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Custom Document Templates

Build any construction form you need in seconds — JHAs, incident reports, change orders, daily logs, RFIs, bid forms, scope of work sheets. Describe it, AI builds it, AI fills it, you export it.

Create a template AI fill Edit fields Export PDF My Templates

Create a template

Tell AI what form you need. It writes the whole thing.

  1. Open Documents. Inside a plan session, click the Documents tab in the workspace.
  2. Click "Create with AI". You'll find this button in the Documents header. Click it — it opens the chat and asks Foreman one question: what type of document do you need?
  3. Name the form type. Reply with the form name — "change order", "job hazard analysis", "daily log", "incident report", "RFI", "scope of work", "bid form", or any other construction document. Foreman immediately generates the full HTML template — no follow-up questions.
  4. Watch it stream in. The code appears in File Viewer in real time, then auto-renders as a live preview so you can see exactly what the form looks like.
  5. Save as Template. Click Save as Template in the File Viewer toolbar. The form is saved to your account and immediately appears under My Templates in the Documents sidebar — available on every plan session going forward.
Tip: Be specific when you name the form type. "JHA for fall protection on a commercial roofing job" produces a much more complete template than just "JHA."
Full HTML output

Not a fill-in-the-blank form

AI generates a complete, professionally structured HTML document — headers, tables, signature blocks, section titles, legal language — styled and ready to print. Every blank field is a named placeholder AI can fill later.

Instant preview

See the form before you save it

The code streams into File Viewer and the preview renders automatically when it finishes. You can review every section before deciding to save it as a template.

Yours forever

One save, available everywhere

Once saved, the template lives in My Templates on every project. Open any plan session, go to Documents, and it's there — no re-creating it.

Fill it with AI

Tell Foreman what to put in the form. It fills every field.

Once you've selected a custom template in the Documents tab, Foreman can fill every field from a single chat message. You don't have to type into each box — just describe the situation and Foreman populates the whole form from the plan context and what you tell it.

How to fill a template with AI

  1. Select the template. Click the template name under My Templates in the Documents sidebar. The form opens in the center panel with all fields blank and ready.
  2. Tell Foreman to fill it. Type a natural-language instruction in the chat — for example: "Fill out the JHA for a fall hazard. Workers are doing roofing on a 3-story commercial building at the Denver site. Date is today."
  3. Foreman fills the form. All blank fields populate automatically — job name, date, hazard description, PPE required, emergency contacts, contractor signatures, whatever the form calls for — pulled from the plan and what you described.
What AI pulls from the planProject name, address, trade information, scope descriptions, structural conditions, any site details visible in the uploaded drawings.
What you add in chatThe specific situation, names, dates, trade, weather, personnel involved — anything that isn't in the plan itself.
Example prompts"Fill the change order for adding drainage on the north lot — $4,200, owner is ABC Development." / "Fill the incident report: John Doe twisted his ankle on site 6/28, no lost time, first aid only."

Edit fields manually

Every blank is directly editable — just click and type.

You don't have to rely on AI to fill everything. Every field in a custom template is a live, clickable text area — click it and type. Fields appear with a subtle underline when they're blank so you can spot what still needs filling at a glance. The underline disappears once you've typed something.

Click any fieldClick directly on any blank in the form. A cursor appears and you can type. No modal, no separate edit view.
Blank indicatorEmpty fields show a faint yellow underline. Filled fields look clean — the underline hides so the printed output looks professional.
Mix AI and manualLet AI fill the bulk of the form, then click into specific fields to add or correct details AI didn't have.
Auto-savedField values are saved automatically as you type — close the tab and reopen the template, everything you entered is still there.

Export & print

Export a filled PDF for records, or print a blank for field crews.

Export PDF

  1. Fill the form — with AI, manually, or both.
  2. Click Export PDF in the Documents header.
  3. A clean PDF downloads to your computer. Field underlines are replaced with clean blank lines — it looks like a professional printed form, not a web page.

Print blank for field crews

  1. Leave all fields empty (or clear a filled template).
  2. Click Export PDF.
  3. Print and hand it to the field. Every blank shows as a clean line — ready for hand-filling on site.
Print tip: Tables in AI-generated templates are sized to fit the page. If a table clips on export, let the AI know: "Regenerate the change order template — make sure all tables fit on a standard letter-size page."

My Templates

Every template you save is in the sidebar on every project.

My Templates is a section in the Documents sidebar that shows every custom template you've saved. They're tied to your account — not to a single project — so once you build a JHA template, it's available on every plan session you ever open.

Click to loadClick any template in the My Templates list and it opens instantly in the Documents panel, ready to fill.
Delete a templateHover a template name in the sidebar — a trash icon appears. Click it to permanently delete the template from your account.
Build a libraryCreate templates for every form your company uses regularly — JHAs, daily logs, change orders, RFIs, punch lists, scope letters — and they're all one click away on any job.

Example forms

Common construction documents AI can build for you.

Job Hazard Analysis (JHA)Hazard identification, PPE requirements, control measures, task steps, worker acknowledgments, supervisor sign-off.
Change OrderDescription of change, reason, cost breakdown, schedule impact, owner and contractor signature blocks.
Daily Construction LogDate, weather, crew count and names, work performed, equipment on site, materials delivered, issues and delays, visitors.
Incident ReportDate/time/location, injured party, description of incident, first aid administered, witness names, corrective action, supervisor sign-off.
RFI (Request for Information)RFI number, project, subject, question, drawing references, date submitted, response due date, response field, signature.
Scope of WorkProject name, trade, scope description, inclusions, exclusions, assumptions, schedule, pricing summary, authorized signature.
Bid FormBidder information, project info, base bid, alternates, unit prices, acknowledgment of addenda, bid bond, signature.
Subcontractor InvoiceInvoice number, billing period, contract amount, previous billed, this invoice, stored materials, retainage, balance due.
Safety Inspection ChecklistDate, inspector, site sections, pass/fail/N-A columns, notes, corrective action required, signature.
Punch ListItem number, location, description, responsible trade, due date, completed date, verified-by signature.
Not on this list? If your company uses a form that isn't here, just describe it to Foreman: "Build me a concrete pour log with fields for mix design, slump, air content, cylinder count, pour location, start time, finish time, and inspector name." AI will build it.

Common questions

Quick answers.

Can I edit the template itself after saving it?Not yet — to change the template layout or add new fields, ask AI to build a new version and save it again. Delete the old one from My Templates once you're happy with the update.
Do templates work across all my projects?Yes. Templates are tied to your account, not to individual projects. A JHA template you saved on one job is available on every other job you open.
Can I upload my own existing form as a template?Yes. Click Upload Template in the Documents header to upload an HTML file. If you have an existing form in HTML format, it works the same way — AI can fill it, you can edit fields, and you can export PDF.
What if the table runs off the page in PDF?Ask AI to regenerate the template with a note that all tables must fit on a standard letter page. AI applies table-layout fixes automatically.
Does the form save my filled data?Yes. Field values are auto-saved as you type and persist when you reopen the template on the same project. If you switch to a different template and come back, your values are restored.
Can field crews print blank forms?Yes. Export PDF with no fields filled — every blank prints as a clean line ready for hand-writing. No background shading or web-UI elements appear in the printout.
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