Docs

BuildPass

For example, if you have a workflow for completing a form, allow attaching a PDF version of the form to the email

Allow sending a PDF with workflow emails/SMS

Allow a workflow to trigger for any form on a particular project

Ability to create a Workflow for all forms completed on a project

Being able to `@firstName` etc in the content of the emails/notis.

Add ability to add dynamic values into workflow emails/SMS

Wait until a particular time, like the start of next week, start of the workday, if an item is close to expiry or for something else to happen. 

Add a "wait" block to workflows

Continue with the workflow only if a certain condition is met

Add the ability to do conditional logic on workflows

Allows you to send emails/notifications and sync data elsewhere

Add ability to trigger workflow from timesheets

Add ability to trigger workflow on worker sign off

Set up workflows when an induction is completed

Ability to trigger workflows on inductions/orientations

When a worker signs on to their work site

Ability to trigger workflow on sign-on/sign-offs

If your form has a date field, allow you to trigger a form when that date is met


Trigger workflow based on form date input upcoming or expired

Would like to have the ability to select ITP templates as the resource in workflows

Add ITP trigger in workflows

Set up a reminder for certificates that are about to expire

Notification/alerts for expiring certifications

Would LOVE to have the prequals expire every 12 months (period would need to be configurable) and automatically prompt Subbies when their prequal has expired.

Implement configurable prequal expiration and reminders for Subbies

Would like it if there was the ability to set reminders for toolboxes, a lot like the checklists reminders.

Recurring reminders for toolboxes

Would like checklists to be set to automatically be emailed to the client once complete.

Would also like a copy of the completed checklist to be transferred into project documents.

Automate emailing completed checklists to clients and project documents

SDS often expire during life of project. Say project starts 1 December 2024. An SDS from supplier is submitted and its dated 5 January 2020. It will be out of date come 5 January 2025. So as PC we must have the current SDS version.

A reminder that could be set a month before would be awesome as we can either chase the Subbie or the Manufacturer for the current version.

Prompt Subbies to update an SDS before they expire

Easily trigger workflows based on location.

Segment workflows by location

Set up reminders for people to fill in the site diary

Reminders for site diary entries

Is there a way to set up a notification when a site team member's diary has been entered?

Set up notification when a site team member's diary has been entered

A way to trigger HTTP calls to sync data elsewhere

Ability to send webhooks to third-party applications

A simple agent to help you build your workflow

Add an AI workflow assistant

Create a workflow template system

Summarise the event that occurred and send an email with the summary

Add an AI summary block

Have the engine step back to an earlier step in the workflow if conditions are met

Add the ability to loop workflows

Workflow engine/system can power things within other modules but doesn't need to go to the workflow page

Create workflows from within other modules

Manage your documents the same way you manage your drawings: better sharing and an intuitive user experience.

Documents revamp

Client portal

SWMS builder uplift

More connections to tools you love: forms, actions, defects, locations, and more

Toolboxes revamp

Global search

Build in HRIS/CRM integrations with a broad provider

New HRIS/CRM integrations

Global share

Better filtering, sorting and custom views!

New tables

Xero integration

Make it easier to tag, download, and use Photos in BuildPass

Photos uplift

Upgrading our voice-to-text technology to be more accurate and efficient

Voice-to-text improvements

Easily create photo albums and manage your photos more intuitively

Photo albums

Bulk Data Export

Self-onboarding

Wait steps, branch steps, more triggers and more flexibility

New workflows

Easily manage your own induction, sign on, pre-qualification templates and more

Self-managed templates

Styck Integration

Ensure form completion as part of scheduled tasks

Link Scheduling Tasks to Forms

Support for requests for information from workers and subs