Platform
Everything the job asks you to prove.
Employee records, certifications, training, jobs, safety forms, and subcontractor compliance, all reading from the same data.
People and certifications
Everything else reads from the employee roster, so a person is entered once and their certifications, training, and job assignments follow.
Records
- Every employee with hire date, role, and status
- Divisions, trades, and regions where you use them
- Project team roles assigned per job
- Employees see their own record, nothing else
- Bulk import from the spreadsheet you already keep
Certifications
- Issue date, expiry date, and the certificate itself
- The certificate file stored with the record
- Automatic alerts before a card lapses
- One view of who is current and who is not
- Renewal tracked ahead of the expiry date
Training
- Online courses delivered in the platform
- Completion writes the certification record automatically
- Rules assign courses by role, trade, or site
- Attendance sheets for training done in person
- Your own courses and SCORM at no platform cost
Jobs and documentation
A job is the thing everything else hangs off. Set it up once and the forms, the team, and the subs all know where they belong.
Job setup
- Every job with its team, subs, and documents
- New-job checklist that confirms itself from submissions
- Site-specific safety plans generated from job data
- Multi-trade and multi-division jobs where you need them
- Printable job box materials
Safety forms
- Filled out in the field from any phone browser
- Built from your own documents
- Photos attached to the submission
- Jobsite audit and inspection scoring
- Daily diaries, JHAs, toolbox talks, whatever you run
Finding it again
- One searchable repository of every submission
- Filter by form, job, contractor, date, or submitter
- View any entry without going into the admin
- Export for a contract file or a claim
- Scoped so a foreman sees their own work
Subcontractor compliance
A live position on every subcontractor on every project, updated as documents arrive and expire.
What is tracked
- Certificate of insurance with expiry
- Additional insured and contract limits
- Contractor license and state standing
- Signed indemnity agreement
- Site safety plan and fall protection plan
How it stays current
- Subs upload their own documents
- Request emails sent from the platform
- Requirements conditional on their scope of work
- Reduced checklist for purchase agreements
- Contract lifecycle from drafted to mailed to signed
What you see
- Compliant, partial, or nothing submitted, per sub
- Per project and across all projects
- Expiry visible before it becomes a gate problem
- CSV export for the contract file
- Nothing silently missing
Alerts, reporting, and platform
The system flags a missing form or an expiring document before a general contractor or an inspector does.
Alerts
- Next-morning alert when a daily is missed
- Weekly management report across every job
- Weekly, monthly, and annual requirements tracked
- Per-job exemptions so alerts stay accurate
- No equipment on site means no false alarms
Configuration
- Set up for your company type
- Modules switched off if you do not use them
- Role-based access enforced server side
- Forms and roles named the way you name them
Platform
- Your subdomain, your logo, your colors
- Your own database and installation
- Nothing to install, works in a browser
- US hosted
Walk through it with your own jobs.
We will use your situation on the call.