Preparing the Zektrx page.
Platform
One platform for total operational control.
Zektrx connects the systems trade businesses usually run across spreadsheets, Word templates, folders, emails and accounts tools — giving you one command centre for compliance, operations and commercial workflow.
Choose your next step
Turn the platform overview into a practical rollout route.
Map the modulesSee how compliance, planning, stock, documents and commercial workflows connect.Compare rollout optionsMatch users, storage, AI usage and support level to the way your team will adopt Zektrx.Localise terminologyUse RAMS, SWMS, JHA, JSA and compliance wording that matches each company location.Plan the rolloutTalk through your trade, team size, current admin stack and the fastest starting setup.
Platform Overview
Product preview
Compliance
Ready
RAMS, COSHH and policies
Actions
Visible
Across modules and AI prompts
Assets
Tracked
Registers and inspections
RAMS
Built
Agent, review and signing
Connected workflow
Quote
Prepare and send job quotations, then move accepted work into the live operational flow.
Plan
Build RAMS, job packs, planner actions, materials requirements and subcontractor requirements.
Control
Track live records, actions, inspections, defects, certificates, approvals and documents.
Invoice
Convert work into orders, invoices, payment tracking and accountancy-ready records.
What It Replaces
Replace scattered admin with one connected operating layer.
Zektrx is designed for teams that have outgrown disconnected files, inbox chasing and manual trackers but still need practical tools people will actually use.
Spreadsheets
Live registers
Move RAMS, actions, assets, training, stock and job status into records teams can update and report on.
Word templates
Controlled documents
Use reusable templates, guided AI drafts, competent review, revision history and client-ready exports without rebuilding every file.
Shared folders
Connected evidence
Keep photos, inspections, permits, certificates, drawings, BIM issues, twin evidence and handover packs linked to the jobs they belong to.
Email chasing
Visible workflow
Track approvals, issues, actions and missing evidence from the workspace instead of relying on inbox memory.
Rollout Blueprint
A practical path from messy admin to platform control.
Zektrx works best when teams start with the admin that hurts most, then expand into wider operations once the first workflow is under control.
1
Audit
Map the admin you are replacing
Identify the spreadsheets, templates, folders and email trails that currently hold compliance, job and commercial records.
2
Configure
Set up the first operating layer
Create the company profile, roles, templates, modules and starting workflows your team needs first.
3
Migrate
Bring priority evidence into one place
Move active RAMS, certificates, documents, stock records, job notes and handover evidence into connected records.
4
Adopt
Roll out office and site habits
Give full users the admin tools and operative users the simple signing, upload and checklist routes they need.
5
Measure
Use dashboards to tighten control
Track missing evidence, actions, approvals, inspections, documents and commercial work before they drift.
Control Signals
Spot the operational gaps before they become expensive.
The platform is designed to make weak signals visible: missing evidence, unmanaged actions, incomplete job packs and commercial records that are drifting away from delivery.
Signal
Expired or missing evidence
Use registers, training records, certificates and document status to see what needs attention before audits or client checks.
Signal
Open actions with no owner
Bring actions, issues, approvals and follow-ups into visible workflows instead of letting them sit in inboxes.
Signal
Job packs not ready for site
Connect RAMS, permits, briefings, drawings, BIM/twin evidence, materials, Safety Coach prompts and sign-offs so teams know what is ready before work starts.
Signal
Commercial work drifting from delivery
Keep quotations, purchase orders, invoices and handover evidence closer to the operational records they depend on.
Core Modules
Switch on the tools your business needs.
Use Zektrx as a focused compliance tool or as the full operating system for compliance, planning, operations, stock, documentation and commercial workflows.
01
Compliance workspace
Generate AI-assisted RAMS drafts and compliance workflows with review gates, registers, signatures, revisions and client-ready exports.
RAMS AI AgentMethod statementsRisk + COSHHClient review
02
Documentation + handover
Document control, templates, issue registers, PDF export, Golden Thread records and O&M packs linked to jobs, evidence and stock.
Document controlIssue registersGolden ThreadO&M manuals
03
Planning + operations
Plan delivery with Job Command Centre, multi-company workspaces, project packs, readiness checks, actions and reporting that connect office planning to site execution.
