Process Playbooks
Step-by-step workflows for every construction business process. See exactly how to run your operations efficiently.
Daily Operations
Keep the jobsite running smoothly.
- Daily Field Reporting - Document work, crew, weather, and issues
- Crew Time Tracking - Capture labor hours by cost code
- Equipment Check-Out - Track usage, condition, and maintenance
Safety
Protect your crews and your business. See also Safety Hub and Safety Workflows.
Incidents & response
- Incident Reporting - Document and investigate incidents
- OSHA Inspection Response - When OSHA arrives on site
- Return to Work - Modified duty and light-duty programs
- Emergency Drills - Fire, evacuation, and emergency response drills
Daily program
- Daily Toolbox Talk - Run effective safety meetings
- Safety Orientation - New hire and project orientation
- JSA/JHA Process - Job Safety Analysis workflow
- Site Safety Inspections - Regular jobsite safety audits
High-risk work
- Fall Protection - Harnesses, anchors, and fall plans
- Hot Work Permits - Welding and cutting permits
- Confined Space Entry - Entry permits and atmospheric testing
- Excavation Inspections - Trench and excavation daily checks
Subcontractors
- Subcontractor Safety - Sub safety onboarding and enforcement
Quality
Deliver work that meets specs.
- Quality Inspection - Standardized inspection process
- Punch List Management - Track and close out deficiencies
- Material Receiving - Verify deliveries and document condition
Admin
Keep the paperwork flowing.
- RFI Process - Request for Information workflow
- Change Order Workflow - Document and approve scope changes
- Submittal Management - Track shop drawings through approval
- Document Control - Organize contracts, submittals, RFIs, and drawings
- Subcontractor Management - From prequalification to final payment
- Project Closeout - Final inspections, punch list, and client handoff
- Surety Program Management - Run your bonding relationship — see Bonding Hub
Financial
Get paid and stay profitable.
- Pay Application Process - Submit complete pay apps
- T&M Ticket Workflow - Capture and get signatures same-day
- Monthly WIP Review - Produce accurate WIP schedules for banks and sureties