Every project's paperwork, from bid to closeout
Haven IQ Workspace gives contractors, builders and field-service businesses one organized home for customers, projects, plans and field paperwork — daily reports, safety records, change orders and closeout, readable from the office or the truck.
Workspace is configured with you — [email protected]
What slows contractors and builders down
None of this is a people problem. It's what happens when the record of the work has no single home.
The job file is in five places
Plans in email, permits in the truck, change orders on paper, photos on phones. Nobody has the whole job in front of them.
Field paperwork gets lost
Daily logs, inspection checklists and incident reports filled out on paper — if they're filled out at all — and filed nowhere.
Change orders leak money
Scope changes agreed on a handshake and priced from memory. Unsigned change orders are unpaid change orders.
Compliance is a scramble
OSHA records, insurance certificates, licenses and permits — each expiring on its own schedule, found only when someone asks.
A workspace that already speaks your language
The construction & trades workspace comes pre-configured — the structure below is ready on day one, and we tailor it with you.
01
Projects are the spine
Every job is a project with its customer, plans, permits, submittals, field reports and closeout — the record builds itself as the work happens.
02
Field paperwork goes digital
Daily reports, safety checklists, equipment inspections and change orders are Smart Forms — filled in minutes, signed, and filed against the job automatically after review.
03
The plan room travels
Blueprints, drawings and specs live in one permissioned plan room the crew can reach from anywhere — always the current sheet.
Inside the construction & trades workspace
These aren’t mockups — they’re the sections your team signs into.
Customers
Every customer relationship — contacts, jobs, and the documents that belong to them.
Projects
Active jobs with their plans, permits, field reports, change orders and punch lists.
Plan room
Blueprints, site plans and engineering drawings — versioned and reachable from the field.
Field knowledge
Safety programs, installation standards, field procedures and code references — indexed and answerable.
Smart Forms
Daily reports, safety checklists, equipment inspections and change orders.
Departments
Estimating and bids, projects, safety and compliance, permits, equipment and fleet, job costing.
Haven IQ reads the paperwork so your team doesn’t retype it
- Documents read on upload
- Permits, insurance certificates, subcontracts and inspection reports are read when they arrive — dates, parties and expirations surfaced for review.
- Expirations tracked
- Licenses, permits and certificates carry their renewal dates, so the reminder arrives before the lapse does.
- Field answers, fast
- Ask for the fall-protection toolbox talk or the pre-pour checklist and get the document — on a phone, at the site.
The paperwork, already built
Each form fills from what your workspace has already saved — a person reviews before anything counts. These templates ship with the bundle; we add yours during onboarding.
Daily report
Crew, weather, work performed, deliveries and delays for the day.
Site safety checklist
Daily site walk: PPE, housekeeping, fall protection and hazards.
Job hazard analysis
Task steps, hazards and controls before work begins.
Incident report
Injuries, near misses and property damage with witnesses.
Change order
Scope, cost and schedule changes — priced and signed.
Punch list
Remaining items, responsible parties and completion status.
Libraries your auditors would design
Permissioned libraries with folders and metadata — uploads are read and proposed into the right one, and every file is downloadable through one authenticated door.
Plans & drawings
Blueprints, site plans, and engineering drawings.
Contracts
Prime contracts, subcontracts, and purchase orders.
Permits & inspections
Issued permits, inspection reports, and approvals.
Submittals & RFIs
Submittal packages, RFIs, and responses.
Safety
JHAs, toolbox talks, incident reports, and OSHA logs.
Closeout
O&M manuals, warranties, and closeout packages.
Guarded like it matters
The same security model that protects families' medical and financial records protects your organization's.
Encrypted
In transit and at rest, with field-level encryption for the most sensitive values.
Role-based access
Roles, departments and per-library permissions keep every member in their lane.
Audit logging
Sensitive actions leave an immutable record of who did what, and when.
You stay in control
Haven IQ proposes; your people confirm. Nothing is relied on without review.
The full picture — encryption, MFA, access model, audit trail — is on our security page. Bring your compliance requirements to the discovery call; we’ll walk through them honestly.
Where the construction & trades workspace is going
- Photo-first daily logs — site photos filed to the job with dates and captions
- Deeper cost-code intelligence on timesheets and requisitions
- Customer-facing closeout handoff packages
Asked before every discovery call
Is this project management software?
It's the document and paperwork layer for the job — the plan room, the field forms, the permits and the closeout package, organized and searchable. Scheduling and estimating tools stay yours; the paperwork finally has a home.
Can the crew use it from the field?
Yes — it works in the browser on a phone or tablet. Daily reports and checklists are built to be filled standing up, and the plan room is reachable anywhere.
Who sees what?
Role-based access with departments and per-library permissions. A foreman, an office admin and a sub each see their lane — and the audit log records who touched what.
How fast can we start?
The construction workspace comes pre-configured — departments, libraries, form templates and knowledge categories for the trades. We configure it with you on a discovery call, and your team moves in.
Other workspaces
Haven IQ Workspace
Bring your organization into one secure workspace
Workspace starts with a conversation. Tell us about your team and your industry, and we’ll help configure Haven IQ specifically for your organization — departments, libraries, forms and roles ready before your team signs in.
Or write to us directly — [email protected]