HSE / QHSE manager
Safety work gets evidence, owners and closure.
- Pressure
- SDS, incidents, observations, corrective actions, risk forms and training proof are often split across folders, chats and spreadsheets.
- Linkfield gives
- Document control for SDS and procedures, mobile incident capture, form templates, corrective tasks, read receipts and training records.
- Best modules
- Documents, Incidents, Forms, Tasks, Training, Photos, Reporting, AI assistant.
- Example
- A near miss is reported from mobile, photos are attached, the SDS/procedure is linked, corrective actions are assigned and closure is visible in reporting.
HSE workflowSDS current and acknowledgedIncident evidence attachedCorrective action overdue
Operations manager
Operational work becomes visible before it becomes a problem.
- Pressure
- Status is buried in calls, messages and separate trackers, so managers discover overdue work late.
- Linkfield gives
- One view of tasks, incidents, maintenance, planning, documents, attendance, project context and reporting.
- Best modules
- Tasks, Planning, Maintenance, Incidents, Time Clock, Projects, Reporting, Notifications.
- Example
- The manager reviews overdue actions, checks live attendance, reallocates work in planning and opens a display dashboard for the weekly meeting.
Operations view12 open actions4 maintenance requests duePlanning clash detected
Project manager
Delivery records stay tied to project scope and billing.
- Pressure
- Project managers need progress, documents, photos, client records and finance context without rebuilding it manually.
- Linkfield gives
- Project records linked to documents, tasks, planning, photos, forms, companies, financial documents and exports.
- Best modules
- Projects, Planning, Tasks, Documents, Photos, Forms, Finance, Contacts.
- Example
- A project has assigned tasks, scoped documents, inspection forms, site photos, received PO, invoice status and resource allocation in one place.
Project recordPO linked to clientSite photos attachedTasks 78% closed
Supervisor / foreman
The daily field loop is clear: assign, capture, verify.
- Pressure
- Supervisors coordinate people, forms, defects, documents and last-minute issues while moving around site.
- Linkfield gives
- Mobile tasks, form submissions, incident reporting, photo evidence, offline documents, team planning and attendance visibility.
- Best modules
- Tasks, Forms, Documents, Incidents, Photos, Time Clock, Planning, Notifications.
- Example
- The foreman checks the latest procedure, assigns a correction, submits a pre-start form and verifies who is clocked in for the project.
Supervisor loopPre-start submitted2 tasks reassignedTeam clocked in
Field worker / operator
The phone becomes a simple work surface, not another admin burden.
- Pressure
- Field workers need current instructions, assigned tasks and fast reporting without searching chats or shared folders.
- Linkfield gives
- Mobile dashboard, saved documents for offline use, assigned tasks, forms, photos, incidents, maintenance requests and notifications.
- Best modules
- Dashboard, Documents, Offline, Tasks, Forms, Photos, Incidents, Maintenance, Time Clock.
- Example
- A worker opens a saved procedure, completes a checklist, uploads a photo and reports damaged equipment before leaving the site.
Mobile workspaceProcedure saved offlineChecklist completedDefect reported
Mechanic / technician
Maintenance work links to the exact asset and evidence.
- Pressure
- Mechanics need service history, manuals, inspection forms, photos and assigned jobs without relying on memory or paper.
- Linkfield gives
- Maintenance requests, equipment records, linked manuals, inspection forms, photo evidence, status updates and planning context.
- Best modules
- Maintenance, Equipments, Documents, Forms, Photos, Planning, Tasks.
- Example
- A technician opens the equipment record, checks the manual, completes the maintenance form, adds photos and closes the work with notes.
Technician jobManual openedInspection form completeService photo stored
Maintenance manager
Requests, planning and equipment history stop living in separate trackers.
- Pressure
- Maintenance leaders need to prioritise defects, assign technicians, prove completion and see recurring asset problems.
- Linkfield gives
- Maintenance dashboards, equipment history, planning, forms, photos, linked documents and reporting by status, priority and project.
- Best modules
- Maintenance, Equipments, Planning, Forms, Photos, Tasks, Reporting, Time Clock.
- Example
- The manager triages new requests, assigns work, checks technician load and reviews recurring defects across the equipment register.
Maintenance control5 defects awaiting triageTechnician assignedRecurring fault visible
Equipment / fleet manager
The asset register becomes useful during daily operations.
- Pressure
- Asset details, manuals, inspection photos and maintenance history are often split between spreadsheets, folders and workshop notes.
- Linkfield gives
- Equipment references, serials, fleet numbers, site/project links, documents, photos, actions, events, maintenance and inspections.
