Preparing the Zektrx page.
Features
Everything your trade business needs to control the full operation.
Zektrx brings compliance, planning, operations, stock, documentation and commercial workflows into one connected system, helping teams replace repeated templates, scattered folders and disconnected spreadsheets.
Find your starting point
Start with the module that hurts most today.
Compliance routeNeed audit-ready compliance?Start with AI-assisted RAMS, competent review, COSHH, toolbox talks, inspections, signatures and revision control.Operations routeNeed better site visibility?Start with Safety Coach, check-ins, briefings, permits, Field AI, voice reports, offline capture and live risk updates.Commercial routeNeed stock and commercial control?Start with stock movements, job reservations, suppliers, quotations, invoices and purchase orders.
Connected modules
Compliance, planners, stock and commercial workflows.
✓ Less time rebuilding the same documents
✓ Fewer scattered spreadsheets and folders
✓ Cleaner evidence for clients and audits
✓ Better visibility across jobs, documents and delivery
✓ Faster RAMS drafting without removing competent review
✓ Clearer proof from quote through RAMS, site evidence and handover
✓ A stronger link between compliance and commercial admin
✓ A more professional system for growing trade businesses
Core Modules
A complete system, not another document folder.
Each module is designed to connect with the rest of the business, so compliance evidence, job records, planners, stock and accounts do not sit in separate disconnected places.
Platform
Core Platform
Dashboard, company setup, roles, permissions and the foundations that keep the operating system secure and usable.
Dashboard / command centreCompany profile + trade profileTeam access + role permissionsAccount and subscription controlsWorkspace setup guidanceTwo-part sign-in / MFA areaStrict security headersMobile/tablet support
Compliance
RAMS & Compliance
RAMS, method statements, risk, COSHH, toolbox talks and the compliance workspace with AI drafts, review gates, client links and signatures.
Guided RAMS AI AgentClassic AI RAMS modeRAMS generation + registerLive draft previewRAMS revisions + archiveClient review linksOperative signingRAMS issue registerMethod statementsRisk assessmentsPOWRA generationCOSHH areaToolbox talks (assigned + daily)Inspection checklists
Docs
Document Control & Templates
Document control hub, exports, template library, version history, issue registers and reusable project/document packs.
Document control hubDocument exportsRevision comparisonRevision restoreSuperseded access attemptsDocument issue registerTemplate libraryTemplate activity/historyTemplate usage reportingSaved projects/documentsPDF pack reports
Site
Site Operations
Live site workflows: check-in, Safety Coach, daily briefings, permits, reporting, clocking, QR flows, offline capture and field AI.
Site operations hubAI Site Safety CoachSite check-in + public check-inClock in/out + recordsDaily briefings + reportsVoice daily report capturePermit register + audit summaryLive risk updatesFire roll callField AI photo-to-actionOffline Field ModeInduction packs + QR flowsSite audit trail
Planning
Planning & Operations
Job planner, command centre, readiness checks, workflows/approvals and reporting that keeps planning connected to execution.
Job plannerJob command centreJob readiness checksHandover readiness checksActions / what-needs-doneIssuesWorkflow automation builderApproval centreManagement summaryAnalytics
Evidence
Project Packs & Golden Thread
Project packs connect quotes, jobs, RAMS, permits, inductions, photos, inspections, invoices, O&M and handover evidence.
Project PackGolden Thread evidence chainUniversal timelineRelationship mapLinked RAMSLinked permitsLinked inspectionsLinked O&M recordsClient packsHandover packs
Enterprise
Enterprise Project Intelligence
BIM, digital twin, Building Safety Act and multi-company project workflows for larger contractors and controlled project environments.
BIM ViewerFederated model registerSaved BIM viewpointsClash checksCoordination issuesDigital Twin zonesLive twin signalsBuilding Safety Act registerMandatory occurrence trackingMulti-company projects
Stock
Stores, Stock & Procurement
Stock and materials management with supplier workflows, PO requests and procurement intelligence connected to jobs and handover.
Stores hubCompany stock itemsStock movements + certificatesJob reservationsPO requestsImported PO draftsSuppliersSupply chain inboxProcurement intelligenceStock-to-O&M handover
People
Workforce & Equipment
Timesheets, attendance, competencies and equipment records for teams that need labour and plant readiness in the same system.
