How it works
Four steps, and the fourth one is the point.
Most of the work in collecting information is not the asking. It is knowing where you are. Docsroom keeps that score for you.
Build the pack
Start from a template or from nothing. Add sections, then requests: a title for the list, the full ask, why it matters, and who on the other side it belongs to. Set due dates where they matter.
Before you start on site
Redhill Groundworks · a request each
Public liability insurance
Marie Tunnicliffe
CSCS cards for the gang
Marie Tunnicliffe
Method statement and risk assessment
Wesley Nolan
Who is supervising on site
Marie Tunnicliffe
Add a request
Send it
Create a private link for each person, or select requests and email them. Each email shows only that person’s requests and opens their list with no password. Switch on reminders if you want Docsroom to do the chasing.
To Marie Tunnicliffe · from Halstead Construction
Three things before you start on site
Hello Marie. Everything we need before Monday. Answer them in any order, and photographs are fine.
Public liability insurance
CSCS cards for the gang
Method statement and risk assessment
They reply
They open their list, answer each request in its own thread, drop files in or scan the QR code to upload from a phone, and mark each one done. If something is not theirs, they hand it back with one button.
CSCS cards for the gang
Asked 28 August · needed before Monday
Check and download
Replies arrive as ready to check. Read them, ask a follow-up in the same thread if you need to, and complete the request. When the pack is done, download every file as one ZIP, organised by request, and the reminders stop on their own.
Before you start on site
Redhill Groundworks · finished 6 September
7 of 7 inNothing outstanding
Public liability insurance
CSCS cards for the gang
Method statement and risk assessment
Your first pack takes ten minutes.
Free for 14 days, no card. Start from a template or from nothing.