Forms and processes

Health and safety software, forms and workflows

Site App Pro replaces paper checklists, toolbox talks and incident forms with a centralised OHS software, built mobile-first for Australian jobsites. It enables you to schedule tasks, automate reminders, and connect digital workflows that your team can complete offline, even when working on remote sites.

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Trusted by 1,200+ companies and used on 300,000+ projects globally.

Build smart health and safety forms your team will actually use

Overview

IN THE OFFICE

Engage your team with custom safety templates using 30+ answer types and digital signatures. Whether scheduling recurring site diaries or logging incident reports, you can easily manage approval workflows, set user permissions, and track time-stamped records. Everything feeds into a live activity stream, delivering smart, paperless safety that protects your team.

ON THE JOB SITE

Built for those on the tools, Site App Pro lets you complete daily pre-starts, toolbox talks, and hazard logs right from your phone. As a dedicated hazard log app, it captures real-time site conditions with instant photo uploads, sending data straight to the office without slowing you down. It’s safety software that works offline, where your team can complete safety forms anywhere.

Key features

Workflows

Connect your safety forms into one powerful solution

Group your health and safety documents into connected, end-to-end workflows that guide your team safely through health and safety processes. Instead of managing disconnected safety forms, our permit to work software allows you to link a form after a form. Instantly trigger an investigation report when an incident report form is submitted, configure an electronic permit to work with a multi-step approval process for a hot work PTW, or check your competencies through quizzes.

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automation

Automations that do the work for you

Site App Pro streamlines your daily safety tasks with smart notifications and automated reminders that handle the heavy lifting. Receive alerts the moment a defect is reported on-site via corrective actions, and let the system automatically prompt your workers to complete forms in a specific timeframe. If the form has not been completed it can be escalated to supervisors to follow-up completion.

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Scheduling

Schedule recurring health and safety forms

Remove the uncertainty from your safety plan by scheduling required forms to start the day. Instead of chasing paper trails, Site App Pro lets you automate daily, weekly and monthly forms such as pre-starts, toolbox talks, and site inspections. Assign to specific user groups so that the relevant teams on the ground get clear requirements delivered right to their devices.

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AI in health and safety

Put Site App AI to work on your safety forms

Our built-in AI form assistant, Site App AI allows you to upload your existing PDF documents to create an interactive digital form in seconds. Site App AI uses the Work Health and Safety Act 2011 (WHS Act) legislation to deliver recommendations. When your form insights roll in, it automatically creates instant form report summaries, giving visibility of trends, anomalies and summaries.

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SAFETY FORMs

Safety forms and processes you can build

Get started with Site App Pro’s free safety management templates or build your own form in seconds.

Risk assessments

Evaluating the likelihood and severity of site hazards in our risk register software.

Near-miss report

Records of unplanned events that could have caused harm.

SSSPs

Site-Specific Safety Plans coordinating overall project health and safety.

Task analysis

Breaking down specific tasks to identify step-by-step risks.

Site induction

Training to familiarise workers with site-specific safety rules.

Hot work permit

Safety authorisation for welding, cutting, or spark-producing tasks.

Training register

Live log tracking equipment maintenance and compliance checks.

Toolbox talks

Brief team safety briefings covering site hazards and updates.

Hazard analysis

Systematically identifying and controlling physical workplace hazards.

Safe work method statements (SWMS)

Detailing high-risk construction steps which can be completed in the SWMS software.

Job safety analysis (JSA)

Detailing risks for specific work activities and complete through your job safety analysis app.

Job hazard analysis (JHA)

Identify specific task risks before starting and complete through your JHA app.

Confined space entry

Mandatory safety checklists before entering restricted, enclosed areas.

Vehicle inspection

Daily or weekly safety audits for company vehicles.

Incident report

Formal logs documenting on-site injuries, damage, or illness.

Pre-starts

Quick daily safety and machinery checks before starting work.

Hazard register

Hazard register software that is a live, central list of all identified site hazards.

Prequal

Contractor health and safety prequalification assessment for tenders.

Permit to work (PTW)

Formal authorisation required for high-risk, specialised activities.

Notifiable event log

Records of serious harm required for reporting.

Asset register

Central record tracking staff competencies, licenses, and expiries.

See how other health and safety professionals use custom forms

"Probably the BEST change I have made to my business since Covid."

Just a fantastic group of professionals and "go getters". They actually WANT your business. In a world where customer service has taken a sharp downturn, the culture here has managed to assemble a team that still believes in working for the customer.

