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

Safety On Site

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

Real-Time Monitoring

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

Book A Demo

See For Yourself

Schedule a 30 minute web session to see a web presentation and get your questions answered.

“Easy to learn, lots of Customer Support, and reduces paper on job sites drastically. SiteDocs allows us to get documentation to customers and safety officers in seconds. It’s extremely adaptable, user friendly, and an efficient tool for compliance with use far beyond just safety.”

Jesse, Trans-Western Electric LTd, Canada

“‘You miss 100% of the shots you don’t take’ -Wayne Gretsky.”

Michael Scott, Dunder Mifflin