Pre-Functional Checklists
Replace paper checklists with structured digital forms that multiple contractors fill at the same time.
Pre-functional checklists are the backbone of commissioning. BuildingCX lets you create structured digital forms from a global template library, assign them to equipment, and have multiple contractors fill their sections simultaneously. Phase-gated signatures ensure trades sign first, then the CxA approves. Every completed form exports to a professional PDF.
What you can do with Pre-Functional Checklists
Six things that make Pre-Functional Checklists indispensable for your commissioning workflow.
Global template library
Clone from built-in templates (chiller, boiler, AHU, etc.) or create your own. Customize per project.
Rich item types
Checkboxes, measured values with units, text notes, and N/A marking — structured data, not just checkmarks.
Multi-contractor editing
Multiple contractors fill their sections at the same time. Real-time sync means no version conflicts.
Phase-gated signatures
Trade contractors sign first. CxA reviews and approves. The workflow enforces the right order.
PDF export
Export to a branded PDF with every signature, value, and note embedded. Professional output for submittals.
Status workflow
Draft → In Progress → Submitted → Approved. Submitted locks all fields. Approved requires CxA role.
Works with the rest of the platform
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