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Set Up and Use Pre-Start SWMS Selection on a Job

This guide explains how to set up a pre-start job form that asks technicians safety questions and automatically adds the relevant SWMS documents to the job for review and signing.

Written by Jeffry Juni
Updated this week

Overview

This article covers how to configure a pre-start checklist in the Safety settings, link it to a division or entity, add safety questions using the Safety Document Selector question type, and test the workflow on a job. It also explains how technicians can view and sign the selected SWMS documents on mobile, and how those documents can later be downloaded or attached to emails, reports, and invoices.

Step 1: Create the pre-start safety document

Go to Settings > Sales > Safety and add a new safety document for your pre-start job form.

When creating it:

  • Tick the Default checkbox if needed

  • Enable Pre-Start Job Checklist to identify it as the pre-start checklist

  • Link it to the relevant Division or Entity

  • Turn on Signature Required if technicians must sign at the end

This makes the form available as the pre-start checklist for jobs under the selected division or entity.
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Step 2: Add your safety questions and link SWMS documents

Inside the safety template, use the new question type called Safety Document Selector.

This allows you to:

  • Add questions such as “Are you working at heights?”

  • Link each answer or question to the relevant SWMS document

  • Add multiple questions, each with their own applicable SWMS
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The actual SWMS documents must also be created. You can either:

  • Build them as templates in FieldInsight, or

  • Keep it simple by uploading a file attachment to the safety template

That means when a SWMS is selected, the technician can open and view the attached file before signing.

Step 3: Schedule a job and apply the correct division or entity

Create or schedule a job as normal.

When setting up the job:

  • Choose the correct Division or Entity

  • Save the job in Scheduled status

This is important because the division or entity determines which pre-start checklist is automatically assigned to the job.

Step 4: Complete the pre-start on mobile

On mobile, open the scheduled job and tap Start Job.

The technician will then:

  • Answer the pre-start safety questions

  • See the relevant SWMS documents based on their answers

  • Sign and save


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  • Once signed, all applicable SWMS documents are added to the job’s Safety section.
    Open and review each SWMS document
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  • Sign and save.

Step 5: Review, download, or email the SWMS documents

After the documents are signed, they can be managed from the job.

From the job’s Safety section, users can:

  • View signed SWMS records

  • Download them

  • Email them individually

They can also be attached when sending:

  • Reports

  • Invoices

  • Emails from the job

Result

By setting this up, technicians are prompted with the right pre-start questions, only see the SWMS documents relevant to their work, and can sign them directly on mobile. This keeps safety compliance cleaner, more consistent, and tied directly to the job.

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