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.

• Daily Toolbox Talk - Run effective safety meetings
• JSA/JHA Process - Job Safety Analysis workflow
• Incident Reporting - Document and investigate incidents

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

Financial

Get paid and stay profitable.

• Pay Application Process - Submit complete pay apps
• T&M Ticket Workflow - Capture and get signatures same-day