- Best modules
- Equipments, Maintenance, Documents, Photos, Forms, Planning, Projects, Reporting.
- Example
- The fleet manager opens a vehicle, checks linked inspection forms, reviews maintenance due dates and downloads evidence for a client audit.
Asset registerVehicle inspection linkedNext service scheduledEvidence ready
Finance / accounts
Quotes, purchase orders, invoices and receipts are tied to the project.
- Pressure
- Finance teams need document status, project context, client details, PO references and payment records without duplicate spreadsheets.
- Linkfield gives
- Financial registers for quotations, purchase orders, invoices and receipts, plus PDF generation, email sending, exports and project rollups.
- Best modules
- Finance, Projects, Contacts and companies, Reporting, Admin exports.
- Example
- Finance converts an accepted quotation into a client PO and invoice, records a receipt and sees the project paid/outstanding amount update.
Finance flowPO receivedInvoice emailedReceipt recorded
HR / training coordinator
Training proof becomes easier to assign, find and renew.
- Pressure
- Training records, certificates, inductions and renewals are often maintained manually and become hard to prove during audits.
- Linkfield gives
- Training catalogue, role assignments, completion records, certificates, document links, imports, exports and reminders.
- Best modules
- Training, Documents, Users, Roles, Notifications, Planning, Reporting.
- Example
- The coordinator assigns an induction to a role, monitors completion gaps and sends reminders before a certificate expires.
Training controlRole assignment sent3 renewals dueCompletion exported
Document controller
People use the current document, and the system proves it.
- Pressure
- Document controllers need to publish updates, restrict access, track acknowledgement and keep field teams away from obsolete files.
- Linkfield gives
- Version publishing, current-only user views, categories, project access, read receipts, protected files, offline revalidation and admin reporting.
- Best modules
- Documents, Read receipts, Access rules, Offline, Training, AI assistant, Reporting.
- Example
- A new procedure version is published, targeted users acknowledge it and old offline copies are flagged when permissions change.
Document controlVersion 5 publishedRead receipts trackedOffline permission checked
Office administrator
Workspace administration stays operational, not technical.
- Pressure
- Admins need to onboard users, keep data clean, publish announcements, manage forms and update access without developer help.
- Linkfield gives
- User management, access rules, app shortcuts, forms, imports, announcements, contacts, settings, logs and owner-managed workspace controls.
- Best modules
- Admin, Users, Access, Forms, Import/Export, Announcements, Contacts, Apps.
- Example
- An administrator imports users, assigns roles and projects, activates modules and publishes an announcement for the next site rollout.
Admin workspaceUsers importedAccess rule createdAnnouncement scheduled
IT / systems admin
Integrations and access stay governed inside the workspace.
- Pressure
- IT needs to know where data is hosted, who can access it, how integrations are secured and how operational checks are run.
- Linkfield gives
- Workspace routing, connector pages, API keys, webhook auth, audit logs, owner controls, MFA/passkeys support and production checks.
- Best modules
- Connectors, Integrations, Admin, Access, Audit logs, Owner control center, Security.
- Example
- IT connects Microsoft or Google services, scopes an API key, reviews webhook delivery logs and confirms owner security settings before rollout.
Systems controlAPI key scopedConnector testedAudit log reviewed
Owner / general manager
Leadership gets rollout, risk and commercial visibility.
- Pressure
- Owners need to know whether teams are adopting the workspace, what is overdue, where risk sits and what each client/workspace costs.
- Linkfield gives
- Owner dashboard, client management, billing, support, website leads, control center, AI usage, workspace modules and reporting dashboards.
- Best modules
- Owner dashboard, Reporting, Finance, Support, Website dashboard, AI owner controls, Control center.
- Example
- The owner checks active workspaces, reviews support requests, sees website leads, monitors AI usage and confirms operational KPIs for a pilot.
Owner viewWorkspace activeSupport queue clearLead qualified
Subcontractor / partner
External work can be brought into the same evidence trail.
- Pressure
- Subcontractor updates often arrive through calls, email or chat, detached from the tasks, forms and project evidence they affect.
- Linkfield gives
- When included in the rollout, managed users can submit forms, complete assigned work, attach evidence and access the documents scoped to them.
- Best modules
- Tasks, Forms, Documents, Photos, Projects, Messages, Access rules.
- Example
- A subcontractor completes a site inspection form, attaches photos and updates the assigned corrective task under the project record.
Partner workflowInspection form submittedPhoto evidence linkedTask updated