Jeremy S

Integrating Site App Pro allows us to offer more timely support to our clients through real time reporting. This partnership enables us to add significant value to our service.

Sara Crawford

Safewise

Home safe and well is at the heart of how we operate, and Site App Pro has been a game-changer in embedding safety into our daily work.The offline functionality is essential for our remote sites, ensuring nothing gets missed. Custom checklists and real-time dashboards give us full visibility across the scheme. The system is easy to use, making safety compliance seamless for our team. It’s a smart, long-term investment in the wellbeing of our people and the success of our operations.

Mark McKenzie

Central Plains Water

What used to take six months to get running effectively now takes one week. And that’s no exaggeration.

Graham Mahuika

Intesafety

We have been using Site App Pro for the last year now and have found the app to be great. With the easy app layout we have found that staff on the frontline have been more engaged and open to filling out the required daily forms. The support has been amazing and it helps to have locally based support on hand. We look forward to unleashing the apps full potential across both our organizations.

Geoff Vilabourouth

Contrax

We’ve had an outstanding experience with Site App Pro. Their customer service team consistently delivers above and beyond, with fast responses, practical solutions, and genuine care for our business. The platform itself is easy to use, reliable, alongside continuous platform enhancements, and collectively has made a huge difference to how we manage Health & Safety with our team and across multiple sites. We Highly recommend Site App Pro to any business looking for a system backed by a team that truly supports you.

Paula Hakaraia

Our clients’ success is the foundation of our own. Having Site App Pro on board to help deliver effective systems that truly work for our clients is always a win in my book.

James Bamford

SafeSpace

Such an easy to use app! The guys on site are using it and have come back with very little complaints about it. Being able to easily edit forms is such a game changer! Would recommend to others.

Victoria

Site App Pro has been easy to use and the fact of being able to customize the content to best suit our team requirements is amazing great service definitely recommend to all businesses from one man operations to large commercial companies.

Sam Shepherd

All the form features you need

Site App Pro’s health and safety form tools enable you to customise every form for any process, permit or assessment.

Categorise

Group and filter safety forms by specific site or project.

Form publishing

Work on your form as a draft before you publish.

One-off and regular forms

Create one-off forms or recurring daily safety checks.

Scheduling

Set forms to trigger daily, weekly, or monthly.

Reminders

Auto-prompt the crew when forms are overdue or required.

Notifications

Alert managers instantly when site faults are reported.

Assign

Direct specific safety tasks and forms to individual workers.

Workflows

Connect forms together sequentially to guide high-risk tasks.

Approvals

Send completed forms to management for mandatory sign-off.

Repeat

Copy or duplicate existing forms to save setup time.

Worker groups

Control exactly who can view, edit, or submit forms.

Voice dictation

Log site notes quickly using hands-free voice-to-text.

Photos

Capture real-time visual evidence directly inside the form.

Signatures

Collect digital signatures on devices for instant compliance.

Pinned

Keep critical safety forms visible at the top of screens.

Time-stamped

Lock exact dates and times onto every submission automatically.

Activity stream

Track form submissions in a real-time compliance feed.

Audit log

Track if answers are changed after completion.

Health and safety software for small to enterprise Australian companies.

  • Offline functionality
  • Free onboarding
  • Localised support
  • Real-time dashboard
  • Safety mobile app
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Explore more features

Equipment management

Equipment management

Incident management

Incident management

Reporting and analytics

FAQS

Yes, the forms are fully customisable and editable, and with a built-in AI form building assistant, you can upload your existing PDF documents directly into Site App Pro.

Site App Pro allows you to control who sees what information by user group or job role. These enable you to decide what groups of people see what forms or tasks.

Yes, our fully customisable form builder allows you to create new forms and templates, and fully customise the pre-existing forms in your list.

Yes, you can hide or show form content based on conditions. 

Yes, our tasks system enables you to create and manage corrective actions directly inside a form while completing it, allowing you to raise issues as they come up. Forms, photos and files can be uploaded to corrective actions to provide more context while completing it and are saved against that form for better reporting during an audit.

Yes, while completing a form, you can upload an image to your forms.

Signatures can be added directly to a form. Workers or users are prompted to add a signature taken on their phone or tablet screen.

Yes, you can build a JSA, JHA, SSSP and other forms in Site App Pro.

Yes, Site App Pro digitises all of your paper safety forms and stores them in one central location. Your team can access and complete the forms through their daily diary app.

Yes, Site App Pro can be used for construction and other industries like civil, oil and gas, forestry, manufacturing, primary industries and other high-risk industries.