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Setup checklists
Setup checklists
How to move from spreadsheets to construction software
A practical migration guide for contractors moving from spreadsheets into connected construction software without losing control.
1 min read
Setup checklists
Resource article
Connect the guidance to related Zektrx workflows, templates, calculators and evidence records.4Sections
5Related links
3FAQs
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This resource should not sit apart from the product. Zektrx connects the guidance to planning, controlled records and review-ready evidence so teams can act on it.
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Setup checklists
2
Control
Construction Reporting Software
3
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Inspection and Test Plan Template
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Construction Reporting Software
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Inspection and Test Plan Template
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Topic
Setup checklists
Setup checklists
2
Reading path
1 min
4 article sections
3
Review status
28 June 2026
Published 28 June 2026
4
Connected links
8
Migrate From Spreadsheets
Start with one workflow
Do not migrate every spreadsheet at once. Pick the workflow that creates the most risk or duplicated effort, such as RAMS, job planning, document control, stock or commercial records.
Migration steps
- List the spreadsheets currently used.
- Choose one workflow and owner.
- Clean obvious duplicate columns and stale rows.
- Import or recreate the useful records.
- Run one live job through the new workflow.
- Retire the old spreadsheet after the team trusts the process.
Keep evidence and history
Keep archived copies of old sheets where needed, but make the new system the source of truth for active jobs.
Zektrx supports Migrate From Spreadsheets, Construction Software Implementation Plan and Contractor Software.
Next step
Download the Contractor Setup Pack, request a demo, or start a 拢5 for 14 days trial.
Related Zektrx workflow
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Put it into practice
Turn this guide into a working Zektrx workflow.
Start with the 拢5 for 14 days trial, then connect RAMS, jobs, stock, documents, records and reporting in one place.
Knowledge Journey
Learn, use, then automate.
1. Learn
GuideSetup checklists
Construction software for small contractors: what to set up first
A practical guide for small contractors choosing which construction software workflows to set up first across RAMS, jobs, stock and documents.
GuideSetup checklists
Contractor operating system guide
A practical guide to building a contractor operating system across jobs, RAMS, documents, stock, commercial records and evidence.
GuideSetup checklists
How to choose contractor software
A practical guide to choosing contractor software by matching workflows, teams, records, pricing, onboarding and evidence needs.
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Related Guides
Keep learning
GuideSetup checklists
Construction software for small contractors: what to set up first
A practical guide for small contractors choosing which construction software workflows to set up first across RAMS, jobs, stock and documents.
GuideSetup checklists
Contractor operating system guide
A practical guide to building a contractor operating system across jobs, RAMS, documents, stock, commercial records and evidence.
GuideSetup checklists
How to choose contractor software
A practical guide to choosing contractor software by matching workflows, teams, records, pricing, onboarding and evidence needs.
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Related FAQs
Can Zektrx replace all spreadsheets?
It can replace many operational spreadsheets, especially where records need owners, evidence, approvals or reporting.
From Zektrx vs Spreadsheets
Where should a spreadsheet migration start?
Start with RAMS, training, document control, actions or site records because those usually carry the most risk.
From Zektrx vs Spreadsheets
Can spreadsheet data be imported?
A migration plan should map columns into Zektrx workflows before import or manual setup.
From Zektrx vs Spreadsheets
FAQ
Questions about this resource.
Who should use this setup checklists resource?
This resource is for contractor, site, compliance and operations teams reviewing how to move from spreadsheets to construction software and deciding which records should become controlled workflows.
Can this be managed in Zektrx?
Yes. Zektrx is designed to turn recurring construction checklists, documents, actions, signatures and evidence into connected workflows.
Is this a replacement for competent professional advice?
No. Use this as practical workflow guidance and keep competent legal, safety, engineering or site-specific review where required.