1. Opt!
2. Reporting
2.1. PowerBi
2.1.1. Fiancials
2.1.2. Field Services
2.1.3. Sales
2.1.4. Marketing
3. Scheduling
3.1. Work orders
3.2. Site Schedule
3.2.1. Critical activities
3.2.2. Resource planning
3.2.2.1. Making sure that workers are certified to perform work (Training tickets)
3.2.2.2. Workers have reviewed Safe job procedures
3.3. Calls and Meetings
3.3.1. Bookings
3.3.2. Teams
3.3.3. Outlook
4. Customer Service
4.1. Customer Portal
4.2. Support Tickets
4.3. Issue Management
4.4. Knowledge Database
5. Marketing
5.1. Website
5.2. Newsletters
5.3. Social Media
6. Customer Portal
7. Field Services
7.1. Safety data sheets
7.2. Safe job procedures
7.3. Joint health and safety committee
7.3.1. Check to make sure that all workers on committee have taken prerequisite courses
7.3.2. Agenda sheet
7.3.3. Meeting minutes
7.3.4. Distributed to members of committee
7.3.5. List actionable items
7.3.6. Alerts given to make sure that meetings happen monthly or when required by OHS / OHSA
7.4. Site inspections
7.4.1. Checklist form
7.4.1.1. Different sections by sections
7.4.2. Issue management
7.4.2.1. What is the issue?
7.4.2.2. Corrective action required?
7.4.2.3. When due ?
7.4.2.4. Action taken ?
7.4.2.5. By who?
7.4.2.6. Image(s) of issue
7.4.2.7. Images(s) of corrective actions
7.4.2.8. Signed off being notified
7.4.2.9. Signed off being completed
7.4.3. Dashboards
7.4.3.1. Comparison over year
7.4.3.2. Comparison over project
7.4.3.3. Report summary
7.5. Weekly toolbox meetings
7.5.1. Require list of all workers onsite
7.5.2. Need to be able to have workers sign in
7.5.3. Generate agenda
7.5.4. Workers sign-off being in attendance
7.5.5. Report distributed to prime contractors and management
7.5.6. Site management / workers notified of meeting
7.5.7. Site management to receive alert of meeting compliance
7.5.8. Site management to select meeting dates
7.5.9. Site management to sign off on meeting
7.6. Fall protection plan
7.6.1. Fall calculations
7.6.2. Equipment being used
7.6.3. Emergency fall protection plan
7.6.4. Rescue box
7.6.5. Tie-off procedures
7.7. Daily tailgate meetings
7.7.1. Workers to sign off on attending meeting
7.7.2. Generate form
7.7.3. Send form to prime contractor
7.7.4. Send form to management team
7.7.5. Site management to sign off on meeting
7.7.6. Have list of workers in attendance
7.8. Field level hazard assessments monitoring
7.8.1. Name of worker
7.8.2. Verify that form has been completed
7.8.3. Report generated to site management stating that form has been completed
7.8.4. Quality checks to ensure that all pertinent information has been completed
7.8.5. Scan forms if written manually into system for record keeping and reference in event of incident
7.8.6. Can forms be completed electronically
7.8.6.1. Date and time stamped
7.8.7. Forms signed at the end of the day stating if there was or wasn't an incident (for WBC tracking)
7.9. COVID monitoring
7.9.1. Daily Symptom checklist
7.9.2. Temperature taken
7.9.3. Worker name
7.9.4. Worker mobile number for text message
7.9.5. Statement stating facts given
7.10. Emergency response plan
7.11. Safe work practices
8. Field Services Mobile
8.1. Worker email number for notification
8.2. Deborah is awesome!
8.3. Fire extinguisher inspections
8.3.1. Images of fire extinguishers
8.3.2. Location of fire extinguishers
8.3.3. Type of fire extinguisher
8.3.4. Certification date
8.3.5. Recertification due date
8.3.6. Charged
8.3.7. Pin in place
8.3.8. Notification stating when next inspection due
8.4. Safety tickets monitoring
8.4.1. Name of ticket
8.4.2. Image of front and back of ticket
8.4.3. Name of worker
8.4.4. Date class taken
8.4.5. Expiry date of ticket
8.4.6. Ticket emailed to management
8.4.7. Alert stating expiration of ticket
8.4.7.1. 90 days
8.4.7.2. 60 days
8.4.7.3. 30 days
8.4.7.4. Expired