Workflows & Approvals

Streamline Your Operations with Site App Pro Workflows

With Site App Pro, navigating health and safety compliance is no longer a daunting task. Instead, it's effortless. Our system is designed to make creating, managing, and tracking health and safety forms and processes as straightforward as checking off a to-do list. From Permits to Orientations and Incident Reports, we've got you covered.

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Hassle-Free Permit to Work Management

Permits are crucial for managing workplace safety, but the paperwork can be overwhelming. That’s where we come in. Site App Pro helps make managing the permit process easier by providing the tools to create, process, and track your safety forms efficiently.

  • All Your Permits, All in One Place: Manage permits for Hot Work, Confined Spaces, Elevated Work, Excavation, and more, ensuring clarity and OSHA compliance so you can concentrate on getting the job done.
  • Automate and Accelerate: Say goodbye to manual tracking and lost paperwork. Automated workflows push permits through the approval process swiftly, ensuring that no task falls through the cracks and everything is approved on time.
  • Integrated Training and Compliance: Directly within our app, trigger the necessary training modules for your team. For instance, initiating an SOP Training Module automatically populates their to-do list with all relevant forms and quizzes, linking to their Training History for full traceability. Each step of the process, from the initial request to completion, is designed to ensure comprehensive training and adherence to safety standards.
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Streamlined Orientation Workflows

Orientations are your gateway to getting everyone on the same page—fast. With our platform, you can create an intuitive workflow of site orientation forms, ensuring every new team member understands your safety standards and procedures.

  • Ease into Action: It all starts with a tap. Your team members can easily access the form on the home screen and start their orientation process. Need to tailor this form to meet specific needs? Consider it done. Approval to begin? You decide. With this flexibility, you’re in control of how and when orientations kick off.
  • Guided Workflow: Once the form is completed via our app, our platform guides the individual through everything they need to do next. From training quizzes tailored to their role to forms filled with conditional sections that alter based on their responses, we make sure they're not just going through motions—they’re genuinely getting prepped.
  • Approval and Oversight: Not every company works the same way, and we get that. That’s why each form within the orientation process can have its designated approver or linked user group. Whether it’s a hands-on check by a team lead or an automated nod, we provide the flexibility to match your company’s style.
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Responsive Incident Reporting

When incidents happen, response time and follow-up quality can make all the difference. That’s why our platform is designed to streamline the incident management process, providing a structured approach that adapts to the severity of each incident.

  • Smart Notifications: Whether it’s a minor issue that needs a quick fix or something more serious that requires immediate attention, you’ll be informed instantly, ensuring no detail is overlooked.
  • Easy-to-Follow Investigations: With step-by-step guides and templates, conducting thorough investigations becomes simpler. Gather facts, analyze what happened, and document everything clearly for future reference.

Preventative Measures: Learn from each incident. Our platform helps you identify trends and areas for improvement, so you can plan preventive measures and reduce the chance of similar incidents happening again.

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See why our customers love Site App Pro.

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Since implementing Site App Pro, we've seen a dramatic improvement in managing our health and safety. We've moved away from inefficient paper systems, gaining quick access to vital information, especially in emergencies. Our tracking and reporting processes on safety incidents have become more effective, enhancing our ability to address safety issues promptly. Most importantly, Site App Pro's real-time updates have been invaluable within our fast-paced work environment, significantly improving our overall workplace safety.

Liubov Koshel

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"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 as they always have the most up to date version of their safety program immediately after any revisions have been made, and also allows us as consultants to review any activity on the account in real time.”

Marlys Wilson

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Your support and online tuition has been excellent We are still setting up the app for our staff use, taken time but we are getting there!

Kevin @ Speedy Signs

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Flexible and Easy to Use It is an amazing product that is so easy to use and has the flexibility to change to business requirements. An easy referral! Paperless is definitely the way to go.

Cliff @ Three Peaks NZ

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Great service by the sales team. Storm is a legend. Always so helpful and fast to respond to inquiries. Set up my account and another client's account without any hassles at all. Great software is supported by a great team in the background.

Brian @ Otago Health Safety

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“A great way to get Health and Safety documentation completed and keep everyone safe on sites.”

Rebecca King

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“I like that there is the flexibility to create your own documents or amend existing documents for a more practical use for our business.”


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“It is an amazing product that is so easy to use and has the flexibility to change to business requirements.”

Clifford Brown

Site App Pro delivers on promise.


Work sites covered by Site App Pro


H&S forms completed with Site App Pro


Customer Happiness Rating (Based on over 340 reviews)


Every 27.5 seconds a H&S form is completed in Site App Pro

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