From simple checklists you can make with our DIY form builder to complex forms that push and pull from all other features, site reports are flexible to provide you with what you need to address the nuances of how you run your business. All forms are mobile ready the moment they are created and you can use them in the field instantly.

Once a form is completed and saved, the records are stored within the job with user and time information, you can even give each one a status. Each record has an accompanying PDF that includes your company’s logo. Need to share a copy, no problem, and PDF or group of PDF’s can can be distributed from the mobile in moments.

Each report can be tracked for compliance and performance by adding a frequency scheduler to inform the company analytics, giving you powerful info with one simple setup.

Safety compliance is achieved within three core areas, forms, personnel records, and company files.

Utilizing the powerful core functionality of Site Reports, Safety Forms are managed within the same framework but are kept in their own specific area. Your system comes with stock a FLHA (Field Level Hazard Assessment), Toolbox Talk, Near Miss, Accident Investigation, Incident Report. In the event that you wish to make your own with our DIY form builder, simply turn off our stock forms. If you have already developed your safety program and want that in your system, our customer success team will coordinate the build for a nominal dev fee.

Personnel records are accessed via the team members profile. Records are designed for certifications and tickets which are required for tracking and compliance. Single or multiple records entries can be added to each team member with push and email notification reminders upon expiry. There are two optional attachment areas for images and PDF’s to be used for original documents.

Company Safety Manual and Procedure Documentation is stored on the company level available to new jobs as soon as they are created. Simply create your folder tree and drag and drop the files you need into the folders. This will enable the entire organization to see the safety program within two taps.

Photos provide perspective, tell a story, and are a source of truth of a moment in time. Photos are assigned to the day that they are relative via their captured timed date and their day.

The mobile application uses its own camera module to ensure fast workflows. Photos include a description to provide further information.

Each can be grouped into a collection for further organization. If you require a larger photo, simply download the large image version.

From the basic manual time entries, to checking in with a start/stop time that generates auto time entries. Time entries are loaded with description, time type, cost code, duration, job id, equipment used. Individual field crews can add time with ease with the mobile app function of checking in within the preset geofence radius. Compliance is determined via accuracy of location when reporting time marked via a flagged time entry. Superintendents and Foreman can check in multiple field crew at once if required and use cost codes to assign time.

Equipment time is tracked with a similar method to people with duration and cost code. Time can be assigned with our without operators on the mobile app and the equipment can be scanned via QR code to begin time.

The office can adjust all entries and generate reports for payroll or export compatible time entries for upload to accounting software.

This comprehensive task will keep your job running smoothly with actionable items for your internal or external teams to follow. Each task is packed with capabilities to organize your jobs activities that require a calendar due date or time span. Add photos, file attachments and descriptions for further detail. Sub-tasks can be utilized to provide another layer of process within each task.

Tasks are organized with a familiar hierarchy of List/Task/Sub-task.

Assigning and completing tasks on each job will establish a predictable workflow. Use the copy from other job to repeat successful processes.

The site level look ahead is critical for communication to project managers and coordinators. Create your perspective on what  the next couple of weeks activities entail via the use of tasks with duration dates.

To see the look ahead simply toggle from tasks and see the timeline. To share a hard copy, you can generate a pdf instantly.

Deficiencies arise throughout the project between established milestones and also the project completion handoff. No more need for excel spreadsheets, this feature is purpose built to handle deficiencies for all types of project from commercial to multi-family.

Each deficiency item contains Issue, location, sublimation, room, photos, devision, due date, coordinator assignment, trade responsibility and more.

Managing is simple, utilize advanced filters to generate the reports you need to distribute. You can send over the PDF direct to the trade along with a log of what what was sent when.

Traditional accounting software typically does not provide a field creating capability without providing direct accounting access. Now you have the missing link. The field PO module enables you to execute POs from the filed and then pull into your accounting software either via our integrations or via compatible export and upload.

Now you will have an accurate picture of your outstanding financial obligations from a field level. Each PO contains the vendor information, item details, photos of attachments of packing slips. The PO can be left open accommodate more additions. Each time the PO is altered, a new PDF record is generated and can be distributed to vendors or other recipients.

On purchases you can document what is received right in the line item of the PO. With rental, tracking of what the date of return is prior too close is very useful.

Tools and equipment are now easy to inventory and track. Each piece is identified by our supplied QR codes and attached to a comprehensive profile. Complete with images details, and service records equipment will now be managed in one centralized spot. A log of where equipment has been assigned and when is available in each profile.

Want to track equipment usage for billing purposes, simply check off track time and that item will get its own time card.

Place your files in one place for the field. Create folders and add files from both mobile and the office. Site specific files and company level files are also available. Company level files provide a place for the company safety program to exist and be instantly updated on all mobile devices.

If you have a file structure with documents you want on every new job, simply have us set that for you (power plan only)

Want to have a notice that all see or just specific types see when they inter a job via the app? Now you can with Notice Board, a simple bulletin at the head of each job.

Each bulletin can be detailed from the office or the field. Set a type, priority, heading, title sub title, note and a link to any form of your choice.

This is ideal for subs instructions or field worker reminders, or client visits.

Understanding how your company is performing its activities is key to determining the strength of people and the adherence to workflow and structure. Insights provide visibility on what forms have been completed how many have been missed.

See engagement from the site level of people logged in and what days they have been active on a general basis.  See the amount of people each trade has on site and the averages in a chart form.

Custom analytics can be included for specific items in forms (Power Plan only)