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Run your pre-task plans, and prove who saw them

Pre-task plan software for construction crews and subcontractors

Build your pre-task plan as a form, talk it through with the crew before work starts and record who attended. Workers who missed it read the plan and acknowledge it when they sign on, so your superintendent sees who still needs to read it.

Meetings list for Northside Apartments with early-morning toolbox talks for working at heights and a crane lift plan, in Draft, Invitations Sent and Completed

Trusted by builders across the country

From custom-home contractors to commercial general contractors, field teams run their pre-task plans on BuildPass.

Reidy Contracting Group
Ameresco
DivisionOne Construction
Burkentine Builders
Ready Construction
DD Construction
Honest Hammer
Homestead
Copeland Construction
RMA Commercial General Contractors
Dryden Custom Homes
Reidy Contracting Group
Ameresco
DivisionOne Construction
Burkentine Builders
Ready Construction
DD Construction
Honest Hammer
Homestead
Copeland Construction
RMA Commercial General Contractors
Dryden Custom Homes
Reidy Contracting Group
Ameresco
DivisionOne Construction
Burkentine Builders
Ready Construction
DD Construction
Honest Hammer
Homestead
Copeland Construction
RMA Commercial General Contractors
Dryden Custom Homes
Reidy Contracting Group
Ameresco
DivisionOne Construction
Burkentine Builders
Ready Construction
DD Construction
Honest Hammer
Homestead
Copeland Construction
RMA Commercial General Contractors
Dryden Custom Homes
Fassberg
AJFX Construction
ECI Austin
New Age Builder
EDG Pro Contractors
Schwartz Custom Homes
ARK General Construction
Two Z Homes
Shade Doctor of El Paso
Fassberg
AJFX Construction
ECI Austin
New Age Builder
EDG Pro Contractors
Schwartz Custom Homes
ARK General Construction
Two Z Homes
Shade Doctor of El Paso
Fassberg
AJFX Construction
ECI Austin
New Age Builder
EDG Pro Contractors
Schwartz Custom Homes
ARK General Construction
Two Z Homes
Shade Doctor of El Paso
Fassberg
AJFX Construction
ECI Austin
New Age Builder
EDG Pro Contractors
Schwartz Custom Homes
ARK General Construction
Two Z Homes
Shade Doctor of El Paso

Pre-task plan software helps general contractors and superintendents build a PTP form, brief the crew on the day's tasks and hazards, and keep a record of who attended and who acknowledged the plan.

One pre-task plan, from form to briefed crew

Form template editor with before and after sections, single select checks scored conforming, deficient or neutral, a photo block and a signature block (shown with a concrete slab pour checklist)
01

Build your PTP form

Add a question for each task, hazard and control, and mark each answer option as met, not met or not scored. Add photo and signature blocks where you need proof.

Meeting run screen for the Level 3 crane lift plan with agenda, notes, the lift plan PDF attached, a yes or no checklist and 16 of 18 attendees ticked
02

Talk it through with the crew

Run the pre-task meeting with the agenda, your notes, the plan attached and a checklist to answer. Check off who showed up, then complete it.

Worker's phone showing Today's Notices for Northside Apartments, with the Level 3 crane lift notice and an I have read this notice button
03

Read before they sign on

Put the day's plan in a Notice. Workers read it and confirm it before their sign on goes through, so nobody misses the crane lift.

How it works

Every pre-task plan, in one view

See each day's pre-task meetings, who attended, who acknowledged the plan and who still hasn't.

Bulk create from files dialog turning five uploaded paper forms into form templates

Bring your paper PTP

Upload up to 100 of the PTP forms your jobsites use today. With BuildPass Agent switched on, BuildPass turns each file into a form template you can change.

Phone completing a form with an action added against a failed check for a cracked slab edge (shown with a concrete slab pour form)

Fill it in on the jobsite

Your foreman or the sub completes the form on their phone. If a check fails, your superintendent can raise a punch item right from that question.

QR code card reading Workers scan to mark attendance, with download option

Scan in with a QR code

Show the meeting's QR code on a screen or print it. Workers scan the code to mark themselves attended.

Worker's phone showing the agenda, notes and a signature pad with Acknowledge

Workers sign for it

Workers open their invitation link, read the agenda and notes, draw their signature and tap Acknowledge.

Show at Sign On dialog creating a Toolbox Notice for 3 days so workers who missed the meeting can acknowledge it

Catch the ones who missed it

Show a completed meeting at sign on for as many days as you choose. Workers who missed it read it and acknowledge it as they sign on.

Completed form report with the More menu open on Duplicate, which copies the form with its answers

Start from yesterday's plan

Duplicate a completed form with its answers, project and location, then change only what is different today.

Connected to the whole job
BuildRun the site

Pre-task plans, connected to the whole job

Your PTP form, the pre-task meeting and the Notice all sit on the same project. Marking workers attended, in bulk or by scanning their QR badge, signs them on for the day, and a completed form or meeting can go to Procore if the project is connected to it.

Explore health and safety
  1. PTP FORM18 checkstasks, hazards and controls
  2. PRE-TASK MEETING16 of 18 attendedQR scan, bulk or signature
  3. SHOWN AT SIGN ON2 NoticesCrane lift on Level 3 ยท Notice, Northside Apartments

Win

Price the job

Take off, estimate and get proposals out the door, without rekeying the same numbers three times.

Explore preconstruction

Pay

Manage the money

Budgets, commitments, pay applications and bills, so you see the real financial position of every job.

Explore finance

Connect

Connect the tools

Bring your other tools, your phone line and BuildPass AI into the same workflow.

Explore the AI toolkit

Trusted by builders who run their projects on BuildPass

From custom-home builders to commercial general contractors, teams across the United States run their projects on BuildPass every day.

Whether you're a local builder doing a handful of houses a year, or you're pushing for four or five digits, there's a solution here. And BuildPass can handle it.
Joel Patterson
Director of Construction, Burkentine Builders
It's a one-stop shop for construction safety. Everything you need is right there.
Jack Hensey
Business Operations Associate, Reidy Contracting Group
This is working much better with BuildPass. Much faster. Much cleaner.
David Guzman
Superintendent, Engen Contracting Inc.

Frequently asked questions

No. BuildPass runs pre-task plans on Forms, Meetings and Notices. You build the PTP as a form, brief the crew in a meeting and show the plan as a Notice workers acknowledge at sign on. Use one, two or all three.

Your PTP form covers what your jobsite needs. Build it with the fields DOB asks for, or upload the paper form you use today and BuildPass Agent turns it into a template you can edit.

Yes, when they acknowledge it themselves. Workers draw a signature when they acknowledge a meeting invitation, and your PTP form can carry signature blocks. Attendance you mark yourself is recorded without a signature.

Workers who sign on in the app or browser confirm today's Notices first. Auto sign on, sign ons an admin adds and meeting attendance skip that step, so check the Acknowledgements tab. It shows who is missing and why.

See how BuildPass works on your projects

Book a demo and we'll walk your team through it.