The Form tool allows General Contractors to digitize and manage any type of paper-based form onsite. This can include:
- Pre-Task Plans
- Subcontractor Toolbox Talks
- Job Safety Analysis (JSA)
- Any other custom forms created by the GC
Foremen can use this tool to easily complete and submit forms on behalf of their crew.
How it Works
1. Accessing Forms
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When a foreman is checked in, they will see the Form tile on their dashboard.
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Tap the tile and select the form template you wish to complete (e.g., Pre-Task Plan, Job Hazard Analysis).
2. Adding Crew to the Form
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After choosing the template, the foreman will see an Add Crew button.
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This will display workers who:
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Are currently checked in under the same subcontractor company
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Are not currently checked in, but belong to the same company
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3. Capturing Worker Signatures
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When a worker is selected, a digital signature pad will appear.
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The foreman can pass their device to the worker to collect their digital signature.
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Multiple workers can be added and signed onto the same form.
4. Submitting the Form
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Once all required information and crew signatures are collected, the foreman submits the form to the General Contractor.
5. Where to View Completed Forms
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Host Panel Form Tile → The General Contractor can review submitted forms and signatures.
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Foreman Submitted Forms List → The foreman can track and reference all forms they have submitted on the app.