Onboard / offboard packet
New-hire packet (I-9, W-4, direct deposit, EEO, handbook) issued via secure link; offboarding closes the loop on assets and access.
Back office & ITAM
Available on request
Office tools on the same platform.
Helpdesk, training, knowledge base, IT asset management, travel, and an office portal — all built and ready. We turn them on with your team when you're tired of bolting on separate tools that don't know your jobs. Same login, same audit trail, one place for the work nobody puts in the bid.
Helpdesk w/ SLA tiers
LMS + asset checkout
Travel & per-diem
Office portal
Available on request — we turn on what your office team needs
P1-P4
Severity tiers with per-tier SLA — 2h / 4h / 24h / 5d default, configurable per category
1+1
Asset checkout — one item out, one returned; HR sees what's still in an employee's name
Δ
Onboarding kicks off helpdesk + asset checkout + room booking + training assignment from one new-hire record
∫
Knowledge base articles pre-load into the helpdesk ticket form by category — deflection before submission
Helpdesk
Available on request
A ticket queue that knows what the company does.
A construction-aware helpdesk — categories pre-populated for "trailer tablet down," "pay-app workflow stuck," "lien waiver state question." Per-category SLA. Tickets linked to the project they're about. The IT team and the field team don't speak different languages.
- P1-P4 severity — with default and per-category SLAs (2h / 4h / 24h / 5d).
- Project-aware — a ticket can be linked to a project, a cost code, or a piece of equipment so context travels with it.
- KB deflection — relevant knowledge base articles surface on the submission form before someone files.
- Auto-assignment — by category, project, or load-balanced across the support pool.
- CSAT after close — one-question rating; aggregates feed the morning briefing's "trouble spots" panel.
Ticket lifecycle
1Submit · category "field tablet"KB shown
2Auto-assign · IT poolP1 · 2h
3Acknowledge + first response12 min
4Resolution path · swap loanerasset checkout
5Close · CSAT prompt4.8 / 5
6KB article candidate flaggedqueue
Training & LMS
Available on request
Bilingual safety talks. OSHA-graded.
A native LMS preloaded with a 52-week bilingual toolbox library, OSHA-aligned training paths, role-based assignment, and per-worker progress. The certifications module ties expiration alerts directly to license-requirement matching by jurisdiction.
- 52-week EN/ES toolbox library — preloaded; assign weekly with one click.
- Role-based paths — new hire, foreman, PM, accounting — each role gets the training they need.
- Quiz + sign-off — competency checks; foreman attests as proctor when needed.
- Cert / license tracking — expiration alerts; jurisdiction-matched to project requirements.
- Vendor-led embed — third-party training (manufacturer cert, OSHA 30) embedded with completion captured.
Worker certifications — J. Martinez (#1041)
| Cert | Expires | Status |
|---|---|---|
| OSHA 30 — Construction | 2028-03-12 | Current |
| First Aid / CPR | 2026-09-01 | 120d |
| Forklift — Class IV | 2026-06-22 | 35d |
| Confined space | 2027-01-30 | Current |
Asset management (ITAM)
Available on request
The laptop that should be in your employee's name still is.
Asset lifecycle from purchase → checkout → return → disposition. Onboarding kicks off automatic checkout requests for laptop, phone, badge, gas card, vehicle. HR sees what's still in an employee's name when they leave. The "did anyone get that laptop back?" question stops being asked.
- Asset registry — laptop, phone, vehicle, tool, badge, gas card — one schema, one history.
- Checkout / return workflow — request → approval → handover → return; condition recorded both ways.
- Onboarding integration — new hire record kicks off checkout requests for their role's default kit.
- Offboarding hold — HR cannot close an exit without every asset returned or written off.
- Depreciation feed — capitalized assets feed the fixed-asset register; depreciation runs through GL automatically.
Asset register · J. Martinez
| Asset | Tag | Out |
|---|---|---|
| MacBook Air 13" | LAP-0182 | 2024-03 |
| iPhone 15 | PHN-0414 | 2024-03 |
| Badge — Westside | BDG-1041 | 2026-02 |
| Gas card #1041 | GAS-1041 | 2024-03 |
| F-250 #14 (assigned) | VEH-0014 | 2025-08 |
Returns blocked at offboard until cleared
Room booking
Available on request
The conference room that doesn't double-book.
Office and trailer conference rooms with recurring reservations, equipment tags (projector / VC / whiteboard), and capacity-aware booking. OAC meetings get pre-booked from the project schedule. The "who reserved this room?" sticky note retires.
