Documentation

Get your company live quickly with a practical onboarding path for office and field teams.

A role-based checklist to launch TheContractorsToolbox across office and site operations.

Use widgets, feeds, filters, quick actions, and KPIs to manage daily compliance operations.

Manage user accounts, profiles, password security, active company switching, and personal settings.

Configure company-level settings, workspace structure, and operational defaults for reliable compliance workflows.

Manage client contacts, subcontractor access, billing and trials, spreadsheet imports, appearance and audit history.

Apply role-based access controls that match real construction responsibilities and approval chains.

Find drawings, RFIs, searchable site documents, materials requests, site diary entries and snags.

Use Chat, Notes / To do, near-miss and accident reporting, Lessons Learned, and Contacts.

Record held meetings, assign and distribute minutes, and use forms, policies, permits, toolbox talks and temporary works.

Set company rules, monitor lone work, manage people, and maintain workforce and inspection registers.

Create, review, approve, version, and distribute RAMS with practical site-focused workflows.

Manage hazardous substance assessments with SDS uploads, AI assistance, approvals, acknowledgements, and exports.

Run mobile-first inspections for vehicles, plant, equipment, and site types including MEWPs, scaffold, harnesses, excavations, and custom checks.

Configure alerts that drive action across approvals, inspections, defects, and compliance deadlines.

Upload, organise, and manage operational files such as SDS sheets, evidence photos, and support documents.

Use TheContractorsToolbox mobile workflows for offline preparation, inspections, acknowledgements, signatures, and photo evidence.

Resolve practical issues quickly: login failures, permissions, upload problems, export delays, AI processing, and mobile sync.

Realistic onboarding, compliance, permissions, mobile, export, upload, AI, and approval questions answered clearly.

Plain-English definitions for key RAMS, COSHH, inspection, and operational compliance terms.

Track new features, improvements, and fixes across TheContractorsToolbox modules.