Recommend the document set
Use business type and workflow to suggest relevant paperwork without claiming automatic compliance.
DOCUMENTS & FORMS
Paperwork should live with the work it proves.
Quotes, contracts, RAMS, photos, reports, test results and handover files are more useful when BusinessBuilder knows which customer, job or project they belong to and when they are required.
JOB DOCUMENTS
RAMS
READYSite photos
8 UPLOADEDTest certificate
MISSINGHandover pack
WAITINGWITHOUT IT
Where the friction comes from.
Documents commonly live in Drive folders, inboxes, form platforms and desktops separately from the work. People remember checklists manually and discover missing paperwork too late.
WITH BUSINESSBUILDER
What changes.
Each document can have an owner, requirement stage and completion state. The workspace surfaces what is missing before it blocks attendance, handover, invoicing or closeout.
HOW IT WORKS
Attach it to the right record
Keep the file, form or generated document with the customer and work it relates to.
Make missing visible
Show required vs optional, approval state and the deadline that matters.
REALISTIC EXAMPLE
Commercial electrical job
Before: RAMS are in email, photos are on an engineer's phone and certificates are in another portal.
After: The job shows RAMS required pre-site, photos during work and certification before closeout so the missing item is obvious.
1Job created2RAMS required3Site photos4Test result5Certificate6Handover