SiteDocs

Easy to Use Health and Safety Software

Maintaining a safe workplace with inadequate software or paper-based safety programmes can be challenging. SiteDocs Health and Safety Software helps companies streamline operations with digital safety forms, ensure compliance through real-time monitoring, and reduce injuries with advanced analytics.

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Setup and Rollout

Create Forms

Easily create your safety forms

  • Choose from 18 different Form Item types
    Use a wide variety of input fields to recreate and enhance your existing 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 ring binders

  • All your safety documents in their pocket
    Provide workers instant access to your safety documents like Safety Manual, SDS, and Safe Working Practices
  • Instant distribution
    No need to print, photocopy, and deliver to job sites. Upload your documents and they will be automatically sent to every worker’s device
  • Bulk upload
    Save time by uploading as many PDF files at a time as needed
Add Locations

Stay organised 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
    Provide individual Workers access to the SiteDocs Mobile App with customisable permission settings

Ensuring Safety on Site

Fill Out Forms

Easy to learn, easy to use

  • You don’t need to be technically skilled
    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 customise 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
    Ensure Flags are followed up by assigning a Worker and a due date
Add Photos

Enhance your due diligence with photos

  • Say a thousand 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
    Ensure that Workers are signing Forms on the job site
Certifications

Track your Certifications and training

  • All your Certifications in your pocket
    Supervisors and Workers have all 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
Offline Mode

No Internet? 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

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
Safety Monitor

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, such as 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: ensure Workers fill out required documentation
  • Quickly see critical Forms that require your immediate attention like a Near-Miss or an Incident Report
Analyse 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

Integrations and Sharing

Auto-Share Forms

Easily send and share your forms

  • Auto-share by email
    Set rules for Forms to be automatically emailed when completed at a specific Location
  • Auto-share to another account
    Send signed forms to be reviewed by another SiteDocs user like a Main Contractor or a supervisor
Public API

Create helpful workflows

  • Execute specific commands
    Create, read, update and delete functions to customise your safety compliance operation
  • Connect your software to SiteDocs
    Provide your developers with 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 directly in your Dropbox account

All Your Safety Compliance Needs Right At Your Fingertips

© 2026 SiteDocs Safety ULC
© 2026 SiteDocs Safety ULC