AUTOMATIONS, REMINDERS & INTEGRATIONS

Simplify Your Safety Compliance with Automated Processes

Automate recurring tasks and notifications, get real-time visibility into what is occurring on the job site, share and integrate data across your business software platforms and more.

Send Helpful Reminders to Workers
Schedule Forms by Date & to Repeat
Automatically Request Signatures
Custom Automations
Share Completed Forms with Others
Seamlessly Share Data Across Platforms
Custom Automations
Share Completed Forms with Others
Seamlessly Share Data Across Platforms

Send Helpful Reminders to Workers

Automatically remind workers to fill out forms assigned to them. Get notified if an incident occurs on site. Easily communicate directly with workers through In-App Chat and more.

Schedule Forms by Date & to Repeat

Schedule workers to fill out specific forms by specific dates and times and set up to automatically repeat so you only need to schedule them once.

Automatically Request Signatures

Schedule supervisors to review and approve forms. Set up a reminder to ensure forms are signed and on time.

Custom Automations

Use Workflow Studio to build custom automations to fit your company’s unique safety needs. Get notifications and real-time visibility into what is occurring on the job site and more.

  • Automate recurring tasks
  • Custom notifications, alerts, & reminders
  • Enhanced automations with Workflow Studio

    Share Completed Forms with Others

    Easily send and share your forms to be reviewed by another SiteDocs user, supervisor, prime or general contractor.

    Seamlessly Share Data Across Platforms

    In your ever-evolving software landscape, you need software that is future-proof and can ‘play nice’ with all your other tools, both now and in the future. SiteDocs offers flexible options for a wide variety of integrations, from built-in connectors, to fully custom API calls and webhooks.

    Book a Demo

    Make Safety Compliance Easy

    Let’s book a meeting for you to get an overview of SiteDocs, info on pricing, and a chance to answer any questions you may have.

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    Trusted by Companies of All Sizes

     

    “Within the first year of switching to SiteDocs we estimate we saved over $100,000 on the admin time, paperwork, personnel, and training processes. The crews had very little pushback and adapted easily.


    Chris Colley, Safety Director, Jakes Construction
    “With the help of SiteDocs dashboards the data revealed our most common injury – down to the type and time of day! Our renewed focus has resulted in a 22.5% decrease in this common injury for all our workers.”


    Russell C., CSP, Director, Safety, Clyde Companies
    “Within the first year of switching to SiteDocs we estimate we saved over $100,000 on the admin time, paperwork, personnel, and training processes. The crews had very little pushback and adapted easily.

    Chris Colley, Safety Director, Jakes Construction

    Our paper FLRA was a monster; a catch-all sheet in small text with ten folds – and a huge barrier to accurate data. With SiteDocs they're streamlined from end-to-end, saving us hours, and in some cases, weeks.

    Lucie Giroux, Health and Safety Manager, Lafarge

    “With the help of SiteDocs dashboards the data revealed our most common injury – down to the type and time of day! Our renewed focus has resulted in a 22.5% decrease in this common injury for all our workers.”

    Russell C., CSP, Director, Safety, Clyde Companies

    Frequently asked questions about Automation, Reminder, Integration

    What is automated workflow management software for construction projects? +

    Automated workflow management software for construction projects digitizes and streamlines processes like approvals, scheduling, compliance tracking, and document management, reducing manual work and project delays.

    How does a construction project workflow automation platform improve efficiency? +

    These platforms automate repetitive tasks, standardize approvals, and provide real-time status updates, ensuring faster execution, fewer errors, and better collaboration among project teams.

    What are the benefits of a cloud-based construction workflow management solution? +

    Cloud-based solutions centralize project data, enable remote access from any device, and ensure real-time collaboration and updates, improving visibility and coordination across all stakeholders.

    How do app integrations enhance construction workflow software? +

    Integrations connect your workflow software with other tools (like project management, accounting, or BIM platforms), automating data sync, reducing duplicate entry, and providing a single source of truth for all project information.

    What features should I look for in construction project management workflow automation tools? +

    Look for customizable workflows, automated notifications, mobile access, real-time analytics, and seamless integration with your existing construction management systems.

    How can a digital workflow builder benefit construction companies? +

    Digital workflow builders allow construction companies to quickly create, modify, and deploy custom workflows for tasks like RFIs, change orders, and safety inspections—without needing IT support.

    Why are real-time notifications important in construction workflow management? +

    Real-time notifications alert teams to schedule changes, approvals, or issues instantly, preventing delays, improving accountability, and enabling proactive decision-making.

    Is there simple workflow software suitable for construction teams? +

    Yes, many workflow platforms offer user-friendly interfaces and pre-built templates tailored for construction, making it easy for teams to digitize processes without technical expertise.

    How does a construction online platform with workflow automation help project delivery? +

    These platforms automate document approvals, change orders, and compliance checks, speeding up project delivery and ensuring all stakeholders have access to up-to-date information.

    What are the advantages of construction management workflow software with API integration? +

    API integration allows your workflow software to connect with other business systems, automating data flow, reducing manual work, and enabling scalable, efficient project management.

    Safety Compliance Made Easy

     

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