Dashboard

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Clients

Submissions

Pending Review

Settings

🗂️

Dropbox Connection

Connect your your Dropbox so completed forms file automatically into your folders — organized by client and form type.

Not connected

Admin Settings

Team Members

Give your staff their own login. They can sign in with their PIN from any computer or phone. Your plan includes up to 5 admin users.

Data Management

Your client list is saved on the server, so it stays safe if you clear your browser or sign in from another computer.

Form Cabinet

Every safety form in one place. Open any form to preview it or fill one out — the same forms your clients' workers see when they scan their QR code.

Upgrade to Premium

SIDS — Premium

Turn your admin into a full safety operations hub

Choose the package that fits where your business is now — and add more as you grow. Every feature below unlocks on the Premium plan.

★ Most impact now

Safety Operations

The everyday tools that run your safety program — see, review and act on what your crews submit, and stay on top of incidents and orientations without chasing paper.

Add this package
🔒 Premium
🛠️

Corrective Action Tracker

Every inspection item marked "CA" becomes a tracked open action with an owner, due date and closeout — so nothing slips through.

🔒 Premium
🚨

Incident & Near-Miss Register

A running, filterable log of every incident and near miss with status — the living record WCB and auditors want to see.

🔒 Premium
✅

In-Portal Approval Queue

Review, approve or reject Incident & Near-Miss reports right here in the portal before they file to Dropbox.

🔒 Premium
🎓

Worker Orientation Roster

See who's completed their safety orientation on each site, with expiry tracking — know who's cleared to work.

🔒 Premium
🔔

Instant Incident Alerts

The moment an incident or near-miss is submitted, get an instant text/email alert so you can respond right away.

🔒 Premium
📧

Automated Reminders

Reminder emails sent automatically to clients who haven't submitted — no more chasing paperwork.

Reporting & records

Insights & Records

Turn all those submissions into reports, records and proof — ready for your clients, for audits, and for handover.

Add this package
🔒 Premium
📈

Safety Insights & Analytics

Track hazard trends, incident rates and submission activity across all your clients at a glance.

🔒 Premium
📊

Automated Summary Reports

Your monthly/quarterly summary report generated automatically from the submitted data — ready to send.

🔒 Premium
🔎

Search & Export

Instantly find any submission by client, form, date or worker — and export to CSV/Excel for your records.

🔒 Premium
📁

Client File Export Pack

Download all of a client's submitted forms as a single organized pack — perfect for audits or handover.

🔒 Premium
🏅

Certificate of Completion

Auto-generate a branded certificate when a worker finishes their orientation — printable and emailable.

Advanced

Scale & Automation

Power features for when you're ready to grow — build your own forms, reach every worker in their language, and automate the busywork.

Add this package
🔒 Premium
🧩

Custom Form Builder

Create and edit your own forms and fields — add, rename or remove questions with no developer needed.

🔒 Premium
🌐

Multi-Language Forms

Let workers complete forms in their preferred language for better comprehension and compliance.

🔒 Premium
🦺

Equipment / Asset Register

Track equipment like aerial lifts and harnesses with their next inspection due dates.

🔒 Premium
⏰

Expiry & Renewal Reminders

Automatic flags and reminders before orientations, tickets and inspections lapse.

🔒 Premium
✍️

Send for Signature

Send a form straight to a client or worker to review and e-sign — no QR scan needed — and track who's signed.

🔒 Premium
👥

Shared Team Workspace

Give your admin users one shared, always-synced workspace across every device.