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

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 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

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 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

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

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

Learn more

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