Mechanical forms that read like your day.
One pack for both mechanical trades — plumbing and HVAC. Hot work, confined space and stored-energy safety content, rough-in to commissioning FLRA tasks, 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 — 6 tailgate hazards, 12 FLRA tasks and 14 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.
- Hot Work Permit & Fire Watch Assigned
- Confined Space — Permit & Attendant
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.
- Rough-in matches drawings and approved submittals
- Piping supported at the intervals required by spec
- Drainage runs at the required slope, 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 and the inspector who witnessed it, and a Refrigerant Service & Leak Log with charge, recovery, leak checks and the technician certification, which federal halocarbon rules expect you to keep for years.
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.
Run tomorrow's tailgate with the Mechanical — Plumbing & HVAC pack.
14 days free. No credit card, no demo call.
Start your free trial