SiteDocs connects field safety paperwork with worker records and office monitoring. Teams can assign forms, collect signatures and check submitted documentation by location. Its mobile app supports disconnected work after preparation; browser access and external-worker participation have distinct conditions. Evaluate the path from a crew completing a form to a supervisor finding the submitted evidence.
Built from vendor sources checked ; AI-assisted drafting. Documentation review, not a hands-on test. How pages are made
Field teams replacing paper inspections, briefings and safety forms with signed records and location-based follow-up. A signed form, GPS point, certification record or reminder does not itself authorize a worker or hazardous task. Confirm Workforce Management, Analytics, permissions and escalation. Analytics is not real-time: official sources describe refreshes approximately every 5–6 hours, daily or weekly depending on dataset.
SiteDocs can justify a company-size annual quote when many field workers need recurring forms and signatures and the prepared mobile workflow meets site conditions. It is less suitable when buyers require an offline web app or expect every historical attachment to be available without prior preparation.
Sources checked .
Vendor visuals—not a QHSEtech hands-on test.
This profile covers SiteDocs safety management at sitedocs.com. SiteDocs Lite is its documented external-worker access workflow; the similarly named clinical-trial SiteDocs Portal is a different product. The vendor calls SiteDocs a GoCanvas company; its news page reports the June 2024 announcement of GoCanvas’s acquisition by the Nemetschek Group.
| Capability | Evidence | Scope and source |
|---|---|---|
| Mobile offline capture | Depends on scope | Requires prior login/sync and suitable downloaded content; upload follows connectivity. Preparing the mobile app for offline workDevice storage and on-demand attachments |
| Offline Web App | Documented as unsupported | The vendor explicitly says the Web App is unavailable offline. Web App requires connectivity |
| Multiple worker signatures | Depends on scope | The relevant app permission must be enabled before adding further workers to a document. Multiple signatures and permissions |
| External-worker SiteDocs Lite access | Depends on scope | Workforce Management setup describes company profiles, location links and configured menus; confirm package availability. External-worker Workforce Management setup |
| Certification tracking and reminders | Documented by vendor | Worker records and expiry reminders are described in the platform overview. Safety platform overview |
| Certification integration connectors | Depends on scope | Certification connectors can create, update and search records and transfer certificate images. This automates record movement but does not establish worker authorization, permit approval or credential validation. Certification integration connectors |
| Location-specific form distribution | Depends on scope | Administrators can restrict templates to selected locations. Templates default to all locations, and workers need the current mobile app for visibility changes. Location-specific form-template visibility |
| Linked follow-up and corrective-action forms | Depends on scope | A flagged item can create a follow-up form for a named worker with a due date and bidirectional links. The assignee needs App Access, and Save as Pending is required for notification. Assigned and linked follow-up forms |
| Safety, signature and follow-up analytics | Depends on scope | Dashboards cover certifications, follow-ups, forms, signatures, missing records, participation and GPS maps. Configure access and interpretation; GPS and signature presence do not prove safe work. Standard analytics dashboards and monitoring scopeAnalytics access levels |
| Certification alerts and scheduled reporting | Documented by vendor | Workers receive chat notifications before and at expiry; Analytics can send threshold emails or scheduled reports. Alerts support renewal administration but do not suspend access or confirm competence or authorization. Certification expiry notificationsCertification expiry analytics notifications |
Also watch for: Browser access is online-only. Offline history and attachments depend on storage settings. Contractor scope and subscription amount need a written quote.
Annual subscription; company-size quote
The official pricing page describes annual pricing based on company size and needs, with worker logins and unlimited forms and signatures. A call is required for a tailored quote. The earlier $10/user/month catalog amount is not verified. Confirm external-worker scope, analytics, setup, integrations and renewal terms in the proposal. The package announcement page names three packages, SiteDocs Essentials, Pro and Max, and lists the QR Code Access to SiteDocs Lite item under Pro; the pricing page does not name the packages, and neither page shows package amounts.
Pricing sources checked : Partially verified. The vendor also publishes three package levels, but package-specific amounts, add-on prices and final external-worker entitlement remain proposal questions.
Mobile safety forms, signatures, location-specific distribution, worker certification records, linked follow-up forms and administrator monitoring. Workforce Management, SiteDocs Lite, Analytics and integration connectors require explicit package and access confirmation.
Ask the vendor to identify the product, region, modules, billing unit, contract term and included services in writing.
Log in and synchronize the Mobile App before leaving connectivity. New work queues locally for later upload. Previously signed forms, photos, PDFs and certificate images depend on downloaded content and storage settings; on-demand items need connectivity. Online-Only Mode does not download new historical content in the background, although already downloaded records remain. The Web App is not available offline. Confirm successful upload in the Admin Panel rather than assuming a fixed sync time.
The Workforce Management documentation describes SiteDocs Lite links for external workers. Confirm the package, permitted menus and commercial terms; the documentation does not establish universally free contractor access.
Yes, with the appropriate permission enabled. The documented process adds worker signatures and closes the document for submission. Test identity and reviewer access with your crew.
The guide says new Forms or Resources can still be completed and signed, but previously signed documents cannot be downloaded offline for viewing, revision or more signatures. Already downloaded content is retained.
A demo and proposal process is published. A self-service free trial was not established from the reviewed official sources.
Drawn from the profiles behind the Alternatives list above: most category tags shared with SiteDocs first, then the closest overlap in documented capability names, then A to Z. Ratings, search demand and sponsorship are not used; rows are shown A to Z.
Shared category tags: 2 (Training Management, Contractor Management).
Differs: scope EHS Management (this profile: Construction Safety).
Same: offline, price and trial.
Shared category tags: 1 (Contractor Management).
Differs: scope QHSE Management (this profile: Construction Safety).
Same: offline, price and trial.
Shared category tags: 1 (Contractor Management).
Differs: scope EHS Management (this profile: Construction Safety).
Same: offline, price and trial.
Star ratings and review counts from the old catalog are not shown: no source for them was recorded.
