SiteDocs Reviews

This software is very easy to configure and adapt to different kind of activities in our company: from scheduled inspections to big repairs or emergency calls. It's at the same time, a tool for our technicians and a marketing tool to show our customers

Not able to attach videos on the inspections list

Very easy to adjust and modify the forms to suit our written health and safety program.

Some Charts and Forms don't print out correctly

Thanks so much for your review! A member of our Support team will be in touch shortly to discuss printing your forms.

Very helpful tool for the Construction superintendents/foremen and construction safety managers. Daily safety reports can be produced and published using site docs like JHA (Job Hazard analysis). Fabrication drawings can be marked on field for issues and comments. The reports created in Site docs can be shared with the project team.

Its has good application in the AEC industry but it cannot handle the entire documentation control process like plangrid and procore. Its not as expensive as procore and plangrid, which can be used for projects smaller in size.

Being able to create forms that are easy to fill in and disperse does wonders for our business.

There are some minor bugs such as adding photos to forms and having the form shoot up to the top, nothing major though.

Thanks so much for your response! A member of our Support Team will be in touch shortly!

Extremely easy to use, intuitive and flexible! Allows me to have more employees participate in safety. Paperless !!! No only paperless but information/reports is instantly in the right hands. Before sitedocs I had daily JHAs from 10 different sites downtown toronto eventually make their way back to the office to late, soaked, unlegible or hours of me driving around collecting forms, scanning and emailing to appropriate parties; just to then ultimately file away forever. Sitedocs Simplified the safety manager role and all other roles in the company

Features seem to always be added/ improved. Noth really i don't like. Was asking for a notification feature for a while but that is now implemented with 2020 chat. Maybe a built in QR code type upload for All employees safety certificates

Thanks for your review! A member of our Support Team will be in touch shortly to find out more about your QR Code suggestion!

The program is extremely user friendly. Easy to read, beautiful/simple lay outs of the forms that give a professional, crisp look. I like the accountability aspect where you have to sign the document. Client sharing capabilities are so easy. The Sitedocs reps. available for questions are hands on, trained in the program, very helpful and your messages/questions are answered extremely quick.

I have not had a con that has outweighed the pros of the program. I think each and every person might have a person touch that they would like to see about any program, I share these with Sitedocs for future growth opportunities within the continuous program growth and development.

I liked that this software is very easy to use. Setting up workers and locations is very easy. Doing reports online and having it emailed directly is an excellent feature.

The cons are only features not currently available but hopefully will be in the future. There are several features we would like to see with SiteDocs. Notifying management with forms not completed would a very good thing to have for safety and compliance. I get asked often - Can a report be emailed me with workers that have not completed their covid-19 screening. This can't be done with a flip of a finger and this is now being requested in the industry.

Thanks so much for your review! A member of our Support Team will be in touch shortly.

I like that pictures can be incorporated easily into the field tickets, safety forms, etc. I like the ease at which we can create forms and get them functional in a short amount of time.

I'd like to see a "project manager" field added to the locations section when we add a new company.

Thanks so much for your feedback! A member of our Support Team will be in contact soon to discuss your hopes for a Project Manager field.

- Functionality - Easy to use - Mobile app runs without connectivity

One level of site locations. SiteDocs is unable to create multi-level of location for big company (i.e. USA/CANADA, provinces/states, sites/projects)

SiteDocs is quite easy to configure and customize, very simple to use, staff have had no problems figuring it out in the field.

There are some features I'd like to see included such as equipment maintenance tracking, and audit support for my province. There is no advanced programming options, such as using if statements, etc.

Using SiteDocs has dramatically increased our employee paperwork completion/submission. We used to struggle for compliance, and now the only tool employees need is in their pocket. Not only has the amount of inspections, hazard assessments, etc. increased, but the quality of these documents has also shown a rise. Many employees find it easier to talk to their phone than to find a pen, and write it down. Getting all the paperwork submitted daily, instead of every two weeks, makes it easier to double-check and catch any concerns, issues, and inconsistencies. This is also assisted by the time-stamp and GPS-stamp features.

Our biggest struggle with SiteDocs is training new employees on its use. Younger and more phone-savvy employees pick it up in minutes, but not all of our employees fit into this category. Despite the additional time and effort required, all of our employees have eventually managed to learn and use the system effectively. Now that everyone is using the system, we will never make the move back to paper.

