# Page 2 | SiteDocs Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is SiteDocs the right Compliance solution for you? Explore 241 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/143579/SiteDocs/reviews

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SiteDocs

4.8 (241)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 26th, 2026

# Page 2 - Reviews of SiteDocs

## Showing most helpful reviews

Showing 26-50 of 241 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

SR

Scott R.  
Training Coordinator  
Construction  
Used the software for: 2+ years

### "Switch from paper to SiteDocs"

March 4, 2025

5.0

Our company uses SiteDocs to complete inspection checklists of vehicles and job sites, as well as to complete any forms we used to use paper for.

Pros

The ability to switch away from using paper and the way that it simplified our document storage.

Cons

I have no issues with SiteDocs at this time.

Review Source

KM

Kim M.  
Safety Manager  
Construction  
Used the software for: 2+ years

### "Thanks for many years of making my safety paperwork quick and easy."

September 17, 2024

5.0

Great product and more important the after service has been great.

Pros

Easy to use, great service with questions or assistance and a company that listens to the requests of its users. I have been with them thru various companies since they started and will continue to recommend them...

Cons

Nothing, when we have needed the system to work differently or to be able to add things like files and pdf's in areas that we weren't currently able to they worked on the program to ensure these could be done as the program evolved.

Review Source

DN

Danny N.  
Safety Manager  
Construction  
Used the software for: 2+ years

### "SiteDocs is a Great Safety tool to help your business grow !!!!!!!"

July 11, 2024

5.0

SiteDocs helped me with 80% of my Jobs information and real time data Stats, I enjoyed it, and there customer service was Awesome !!!!

Pros

SiteDocs helped me understand and layout my Safety walks , accordingly to my jobs , incidents, Safety Refresher, Safety equipment , Investigation reports. Also it helped with Some Quality Assurance / Quality Control and also track job information accordingly.

Cons

Not much to dislike with SiteDocs its a powerful tool, to any user that can utilize this program in there wheelhouse.

Reason for choosing SiteDocs

At the time, it fit for our needs and we used it . It helped with creating our Safety Culture and build our Business to understand Commitment.

Review Source

SB

Samantha B.  
Quality Coordinator  
Construction  
Used the software for: 2+ years

### "Site Docs for everything"

July 15, 2024

4.0

I love site docs. I have been able to convince our operating company to move more into site docs with forms inspections and audit results which helps us track everything and less data handling / managing in excel which causes transcription errors.

Pros

Ease of finding documentation keeping everything in one place Flag and follow up forms Flag and follow up forms signing - love the save as pending and complete. This helped alleviate a lot of issues that raised from signing off too early

Cons

Would like a way to sign off as pending on the original form. Would like to be able to import data and use analytics.

Review Source

JA

J A.  
Office Manager  
Electrical/Electronic Manufacturing  
Used the software for: 6-12 months

### "Bait and Switch Pricing"

April 12, 2024

5.0

Feeling really undervalued as a customer and like they are just in it for the money. To have done all of this work only to have to possibly abandon the the platform and retrain all of our people on something else is horrible.

Pros

Loved the program. Was easy to use after some set up but it works great for the company and our safety needs.

Cons

The initial year was pricy but could be justified. Was paying $3700 CDN plus tax. Now that it is time to renew they have implemented a tier system and to get what we currently have (and keep what I spent months to set up) the price has jumped drastically to $4989.50 (this is after the $850 discount), That is an incredible 40% jump in pricing before the one time discount, 28% after. How can I justify that? If I drop to their basic Essentials tier, I am still having to pay $4476.95, so 21% more than the first year but with half the functionality. Bait and switch. Avoid them unless you want to go through months of set up and then gouged upon renewal.

Review Source

Response from SiteDocs

April 22, 2024

Dear J, Thank you for taking the time to provide your valuable feedback on your recent SiteDocs renewal. Please reach out to us at your earliest convenience, and we promise to ensure you are getting a significant positive return on your investment. Additionally, we wanted to thank you for your kind words regarding your team’s experience with our software. Your satisfaction as a customer is paramount. We are looking forward to speaking with you again soon. The SiteDocs Team

RS

Richard S.  
Vice President  
Maritime  
Used the software for: 2+ years

### "Essential OHS Management System tool"

November 7, 2023

5.0

Since adopting SiteDocs into our daily working routine we have developed an OHS Management System that has been certified as COR-compliant and, most importantly, has improved our overall Health and Safety Stats tremendously. I am convinced that our attention to hazard identification and risk assessment has improved greatly and, as a result, our employees are far more safety conscious when performing their duties.

