The toolbox, in full

From the office
to the workface.

Prepare RAMS, manage drawings, run checks and keep a record of the working day. Explore the tools that connect your sites, people and paperwork.

Illustration of two contractors reviewing drawings on site

Risk, permits & substances

Prepare the paperwork, check conditions on site and keep approvals with the work they cover.

RAMS

Create, approve and share risk assessments and method statements (RAMS), with version history and worker acknowledgements connected to the record.

  • Template-driven RAMS creation for common construction activities
  • Approval routing with supervisor and compliance sign-off
  • Worker acknowledgement tracking across sites and teams
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Point-of-work risk assessments

Record a POWRA when the task or conditions change at the workface.

  • Start with the project, task and conditions on site. Refer to the current RAMS when reviewing what has changed.
  • The person assessing the task records the hazards and controls for the crew to review before work proceeds.
  • Return to the project’s assessment records to see the task, hazards and controls that were recorded.
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Permits

Keep permit preparation, review, issue and closure in one workflow. Connect the scope of work, responsible people and supporting documents to the permit record.

  • Permit details linked to the site and planned work
  • Scope, conditions and supporting documents kept together
  • Named people responsible for review and authorisation
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Permit site plans

See permits in the context of the site plan so teams can find where controlled work is taking place.

  • Site plan view of permit locations
  • Access to the associated permit records
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Temporary works

Maintain a temporary works register with locations, supporting documents and inspection records.

  • Create an item on the project register. Add the location and supporting information, and place a marker on a site plan when that helps the team find it.
  • The responsible team keeps the item current and records inspections against it as work progresses.
  • Open the register item later to retrieve its details, attachments and inspection history.
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COSHH

Manage Control of Substances Hazardous to Health (COSHH) records, safety data sheets (SDS) and review schedules with clear visibility for site supervisors.

  • Centralised chemical inventory with site and project allocation
  • SDS upload, storage, and retrieval for field teams
  • Risk indicators and review reminders for assessments
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SDS

Keep safety data sheets easy to find and connected to the right substance. Bring supplier documents, revision information and COSHH records into one connected workflow.

  • Safety data sheet storage linked to substance records
  • Supplier and revision details alongside each document
  • Site and project context for the substances in use
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Inspections, quality & defects

Set up the check, capture what happened and give each finding a clear route to close-out.

Inspections

Run structured inspections from any device with pass/fail states, evidence capture, and clear escalation when defects are found.

  • Configurable checklists for plant, vehicles, equipment, and site assets
  • Photo evidence, notes, and defect reporting in one flow
  • Pass/fail outcomes with automatic follow-up actions
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Quality Inspections

Record quality checks against the work, with photographs and clear findings. Keep the inspection, any defects and the next review connected to the same project.

  • Quality checklists for the work or installation being inspected
  • Inspection findings with notes and supporting photographs
  • Project and location context for each check
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Site Inspections

Keep site setup, weekly and monthly checks in a consistent inspection record. Plan the inspection, record what needs attention and connect the follow-up to the site.

  • Inspection formats for site setup, weekly and monthly reviews
  • Planned checks linked to the relevant site
  • Inspection notes, photographs and recorded outcomes
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Snagging & Defects

Give each snag or defect a clear location, a useful photograph and a responsible owner. Keep progress and close-out evidence with the original finding.

  • Snags and defects recorded against a project and location
  • Photos and descriptions that explain the finding
  • Named owners and follow-up dates
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Inspection templates & schedules

Set up repeatable checks and keep track of when inspections are due.

  • Reusable inspection templates
  • Scheduled inspections and inspection history
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Project checks

See which checks belong to a project and review their progress in one place.

  • Project-level inspection oversight
  • Access to individual checks and their outcomes
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Fleet, plant & registers

Keep equipment checks, asset history and exposure records close to the people using them.

Vehicle Inspections

Standardise fleet and site vehicle checks with repeatable digital forms, defect tracking, and maintenance visibility.

  • Daily and weekly vehicle inspection templates
  • Mileage, defects, and photo capture in the field
  • Escalation for failed checks and repeat defects
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Equipment & Plant

Monitor plant condition, maintenance actions, and inspection readiness across excavators, access equipment, tools, and site plant.

  • Asset registers linked to inspection schedules
  • Pre-use and periodic plant checks with evidence capture
  • Defect and maintenance tracking with responsible owners
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Asset compliance and LOLER

Review asset inspection history and keep lifting equipment examination records in a dedicated register.

  • Select the asset from the equipment register so inspections can be reviewed against the correct item.
  • The supervisor reviews inspection status and records lifting equipment examinations in the LOLER register where applicable.
  • Look up an asset’s inspection history or open its separate LOLER record for examination dates.
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Site and safety registers

Keep site equipment, test records and everyday safety registers together with the job.

  • Choose the register for the information you need to retain and add the relevant project, item or person details.
  • The responsible team records the issue, test or update in the appropriate register and keeps it current.
  • Open the register later to retrieve the entry and recorded dates.
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PAT, face fit & site equipment

Maintain separate registers for portable appliance testing, face fit tests and equipment on site.

