Home / Features / Compliance

Feature

Keep the paperwork with the job.

Forms, qualifications, documents and asset records are easier to manage when they stay close to the work they are about.

5 stars in the Xero App Store

Trusted by 400+ industrial businesses and workshops

Overview

Keep the proof around the work instead of rebuilding it later.

Most compliance admin is not hard because the form itself is complicated. It is hard because the information ends up everywhere.

A form is completed on site. A photo is on someone’s phone. A qualification lives in a spreadsheet. A document is in an inbox. Six months later, somebody needs the record.

WorkGuru helps keep useful operational records around the job, person or asset they relate to. It is not there to replace your legal or regulatory advice. It is there to make the day-to-day record easier to keep and find.

The reality

Why you need it

A form gets done, then disappears into a folder nobody checks.

Someone needs proof from an old job and starts searching emails.

A worker is booked onto work before somebody notices a qualification needs checking.

Photos and documents sit on individual phones instead of with the job.

Asset history gets separated from the work carried out on it.

The business has a process, but the record depends on somebody remembering to file it.

How it works

How it works

01

Set up the information you need

02

Keep it with the right job, person or asset

03

Complete or update it as the work happens

04

Attach the supporting information that matters

05

Use the record when somebody needs to check what happened

What you get out of it

What changes

Keep the record where it makes sense.

Spend less time hunting for paperwork.

Make handovers easier when the next person can see the same record.

Keep useful history after the job is finished.

Reduce the amount of operational information living on individual phones and inboxes.

  • Discovered their contract work wasn’t profitable.

    We didn’t wanna pay 100 grand upfront for a program – but then we found WorkGuru.

    Nick Mazzella, Administrator, Frontline Trays & Trailers

Fit

Will it work the way we do things?

“We already have a document system.”

Keep it. The useful bit is keeping the operational record people need while they are looking at the job.

“Compliance is different for every customer.”

Do not pretend software decides what your obligations are. Use it to support the process you have decided to run.

“We do not want the workshop buried in admin.”

Capture the useful record at the point it matters and keep the rest simple.

“Some records belong outside WorkGuru.”

Not every business record needs to live in the job system.

FAQs

Compliance questions

Can WorkGuru keep forms with individual jobs?

Yes. Forms can be used as part of keeping job information and completed records together.

Can we keep documents and photos with project information?

Yes. Project documents and attachments can stay with the work they relate to.

Does WorkGuru decide what compliance records our business needs?

No. Your legal, regulatory and customer requirements still need to be set by the business and its advisers.

Can qualifications be kept around workers?

Yes, qualifications can be tracked and assigned directly to specific staff members in WorkGuru.

Can asset information stay connected to work?

WorkGuru includes asset management functionality intended to keep useful asset information around operational work.

Does WorkGuru replace a dedicated compliance management system?

Not necessarily. It is strongest where compliance records need to stay connected to jobs and day-to-day operations.

Show us the paperwork that follows a job.

We will show you where WorkGuru can keep the useful record close to the work without turning every job into an admin exercise.

The rest of WorkGuru

One system, not nine tools

This is one part of the platform. The quote, the job, the stock, the timesheets and the invoice all run off the same data, so nothing gets typed twice.

Get started with your free 14-day trial

See what WorkGuru can do for your business. No credit card required, no lock-in, cancel anytime.