top of page

Systems Resources

We update this page frequently to ensure you have access to the most recent versions of our materials. Links are added or updated regularly and will be italicized with "NEW" next to the title for your convenience.

Be sure to check back often to stay up-to-date with the latest resources!

Image by NordWood Themes

FORMS & TOOLS

C

Cash Reimbursement Form

Certificate of Insurance (COI) (Sample)

Check Request Form

Cost to Complete

Cost Transfer Request Form

D

Delay of Approved Submittal Email

E

Email Letter (Template)

Employee Disciplinary Form

Evaluation and Training Request Form

End User Agreements

Access Control End User Acceptance

-located in Autodesk

Audio Visual End User Acceptance

-located in Autodesk

CCTV Final Focus Agreement

-located in Autodesk

Lighting Control End User Acceptance

-located in Autodesk

F

Fire Alarm

End User Acceptance

FCC Inspection Checklist

One Line Diagram (Sample)

Rough-in Inspection Checklist

Trim Inspection Checklist

Start Up Checklist

Submission Letter

Submittal Index (Template)

Follow Up Re-submittal Email

Follow Up Submittal Email

H

Hourly ITR Sign-In Sheet

I

Incident Action Matrix

Internal Purchase Order (IPO) Report (Sample)

Iron Mountain Storage Request Form

J

Jobsite Hazard Analysis

Jobsite Safety Inspection Form

-located in Autodesk

L

Logistics Label Request Form

Logistics Print Request Form

Low Voltage Rough-in Inspection Checklist

Low Voltage Submittal Index (Template)

Low Voltage Trim Inspection Checklist

M

Master Installation Team Agreement

Master Subcontractor Agreement

N

Notice of Delay Letter (Email Version)

Notice of Delay Letter (Print Version)

O

OSHA Jobsite Visit Checklist

P

PDI Submittal Template (Sample)

Permit Request Form

Procurement Plan

Production Meeting Agenda

Project Budget Report (Sample)

Project Organizational Chart (Template)

Purchase Order Requisition Form

R

Rental Equipment Request Form

Request for Information (RFI)

Request for Quote (RFQ) - 3rd Party

Re-submittal

Presentation Letter (Email Version)

Presentation Letter (Print Version)

Section Coversheets (Template)

Return of Goods Authorization - RGA Form

S

Sound System - AV End User Acceptance

Standard Billable SOVs

DAS SOV Template

Fire Alarm SOV Template

Low Voltage SOV Template

Standard Incident Report

Staples Jobsite Order Form

Systems

Closeout Checklist

Master Purchase Order Agreement

Proposal - Fire Alarm

Proposal - Low Voltage

Standard Billable Project (Template)

Third Party Proposal

T

-located in Autodesk

Third Party Contract (Template)

Third Party (Sample)

Time and Material Form

-located in Autodesk

Training Record

V

Vendor Request Form (New ITR Vendors)

Vendor Request Form (New Vendors)

W

Warranty

Warranty Letter (Template)

Warranty Request Form

Warranty Transfer Form

Work In Place Tracker (WIP) - FA (Sample)

Work In Place Tracker (WIP) - LV (Sample)

SCRIPTS

A

AP

3rd Party Pay Application

Clearing AP Invoice Holds

Clearing Quantities on POs

Autodesk (ACC)

Creating Issue and Issue Reports in ACC

Data Migration Guide

Navigating, Uploading, and Comparing Sheets in ACC

B

Best Practices Shortcut How to Guide (Android)

Best Practices Shortcut How to Guide (Apple)

Bluebeam

Bluebeam for iPad Users Guide

Budget Report

Budget Checklist - LV, FA, DAS

Budgets in the Hub

C

Change Order Pro 16 - Systems

Concur

Booking Travel Through Concur

Creating an Itinerary for Office Employee Travel

Corporate Safety Manual

CrewConnect

CrewConnect Check in

CrewConnect Check in - Spanish

D

DAS Code Enforcement

DocuClass

Viewing Invoices Using DocuClass

E

Egnyte

Application User Guide

Remote Users Desktop Sync

Using Egnyte Applications

Web Browser Collaboration Basics

Excel Reference Card

F

Fire Alarm One Line Diagram

H

Hand and Foot Injury Prevention Policy

The Hub

cBOM in the HUB - Systems

Fire Alarm Design Import

Hub General Navigation

Internal RFP Script

Standard Billable PCO

Systems in the Hub - Training Recording

Systems RFPs in the Hub

Systems to the Hub Project Start Process

Hurricane Preparedness Guide

I

ICT Estimate Download

FA Change Orders

ICT Update Training - Sys Tools 3

LV Change Orders

Insights

Drilling to Task Summary Details

J

Jobsite Safety Inspection Form (Instructions)

Jobsite Theft Protection Best Practices

L

Labor Buyout Script - NEW!

M

Material

DAS Buyout Workflow - NEW!

Quantity Distribution Errors when Adjusting POs

Systems Respond to Release Request

Systems Transfer Material

O

Oracle

Adding, Updating, Deleting Project Team Members

P

PDI Acronym Dictionary

Purchase Orders (POs)

Modifying Purchase Orders in Oracle

Updating a PO in the Payables Tab - NEW!

R

ROM Milestone Script

S

Safety Boot Standards

SDS

SDS Access Instructions

Service

Standard Billable Projects

AIA Billing - Systems Standard Billable

cBOM - Creating a cBOM and Releasing a PO In Oracle

Change Order Management - Systems Standard Billable

Submittals

Creating Submittals in Bluebeam

Smart Spaces SOP

T

Textura

Allocating Change Orders

Monthly Billing

Third Party Contracts

V

VPN

Sophos VPN Client User Guide

W

Warranty & Service Training

WBS Wizard Script

Workday Expense Reports

bottom of page