Have you ever had to dig through piles of paperwork or endless email threads just to find a missing project document? Keeping accurate project records is crucial, but let’s be honest—it can be a nightmare without the right system.
That’s where WorkGuru Forms comes in. Whether you need to keep track of safety checklists, signed client approvals, or daily reports, WorkGuru lets you create, store, and manage all your project records in one place—without the admin headache.
Keeping solid project records isn’t just about ticking a compliance box—it actually helps you:
Craven Industries, a mining services provider, experienced these challenges firsthand. Relying on paper-based records led to misplaced documents, delays, and inefficiencies. By switching to WorkGuru Forms, they streamlined their documentation, ensuring records were instantly accessible, time-stamped, and linked to the right projects. This improved compliance, reduced admin workload, and helped their team stay on top of operations.
With WorkGuru Forms, all of this happens automatically in the background—no extra effort is needed.
Here’s how WorkGuru Forms takes the stress out of managing your project records:
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No more juggling paperwork or scanning endless documents. With WorkGuru Forms, you can fill in and sign forms directly within the platform—no extra steps, no lost paperwork. Each form is automatically attached to the right project, time-stamped, and saved as a PDF, so you always have a clear record of who signed what and when.
Need to keep track of SWMS, JSA forms, or client sign-offs? Just upload your templates, and your team can fill them out digitally—quick, easy, and always accessible.
Setting up forms in WorkGuru is straightforward and flexible, allowing you to create templates that fit your project needs.
Here are just a few ways you can use WorkGuru Forms:
WorkGuru Forms supports text fields, numbers, dates, images, and digital signatures so you can capture the necessary information. Once set up, your team can complete forms directly in the platform, ensuring all records are organized and easily accessible.
WorkGuru easily generates professionally formatted documents to share with clients, suppliers, or internal teams.
How it works:
This eliminates manual formatting or data entry, ensuring every form is consistent, accurate, and professional—without the extra admin work.
Setting up WorkGuru Forms is a simple way to ensure your project records are accurate, accessible, and well-organized. The first step is to create a form template that aligns with your project needs. WorkGuru allows you to define key fields such as text inputs, dates, signatures, and image uploads, making it easy to capture all relevant details for your project records.
Once your template is set up, assign it to the relevant projects so your team can access and complete forms as needed. This ensures that all critical project records are updated in real-time without manual data entry.
After submission, completed forms are automatically saved as PDFs, attached to the project, and time-stamped for accuracy. These project records can be reviewed, downloaded, or shared externally, ensuring documentation remains clear, compliant, and readily available whenever required.
Plenty of tools exist, but WorkGuru Forms is built for businesses that run projects—construction, fabrication, engineering, and trades.
Unlike generic software, everything is linked to your projects—so your forms don’t just exist in a vacuum. They become part of a more significant, more intelligent workflow.
If you’re interested in forms for your business, get in touch with the WorkGuru team today. We can take you through a free training session to help you assess if WorkGuru is a good fit for your business.