  • PAT and face fit test records
  • Site equipment register
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Vibration & noise

Keep vibratory equipment usage records connected to the operator, tool and task. Use configured usage alerts to bring records that need review to the team's attention.

  • Vibrating tool usage by operator and duration
  • Noise exposure entries
  • Usage history and configured alerts
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Projects, drawings & documents

Keep the current information and its history accessible to the people delivering the job.

Project workspace

Give each job a home for the people, documents and site activity attached to it.

  • Set up the project with its site details and give the relevant people access.
  • The site team opens the project and uses the relevant tool to add drawings, photos, checks or daily records.
  • Return to the project and open the relevant register or gallery to find the records created against the job.
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Drawings and specifications

Control construction drawings and specifications with a register, revision history and drawing markup.

  • Upload the document to the project register with its revision details. Keep later issues with the same document record.
  • The site team checks the current revision and can mark up a drawing. If a detail needs clarification, raise a separate RFI and attach the relevant evidence.
  • Retrieve the current or superseded revision, its file and saved markups from the drawing record.
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Requests for information

Raise a construction RFI and keep its question, evidence and response history together.

  • Create the RFI against the project and attach the relevant drawing or supporting material to explain the question.
  • Add the people who need to respond. Keep the discussion on the RFI and update its status as the answer is agreed.
  • Open the register entry to find the question, replies, attachments and status, or export the RFI as a PDF.
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Project Files & Photos

Organise project documents and site photographs together. Keep location information with geotagged evidence so teams can understand where a record belongs.

  • Project files organised around the site and the work
  • Photographs stored alongside relevant project records
  • Geotagged images with location context where captured
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Digital Forms

Bring everyday construction forms into one management system. Keep submissions, supporting documents and review actions connected to the right site and team.

  • Reusable forms for recurring site and office tasks
  • Submissions linked to the relevant project and team
  • Supporting documents and photographs kept with the form
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Policy Reviews & Sign-Off

Keep policy reviews on the calendar and route the current revision to the responsible director for sign-off. Retain the review decision alongside the policy record.

  • A central record of policies and their current revisions
  • Review dates and named policy owners
  • Calendar visibility for upcoming reviews
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Site operations & planning

See what is planned, record what actually happened and keep the handover in one place.

Site diary

Keep a dated construction site diary with labour, plant, deliveries, visitors and progress photos.

  • Start with the project and date. Record the weather, who was on site and what work took place.
  • The supervisor adds the day’s deliveries, visitors and photos, then signs the diary entry when it is complete.
  • Find the dated entry and its attachments later, or download the diary as a PDF for the project record.
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Project progress

Post updates from the field so the project team can follow the work as it happens.

  • Open the project and choose the work or milestone to describe. Add photos to give the update context.
  • Post the update on the project board. Team members with access can comment on the post.
  • Review the original post, supporting photos and conversation on the project board.
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Materials requests

Raise material requests against the project and follow their status from site.

  • Select the project and describe the items the site needs, with quantities and context for the request.
  • The person handling the request reviews the details and updates its status as it progresses.
  • Return to the request to see what was asked for and check its recorded status.
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Construction programme

Publish the current construction programme and retain earlier issues with the project.

  • Add the programme document to the project, with the information the team needs to identify that issue.
  • The person managing the programme uploads the next revision when the plan changes. The team opens the current issue before planning the work.
  • Retrieve the current programme or refer back to a previous revision.
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Rotas and deliveries

Plan who is working where and when site deliveries are due.

  • Use the site and date to put staffing and delivery information in the project’s schedule.
  • The site team updates the rota or delivery entry when arrangements change.
  • Return to the schedule to see the arrangements recorded for the job. Use the site diary to record what happened on the day.
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Site chat

Keep team conversations in the toolbox so colleagues can find the messages behind a site discussion.

  • Start a conversation with the people who need to discuss the work.
  • Participants reply in the thread. Create a separate to-do if the discussion leads to work someone needs to track.
  • Reopen the conversation to see earlier messages in context.
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Notes and to-dos

Capture reminders and practical follow-up in the toolbox alongside your site work.

  • Write a note for information worth keeping, or create a to-do for an action that still needs attention.
  • Update the task as the work moves forward. Use the snag register when a defect needs formal close-out.
  • Return to your notes or task list for the saved details and task status.
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Mobile App

Give field teams access to RAMS, inspections, compliance tasks, and site documentation from their phone, even when coverage is patchy.

  • Mobile inspections and compliance task completion
  • RAMS access and acknowledgement in the field
  • Photo evidence and signature capture on site
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Workforce & site access

Know who is ready for work, who is on site and which records need attention.

Training matrix & team compliance

Track certifications, training and inductions in one place to support supervisors' workforce readiness decisions before work starts.

  • Certification and training expiry tracking by role
  • Induction and competency records linked to workers
  • Site and project readiness dashboards for supervisors
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Digital Inductions

Connect site induction records and supporting documents to the person attending. Give supervisors a clearer view of the information captured before work begins.