Pros

We are a relatively small business in terms of both the number of employees and the range of skill sets when it comes to running and managing management systems. When we decided to apply for COR certification we knew we would need help in running and managing the system that is required. In SiteDocs we found a solution that does most of the grunt work for us and lets our employees get on with their work while providing them with all the OHMS tools that they need to help them be safe and the company needs to help provide evidence of compliance.

Cons

The reporting system for recording issues and the need for any corrective/preventive action is very good but the manner in which employees are assigned to deal with those actions could be better if it included an alert that went directly to their mobile phone.

Reason for choosing SiteDocs

It was easier to use and customize for the way we work. The support provided when we were setting the system up was outstanding and has been first-rate ever since. We are glad we made the choice that we did.

Review Source

TF

Tanis F.  
Safety Manager  
Oil & Energy  
Used the software for: 2+ years

### "Site Docs - Faster, Better, Easier"

January 8, 2024

5.0

I just love it! Their customer support is also very great, the platform is easy to use and implement to make your HSE Management so much faster, better and safer.

Pros

I love that the whole program is paperless. I don't have to chase people down for documents. I can easily monitor form completion and follow up when it is not completed. It makes it very easy to ensure all workers are completing forms as required by assignment for frequency. Site Docs allows for more worker participation through form completion, and they don't have to remember to do anything with the papers.

Cons

Not much I don't like - I have communicated the need for a hazard assessment table for use in forms. All other features are awesome.

Reason for choosing SiteDocs

When we first signed up in 2015, there were't a lot of other options available.

Review Source

HG

Herb G.  
Safety Manager  
Construction  
Used the software for: 2+ years

### "Site docs took our safety program to the next level"

April 25, 2023

5.0

The overall experience has brought our entire organization to a higher level of safety compliance without taxing the end user with a long and drawn form that they dread to use.

Pros

I like the fact the you can take your existing forms and checklists and incorporate them seamlessly into a living document that can be seen every day.

Cons

As a user you have to make every form that you use. If there were standard forms that could be changed by adding or subtracting a few lines to make the document yours.

Review Source

VT

Val T.  
Health and Safety Officer  
Oil & Energy  
Used the software for: 2+ years

### "SiteDocs review for both a Communications Industry and Welding."

December 3, 2021

5.0

I really like SiteDocs and would recommend to anyone who wants a product for ease of use, everything in one place, easy for all workers to understand (young and older), helps remind workers what to look for in the Pre-Job HA/FLHA and Pre-trip inspection, etc.

Pros

Ease of use, placed on workers phones so they do not have to carry extra paperwork and hand in dirty reports :)

Cons

There really isn't anything I don't like about this software. If I have an issue, then I call SiteDocs and they help with any problems immediately.

Review Source

SL

Scott L.  
HSE Coordinator  
Construction  
Used the software for: 2+ years

### "SiteDocs has ensured compliance and enabled growth and development of our Safety Culture!"

February 17, 2022

5.0

Seamless integration, we were able to adapt our paper forms to SiteDocs and compliance and training use was an easy transition. It has completely changed the game for us in terms of knowing what is going on at site, responding to issues in the field, and understanding and addressing trends that are occurring.

Pros

The ease of building forms, the amazing and immediate customer service, the analytics services available to users, and the intuitive, user-friendly layout all made SiteDocs an immediate success in our company. It has been essential in attaining and maintaining our Certificate of Compliance (COR) designation, and has allowed us to develop a high-functioning hazard identification and corrective action process that ensures that the loop is closed on any deficiencies every time. Great value for the impact that this software can make. We now have safety statistics at our fingertips and have been able to identify trends and establish long term goals based on the information we gained form using this software.

Cons

Some features which I would like to see in the future would be smart forms that would trigger automatic outcomes (if I select this, then that happens, if this then that, etc.) currently you can not build a form that would automatically generate appropriate actions or responses based on the input, which would be handy for cause analysis and hazard recognition forms. Another feature that would be nice to see on the forms is a feature (apart from the flag and follow up feature) which would automatically prompt / notify necessary parties to review and sign forms.