This app is as easy to use as it is customizable. It is incredibly intuitive and any administrator with basic computer or smartphone knowledge can easily create forms for staff to use, as well as add employees and their details and certificates. The forms are quickly created and edited on the web and then immediately accessible to staff on their mobile devices - both Apple and android. No more paperwork for staff to fill out. Just a simple form on the app! This encourages staff to complete their reports and increases the rate of compliance of our company. Another perk? No more lost paperwork! It's all stored on the app and online.

Signed forms cannot be deleted so please be careful when filling them out. They'll be there for your safety auditor to see! I was unable to create an identical form (with one or two items different for staff to fill out). However, I emailed support and within 24hrs they created a copy so I was able to edit and rename and edit the new form very easily. I hope they bring the option out for us to create copies of forms on the form builder page during their next update.

This software enables me to create, edit, and distribute forms and program information across our entire company within minutes. Adjustments to components of the program can happen real-time in the field when it counts. The Analytics suite helps managers keep their fingers on the pulse of safety activities on-site everyday.

Some (very little) things need to be a little more flexible.

The app is really user friendly so it we were quickly able to gain adoption by our crew in the field. The software is highly customizable, easy to create your own forms, and upload resources. We now have our entire safety program by chapter as a reference document, SDS sheets, safety meeting topics, safety forms, training records, and other reference documents all easily available to our SiteDocs users on their mobile devices. Several of our sites are remote so a huge advantage is that the forms and safety meetings can still be completed without an internet connection and then uploaded when they have a signal so it eliminates excuses for safety items not being completed on all sites.

I do have a couple of minor issues with the software that could be improved. The dashboard has an emergency locations nearby option that uses Google to find the nearest emergency location by category that I wish I could either turn off or customize the location. Often the locations shown are for an animal hospital or a provider that is not part of our worker's compensation medical provider network...

Read more

I love having the ability to build my own forms the way I want them. Before purchasing SiteDocs, I look at just about all of SiteDocs competitors and they didn't have "build your own forms", but they did try and convince me that it's better to have them build my forms for me so that it would save me time. Yeah right, having someone else build what I envision would only take more of my time and cause...

Read more

The only thing I could say I like least about SiteDocs software is not having the ability to use a windows tablet in regards to filling out forms. Is this really a problem, no, I am an electronics junkie as my wife says and I'm wanting to try and windows tablet even though I know I wouldn't like it. In all fairness to SiteDocs, I really can't think of anything I dislike about their software platform.

Thanks Chris! A Windows version is currently in the planning stage with our development team! We'll keep you posted when we have a expected timeline for release.

The ease of taking current paper forms and converting them to the SiteDocs platform. Free form set-up was included with our subscription but it is so easy we haven't needed to utilize it.

Due to the size and organization of our company it would be nice to have the ability to designate regional administrators as well as a "super-administrator".

Thank you so much for your review! A member of our Support Team will be in touch to discuss your desire for regional administrators.

The initial integration process with SiteDocs was very easy. We were able to use and deploy the program within a month to our Field users. The certification report is great for managing employee training. The charts and analytics are instrumental in weekly reviews with Management and are also used for review by our Joint Health & Safety Council. Lastly, SiteDocs helps our company stay COR compliant, which is the backbone of our Occupational Health & Safety Management System.

An option for improvement could be; linking "fails" or "flagged items" with an email notification. I find I have to continuously have the program open and check submissions. Also certain reports that are generated from the field; Accident Report/Incident Report/First Aid Log would be great to be flagged by an email to create a sense of urgency.

Site docs is a program that is very user friendly and can be easily used by everyone. The features are great as the downloadable app makes it very convenient and easy to access anywhere. Being able to upload employee training certifications for site viewing is great and keeps everything organized nicely. I really like the form builder as you can customize to your preferences and create exactly what you want and need with ease. Generating reports using site docs is easy and convenient saves a lot of time. I recommend Site Docs to anyone who wants to keep health and safety at their finger tips.

If I have to make an improvement on the site it would be to have email notifications when training certifications are due to expire.

