01
Evidence path
Plan the work
Connect the right templates, calculators and module records before the job reaches site.
Free Contractor Setup Pack
Free Contractor Setup Pack
Use this checklist to prepare your company details, users, safety documents, job stages, stock categories, document folders, quotes, invoices and handover records before moving into Zektrx.
Download the free Contractor Setup Pack
Company setup
Users and roles
Safety documents
Jobs and site operations
Stock and materials
Document control
Commercial records
Rollout plan
Rollout checklist
Setup pack
Prepare company details, users, safety records, jobs, stock and commercial data before rollout.FreePack
SetupChecklist
RolloutReady
Setup Pack To Rollout
Prepare the records before the software switch.
Gather your starting information, brief the team and assign owners for your first records.
01
Plan the work
02
Control the evidence
03
Brief and close
02
Evidence path
Control the evidence
Keep checks, approvals and site proof attached to the record they support.
03
Evidence path
Brief and close
Turn briefings, actions and reviews into a clear trail for clients and audits.
Your setup in Zektrx
Put your checklist into practice.
Prepare starting data, safety records and launch actions before moving into the Zektrx workspace.
Starting Data
Prepare your company workspace.
Gather company details, user lists and access requirements before setting up your workspace.
Safety Records
Connect checklist items to RAMS and evidence.
The pack helps teams prepare safety documents and review paths before they move into a live workflow.
Launch Plan
Plan your first weeks in Zektrx.
Plan how your jobs, stock, documents and commercial records will be organised.
Rollout resources
Turn the checklist into a practical rollout.
Continue with the full pack, implementation sequence and rollout checks when you are ready to prepare the team.
Open the setup pack
Review the complete contractor setup checklist and the records to prepare for rollout.
View pageBuild an implementation plan
Turn the checklist into a phased construction software implementation sequence.
View pageUse the rollout checklist
Plan ownership, migration, training, launch checks and post-launch review.
View pageBrowse contractor resources
Find practical guides, templates and checklists for safer operational setup.
View page