Alternatives considered

[Formstack Forms](https://www.capterra.com/p/118892/Formstack/)[SALUS](https://www.capterra.com/p/178999/Salus-Pro/)[EcoOnline](https://www.capterra.com/p/127198/eCompliance-Safety-Software/)

Reason for choosing SiteDocs

Familiarity with the product from previous projects and other companies.

Review Source

MG

Mark G.  
Chief Safety Officer  
Mining & Metals  
Used the software for: 2+ years

### "Quick, Easy, and won't put you in the poor house. "

March 15, 2023

5.0

The entire company for the most part uses Sitedocs on a daily Basis. The Safety Team here at Rango has spent many hours designing the forms, and pushing the reason they should be used. With great success, Rango has went from a company that just Cowboys it up, to a Company that has processes that are to be taken for every task, every incident, and every piece of equipment that is used every day. We recommend it to every one that we work with.

Pros

Does what WE need it to do, not just pre-designed documents.

Cons

if you had an easier way to take it from a created documents to an ease of access storage, like OneDrive, we could get rid of OneDrive all together.

Review Source

KG

Kellie G.  
Safety Administration  
Construction  
Used the software for: 2+ years

### "SiteDocs Review"

April 6, 2022

5.0

Safety is a critical part of construction now. Daily HAs, fall protection plans and lift inspections, training certificates, tool box meetings, start up meetings are all required for COR, and contractors. You must be able to do the required paperwork, and have it signed and submitted in the most efficient manner in order to stay competitive in the construction industry. Sitedocs can, and will do all of these things.

Pros

We like that we can customize forms to our company. Our safety documentation is completed and forwarded to our office and contractors before work starts. Our staff can do all company documentation on their phone, through SiteDocs, including inspections, investigations, incident/accident reporting. We can also put important information into SiteDocs for staff, such as OHS information, SWP and SJP and critical task lists. Also, SiteDocs is extremely helpful for annual COR audits. You can customize this software to do almost anything you want!

Cons

We have been happily using this software for quite a few years. I suppose the user fee would be what we like least about the product :)

Review Source

KR

Kirstie R.  
Safety Coordinator  
Construction  
Used the software for: 2+ years

### "Compliance Made Easy"

April 1, 2022

5.0

I have been using Sitedocs for over two years, without it collecting paperwork would be significantly more challenging. Certain daily safety-related paperwork is sometimes hours away from where our head office is located; without Sitedocs, paperwork is lost, damaged by the elements or hard to prove it was completed when it is required to be.

Pros

Sitedocs' best feature has to be the in-real-time tracking of safety documentation. It is easy to see when required documentation is missing so you can follow up with the workers in the field and ensure that it is completed.

Cons

Sitedocs should automatically install the newest version of the program on all user's phones, instead of relying on the users to update. Some users have a difficult time with technology; therefore eliminating a step would be quite useful.

Review Source

DS

Daniel S.  
Safety Director  
Utilities  
Used the software for: 2+ years

### "My SiteDocs Overview"

June 26, 2023

5.0

Their Customer Service it the best in ANY industry. Call them up with ANY question and they take the time to walk you through a solution.

Pros

It is infinitely customizable. If you already have a safety program on paper that works for you, you can recreate it online and it's easy for the layman to use. Other programs make you learn "their way" of managing safety. SiteDocs allows you to do it "your way".

Cons

Because it is so customizable, you'll need some "lead time" to create all of the forms that you want to learn. This isn't difficult but it does take time. I wish they allowed you to duplicate a form you have already created and modify it, then rename it. This would save time but is not something they currently offer.

Review Source

GK

Greg K.  
Corporate Safety Officer  
Construction  
Used the software for: 2+ years

### "Site Docs Rocks! "

April 18, 2022

4.0

We do not need to wait for files or reports they are in as real time as we can get them. Resources for SWP's are available immediately for the workers to review.

Pros

The Site workers, Supervisors, Managers and Safety Management team are able to review documents, hazard assessments and incidents in as near to real time; as you can get.

Cons

It is found that workers repeat their Hazard Assessments. New tasks and hazards are to be identified daily and control measures must be put in place for each hazard identified. There should be a second look, that if the same is repeated, the document will prompt a review of hazards and controls.

