Form Builder

Mobile-first Smart Forms

Embedded into your workflow. Completed on-site.

Capture inspections, JSAs, equipment logs, and daily reports in real time directly from the field.

Reporting & Analytics

Generate compliance reports across all projects. Track completion rates, identify trends, and spot safety issues before they become incidents. Export data for audits or insurance documentation.

Audit-Ready Records

Maintain complete audit trails for OSHA inspections, insurance claims, and legal disputes. Search and retrieve any record within seconds.

ERP Integration

Sync form submissions with your accounting system. Link material receipts to purchase orders, equipment logs to maintenance records, and daily reports to job costing, and maintain data consistency across platforms.

Capture Data on the Jobsite

Mobile-First Completion

Crews complete forms on-site via a mobile app, with no paper or office visits. Capture signatures, photos, and GPS coordinates and submit instantly from the field with or without internet connectivity.

Act on Issues Immediately

Real-Time Notifications

Alert supervisors when critical forms are submitted, such as safety incidents, equipment failures, or delivery issues. Route approvals automatically and escalate overdue submissions.

Ready-to-use Form Suites

Safety & Compliance Suite
Daily JSAs, Weekly Inspections, Incident Reports, Witness Statements

Reduce OSHA risk and improve audit readiness. Document Job Safety Analyses before work begins, log weekly inspections, capture incident details immediately, and collect witness statements on-site. Protect against litigation with complete, timestamped safety records.

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Equipment & Asset Accountability
Daily Equipment Inspections, Mechanic Reports, Delivery Confirmations, Condition Logs

Reduce liability and improve maintenance documentation. Pre-use equipment checks prevent accidents, mechanic reports track repair history, delivery confirmations prove receipt, and condition logs protect against damage disputes.

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Operational Visibility Suite
Foreman Daily Reports, Superintendent Site Visits, Driver Reports, Progress Logs

Improve project tracking and strengthen change order defense. Daily jobsite documentation supports owner billing, site visit records prove supervision, and progress logs provide timeline evidence for claims.

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Workforce & HR Compliance
Verbal Warnings, Written Notices, Injury Refusal Forms, Policy Acknowledgments

Protect against wrongful termination claims. Document disciplinary actions consistently, record injury treatment refusals, and capture policy acknowledgments with legally-binding signatures.

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Material & Cost Control
Order Requests, PPE Distribution, Delivery Confirmations, Material Receipts, Inventory Tracking

Improve cost tracking and reduce material loss. Link material documentation to projects and cost codes, track PPE distribution by employee, confirm deliveries with signatures, and maintain inventory accuracy for ERP sync.

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Frequently Asked Questions

Can I customize forms for my specific processes?
Yes. Use pre-built templates as-is or customize fields, logic, and workflows. Build forms from scratch for unique requirements.
Do forms work offline?
Yes. Crews complete forms in the mobile app without internet connectivity. Submissions sync automatically when the connection is restored.
How do workflow triggers work?
Set forms to trigger based on events such as clock-in, clock-out, equipment assignment, project start, or scheduled intervals. Required forms appear automatically—no manual assignment needed.
Can I generate compliance reports?
Yes. Pull reports by project, date range, form type, or employee. Export for OSHA audits, insurance renewals, or internal review.
Do forms integrate with our ERP?
Yes. Form data syncs to accounting systems, linking material receipts to purchase orders, equipment logs to maintenance records, and labor documentation to job costing.
What happens to existing paper forms?
Convert paper forms to digital templates using our form builder. Maintain your existing language and structure while gaining digital benefits.
Who can access completed forms?
Role-based permissions control access. Foremen see their crew's submissions, superintendents see their projects, and admins see everything. Configure access based on your organizational structure.
How long are forms stored?
Indefinitely. All submissions remain searchable and accessible for the life of your Lumber account - critical for multi-year warranty claims or legal disputes.
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