Jobs, scheduling and dispatch
One place for every job. Book it, schedule it, send the right person and keep the customer in the loop.
Module 05 · Compliance paperwork
Paperwork done before you're on site.
Risk assessments, method statements, certificates and safety documents, drafted for you and stored in one place.
Sound familiar?
The problem
Every job needs paperwork. Risk assessments, method statements, certificates, toolbox talks. It eats evenings and it's the first thing a main contractor or inspector asks for.
What it does
What the Compliance module handles
RAMS drafts
Risk assessments and method statements drafted from the job details and your templates.
Certificates and forms
Fill in job certificates and checklists faster, with details pulled from the job.
Safety documents
Site safety docs, toolbox talks and checklists, ready to share with the crew.
Expiry reminders
Get reminded before tickets, cards, insurance and certificates run out.
One filing cabinet
Every document stored against the job, the site and the person, easy to find and send.
You sign off
The AI drafts. A competent person checks and signs. That's how it should be.
How it works
Up and running
Share your templates
We start from the documents you already use, or set up new ones with you.
Draft per job
Each new job gets the paperwork it needs, drafted and ready to check.
Check, sign, send
Review, sign and send to the client or main contractor in a few taps.
See it in a day
Example scenarios using this module
Illustrations of how a firm might use it. Not real customers.
Questions
Good to know
Does this make me compliant?
No software can do that on its own. It drafts and files the paperwork. A competent person in your business must check and approve every document.
Which documents and standards are covered?
It depends on your trade and country. We'll go through what you need on the demo call (TBC).
Pairs well with
Add these when you're ready
Owner dashboard
Calls, leads, jobs, quotes, invoices and paperwork in one view. Plus a daily briefing written in plain words.
See the Compliance module on your business.
Book a short demo. We'll show you the modules that fit your work, hear the AI phone in action and go through pricing for your setup.