01
Evidence path
Plan the work
Connect the right templates, calculators and module records before the job reaches site.
Contractor Setup Pack
Contractor Setup Pack
Use this page as a lightweight downloadable HTML checklist. Print it to PDF from your browser if you want an offline copy.
Setup pack
Checklist workspace
Use the checklist to line up users, RAMS, jobs, stock, folders and handover records before moving into Zektrx.HTMLChecklist
PrintReady
FreeResource
Checklist To Workspace
Use the checklist as a clean handoff into Zektrx.
The downloadable pack is not just a static list. It helps teams agree the starting records, ownership and evidence needed before the workspace goes live.
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.
Setup Pack In Product
Prepare your first workspace.
Use the checklist to organise company setup, documents and the records your team uses each day.
Company Setup
Turn the checklist into a workspace starting point.
Prepare your company details, users and permissions before you start.
Document Setup
Line up RAMS, folders and controlled files before rollout.
Prepare document registers, review responsibilities and access permissions for your workspace.
Operational Setup
Connect jobs, people and evidence to the launch plan.
Setup becomes more practical when the checklist points toward the records teams will use every day.
Company setup
- Company name
- Trading address
- Contact details
- Logo
- Brand colour
- Insurance details
- Key contacts
- Emergency contacts
Users and roles
- Business owner
- Admin user
- Compliance owner
- Job planner
- Supervisor
- Operative
- Finance/commercial user
- External client/subcontractor access
Safety documents
- RAMS
- Risk assessments
- Method statements
- COSHH/SDS records
- Toolbox talks
- Permits
- Training evidence
- Inspection forms
Jobs and site operations
- Job stages
- Site address
- Client details
- Assigned team
- Start and end dates
- Job documents
- Site photos
- Daily notes
- Completion evidence
Stock and materials
- Material categories
- Stock locations
- Suppliers
- Purchase order process
- Job-linked stock
- Low stock alerts
- Delivery evidence
- Returns/waste
Document control
- Drawing register
- Revision naming
- Approval process
- Issue register
- Shared folder cleanup
- O&M manual structure
- Handover pack structure
Commercial records
- Quote template
- Invoice template
- Purchase order template
- Supplier list
- Cost categories
- Variations
- Payment status
- Project cost review
Rollout plan
- Pick first workflow
- Add one real project
- Invite first users
- Test document export
- Review permissions
- Train supervisors
- Remove duplicate spreadsheets
- Review after 14 days
Next step
Ready to try Zektrx on real workflows?
Start a 14-day Zektrx trial for £5 and explore safety documents, jobs, stock, workforce planning, commercial records and reporting.
14-day trial£5 starter offerReal workflow setup
Next step
Want to see Zektrx mapped to your workflow?
Request a workflow demo for RAMS, job planning, stock, document control, commercial records or contractor operations.
Workflow-ledNo generic tourPlan-fit advice