Run toolbox talks and collect signatures
Pro and above
From your project's Documents tab on the website, start a Toolbox Talk. Three steps: pick the topic, review the tailored content, record who's delivering. The signed-in mobile app can also create a PDF from one active library topic: review its key points, do's, don'ts and questions, enter answers, notes and delivery details. You can also write a one-off custom topic in the app: tap Or write a custom topic below the topic list, then enter a topic name (up to 200 characters) and your own key points, dos, don'ts and questions. Batch creation remains on the website. Earlier mobile topic labels and unanswered questions are kept for explicit review, never guessed into a library topic. If Submit loses its connection, Resume Toolbox Talk generation checks the same saved request and opens its original version. The mobile Toolbox log continues to show talks already delivered.
Create the talk
On a phone, the Step 1 of 3 · Select Topic bar above the wizard shows where you are — tap it to list all three steps and jump back to any you've completed.
Select Topic — search the library or write your own.
Around 90 topics grouped by category — working at height, manual handling, silica dust and the rest. Select several to batch-create.
Review Content — check the AI-tailored key safety points, do's, don'ts and comprehension questions.
Click Recreate for a fresh take, or act on "Make it more site-specific" suggestions.
Record Who's delivering this talk?, the delivery date and duration, then click Create Toolbox Talk.
What the AI tailoring will and won't say
The AI tailors each talk from your project's own details — it never asserts site facts your project doesn't record (roads, parking, existing facilities), never invents people's names, and never ranks risks ("the biggest risk…"). Anything unknown is phrased as a check to make or marked "to be confirmed". Fill in your project and site details first for the most site-specific talk, and review the content before you create it.
Deliver and collect signatures
Run the briefing from the document.
Click Collect Signatures on the talk's page.
The deliverer signs first, then each attendee: name (with worker search), company, signature — Sign & Next for the next person, Finish when done. On a phone, Collect Signatures is the one button kept on the page — the other actions (Download, Share, Regenerate) are behind the Document menu button under the title.
Someone missing? Use Share link for remote attendees, or let them sign via the crew link.
Every generated talk also appears on each worker's portal with a required sign-off — the Worker Sign-Off panel shows who's still pending. In the Site Book app, the project's Toolbox log screen lists every delivered talk — tap one to review its key points, dos and don'ts, and who signed.
Frequently asked questions
How do attendees sign?
Two ways. In person: click Collect Signatures on the talk's document page — the deliverer signs first, then the phone is passed round and each attendee signs in turn. Remotely: workers sign through the crew link like any other sign-off document, or use the "Share link for remote attendees" after the deliverer has signed.
Can I create several talks at once?
Yes — select more than one topic in the wizard and it switches to batch mode, creating them all in one go (batch skips the per-talk AI review step).
Which plan includes toolbox talks?
Pro (£39/mo) and above, on both the website and signed-in mobile app. Accounts with retained Toolbox Talks access and projects bought through our setup service keep it working.
Related guides
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