CONNECTED CONSTRUCTION WORKFLOWS

Forms & Checklists for construction teams

Build reusable forms and complete project-linked checklists.

01

Form builder and site checklists

Publish reusable company forms, collect consistent site answers and preserve a completed revision with its evidence.

  • Design a template with required questions, conditional sections, repeating rows and calculated totals.
  • Publish a revision, start a project response and attach photos, files or drawn sign-offs.
  • Save progress, complete validated answers and create a new draft revision if the completed form needs changing.
02

What is included

Use these capabilities within your company and project permissions.

  • Reusable templates and immutable published revisions
  • Conditional questions, repeating rows and exact calculated totals
  • Private evidence, completion history, CSV exports and optional public submission links
03

Configuration and availability

Public drafts resume in the same browser tab. PDF page-layout import/design and physical-device acceptance are not complete.

04

Design once for your company

Create supported fields, conditional questions, tables and signature or evidence inputs, then publish a template revision.

05

Choose the job context

Start a project form or an explicit Company-wide form. Staff-completed scaffold and labour dockets require a project.

06

Keep the completed record

Save answers, photos and signatures, then export the pinned response as a PDF. Completed forms use controlled revisions for changes.

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Related workflows

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