SiteDocs

What Is SiteDocs Best For?

The platform stands out for its “Workflow Studio,” a drag-and-drop automation builder connecting safety data to over 1,350 software platforms. It automates recurring tasks like scheduling toolbox talks, routing forms for sign-off, and distributing inspection reports to subcontractors. It also triggers custom alerts, such as an SMS when a near-miss occurs. This reduces manual follow-up and speeds up response to urgent issues. 

How Much Does SiteDocs Cost?

The pricing of SiteDocs starts at around $49/user/month.

In addition to the base subscription costs, organizations should account for the following expenses:

• Implementation: Up to $2,000 (SMB); $2,000-$10,000 (multi-site)
• Form/Template Migration: $500–$3,000, based on the volume of paper or legacy digital forms being converted
• Admin And Field-Worker Training: $500–$5,000, depending on crew size and turnover
• API And HRIS/Payroll Integrations: $1,000–$8,000, depending on integration scope
• Add-On Modules (Analytics & Reporting, Workflow Studio): Up to $3,000/year each, depending on usage volume and complexity 

Reviews regarding SiteDocs’ cost are mixed. Most users note that its pricing is reasonable for its out of the box functionalities. Some even suggest that this is the reason they switched to the platform. However, a few note that it could be more facilitated.

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

SiteDocs Integrations

The platform supports integrations with various third-party systems, including:

• Slack software
• Google Drive
• Microsoft Excel software
• OneDrive
• Dropbox

How Does SiteDocs Work?

Here's how you can access the platform and its features:

• Log in to the SiteDocs web dashboard or mobile app using company credentials
• Set up job site locations and add workers, assigning mobile access and permission levels for each one
• Build digital forms with the drag-and-drop form builder, or upload existing PDF safety documents to the document library
• Send forms to job sites so workers can complete, photograph, and sign them from a phone or tablet, with offline support if there's no signal
• Monitor form completion and worker signoffs in real time through the Safety Monitor dashboard
• Flag non-compliant items as corrective actions and assign them to a specific worker with a due date
• Review safety trends and KPIs through Analytics dashboards, available as an add-on
• Automate data-sharing and notifications through Zapier, Dropbox, or the Public API using Workflow Studio

Who Is SiteDocs For?

SiteDocs is ideal for a wide range of industries and sectors, including:

• Construction
• Mining and metals
• Facilities services
• Transportation, trucking and railroad
• Manufacturing
• Oil and energy

SiteDocs Use Cases

Based on our analysis of user feedback and SiteDocs features, we have identified the following key business scenarios where it is well suited:

Companies Organizing Safety Records For Audit Preparation

Safety teams can store hazard assessments, inspections, incident reports, training certifications, and toolbox talks in one SiteDocs account. This makes it easier to find records when preparing for an audit. This way associations can even allow auditors to access the Admin Panel directly. Although employers remain responsible for maintaining their own safety programs, it supports documentation for Canada’s Certificate of Recognition (COR) program. User feedback also highlights the convenience of centralized record storage and easy document retrieval during COR audits.

Safety Managers Overseeing Multiple Job Sites

Supervisors managing multiple job sites can use its safety monitor tools to see which forms have been completed, and which are still pending, overdue, or missing. They can give selected supervisors access to this information. Moreover, head office staff can check compliance from any location with web access. In this regard, reviewers specifically laud its usefulness in tracking safety forms across job sites.

Field Teams Working In Areas With Limited Connectivity

User reviews appreciate how its offline access to forms and documents is useful for teams that do a lot of fieldwork. Workers can complete forms offline, including inspections and incident reports. Forms are saved on the device and uploaded when a connection returns. SiteDocs advises signing in and loading the required resources before working in areas without coverage.

Safety Teams Tracking Worker Certification and Training Expiry

Safety managers and supervisors can track workers’ certifications, check which ones have expired or are nearing expiry, and set reminders for workers and supervisors. They can also share the lists of workers and their certifications with prime contractors and general contractors. Reviews indicate how this approach from SiteDocs of keeping certifications and competencies in one place makes compliance checks easier than searching through paper files.

Is SiteDocs Right For You?

SiteDocs tends to fit companies that already run a structured, form-heavy safety program and want to digitize it rather than companies looking to build a safety process from scratch. It's a strong match for construction and industrial employers with crews working across multiple, sometimes remote, job sites.

Moreover, the platform uses security controls for organizations that are aligned with SOC2 and NIST recommendations. It also meets standards like GDPR, CCPA, and SOC 2 compliance. Notable clients include BA Blacktop, Cake Commercial Services, and Lafarge.

Still doubtful if SiteDocs is the right fit for you? Connect with us at (661) 384-7070 for further guidance.