Introduction
Dashpivot gives your team a simple, automated way to manage site instructions — from initial completion through to multi-party sign-off — replacing slow, manual processes with a digital workflow that keeps every instruction moving and all parties informed.
Complete a site instruction form in Dashpivot and it is automatically routed to the next responsible party for sign-off, continuing until all parties have approved and the instruction is closed.
How it works
Key Features
Keep the way site instructions are processed consistent across your team
Automatically notify the right person when a form moves to the next stage in the workflow
Auto-generate a register of all site instructions, filterable by subcontractor or other attributes
Access records on the go using the Dashpivot mobile or tablet app
Download, print, or send site instructions as professional, company-branded PDFs
Best Practices
Set up your site instruction template as a workflow to clarify and standardise the approval process
Set up workflow notifications to alert the right person for sign-off at each step
Use list fields for subcontractor name so records can be filtered quickly in the register view and broken down in analytics charts
Getting started
You can access a free Site Instruction template from Dashpivot's template library. Go to Browse free templates to get started.
You can also see a preview of the site instruction template on our website.
Storm AI Templates
You can also use Storm AI Templates to automatically generate site instruction templates tailored to your approval workflow.
Learn more
Learn more about field reporting with Dashpivot.
FAQs
Can site instructions be signed off remotely?
Yes — all sign-offs are completed digitally in Dashpivot, so responsible parties can approve from any device, anywhere.
Can multiple parties sign off on a site instruction?
Yes — set up your template as a workflow and Dashpivot will automatically route the instruction to each party in sequence, notifying them when it's their turn to sign off.
How are site instructions organised?
All site instructions are automatically added to a register in Dashpivot, where they can be filtered by subcontractor, date, or any other field for fast retrieval.
Can I export site instructions as a PDF?
Yes — site instructions can be downloaded, printed, or sent as professional, company-branded PDFs directly from Dashpivot.