Digital forms — module 02

Checklists that replace the printed, scanned and emailed kind.

Measured values, notes and N/A are real fields, not workarounds. Several contractors fill their own sections at once, and the trades sign before the CxA approves.

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Screenshot — a checklist section with measured values and a signature

Real measured values
Numbers and readings, not a tick.
Filled at the same time
Every contractor works their own section.
Signed in order
Trades sign first; the CxA approves last.
Cloned, not typed
Start from one of 48 built-in templates.

A checklist that behaves like the job, not a PDF.

The form is the record here, not a scan of one.

01More than a checkbox

A field that expects a reading gets a reading.

Measured values, free-text notes and an explicit N/A are their own field types, separate from a pass/fail tick — so a checklist can ask for the actual static pressure instead of a glance at the gauge. What gets recorded is what happened on site.

Screenshot — a checklist line item with a measured-value field

02No waiting your turn

Mechanical, electrical and controls fill their own sections at the same time.

A section is scoped to a trade. Three contractors can be filling in their own parts of the same form on the same day — the same device or three different ones — with nobody locking anyone else out.

Screenshot — three trade sections in progress on one checklist

03Signed, then approved

Draft → In Progress → Submitted → Approved, in that order.

Submitting locks the fields; only the commissioning agent can move a submitted checklist to Approved. That status change is what the tracker and closeout package both key off.

Screenshot — checklist status bar and signature row

Questions about digital forms

Can we bring our own checklist instead of cloning one of the 48?

Yes. Build it once in the template builder and it's reusable across every future project.

What happens if a contractor makes a mistake after submitting?

Submitted locks the fields. The commissioning agent can unlock the checklist so the correction can be made and re-signed.

Do photos and notes attach to specific sections?

Yes — a note or photo lives on the section it documents, not a general attachments folder at the bottom.

Can we require signatures from more than one role per section?

Yes, signature roles are configurable per template — require the installing contractor and the CxA, for example.

Start on the project that hasn't hit closeout yet.

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