  • Inductions linked to a worker and the relevant site
  • Supporting document capture alongside the induction
  • Recorded acknowledgements of induction information
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Site Sign-In & Kiosk

Record site arrivals and departures through a tablet kiosk. Keep attendance activity connected to the site and the people using it, alongside their induction records.

  • Tablet kiosk sign-in and sign-out at the site entrance
  • Recorded arrival and departure times
  • Attendance entries linked to people and the site
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Time clock

Record working time and give authorised supervisors access to time entries for review and export.

  • Set up the people who need to record time. Workers clock in and out as they start and finish work.
  • An authorised supervisor reviews the entries before using them for any downstream process.
  • Retrieve the recorded clock times and export entries when needed.
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Subcontractor management

Keep subcontractor contacts, compliance documents and expiry dates available to the team managing the job.

  • Create the subcontractor record and add its contacts and supporting documents.
  • The project or office team reviews document dates and follows up with the subcontractor when evidence needs updating.
  • Return to the subcontractor record and the expiry chase list to check the documents on file.
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Subcontractor portal

Give subcontractors their own view of assigned snags, relevant permits and documents shared with them.

  • Set up the subcontractor and grant portal access. Assign the snag or permit, or share the document with that subcontractor.
  • The subcontractor opens the relevant portal record and can mark an assigned snag done. The supervisor reviews the fix in the internal register and records the sign-off.
  • The project team can return to the internal snag record for evidence and sign-off, or review the relevant permit or document record.
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Client portal

Give clients controlled access to project progress, documents and snag records you choose to share.

  • Set up the client and its contacts, then link the client to the relevant project and configure what they can see.
  • The client signs in and opens the project. The sections they can see depend on the access the project team has granted.
  • Return to the shared project view for the available documents, progress updates or snag records. Review access from the client record.
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Health, safety & briefings

Brief the crew, record incidents and keep everyday safety follow-up visible.

Near misses and accidents

Keep construction incident reports and follow-up records available to the people investigating what happened.

  • Record the site, what happened and any relevant details while they are fresh.
  • The responsible team reviews the incident and adds follow-up information as the investigation progresses.
  • Reopen the incident for the original account and follow-up. Record a separate lesson when there is something to share more widely.
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Lessons learned

Capture what the team learned from site events so it can inform future work.

  • Lessons learned library
  • Individual lesson records for review
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Toolbox talks

Brief site teams on practical safety topics and retain a record of the talk.

  • Choose a topic from the library or prepare a talk around the work and conditions on site.
  • The person leading the briefing records the talk and the crew involved.
  • Look up the briefing later for the topic and the attendance record.
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Safety meetings

Use meeting templates and retain minutes and actions for project and safety follow-up.

  • Choose the appropriate meeting template or series and prepare the agenda around the issues the team needs to review.
  • The meeting lead records what was discussed and captures the follow-up actions.
  • Return to the meeting history for previous minutes and actions.
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Lone-worker monitoring

Let lone workers check in, mark themselves safe and flag overdue check-ins for follow-up.

  • The worker starts a lone-working session and records the planned check-in for the job.
  • The worker checks in or marks themselves safe. The person monitoring the session follows up when a check-in is overdue.
  • Review the session for its recorded check-ins and status.
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Emergency roster

Use recorded site attendance to support a roll call and see who still needs accounting for.

  • Use the project’s recorded sign-ins to start the roster for the site.
  • The person running the roll call checks the roster against the people present and updates their roll-call status.
  • Review who was listed and how they were accounted for in the roll-call record.
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PPE, asbestos & safety warnings

Retain records of issued protective equipment, asbestos information and safety warning cards.

  • PPE issue records and safety warning cards
  • Asbestos register and kiosk access
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Reporting & administration

See what needs action across the business and control who can access each part of the toolbox.

Smart Reporting

Generate live operational and compliance reports without rebuilding spreadsheets at the end of the week.

  • Live dashboards for overdue actions and completion rates
  • Filterable reports by site, team, asset, and timeframe
  • Export to PDF and CSV for management reviews
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Audit Trails

Capture a complete record of compliance activity across RAMS, inspections, approvals, and document changes for internal and client audits.

  • Timestamped activity history across modules
  • User, role, and site attribution on every action
  • Document version and approval lineage
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Company administration

Set up the company workspace, manage who can access it and bring supported records across from spreadsheets.

  • Add the company details and prepare employee records before inviting the people who need a login.
  • An administrator assigns appropriate roles and imports supported records after reviewing the source data.
  • Return to the workspace settings and user records to review the current setup and permissions.
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Users, roles & permissions

Set up employees and users with access that fits the work they do.

  • Employee records and invitations
  • Role-based access and permissions
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Company setup & imports

Configure the company workspace and bring existing records across from spreadsheets.

  • Company settings and workspace appearance
  • Spreadsheet imports for supported record types
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Notifications

Surface updates that need someone’s attention and manage notification preferences.

  • In-app notifications
  • Configurable notification preferences
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Feature access depends on your plan and user permissions.

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Connect your
compliance workflows.

Bring the people, the paperwork and the site record together in one toolbox.

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