize the specifications of a process, while work instructions narrow down to individual tasks and explain each of the steps outlined within an SOP.

### Challenges with Work Instructions Software

Work instructions solutions can come with their own set of challenges. 

**Rapidly changing processes:** Work instructions software comes in handy in industries and workplaces where processes are undergoing continuous improvement and being updated. It can help make sure employees are staying up to date with the latest guides. However, updating the platform with the latest processes can be tedious and time consuming.

**Supplying workers with a digital interface:** Since work instructions software is a digital product, a digital interface, such as a mobile device, tablet, or laptop, needs to be provided to the employees who will be using the software, which can be costly.

### How to Buy Work Instructions Software

#### Requirements Gathering (RFI/RFP) for Work Instructions Software

Before looking for a software solution for work instructions, buyers should ask themselves what goals they want to accomplish with the software. Are they simpler goals, such as just converting paper documents to a digital format? Or do they need a complete overhaul of their operations practices to make them more automated? Whatever it is, it’s important to note these down before seeking out software as different solutions offer different functionality and levels of robustness. Here are some things to consider:

- Who will be using the software? How easy to use does it need to be?
- Which other systems and tools will the software need to connect with?
- What type of content will be stored in the work instructions platform, and how much storage will be needed?

#### Compare Work Instructions Software Products

**Create a long list**

After listing down requirements, buyers can start to browse products at a high level to create a long list. These products won’t necessarily meet all the requirements, so buyers will need to prioritize their list of requirements. By visiting G2.com’s category for work instructions software, buyers may sift through the work instructions platforms and add products to their “My List” within [G2.com](https://www.g2.com/).

**Create a short list**

Once buyers have created a short list, they can further sort their options by checking the product’s ratings on the G2 Grid® and reading user reviews to understand how their peers experience the software. This way, buyers can find the best work instructions platform for their needs.

**Conduct demos**

After narrowing down the selection, buyers must contact the vendors to schedule demonstrations of the solution. Businesses can contact many vendors directly on G2.com to request demos by selecting the “Get a Quote” button. At each demo, buyers must be sure to ask the same questions and use case scenarios to best evaluate each product.

#### Selection of Work Instructions Software

**Choose a selection team**

Depending on how the platform will be utilized, different people will need to be involved in the selection process. However, in most cases, the people that need to be involved are:

- Those who will be creating the instruction guides
- Those who will be overseeing people using the instruction guides
- Someone on the quality assurance team whose metrics depend on how well the guides are followed

**Negotiation**

Work instructions platforms have set pricing depending on which features a buyer requires, and there typically isn’t any negotiation. Enterprise-level organizations that require larger storage space and other advanced features may be able to negotiate their plan and pricing.

**Final decision**

The team member who will be overseeing the platform the most should make the final decision.

### What Does Work Instructions Software Cost?

Pricing models for these solutions are straightforward. Most providers don’t require buyers to sign a contract to purchase monthly plans. While most providers offer free plans, these come with limited storage space and basic features. Buyers can opt for one of the paid plans, which offer more storage space, advanced automation, and more integrations. These tiers increase in pricing accordingly with the capabilities they offer.

**Return on Investment (ROI)**

ROI on work instructions software can be evaluated by looking at the performance of certain tasks, such as assembly, customer support tickets, and employee training, after implementing the software. Here are some specific factors to consider:

- Time saved on these tasks
- The increase in the amount of tasks completed
- The accuracy/quality of completed tasks
- Customer satisfaction (if the software is being used by customer service teams)
- Employee satisfaction (if employees are using software for day-to-day tasks)