Setup and Rollout

Easily build any of your forms

  • Choose from 16 different form item types
    Use a wide variety of input fields to re-create and enhance your exiting forms
  • Repeatable and collapsible sections
    Let users repeat a set of questions with a single tap or collapse sections that aren’t needed
  • Private forms
    Designate forms as private so signed copies can only be viewed by administrators

No more binders

  • All your safety documents in their pocket
    Give workers instant access to your safety documents like Safety Manual, SDS, and Safe Work Practices
  • Instant Distribution
    No need to print, photocopy, and deliver to job sites. Upload your documents and they’ll be automatically sent to every worker’s device
  • Bulk Upload
    Save time by uploading as many PDF files at a time as you want

Stay organized with locations

  • Forms are automatically filed and stored by location
    View and search for all forms signed at a location
  • Assign workers to specific locations
    Manage which workers are assigned to specific locations in your account
  • Auto share by locations
    Automatically share all forms from a location to other companies

Manage and track all your workers

  • Custom worker profiles
    Create a profile for each worker with their information and signature history
  • Track worker certifications
    Add individual certificates to workers and easily track expiry dates
  • Grant mobile access
    Give individual workers access to the SiteDocs mobile app with customizable permission settings

Ensure Safety On Site

Easy to Learn, Easy to Use

  • You don’t need to be tech-savvy
    The simple and intuitive mobile app makes filling out forms easy and efficient
  • Start and stop forms as needed
    In-Progress forms allow workers to automatically save a draft and finish it later
  • Voice Dictation
    Don’t want to type? Fill out text fields with your voice.

Flag items for follow up

  • Corrective actions and more
    Track corrective actions and use the form builder to customize additional follow up types
  • Flag any form item
    Add a follow up to any of your form items
  • Assign a due date and worker
    Make sure flags are followed up by assigning a worker and a due date

Enhance your due diligence with photos

  • Say a 1,000 words with a snap
    Use photos to document failed inspections, incidents, injuries, or equipment wear and tear
  • Add annotations
    Circle key areas or draw arrows to address specific areas of concern in photos
  • Comment on each photo
    Add additional commentary to any of the photos added to your form

Capture worker signatures

  • Automatic date and time stamp
    Know exactly when forms are signed by a worker
  • See GPS location of each signature
    Be sure that worker are signing forms on the job site

Track your certifications and training

  • All your certifications in your pocket
    Workers have all their certications and certification details on the mobile app
  • Know when certifications are expiring
    Easily check that worker’s certifications are up to date or about to expire
  • Add certifications
    Workers can add certification with details and an image of the certification to stay up to date

No network? No problem

  • Sign offline and upload later
    Forms will be saved on your device and will automatically upload as soon as you are back online
  • Access documents offline
    Continue to access signed forms and safety documents, even without an internet connection

Improve Compliance with Real-Time Monitoring

Track forms just like emails

  • Read and unread forms
    Easily see any forms that are unread so you can review and sign off if needed
  • Scan and click through forms
    Advance with arrow keys to efficiently review your safety forms
  • See worker signatures at a glance
    Click to quickly view the workers who signed a form

Monitor your safety as it happens

  • Stay up-to-date
    See every form signed at every job site, in real time
  • Improve accountability
    Know which workers did or didn’t fill out required documentation
  • Keep track of critical forms
    Quickly see critical forms that require your immediate attention like a Near Miss or an Incident Report

Stay up to date with your safety

  • See every form signed at every job site, in real time
  • Improved accountability for workers to fill out required documentation
  • Quickly see critical forms that require your immediate attention like a Near-Miss or an Incident Report

SiteDocs Analytics

  • Custom Dashboards
    Use pre-made dashboards or create your own
  • Advanced Filtering
    Filter entire dashboards quickly and easily
  • Smart suggestions
    Advanced artificial intelligence for data, widgets, and other helpful tools

Integrations and Sharing

Easily send and share your forms

  • Auto-share by email
    Set rules for forms to be auto-emailed when completed at a specific location
  • Auto-share to another account
    Send signed forms to be reviewed by another SiteDocs user like a prime contractor or a supervisor

Create helpful workflows

  • Execute specific commands
    Create, read, update and delete functions to customize your safety compliance operation
  • Connect your software to SiteDocs
    Give your developers the tools to connect your software to SiteDocs using our Public API

    View documentation

Connect with thousands of apps

  • Zapier integration
    Trigger automations on every new signature, completed form, and expired certifications
  • Dropbox integration
    Store a PDF copy of each of your signed forms right in your Dropbox account

Setup and Rollout

Create Forms

Easily build any of your forms

  • Choose from 16 different form item types
    Use a wide variety of input fields to re-create and enhance your exiting forms
  • Repeatable and collapsible sections
    Let users repeat a set of questions with a single tap or collapse sections that aren't needed
  • Private forms
    Designate forms as private so signed copies can only be viewed by administrators
Upload PDF Files

