Documents Documentation

Create templates, send digital signatures, and standardize organizational agreements.

Standardizing agreements with document templates

Speed up admin work with preset formats for job files.

Create template files for standard safety checklists, subcontractor agreements, or change order forms. Templates ensure your field crew gathers consistent information and formats everything perfectly, reducing manual admin review time in the office.

Requesting and tracking digital signatures

Send documents to crew and clients for fast, legal signing.

Upload any document PDF and place signature fields. CrewBox notifies recipients via email or SMS. Once signed, a legally-binding audit trail is appended to the document, and a copy is saved to the project's Documents archive automatically.