🔵 Daily Ops

Daily Field Reporting

Document crew hours, work completed, weather conditions, and site activities at the end of each day.

Site Walk
Fill Report
Photos
Submit
🔵 Daily Ops

Crew Time Tracking

Capture labor hours by worker, cost code, and activity. Essential for job costing and payroll.

Clock In
Assign Code
Clock Out
Export
🔵 Daily Ops

Equipment Check-Out

Track equipment usage, assignments, and condition. Prevent loss and simplify maintenance scheduling.

Request
Inspect
Check Out
Return
🟢 Safety

Daily Toolbox Talk

Run an effective 5-10 minute safety meeting with your crew. Document attendance and topics for OSHA compliance.

Select Topic
Present
Sign In
File
🟢 Safety

JSA/JHA Process

Job Safety Analysis workflow. Identify hazards, assess risks, and document controls before work begins.

List Steps
ID Hazards
Controls
Review
🟢 Safety

Incident Reporting

Document injuries, near-misses, and property damage. Proper documentation protects your company.

Secure Scene
Document
Notify
Investigate
🟢 Safety

OSHA Inspection Response

Handle an OSHA inspector visit professionally. Know your rights and document everything properly.

Greet
Credentials
Escort
Document
🟣 Quality

Quality Inspection

Standardized inspection process for work-in-place. Catch defects before they become expensive rework.

Schedule
Inspect
Document
Approve/Fix
🟣 Quality

Punch List Management

Create, assign, track, and close out punch list items. Get to substantial completion faster.

Walk
Log Items
Assign
Verify
🟣 Quality

Material Receiving

Verify deliveries against POs, document condition, and organize storage. Reduce disputes and loss.

Check PO
Inspect
Photos
Sign/Store
🟠 Admin

RFI Process

Request for Information workflow. Get design clarifications documented and answered promptly.

Draft
Submit
Track
Incorporate
🟠 Admin

Change Order Workflow

Document scope changes, get approvals, and track cost/schedule impacts properly.

Identify
Price
Submit
Execute
🟠 Admin

Submittal Management

Track shop drawings, product data, and samples through the approval cycle.

Prepare
Submit
Review
Distribute
🟠 Admin

Progress Photo Documentation

Capture, organize, and share jobsite photos. Build a visual record of your project.

Capture
Tag
Upload
Share
🟡 HR

New Hire Onboarding

Get new employees set up with paperwork, training, certifications, and equipment.

Paperwork
Orientation
Training
Deploy
🟡 HR

Certification Tracking

Monitor expiration dates for licenses, certifications, and training. Never get caught with expired credentials.

Log Cert
Set Alert
Renew
Update
🔴 Financial

Pay Application Process

Submit monthly pay apps with proper documentation. Get paid faster with complete submissions.

Calculate
Document
Submit
Follow Up
🔴 Financial

T&M Ticket Workflow

Capture time & material work as it happens. Get signatures same-day to avoid disputes.

Create
Log Work
Get Sig
Invoice