Forms and processes

Construction health and safety software, forms and workflows

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

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Worker in a hi-vis jacket completing a form on a phone held in landscape
Trusted by 1,200+ companies and used on 300,000+ projects.

Build smart health and safety forms your team will actually use

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In the office

Engage your team with custom safety templates using 30+ answer types and digital signatures. Whether you are scheduling recurring site diaries or logging accident reports and near-misses, 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 keeps your business compliant.

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On the construction site

Built for those on the tools, Site App Pro lets you complete daily pre-start checks, 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, even with zero signal.

Key features

Workflows settings creating follow-on tasks when a site inspection form is completed
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 accident investigation, the moment a near-miss or incident is flagged on-site. Configure digital permits to work (PTW) with a multi-step approval process for a hot work permit, or verify your team’s competencies through a quiz assessment after a toolbox talk.

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automations

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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Form scheduling settings with times of day, weekdays selected and a reminder alarm switched on
Scheduling

Schedule recurring health and safety forms

Remove the uncertainty from your health and 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-start checks, toolbox talks, and site inspections. Assign specific workers, trades or subcontractors so that the relevant teams on the ground get clear requirements delivered right to their devices.

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AI form assistant offering prompts to suggest questions, shorten a form or improve answer types
AI in health and safety

Put Site App AI to work on your health and 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 is aligned to your local legislation to deliver recommendations. When your form insights roll in, it automatically creates instant form report summaries, giving visibility of trends, compliance gaps, and critical site hazards before they become issues.

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SAFETY FORMs

Safety forms and processes you can build

Get started with Site App Pro’s free health and safety 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.

Construction phase plan (CPP)

Centralise and update your overall project health and safety plan as the build progresses

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 staff competencies licenses, and expiries.

Toolbox talks

Brief team safety briefings covering site hazards and updates.

Hazard analysis

Systematically identifying and controlling physical workplace hazards.

Method statements (SSOW)

Break down specific tasks to outline step-by-step safe systems of work.

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.

Reportable incident (RIDDOR) log

Records of serious harm required for reporting.

Asset register

Central record tracking equipment management, and compliance checks.

See how other health and safety professionals use custom forms

Ability to create and maintain custom forms. The AI feature makes building forms from a paper template super easy. I can build forms and works flows that match my program, rather than building my program around the system. Additionally, the Equipment module and QR codes has helped us get a handle on our fleet and made our mechanics lives easier. Great product, easy to use in both the field and the office. The team a Site App Pro is great too and are a great partner!

Jerome Harney

Weka

Great customer service, and the platform is very easy to use and customizable to any company-specific requirements. Easy for our site staff to use.

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Stephanie Clark

Ritestart Limited

The customer support, hands down. You get an actual person, fast, and they answer the question you asked. The AI support is the same way. It gives you a real, detailed answer instead of pointing you to a pre-written FAQ page, which is my biggest pet peeve with basically every other app out there. The AI form builder is great too, it's saved me a ton of time building out our forms. And they're constantly adding features and upgrading things. It never feels like a product that's just sitting there. Super user friendly, feels like it was built this decade.I manage HSE and admin across a couple of companies in BC and Alberta, so I've used a few of these platforms. Site App Pro is the one I wish I'd found first. I'm actually cancelling SiteDocs for my other company and moving everyone over to Site App Pro because it's that much easier to run day to day. My only regret is not going with them from the start, but what you don't know, you don't know. So here I am telling you: just do it.

Shawna Applejohn

Stone River Group & Envision Geo

The Site App Pro team was great on helping us get all of our information into the system. There were several phone calls and Teams calls that showed us how to do what we needed. It was easy to customize to our unique needs. Site App Pro reduced our manhours for looking at daily equipment inspections, equip. inspection, work area inspections and JSA dramatically. What used to take 30 to an hour is now taking 10-20 minutes for every employee. That really adds up.

LeRoy W

Piteau Associates Engineering

Site App Pro stands out for its user-friendly interface and powerful project management features. What I liked most was how it streamlines communication between office teams and field crews, keeping everyone updated in real time. The ability to capture site photos, complete digital forms, and track tasks from a mobile device significantly improves efficiency and accountability. The reporting tools are also excellent, making it easy to generate professional documentation and maintain compliance records. Overall, Site App Pro helps reduce paperwork, improve team collaboration, and keep projects organized, saving both time and effort while increasing productivity across construction and field operations.

John F

FCM Construction

Access to support when needed. Superior customer support. I found the workers and field staff enjoyed using Site App Pro as it was intuitive. I've always had good feedback from the field regarding how easy it is to use Site App Pro. The proof is in the pudding and seeing high engagement scores from the workers all the way to the top is a strong indicator of Site App Pro's effectiveness. From inception to rollout I found the team at Site App Pro did a great job ensuring everything went smoothly.

Jonathan U

Industra

The team behind the product have been amazing to deal with, Interface is very easy to use my crews been using it daily. I feel like its been worth every penny.

Mario Rapozo

PTR Paving

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

Mountain Peak Safety

We are also pleased to continue our collaboration with SiteApp. The implementation of their digital safety management platform has resulted in a seamless transition of our safety documentation processes, improving efficiency, compliance, and accessibility across the project. The SiteApp team has been a valuable partner in supporting our operational and safety objectives.

Alberto Robles

Frontier Group

Whether you are a small company trying to move away from paper binders, or a big GC that needs to control a large project, Site App Pro is a great choice because of features and price. The key difference is that you can configure Site App Pro to fit your needs, and not have to fit your process around the limitations of a generic safety software system.

Jerome Harney

L&S Construction

Utilizing Site App Pro for our client’s safety programs makes managing the safety program a breeze in terms of organization and ease of use. Site App Pro creates optimal communication between our clients and 1st Quality Safety.

Marlys Wilson

1st Quality Safety Consulting

Site App Pro has significantly made compliance much easier at Grascan. With SAP, we are able to see at a glance everything that is happening on the jobsites. Forms and documentation are easier to fill out and we are getting much more user engagement than before. I’m not having to constantly followup for mandatory documentation.

Janice Wu

Grascan Construction

Compared to our last safety app, the difference in support has been night and day. I always receive immediate help by email or phone from our Customer Success Manager, Josh Presley. He has been very attentive to all of my questions and explains everything step by step. It has given me considerable confidence in the app, and I know I am in good hands.

Duncan Raleigh

Kenalex

All the form features you need

Site App Pro’s health and safety form tools enable you to customize 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 defects 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 trail log

Track if answers are changed after completion.

Site supervisor in a hard hat using a tablet above a busy construction site

Health and safety software for small to enterprise UK companies.

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

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Equipment management

Equipment management
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Incident management

Incident management
Safety manager pointing at a Site App Pro reporting dashboard on a desktop monitor

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.

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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.

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

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

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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.

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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.

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Our resource library allows you to house all of the documents you need, including SOPs and training material. We also house certificates and can alert you when these expire. All of the resources can be viewed from the mobile app, and even be saved offline for use when you are out of data reception.

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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.

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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.

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