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Construction, Oil & Gas, Mining, Manufacturing, Mechanical, Electrical, Plumbing, Heating, Excavating, Heavy Construction, etc.
Designed for construction, real estate, and public agencies, it is a cloud-based platform that helps manage insurance certificates, send submission notifications, automate renewals, and more.
SiteDocs team is always supportive and we can reach them and get help immediately. We are very satisfied with SiteDocs, and we highly recommend other companies to use this software.
The only downside I have found is assigning locations to employees.
Overall, this has been an amazing software to use. Customer service is second to none, and the software's ability to be customized for our needs has been worth every penny.
I don't like that i have to enter start date when i enter a new job. Basically i have to wait until i know the start date before I enter the job which is a bit inconvenient.
My overall experience has been very good. They have been consistently responsive when I have had a question or concern.
Sycning phones so I as the admin get the forms on time seems to sometimes be a problem.
The customer service has been excellent, as they have worked directly with our IT Dept and myself as an administrative user. This program has shaved multiple hours off my schedule with great accuracy.
With guys that are technically challenged it makes it a little difficult for them to learn.
The basic tracking is what is needed, and the price point is excellent for our volume of insureds being tracked. The customer service if also fantastic.
We are constantly having to chase agents down for missing items and they can't figure out how to separate the documents into the right areas.
SENSITIVE CONTENT] did a fantastic job helping us with all our millions of questions. I really appreciated the fact that she would always offer to jump on a zoom call to help us.
We are constantly having to chase agents down for missing items and they can't figure out how to separate the documents into the right areas.
The ease of use, to the point navigation, and ability to automate email blasts for expired certificates are some of my favorite features.
Not sure, but emails from PINS requesting insurance may go to spam.
The company was very helpful and responsive, both during the set-up process and any follow up questions I have had.
Theres no way of typing expiration dates manually for COI's and tracking those.
Ron: Hello, my name is Ron. I'm a construction manager for a plumbing company. Our size is approximately 170 employees. And SiteDocs' rating is five out of five. We tried using other software companies, but we continued going back to hard paper due to the lack of consistency that SiteDocs can give us. The reason we chose SiteDocs was the simple usage. For all of our employees it was very simple and easy to teach. Plus, the form building is very... Getting started with SiteDocs was great. They helped to build our first sets of forms and walked us through a tremendous amount of form building, and made life a lot easier for us and my assistant. I would highly recommend SiteDocs for anyone that has any sort of company, more than 20 employees for sure, for ease of form building plus enhancements, plus double-checking guys to ensure HAEs are completed.
SiteDocs
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