- Per-room capacity + equipment tags — search by what you need.
- Recurring reservations — weekly OAC, daily standup, monthly board meeting all supported.
- Project link — meetings auto-linked to the project they're about; minutes feed the project record.
- Trailer rooms — site trailer conference rooms book the same way as the main office.
- Calendar sync — Google / Microsoft calendar two-way for attendees.
Today · main office conference rooms
| Time | Room | Meeting |
|---|---|---|
| 09:00 | Bridge (12) | OAC — Westside Tower (recurring) |
| 10:30 | Allegheny (6) | AP review |
| 13:00 | Bridge (12) | Bid leveling — glazing pkg |
| 15:00 | Monongahela (4) | Compliance team standup |
| 16:30 | Allegheny (6) | Sub negotiation — steel |
Travel portal
Available on request
Book the trip. Track the per diem. Skip the spreadsheet.
A consolidated travel surface where employees book flights, hotels, and rental cars — and where per diem disburses on schedule without anyone retyping a receipt. Long-commute hotel costs and per-traveler preferences ride the same record.
- Trip booking — flights, hotels, rental cars on negotiated rates; corporate card billing, receipts captured at purchase.
- Per-diem calculator — GSA / OCONUS rates applied per trip; federal-vs-excess split for tax handling.
- Long-commute hotels — for crews working out of state, hotel costs tracked at the project level with weekly per-worker summaries.
- Traveler profiles — frequent-flyer numbers, hotel loyalty IDs, seat preferences saved per employee.
- Wired to expense — every trip lands on the right project / cost code; receipts feed expense reports.
Trip · Westside crew · May 12-16
Flight · PIT → CLT · Delta 1432$284
Hotel · Hampton Inn · 4 nt$612
Rental · Enterprise · mid-size SUV$245
Per diem · GSA Charlotte M&IE · 5 days$415
Excess per diem splittax handling
All charges → Westside Tower / TravelPosted
Office portal
Available on request
One front door for every office employee.
A consolidated landing surface where non-field staff book a conference room, submit a helpdesk ticket, request office supplies, check training due, see assigned assets, and sign visitors in. Same login, same audit trail; one URL to remember.
- Clean entry point — a dedicated office view for workers who don't need the full PM surface.
- Room + workspace booking — rooms, hot desks, AV equipment, recurring meetings, calendar sync, capacity-aware search.
- Visitor management — guests pre-register; badge prints at the front desk; host gets pinged by email or SMS when they arrive.
- Office-supplies + facilities tickets — broken printer, lights out, supply order — routed into the helpdesk queue with the right category.
- "My stuff" panel — assigned assets, training due, PTO balance, expense status, recent helpdesk tickets — at a glance for the employee.
Office portal — Tue, May 12
Book a room · today 1pm3 free
Visitor arriving 10am · Mr. SmithNotify host
Office supplies request→ helpdesk
Training due · Q2 safety refresher10 days
Assets in your name · 5view
Expense report · awaiting approval$184
Knowledge base
Available on request
The institutional memory that survives turnover.
A KB structured by role, by topic, by jurisdiction — wired into helpdesk submission, training paths, and the project record. When the PM with twenty years of tribal knowledge retires, their answers are still here.
Author from a ticket
When a helpdesk close-out reveals a repeat issue, one click turns the resolution into a KB draft for an author to refine.
Surface in-context
Articles appear inline on helpdesk forms, in training paths, and on the project record under the topic they cover.
Review & expire
Each article has an owner and a review cadence. Stale articles get a "review by" reminder; out-of-date ones get archived with a redirect.
Search-first
Full-text + semantic search across articles, KB tags, jurisdiction, and module. Tribal knowledge is searchable, not haunted.
Other back-office surfaces
The work nobody else automated.
Workflow engine
Generic approval engine reused across PTO, expense, AP, CO, and asset checkout. One inbox per approver.
PTO + holidays
Per-state holiday calendars, accrual rules, blackout windows, and a project-aware approval that respects schedule needs.
Expense + receipt OCR
Receipt photo → OCR → category → approval. Credit-card feed reconciliation. Mileage handled by the same engine that runs per diem.
Critical-only digest
Per-user digest preferences. Foreman wants daily; CFO wants weekly. Critical alerts override and SMS instead.
Org tree + roles
Department / branch / project hierarchy with role assignment and a clear record of who acted on behalf of whom.
See the back office when you're ready.
30 minutes. We'll walk through what's built — helpdesk, assets, training, travel — and what we'd turn on first for your office team.