Construction PMs capture pre-start forms in project records

Project managers missing completed pre-start forms trigger kickoff delays and compliance gaps. It adds each submission to project records so site teams start with compliant kickoff info.

Overview

Pre-start forms that never make it into project records create kickoff delays and compliance exposure. This workflow ensures every completed form becomes a searchable project record and notifies site teams, so project managers gain complete kickoff and compliance visibility with fewer manual handoffs. Project teams report faster handoffs and fewer missing checklists.

Notable Features

Create project records from submissions
Notify site teams on new entries
Include compliance checklist and attachments