Mechanical forms that read like your day.
One pack for both mechanical trades — plumbing and HVAC — with work types from drainage to start-up. Hot work, confined space, lockout and gas safety content, pressure test and refrigerant records, and piping-to-ductwork quality checks. The full library ships the moment you pick Mechanical — Plumbing & HVAC at signup — researched from real job-hazard analyses, not a generic template. Here's a sample.
A sample of the real content.
Pulled straight from the Mechanical — Plumbing & HVAC pack — 7 tailgate hazards, 35 FLRA tasks and 20 quality checks in total. The full library is yours on day one of the trial.
Mechanical & Site Conditions
Trade-specific hazards added to every morning meeting form.
- Silica Controls for Drilling Concrete
- Scanned & Marked Before Cutting / Coring
Task hazard library
Crews pick today's tasks; hazards, risk level and controls come pre-filled.
Inspection checklist
The checks a mechanical — plumbing & hvac inspection actually needs.
- Work matches drawings, approved submittals and permit — plans on site
- Pipe and duct supported and braced per spec
- Drainage slope checked with a level — no bellies
These are starting templates, researched from real job-hazard analyses — every company reviews and adapts them with its own safety advisor before use.
Beyond the safety forms — the business side of mechanical — plumbing & hvac.
One pack covers both mechanical trades — plumbing and HVAC — and unlocks two trade forms: a Pressure Test Record with the medium, pressure, hold time, gauge and the inspector who witnessed it, and a Refrigerant Service & Leak Log with the technician, charge, recovery and leak test before charging — the service record BC's refrigerant regulation asks you to keep for 36 months.
The whole platform comes with it.
Every pack runs on the same app: a 40-form catalog that works offline — filtered to your trade — signed and locked records, deliveries, crew scheduling, equipment & rentals, project documents, corrective actions and GC-ready compliance reports.
See the Mechanical — Plumbing & HVAC pack on your jobsite in 15 minutes.
A short walkthrough with the people who build it. Or skip the call and run tomorrow's tailgate on the free trial.
Book a 15-min walkthrough or start your 14-day free trial — no credit card