Form Library
90+ curated, ready-to-use field forms — JSAs, QA/QC inspection checklists, toolbox talks, and pre-task safety checklists — drop straight into your Safety and QA/QC reports. One tap fills the checklist, the crew reviews and submits. No setup. Included on every plan.
The library covers the four forms crews actually fill out every day: JSAs (job safety analysis with hazards and controls already mapped), QA/QC inspection checklists, toolbox talks (tailgate topics with talking points), and pre-task safety checklists. Each one is written for real industrial work — not a generic template you have to rewrite before it's useful.
The "Add from library" button lives right inside the Safety and QA/QC reports. Pick a form and it fills the checklist rows or sets the toolbox topic instantly. The crew reviews it, adjusts anything job-specific, and submits through the same flow they already use — no new screens, no separate app, no copy-paste from a PDF.
The 90+ forms span the trades that live on industrial sites: cable tray, conduit (above and underground), MCC, megger, transformer, loop-check and grounding test records, grout, pre-pour, torque, weld report, valve, and instrument-install checklists — plus 50+ toolbox talks (PPE, fall protection, LOTO, confined space, H2S, silica, hot work, struck-by and more) and common JSAs (working at heights, confined space, excavation, hot work, energized electrical, crane & rigging).
Customize a library form for your standards, or build one from scratch, and save it for the whole company to reuse. Your saved forms also feed the QA/QC Workflows engine — each workflow step can link to a form, so a sequenced inspection pulls the right checklist at the right hold point. Field PM keeps adding to the curated library too, so new forms appear for everyone automatically.
Open a Safety or QA/QC report and tap "Add from library." Pick a form and it fills the checklist rows or sets the toolbox topic instantly. The crew reviews it, adjusts anything job-specific, and submits through the normal report flow — there's nothing to set up first.
Four kinds: JSAs (with hazards and controls mapped), QA/QC inspection checklists, toolbox talks (with talking points), and pre-task safety checklists. There are 90+ in total, covering industrial E&I, civil, mechanical, and coating work — including 50+ toolbox talks and the common JSAs crews need.
Yes. Customize a library form for your standards or build one from scratch, then save it for the whole company to reuse. Your saved forms also feed the QA/QC Workflows engine, so each workflow step can link to the right checklist.
No — it's included on every Field PM plan. Field PM maintains the curated library and keeps adding to it, so new forms appear for everyone automatically, along with Spanish field templates and trade calculators for Spanish-speaking crews.
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