Can documents be attached to a site?

Yes. Documents can be held against a site as well as an employee.

Can we capture signatures?

Yes. Digital forms support signature capture from the mobile app.

Is there version control?

Documents are versioned so the current release is clear.

Document Management

Workforce Document Management Software

One place for employee and site documents, with collection, distribution, versioning and acknowledgements.

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FieldServicer

Document Management interface

Live view

Roster published

28 shifts assigned

Attendance verified

GPS check-ins by site

Patrol activity logged

Checkpoint exceptions visible

Client report ready

Evidence grouped by location

Command map

sites

98%

on time

alerts

forms

Exceptions, documents and reports stay connected to the same site record.

The operational problem

Site instructions, policies and employee paperwork spread across drives, email and printed folders. Nobody is confident the version on site is the current one.

How FieldServicer solves it

FieldServicer stores documents against employees and sites, distributes them to the mobile app and records who has acknowledged what.

Capabilities

What's included

Employee and site document storage
Document collection during onboarding
Digital forms and signature capture
Version control on documents
Distribution to the mobile app
Acknowledgement records

Workflow

How it works, step by step

1
Upload
Add the document and attach it to the relevant employee or site.
2
Distribute
Make it available in the mobile app to the right people.
3
Acknowledge
Staff read and acknowledge, and the record is stored.
4
Update
Publish a new version when the document changes.
5
Retrieve
Find the current document and its history when required.

Benefits

What changes for your business

Current documents reach the field
Acknowledgement evidence on record
Faster onboarding paperwork
Less time searching shared drives