No more binders

  • All your safety documents in their pocket
    Give workers instant access to your safety documents like Safety Manual, SDS, and Safe Work Practices
  • Instant Distribution
    No need to print, photocopy, and deliver to job sites. Upload your documents and they'll be automatically sent to every worker's device
  • Bulk Upload
    Save time by uploading as many PDF files at a time as you want
Add Locations

Stay organized with locations

  • Forms are automatically filed and stored by location
    View and search for all forms signed at a location
  • Assign workers to specific locations
    Manage which workers are assigned to specific locations in your account
  • Auto share by locations
    Automatically share all forms from a location to other companies
Add Workers

Manage and track all your workers

  • Custom worker profiles
    Create a profile for each worker with their information and signature history
  • Track worker certifications
    Add individual certificates to workers and easily track expiry dates
  • Grant mobile access
    Give individual workers access to the SiteDocs mobile app with customizable permission settings

Ensuring Safety On Site

Fill Out Forms

Easy to learn, easy to use

  • You don't need to be tech-savvy
    The simple and intuitive mobile app makes filling out forms easy and efficient
  • Start and stop forms as needed
    In-Progress forms allow workers to automatically save a draft and finish it later
  • Voice Dictation
    Don't want to type? Fill out text fields with your voice
Flag & Follow Up

Flag items for follow up

  • Corrective actions and more
    Track corrective actions and use the form builder to customize additional Follow up types
  • Flag any form item
    Add a Follow-Up to any of your form items and automatically notify workers directly on their device
  • Assign a due date and worker
    Make sure flags are followed up by assigning a worker and a due date

Learn more

Add Photos

Enhance your due diligence with photos

  • Say a 1,000 words with a snap
    Use photos to document failed inspections, incidents, injuries, or equipment wear and tear
  • Add annotations
    Circle key areas or draw arrows to address specific areas of concern in photos
  • Comment on each photo
    Add additional commentary to any of the photos added to your form
Digital Signatures

Capture worker signatures

  • Automatic date and time stamp
    Know exactly when forms are signed by a worker
  • See GPS location of each signature
    Be sure that worker are signing forms on the job site
Certifications

Track your certifications and training

  • All your certifications in your pocket
    Workers have all their certifications and certification details on the mobile app
  • Know when certifications are expiring
    Easily check that worker's certifications are up to date or about to expire
  • Add certifications
    Workers can add certification with details and an image of the certification to stay up to date

Learn more

 

SiteDocs Chat

Improve Your Safety with In-App Chat

  • Remind Workers to complete Forms
    Messages will show up on Worker's phones as push notifications right on their devices.
  • Message all Workers at a Location
    Easily inform Workers of updates or emergency notices and keep track of job site check in/out with time stamps on every message.
  • Send Company-Wide Announcements
    Send reminders, updates, emergency notices, or any important announcement to every Worker in seconds.

Learn more

 

Offline Mode

No network? No problem

  • Sign offline and upload later
    Forms will be saved on your device and will automatically upload as soon as you are back online
  • Access documents offline
    Continue to access signed forms and safety documents, even without an internet connection

Integrations and Sharing

Auto-Share Forms

Easily send and share your forms

  • Auto-share by email
    Set rules for forms to be auto-emailed when completed at a specific location
  • Auto-share to another account
    Send signed forms to be reviewed by another SiteDocs user like a prime contractor or a supervisor
Public API

Create helpful workflows

  • Execute specific commands
    Create, read, update and delete functions to customize your safety compliance operation
  • Connect your software to SiteDocs
    Give your developers the tools to connect your software to SiteDocs using our Public API

View documentation

App Integrations

Connect with thousands of apps

  • Zapier integration
    Trigger automations on every new signature, completed form, and expired certifications
  • Dropbox integration
    Store a PDF copy of each of your signed forms right in your Dropbox account

Improve Compliance with Real-Time Monitoring

Safety Inbox

Track forms just like emails

  • Read and unread forms
    Easily see any forms that are unread so you can review and sign off if needed
  • Scan and click through forms
    Advance with arrow keys to efficiently review your safety forms
  • See worker signatures at a glance
    Click to quickly view the workers who signed a form
Signed Document Report

Monitor your safety as it happens

  • Stay up-to-date
    See every form signed at every job site, in real time
  • Improve accountability
    Know which workers did or didn't fill out required documentation
  • Keep track of critical forms
    Quickly see critical forms that require your immediate attention like a Near Miss or an Incident Report
Real-Time Tracking

Stay up to date with your safety

  • See every form signed at every job site, in real time
  • Improved accountability for workers to fill out required documentation
  • Quickly see critical forms that require your immediate attention like a Near-Miss or an Incident Report
Analyze Data

SiteDocs Analytics

  • Custom Dashboards
    Use pre-made dashboards or create your own
  • Advanced Filtering
    Filter entire dashboards quickly and easily
  • Smart suggestions
    Advanced artificial intelligence for data, widgets, and other helpful tools

Learn more