Workforce timesheetsClock-in attendanceCompetency registerCSCS / IPAF / PASMAWelding certificatesExpiry alertsEquipment registerDaily checksService trackingQR scan history
AI
AI, Insights & Automation
AI assistance and operational signals across RAMS drafting, site decisions, photo capture, evidence gaps, risk and repeated handoffs.
Company IntelligenceAI LayerAI drawing reviewAI RFI generatorAI site diaryAI O&M builderRisk RadarEvidence gaps finderField AI photo-to-actionAI Site Safety CoachVoice site captureWorkflow handoffsAI usage auditFair usage monitoring
Reports
Reporting & Integrations
Portfolio reporting and Power BI controls for board packs, RAG views, KPI health, embedded dashboards and refresh monitoring.
Portfolio ReportingProject RAG boardRisk heat mapsBoard packsCommercial forecastsExecutive actionsPower BI workspacesSemantic modelsEmbed token controlsDataset refresh tracking
Extend
Platform Extensions
Enterprise extension controls for API products, partner connectors, white-label tenants and global compliance packs.
API MarketplaceOpenAPI cataloguePartner connectorsAPI subscriptionsSigned webhooksUsage quotasWhite-label tenantsCustom domains + SSLFeature bundlesGlobal compliance packs
Commercial
Commercial Workflows
Quotes, invoices, purchase orders, project costs and tender flow that stays linked to projects, evidence, delivery and reporting.
QuotationsQuotation automationInvoicesOrders / purchase ordersProject costsMargin guardianTender managementQuote acceptance linksCommercial PDF generationCommercial email sending
People
People, HR & Training
Team management, worker evidence, training matrix, inductions, certificates and HR workflows with audit trails and reporting.
Team management + invitesWorker registerTraining matrixTraining certificates + reportsInduction packsPublic induction completionWorker evidence expiryMissing evidence reportHR audit trail
Platform Feature Index
The full Zektrx feature set for trade businesses.
Explore the connected platform for AI-assisted documents, compliance, job planning, site operations, stock, documentation, commercial workflows, HR, training and reporting.
Core Platform
- Dashboard / command centre
- Company profile + trade profile
- Team access + role permissions
- Account and subscription controls
- Workspace setup guidance
- Two-part sign-in / MFA area
- Strict security headers
- Mobile/tablet support
RAMS & Compliance
- Guided RAMS AI Agent
- Classic AI RAMS mode
- RAMS generation + register
- Live draft preview
- RAMS revisions + archive
- Client review links
- Operative signing
- RAMS issue register
- Method statements
- Risk assessments
- POWRA generation
- COSHH area
- Toolbox talks (assigned + daily)
- Inspection checklists
Document Control & Templates
- Document control hub
- Document exports
- Revision comparison
- Revision restore
- Superseded access attempts
- Document issue register
- Template library
- Template activity/history
- Template usage reporting
- Saved projects/documents
- PDF pack reports
Site Operations
- Site operations hub
- AI Site Safety Coach
- Site check-in + public check-in
- Clock in/out + records
- Daily briefings + reports
- Voice daily report capture
- Permit register + audit summary
- Live risk updates
- Fire roll call
- Field AI photo-to-action
- Offline Field Mode
- Induction packs + QR flows
- Site audit trail
Planning & Operations
- Job planner
- Job command centre
- Job readiness checks
- Handover readiness checks
- Actions / what-needs-done
- Issues
- Workflow automation builder
- Approval centre
- Management summary
- Analytics
Project Packs & Golden Thread
- Project Pack
- Golden Thread evidence chain
- Universal timeline
- Relationship map
- Linked RAMS
- Linked permits
- Linked inspections
- Linked O&M records
- Client packs
- Handover packs
Enterprise Project Intelligence
- BIM Viewer
- Federated model register
- Saved BIM viewpoints
- Clash checks
- Coordination issues
- Digital Twin zones
- Live twin signals
- Building Safety Act register
- Mandatory occurrence tracking
- Multi-company projects
Stores, Stock & Procurement
- Stores hub
- Company stock items
- Stock movements + certificates
- Job reservations
- PO requests
- Imported PO drafts
- Suppliers
- Supply chain inbox
- Procurement intelligence
- Stock-to-O&M handover
Workforce & Equipment
- Workforce timesheets
- Clock-in attendance
- Competency register
- CSCS / IPAF / PASMA
- Welding certificates
- Expiry alerts
- Equipment register
- Daily checks
