SiteDocs

What SiteDocs is

SiteDocs digitises the safety file: inspections and hazard assessments completed on a phone, worker certifications with expiry alerts, incident reports, and a dashboard showing which crews have actually completed their paperwork. When an inspector or insurer asks, the record is complete and timestamped.

What it does well

• Field-friendly digital forms that work offline
• Certification expiry tracking with alerts
• Compliance dashboard by crew and site
• Audit-ready records with signatures

Integrates with

Procore · Payroll and HR systems

Integration lists change often and "integrates" can mean anything from a real two-way sync to a one-way push through Zapier. Ask the vendor which fields move, in which direction, and how often.

Before you commit

• Photos must be organised by job automatically. Any workflow that relies on filing later will not survive.
• Check unlimited storage claims and what happens to old projects if you downgrade.
• Time stamps and GPS metadata are what make documentation defensible in a dispute.
• Sharing should be a link a homeowner can open without an account.
• If it integrates with your job management tool, photos stop being a separate habit — strongly prefer that.

How to judge it in a trial

Run one real job through it end to end — not the demo data. Quote it, schedule it, do it, invoice it, take the payment. Then ask the only question that matters on day 400: did the people who have to use this every day find it faster than what they do now? Friction you notice in week one compounds forever, and tool-hopping costs more than any feature gap.