Job plannerProject PackShared RFIsReadiness checks
04
Site operations
Run site workflows with check-in, clocking, permits, Safety Coach, voice reports, live risk, offline mode and field AI capture.
Clock in/outSafety CoachVoice reportsField AI
05
Stock + materials
Manage stock and materials with PO requests, supplier workflows and procurement intelligence connected to jobs and handover packs.
Stock managementPO requestsSuppliersProcurement inbox
06
Commercial workflows
Quotations, invoices, project costs, margin checks and purchase orders that stay connected to documentation and delivery evidence.
QuotationsInvoicesProject costsMargin guardian
07
Enterprise project intelligence
BIM Viewer, Digital Twin, Building Safety Act Golden Thread and portfolio reporting for teams managing larger or regulated projects.
BIM ViewerDigital TwinBuilding Safety ActPortfolio reporting
08
Platform extension layer
Power BI integration, API Marketplace, white-label tenants and global compliance packs for enterprise rollout and partner ecosystems.
Power BIAPI marketplaceWhite labelGlobal compliance
Regional terminology
Local words for the same safety workflow.
A global platform should adapt the product concepts around the company location. Zektrx can map safety documents and AI drafting context to RAMS, SWMS, JHA or JSA terminology, plus local compliance and assurance wording.
United Kingdom
RAMS
risk assessments and method statements. Use health and safety compliance for reporting and safety assurance for management language.
Ireland
RAMS
risk assessment method statement. Use safety statement and risk assessment compliance for reporting and safety assurance for management language.
Australia
SWMS
safe work method statement. Use WHS compliance for reporting and safety assurance for management language.
United States
JHA
job hazard analysis. Use safety and health compliance for reporting and safety assurance for management language.
Canada
JSA
job safety analysis. Use OHS compliance for reporting and safety assurance for management language.
New Zealand
JSA
job safety analysis. Use health and safety at work compliance for reporting and safety assurance for management language.
Operating Flow
From first quote to final handover.
Every stage can connect. Build the quote, prepare the job pack, control the evidence, run the plan, invoice the work and export the records your accountant or client needs.
1
Quote
Prepare and send job quotations, then move accepted work into the live operational flow.
2
Plan
Build RAMS, job packs, planner actions, materials requirements and subcontractor requirements.
3
Control
Track live records, actions, inspections, defects, certificates, approvals and documents.
4
Invoice
Convert work into orders, invoices, payment tracking and accountancy-ready records.
5
Handover
Export client packs, O&M manuals, evidence, certificates and completed job records.
Users at Scale
Office + site adoption without chaos.
Zektrx is structured for growing teams. Full Users run operations and manage workflows. Operative Users help teams roll out site adoption so field teams can sign, upload and complete assigned tasks.
Full Users
Operational/admin users who create, manage and control the workspace.
- Generate and manage AI documents
- Create/edit projects and templates
- Manage planners, stock and workflows
- Run approvals, permissions and reporting
Operative Users
Field/workshop users designed for scalable workforce adoption.
- View assigned RAMS and site briefs
- Sign toolbox talks and permits
- Clock in/out and complete checklists
- Upload photos and site evidence
Integrations
Built on connected foundations.
The platform includes integrations and foundations for identity, storage, AI automation, email/calendar workflows, industry platforms, mapping/weather and finance connectors.
Core infrastructure
- Auth/Database/Storage
- RLS policies
- Cloud runtime
- Error monitoring
AI automation
- AI Layer
- AI drawing review
- AI RFI generator
- AI O&M builder
- RAMS AI Agent
- AI Site Safety Coach
- Field AI capture
- Voice site reports
- AI usage tracking
- Internal fair usage monitoring
Email, calendar and storage
- Mailbox workflows
- Storage upload/backup
- Email send
- Calendar sync
Industry + data
- Drawing data
- BIM Viewer
- Digital Twin
- Building Safety Act evidence
- Companies House lookup
- Weather data
- Live maps
- Golden Thread records
Finance connectors
- Finance OAuth
- Accounting OAuth
- Invoice sync framework
Enterprise integrations
- Power BI workspaces
- Semantic model refresh
- OpenAPI products
- Partner connectors
- Signed webhooks
- White-label domains
- Global compliance packs