Zoho FSM- Checklist/Form Develop

Objective:Develop and deploy fully integrated Job Site Checklists, Quality Control Forms, Daily Toolbox Talk, and JHA/JSA modules within Zoho FSM, ensuring field compliance, safety tracking, and photo documentation.

We have the checklist data.  See below for example 


Responsibilities
System Architecture & Workflow Design
Build digital pre-job, daily, and quality control checklists directly in Zoho FSM.
Configure job forms to automatically attach to corresponding work orders and projects.
Ensure all checklists are timestamped and GPS-tagged when submitted from mobile devices.
Create automation to flag incomplete or non-compliant submissions.
Form Development
Pre-Job Checklist: Generic and trade-specific templates (e.g., asphalt shingle roofing).
Daily Job Checklist: Includes safety, QC, WorkSafe, and insurance compliance verification.
Quality Control Checklist: Photo upload, sign-off fields, and auto summary generation.
Daily Toolbox Talk Form: Crew attendance with electronic acknowledgment fields.
JHA/JSA Form: Task-based hazard analysis, control measures, and crew acknowledgment signature.
Crew Acknowledgment & Signatures
Integrate digital signature fields for crew acknowledgment of Toolbox Talks and JSAs.
Store signed records automatically in the project folder for compliance audits.
Enable offline form completion on mobile devices with automatic sync when connected.
Data Management & Reporting

Integrations & Automation
Automate photo and checklist uploads to the correct project folders.
Enable email or SMS alerts for incomplete or overdue safety documentation.
Testing & Training
Test all forms across mobile and web versions.
Provide training materials or video walkthroughs for field supervisors and admins.
Document all workflows, permissions, and user roles.

Requirements
Proven experience customizing Zoho FSM, Zoho Creator, or Zoho Forms.
Strong understanding of field service operations, especially in construction or roofing.
Ability to create conditional logic, approval workflows, and automated notifications.
Experience with digital signatures, photo fields, and document automation.
Familiarity with WorkSafeNB and general contractor safety documentation standards preferred.

Deliverables
Fully functional Zoho FSM modules for:
Job Site Checklist (Generic + Trade-Specific)
Quality Control Checklist
Daily Toolbox Talk Form (Crew acknowledgment required)
JHA/JSA Form (Crew acknowledgment required)
Dashboard and automated reporting system for management oversight.
Documentation and training package for internal users.




Altitude Roofing – Pre-Job Preparation Checklist
Used once before mobilization to confirm readiness. Daily QC handled separately.

1. Administrative
Contract, scope of work, and schedule reviewed and approved
Budget, quote, and payment terms confirmed
Permits, inspections, and utility locates verified
COI, WCB/COR letters, and subcontractor agreements on file
Submittals, QA/ITP plan, and hold points approved
Client contact and communication protocol confirmed
2. Safety & Compliance
Site-specific safety plan drafted
JHA/JSA template prepared for project start
Fall-protection and rescue plan designed for roof layout
First-aid kit, fire extinguishers, and spill kit stocked
Emergency contacts and muster point established
All crew certifications current (fall arrest, WHMIS, first aid)
3. Site Logistics
Access route and laydown area confirmed with property owner
Traffic and pedestrian control plan complete (if needed)
Fencing, signage, and lighting plan approved
Sanitary, break, and first-aid stations planned
Temporary power and water available and tested
Material delivery and bin placement coordinated
4. Environmental
Dust, debris, and noise-control measures defined
Waste segregation and disposal plan in place
Fuel and chemical storage areas designated
Erosion and sediment controls planned (if applicable)
5. Materials & Equipment
Delivery schedule reviewed and confirmed
Material storage area protected from weather
Equipment inspections and maintenance current
Anchors, ladders, and fall-arrest systems inspected
Tools and consumables checked for availability
6. Quality Assurance
Benchmark sample or mock-up reviewed
Inspection and photo checklist templates prepared
Material certifications and product data sheets filed
Reporting method set in Zoho (QC forms and photo uploads)
7. Pre-Mobilization Sign-Off
Foreman and Project Manager review complete
Client informed of start date and access plan
Weather forecast checked for initial work window
All required documentation stored in project file

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