Introduction
Documenting, organising, finding and actioning your construction meeting minutes can be time-consuming and tricky, with meeting minutes going missing, minutes needing to be reconciled, and the manual data entry involved in capturing minutes on paper, word or Excel is a headache as well.
Dashpivot can be used as your construction meeting minutes solution by enabling you to streamline your meeting minutes from start to finish.
See how this works on Dashpivot
Key Features
Standardise the way meeting minutes are recorded and processed
Automatically generate a register of meeting minutes, which can easily be filtered by date or contractor
Access records on the go via the mobile/tablet app
Download, print or send your forms as PDFs, with professional layout and company branding
Best Practices
Use list fields for specifying the subcontractor, supplier or company, so that in the register view you can filter and find records quickly and easily, and filter by the list items on any analytics charts
Use dropdown menus where possible to speed up how quickly the forms can be filled out
In the template settings, display the subcontractor, supplier or company name on the form thumbnail to make records easier to navigate and find.
In the template settings, choose order forms by the date field on your form (not the creation date), to avoid any confusion about what day a meeting occured on.
Getting started
You can access a Free Meeting Minutes Template from Dashpivot's Template Library. Go to Templates > Add Template > Choose from Free Public Template Library.