How jpw systems Tripled Safety Form Completion Across 40 Active Sites

Key Results

• Daily safety-form completion rose from about 20% to 60% – automated truck inspection checklists tripled participation without requiring additional staff to chase submissions
• 19 technicians can access job information across 40 active sites – wiring diagrams, product references, and project documents are available from any phone
• End-of-day reports reach the full project team automatically – updates are sent directly to the project manager, salesperson, and installation manager
• Training and policy communications are easier to verify – courses, quizzes, and read receipts create a clearer record of completion and receipt

The Challenge: Critical Job Information Was Trapped in Trucks, Emails, and Phone Calls

jpw systems installs door hardware, access control, and life safety systems for commercial buildings and institutions across Canada. Its 19 technicians can be spread across 40 active project sites, with site access, delivery windows, and subcontractor schedules changing throughout the day.

The team had the information technicians needed, but it was often stored in the wrong place. Printed documents stayed in individual trucks, field updates came through calls and informal emails, and paper safety forms frequently failed to reach the office.

• Job documents were difficult to access: when paperwork was left in an absent technician’s truck, another employee had to call the office or wait for a replacement copy
• Field reporting depended on follow-up: end-of-day updates were shared through phone calls and emails with no guarantee that every relevant person received them
• Safety forms required constant chasing: paper truck inspections had a completion rate of only about 20% unless someone actively followed up
• Technician training was difficult to standardize: onboarding relied heavily on shadowing, with limited documentation showing what each employee had completed

How jpw systems Connected Its Office and Field Teams With Connecteam

jpw systems brought scheduling, field documents, daily reporting, safety forms, training, and team updates into Connecteam. The goal was to give technicians the right information before they needed to call the office, while giving managers a reliable record of what happened in the field.

• Knowledge Bases organize field information: general guidance, client-specific references, wiring diagrams, and project documents are grouped into searchable libraries
• Documents are attached directly to shifts: technicians can open the relevant files from the assignment they are already viewing
• Daily forms are sent automatically: truck inspection checklists arrive each morning, while end-of-day reports are routed to the correct office and project staff
• Courses create a consistent training process: onboarding content, weekly safety talks, and quizzes are completed and recorded in the app
• Updates provide proof of receipt: managers can see who opened important policy and company communications

The Results: Fewer Information Gaps and Safety Processes That Get Completed

Technicians Can Find What They Need Without Calling the Office

• Project files are available on site: technicians can retrieve wiring diagrams, product references, and client documents from their phones
• Documents can be added during the workday: the office can upload missing or updated information while a technician is still at the site
• Shift details travel with the assignment: technicians receive schedules, notes, and relevant files in one place

Safety-Form Completion Increased Threefold

• Truck inspections arrive automatically each morning: technicians no longer need to remember to collect or return a paper checklist
• Completion increased from about 20% to 60%: automation improved participation without adding administrative headcount
• Records remain searchable: completed forms can be retrieved without searching technician vehicles, filing cabinets, or paper folders

Field Reports Reach Everyone Who Needs Them

• Reports are distributed automatically: each end-of-day submission goes to the project manager, salesperson, and installation manager
• Managers no longer depend on phone tag: field information reaches the office in a consistent written format
• Project teams receive the same information: automated routing reduces the risk that a key stakeholder is left out of an update

Training Is More Consistent and Easier to Document

• Onboarding no longer relies only on shadowing: new technicians complete structured courses in the app
• Safety talks include short quizzes: managers can check whether technicians understood the material
• Completion records stay accessible: the company has a clearer record of who completed each course or safety requirement

Before vs. After Connecteam

Why Connecteam Worked for jpw systems

jpw systems did not need another place to store documents. It needed a reliable way to move information between the office and technicians working across dozens of active sites.

Connecteam gives technicians access to project documents from the shifts they are already viewing. Automated forms bring safety records and end-of-day reports back to the office without repeated calls or manual follow-up.

The measurable change is clear. Daily safety-form completion rose from about 20% to 60%, field reports now reach the full project team automatically, and technicians spend less time waiting for information that already exists.