Day one,fully ready.

A guided onboarding flow — paperwork, access, and certifications done before the first shift.

JB
Onboarding · Cedar HeightsStep 2 of 4
Details
Name
Onboarding entry
Owner
Dana K.
Effective
Jun 24, 2026
Active
Scope
Notes
Reviewed and ready for sign-off.

Onboarding built like an operating system. Purpose-built for general contractors, ErectOS runs onboarding as live infrastructure — capturing the work, flagging what matters, and reporting the truth every single day.

One source of truth

Every onboarding record lives in one place — versioned, searchable, and tied to the building it belongs to.

Powered by Pulse

ErectOS watches the work and flags what needs attention before it costs you time, money, or a claim.

Wired to the build

Onboarding reads from and writes to the modules around it, so nothing has to be entered twice.

Capture it once, in the field.

Onboarding captures the record where the work happens — on phone, on site, in seconds — with the context already attached.

1.0 Capture

JB
Onboarding · liveStep 2 of 4
Details
Name
Onboarding entry
Owner
Dana K.
Effective
Jun 24, 2026
Active
Scope
Notes
Reviewed and ready for sign-off.
ErectOS Pulse

Pulse flagged a onboarding that needs a response today.

Routed to the right owner with the deadline already set.

OpenSnooze
1.1
Structured captureTemplates keep every record complete and consistent.
1.2
Mobile-firstBuilt for the people doing the work, not just the office.
1.3
AttachmentsPhotos, markups, and files travel with the record.
1.4
Auto-routingThe right person is notified the moment it lands.

See the status at a glance.

Track every open onboarding against its deadline, owner, and impact — and report the truth without chasing anyone.

2.0 Control

JB
Onboarding · this weekStep 2 of 4
Details
Name
Onboarding entry
Owner
Dana K.
Effective
Jun 24, 2026
Active
Scope
Notes
Reviewed and ready for sign-off.
Variance alert

3 onboarding items are aging past SLA.

Open24
Overdue3
Avg cycle4.1d
2.1
Live statusOpen, aging, and closed — always current.
2.2
OwnershipEvery item has a name and a date against it.
2.3
Audit trailWho did what, when — captured automatically.
2.4
One-click reportsExport the status for any stakeholder instantly.

Wired to the whole build

Onboarding reads from and writes to every module it touches — your data is entered once and trusted everywhere.

Daily LogsField → Onboarding

Field activity posts straight into the record — no double entry.

DocumentsOnboarding ↔ Docs

Every file and markup is filed against the right record automatically.

NotificationsOnboarding → Team

The right people are alerted the moment something needs them.

ReportsOnboarding → Reports

Status rolls up into project and portfolio reporting in real time.

Nothing slips through the cracks on onboarding again.

Field → Onboarding

Every record carries its own history — and its own deadline.

Onboarding → Audit

The status is computed from the work, not from a status meeting.

Onboarding → Reports

Onboarding is part of the build.Run it in ErectOS.

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