Company setup
- Company name
- Trading address
- Contact details
- Logo
- Brand colour
- Insurance details
- Key contacts
- Emergency contacts
Country, language & terminologyUnited Kingdom · English · RAMS/COSHH
Country and terminology
Language
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.
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.
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.