- Service tracking
- QR scan history
AI, Insights & Automation
- Company Intelligence
- AI Layer
- AI drawing review
- AI RFI generator
- AI site diary
- AI O&M builder
- Risk Radar
- Evidence gaps finder
- Field AI photo-to-action
- AI Site Safety Coach
- Voice site capture
- Workflow handoffs
- AI usage audit
- Fair usage monitoring
Reporting & Integrations
- Portfolio Reporting
- Project RAG board
- Risk heat maps
- Board packs
- Commercial forecasts
- Executive actions
- Power BI workspaces
- Semantic models
- Embed token controls
- Dataset refresh tracking
Platform Extensions
- API Marketplace
- OpenAPI catalogue
- Partner connectors
- API subscriptions
- Signed webhooks
- Usage quotas
- White-label tenants
- Custom domains + SSL
- Feature bundles
- Global compliance packs
Commercial Workflows
- Quotations
- Quotation automation
- Invoices
- Orders / purchase orders
- Project costs
- Margin guardian
- Tender management
- Quote acceptance links
- Commercial PDF generation
- Commercial email sending
People, HR & Training
- Team management + invites
- Worker register
- Training matrix
- Training certificates + reports
- Induction packs
- Public induction completion
- Worker evidence expiry
- Missing evidence report
- HR audit trail
Outcomes
Built to make the whole business easier to run.
Zektrx is not just a document generator. It is designed as a central operating system for trade businesses that need practical control over safety, site evidence, planners, stock, subcontractors and commercial records.
✓ Less time rebuilding the same documents
✓ Fewer scattered spreadsheets and folders
✓ Cleaner evidence for clients and audits
✓ Better visibility across jobs, documents and delivery
✓ Faster RAMS drafting without removing competent review
✓ Clearer proof from quote through RAMS, site evidence and handover
✓ A stronger link between compliance and commercial admin
✓ A more professional system for growing trade businesses
Workforce
Built for office users and field operatives.
Every paid plan includes the core operational tools. Teams upgrade as they scale: collaboration, storage, AI usage, support level and workflow complexity — not because key features are hidden.
Full Users
Operational/admin users managing documents, planners, stock and workflows.
- Create/edit projects and templates
- Generate AI documents
- Manage approvals and reporting
Operative Users
Field/workshop users who sign, upload and complete assigned tasks.
- View assigned RAMS
- Sign toolbox talks and permits
- Upload photos and checklists
Integrations
Connected foundations and integrations.
Zektrx connects operational workflows with the tools teams already use: identity/storage foundations, AI document generation, email/calendar workflows, industry platforms, mapping/weather data and finance connectors.
Core infrastructure
- Authentication
- Database
- File storage
- Row-level security policies
- Deployment/runtime
- Error monitoring
- Billing + subscriptions
AI + automation
- AI document generation
- AI drawing review
- AI RFI generator
- AI site diary
- AI O&M builder
- Guided RAMS AI Agent
- AI Site Safety Coach
- Field AI capture
- Voice site report capture
- Workflow automation handoffs
- AI improvement/regeneration routes
- AI usage tracking
- Internal fair usage monitoring
- AI cost monitoring
Email, calendar and storage
- Identity connector foundations
- Mailbox workflow foundations
- Cloud storage connections
- Integration health overview
- Calendar event sync
- Email send workflows
- Storage and document routing
- Admin-controlled connection status
Industry + data
- Drawing platform services
- Drawing upload + manifest
- Viewer token workflows
- Drawing storage status checks
- Companies House company lookup
- Weather data
- Live map component
- Risk and weather context
- Golden Thread evidence model
- BIM model coordination
- Digital twin signals
- Building Safety Act evidence
Finance connectors
- Finance connector framework
- Finance OAuth start/callback
- Accounting OAuth start/callback
- Finance invoice sync
Enterprise extensions
- Power BI workspaces
- Power BI semantic model refresh
- Power BI embed policies
- OpenAPI product catalogue
- API subscriptions and key prefixes
- Signed webhooks
- White-label custom domains
- White-label portal surfaces
- Global compliance packs
Notifications + monitoring
- Notification connector framework
- External notification send/status
- Upload/storage monitoring
- Support time recording