CM PRO / construction site documentation and compliance software
Documents & Quality
Use consistent site formats for inspection, permission, reporting and material approval. Documents & Quality is included with QS; the existing project records and free-resource formats remain distinct workflows.
7-day trial · no setup fee · your own company workspace
Construction loses more paperwork than any other industry, usually the one page you need in a dispute.
Work gets built to a superseded drawing, an inspection request is signed but filed in someone's drawer, a permit to work is missing on the day of an incident. Paper and scattered files don't survive a busy project.
CM PRO provides consistent, branded operational documents and professional site formats — inspection requests, permits to work, daily progress reports, pour cards and material approvals — produced from the same workspace as your project data.
Inside the module
Features in detail
01
Inspection requests
PRIR, PWIR and IR log formats with consistent layout.
02
Permit to work
General PTW with safety and PPE checks.
03
Daily progress report
DPR with manpower, equipment and work done.
04
Pour cards & material approvals
Records consultants expect to see.
05
Branded company documents
Business cards, staff ID cards and printable documents.
06
A4 print with page numbers
Multi-page documents carry page numbers and a generation note.
Who it serves
Specialist workflows. Wider business value.
QA/QC engineers, HSE officers, site engineers, quantity surveyors and administrators preparing controlled project records.
Information in
Project and inspection references
BOQ or work descriptions
Approval status and dates
Manpower, daily progress and safety checks
Operational output
PRIR/PWIR and IR log
PTW and daily reports
Approved material register
A4 documents with CM PRO generation note
The working sequence
From first entry to management review
STEP 01
Prepare the right project record
Choose the inspection, permit or report format that matches the event. Enter a clear location, reference, description and date rather than relying on the document title alone. Preserve the established inspection-request layout so consultants can check records consistently. A free format is useful for an individual document; tenant records remain within the company's workspace.
Choose the inspection, permit or report format that matches the event. Enter a clear location, reference, description and date rather than relying on the document title alone. Preserve the established inspection-request layout so consultants can check records consistently. A free format is useful for an individual document; tenant records remain within the company's workspace.
Capture the actual result and approval date where the workflow allows it. Drafting an inspection request does not mean the consultant has accepted the work. The IR log provides a view of pending, approved and other inspection positions. Record comments accurately and keep the inspection reference consistent when discussing measured or billed work.
Prepare DPR, manpower and daily operational records as the work happens. Distinguish planned work from executed work and use the right reporting period. A permit should be prepared before the relevant activity begins and reviewed by the responsible safety authority. The software supplies a format; it cannot perform a physical inspection or make a hazardous operation safe.
Review the completed document before printing or export. A4 output, page numbering on multi-page documents and the CM PRO generation note provide a consistent issued record. Apply company branding only where the plan permits it. Retain the project's reference and authorised review details so an issued document can be traced back to the underlying record.
Professional practice
The detail behind the workflow
01
Quality control is more than storing files
An inspection request describes work offered for inspection; an IR log tracks the recorded inspection position; an approved materials register records submittal status. These records answer different questions and should not be collapsed into one generic 'approved' label. Keep references aligned with the project's actual review process. CM PRO provides these operational formats and registers, not a promise of a complete drawing-revision management or enterprise document-control system. Confirm the available screens in the trial and decide which external controlled-document processes the project still needs.
02
Inspection and payment need separate evidence
Approved inspection can support a measurement trail, but it does not automatically establish a payable quantity or accepted rate. QA/QC, QS and accounts should refer to the same work description while maintaining their own authorised decisions. A rejected or commented inspection needs follow-up under the project's quality process. Never change an approval status simply to make a commercial report look complete. Existing PRIR/PWIR layouts remain preserved and multi-page records need readable references on each page. Consultant requirements and the signed contract remain the authority for certification.
03
Permits are a safety process, not a printout
General PTW and daily permit formats help teams record the planned activity, responsible people and relevant checks. They do not replace a risk assessment, competence checks, isolation procedures or physical verification. The HSE officer and authorised supervisor must decide whether the work can proceed. A completed template should not be used as evidence that hazards have disappeared. Keep the timing and scope clear so a permit issued for one activity is not reused casually for another. Apply the project's safety procedure and local legal requirements.
04
Consistent reporting and free formats
Daily reports are most useful when every site distinguishes planned quantities, executed work, manpower and equipment consistently. Record events promptly and review the document before issue to a client or consultant. Free site formats remain available to guests, with verified-account export, while enterprise records remain company-owned. Documents & Quality is included with QS. Branded business cards and staff IDs are administrative outputs, not a general controlled-file library. Keep personal details out of public examples and do not confuse a printable staff card with a security or access-control system.
A template does not certify quality or safety. Physical checks, consultant decisions and authorised permit approval remain mandatory.
Getting started
A practical implementation, not a long setup project
Agree the starting records
Create the company workspace, select the modules the team needs and review who is responsible for each record. Begin with one operating project or location and a small set of checked inputs. Keep existing source documents available during the transition so reviewers can compare the first entries with their original evidence. A trial is an opportunity to evaluate fit, not a reason to abandon established approval procedures immediately.
Review one complete cycle
Take a representative record through the available workflow from input to output. Ask the person who enters the information and the person who reviews it to check the result together. Confirm dates, units, references and reporting periods before adding larger volumes. Where another module is needed for a connected operation, enable it deliberately. Access remains controlled by company, role and module; public free tools do not expose enterprise records.
Establish the review rhythm
Decide when records are entered, how exceptions are handled and when managers review the operating position. Keep ownership clear rather than assuming everyone will update everything. Use the shared reports as a starting point for discussion and reconcile them with the business's source evidence. Add further modules as the workflow grows. Export and document requirements should be checked with the receiving team; software output still needs authorised review before external issue.
Before vs after
What changes on day one
Before: spreadsheets & WhatsApp
After: CM PRO
Different format on every site
One consistent company format
Inspection requests lost
Records kept with the project
Permits filled after the work
Permits prepared before starting
DPR typed from memory
DPR prepared daily
Unbranded photocopies
Clean branded A4 documents
By role
Who uses it every day
01
QA/QC Engineer
Raises and tracks inspections.
02
HSE Officer
Issues permits to work.
03
Site Engineer
Prepares DPRs.
04
Admin
Produces company documents.
Economics
Priced to be economical, not to lock you in
No setup fee
Many construction ERPs charge one-time implementation fees before you enter a single record. CM PRO has none.
Pay per module
Start with the module you need. Add more as the company grows.
Free tools for everyone
35+ calculators, site formats, Rate Analysis Pro, Contract Specialist Pro and Smart Floor Planner Pro stay free.