Hi Erin, Thanks so much for the review! We're delighted you're finding so much value and convenience with SiteDocs. And thank you, too, for the recommendation! Just wanted to let you know that receiving email notifications for expiring certs is absolutely possible. One of our Support Team members will reach out to you today to show you how to set this up. All the best! Stephanie

We have used a couple of these systems in the past. Some of these portal /app systems can be a little difficult in the field for our workers to find and manage. Site docs is simple to explain to new workers and have found our guys have embraced it an it is actually being used the way it should.Signing on to all documents anywhere any time is extremely useful.Many times a person might need to be added...

Read more

1.Loading the certifications for the employees can only be done as a Jpeg ATM .This makes it difficult to load multiple pages Needs the ability to load PDF's. 2.It is missing the ability to have plant and equipment certifications,tagging & calibration and expiry dates loaded (The same as employee certifications would be great). Currently we have to load plant &equipment as employees to use the alert when due functions.This is a function most companies would need I believe. We are told this is in productions both these items and have got around it for now. Otherwise 95% perfect for us.

Thanks for your review Brett, we are certainly working on supporting PDF files for Certifications in the near future. We'll make sure to let you know when it's available.

I prefer SiteDocs because it can customize the forms, so we can create, edit and delete our own templates. SiteDocs has a platform which can be easily used on both the PC and mobile devices (cell phone & tablets). We have control to show created templates to mobile users or not, and it decreases the confusion of the site team. The forms can be categorized and filtered by either date, type, user, so...

Read more

Some of the employees can't understand English perfectly, so we trans;ate some form into another language. however, the saved report would show the other language as question marks. SiteDocs can be improved by adding more fields of signature since we need to get all team members' signature when we fill in the safety docuements.

The program is very user friendly, from the labours on site to the [SENSITIVE CONTENT HIDDEN] of the company, easy to customize your forms and change forms on the fly. SiteDocs supplies great customer support and listen to your suggestions.

would like to see a Notification that is not the complete incident form or near miss form, that give like a draft or summary that goes to the executive team.

Thank you so much for your response! A member of our Support Team will be contacting you soon to chat more about your hopes for notifications.

The ease of use and willingness of employees to use it!

I cannot say that there is anything that I don't like or that there are potential gaps as there are constant improvement updates that are exciting. The folks at SiteDocs are on top of clients needs it seems.

Its simple to utilize from both an administrators point of view and as a worker, adaptable to our needs as we grow or are faced with new challenges and we can use the new analytics to identify who is or is not utilizing/ completing the required actions. Resource section allows us to have various information like trade certifications, product updates and our H&S information as well as SDS information at our workers finger tips for ease of reference.

There are small issues I would love to see resolved. The way that corrective actions are completed , that it is a completely new screen page and that as I review the daily inspections, it does not bring to my attention the fact that a corrective action has been completed or is needed. You are required to click on a new page and within the actual inspection, you are required to click on a new link. The corrective action is however there its just not in my or the workers face and that's what I would like to see changed.

For any safety related issues, to uploading drawings and permits; everything is in one place and so easy to use. To uploading documents and forms is a breeze and to send signed documents, permits ect. is just as easy. Highly, highly recommend SiteDocs. It is very user friendly and the way you can customize it to your needs to amazing.

The only con I have, and its very minor is the date selection when entering safety certificates, you have to go go back or forward through all months and years to select your date option.

Hi Kyla, Thanks for your review! We've got a great solution for the calendar functionality issue you mentioned in the Cons section. A Support Specialist will reach out to you today to show you how it works (it makes selecting a date quick and easy). Thanks so much for your business these past five years! We're delighted you're delighted. :)

Very easy to use, we have a scattered, sometimes remote workforce so offline capability is extremely important to us. The software is easy to use on a phone or tablet, and it's simple to create custom forms or make changes to existing forms quickly.

There could be a better workflow procedure, we would like to be able to send forms to multiple people on different devices and in different locations to sign before we submit the form since our workforce is so scattered. Would like to be able to insert pictures and have more font and color options when creating forms. We also need better email reporting and design options, we are limited in what we can email as far as daily summary reports for management and they are too busy to go in and look at the dashboards.

Hi Mechelle, Thanks so much for your review. We're delighted SiteDocs has been such a good fit for your company, especially with your remote needs. Regarding the features mentioned in the Cons section, we've got great solutions for many of them. A member of our Support Specialist Team will reach out and walk you through where to find them/how to use them. You'll hear from someone shortly. Have a great day! Stephanie