Alternatives considered

[SALUS](https://www.capterra.com/p/178999/Salus-Pro/)[Avetta](https://www.capterra.com/p/145741/AuditGUARD/)

Reason for choosing SiteDocs

We have had Avetta trying to promote their product as superiors.

Switched from

[SALUS](https://www.capterra.com/p/178999/Salus-Pro/)

Better fit and support.

Review Source

BR

Becky R.  
Safety Coordinator  
Construction  
Used the software for: 2+ years

### "SiteDocs meets and exceeds all of our needs."

December 13, 2021

5.0

My overall opinion regarding this program is if you are considering a paperless system, choose SITEDOCS! Not only do they have all the forms and resources that we need to have a excellent safety program but also the best customer support, very quick, on point and extremely knowledgeable...even if they don't have the answer immediately they aren't afraid to say and to ask others for help. I appreciate them very much, they are all so helpful.

Pros

This program has changed the way we administer our safety program, "PAPERLESS". The ease of use is above and beyond. I took 60 workers (plumbers/steamfitters) that had never seen a program like this and trained them all with relative ease. Of course some caught very quickly, but others who did not have much computer experience caught on too. These workers who at the beginning thought they would never be able to complete the forms are now teaching others!! I really can't say enough about this program.

Cons

The thing that I least like about this program is that I can't separate forms out at different levels of supervision. The Super Admin and Admin are the same and so on. I would like to have different levels. But... I have requested that from SiteDocs and they are very responsive with requests from clients, I am sure that this feature will soon be available to us.

Review Source

AM

Allora M.  
HSE Field Coordinator  
Oil & Energy  
Used the software for: 2+ years

### "Program quality, priced right"

September 25, 2020

5.0

My experience has been great. The feedback from supervision, clients, management, stakeholders are all impressed with the product and program delivery. I am mind blown by the deliverables this program gives, everything is done for you, making administrative time even within the program at an all time low.

Pros

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.

Cons

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.

Alternatives considered

[EHS Insight](https://www.capterra.com/p/101454/EHS-Management-Software/)[EcoOnline](https://www.capterra.com/p/127198/eCompliance-Safety-Software/)[Intelex Incident Management Software](https://www.capterra.com/p/129771/Safety-Incident-Reporting-Software/)[Cority](https://www.capterra.com/p/102848/EHS-Management-Software/)

Reason for choosing SiteDocs

Price was a huge component. With these programs, yes they had elaborate programs but also, if you wanted to have "add ons" you had to pay extra. Some programs were too grand, that the price was the same. So you were paying a large price to only use 1/3 of the program with NO ability to price adjust for these reasons. A lot of these programs also were only offered in US currency, not Canadian CAD. So the price was above the original quoted price because of the exchange rates and exchange costs. Some of the programs charged you for placing in a ticket request for help. Your request went into a general mail box and could have taken up to 24 hours for a response. Also, they were majority not Canadian Companies with out sourced call centers (essentially a company cost savings).

Review Source

AS

Angela S.  
Safety Manager  
Construction  
Used the software for: 1-2 years

### "Safety Program Management Simplified"

September 10, 2019

5.0

The SiteDocs team has been wonderful to work with. They walked me through the setup and implementation process. They also patiently helped me with any issues I was having and have been receptive to features that I feel would be beneficial to users. The response time has been almost immediate on all support requests.

Pros

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.

Cons

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 so it can cause some confusion. I also wish that resources could be tied to a location to be able to cut down on data that is downloaded for all users, but only needed by a few users. It also would be great if the software allowed you to have a notification send to users to remind them of a specific item that needs to be completed like a specific safety meeting topic that needs to be completed or a new document that has been added to resources.

Reason for choosing SiteDocs

We were converting from a paper based system to a cloud based system. Construction lags in adoption of new technology use compared to most other industries so needed a software that had a low barrier to entry in ease of setup, ability to customize for our specific needs, quick implementation, and relative low cost.

Review Source

BH

Brian H.  
Health and Safety Advisor  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Brian Hlushko - HSSE Advisor for YMCA "

February 1, 2022

5.0

Amazing! The product is always upgrading and adding helpful new features. I always get very excited when a new feature is announced (especially when its one that I suggested). The team is very kind and quick to respond to requests for help.

Pros

Adaptable product. We have been able to adopt almost all of our paper forms into a digital format. This saves time in filling and record keeping. It also ensures each document is named correctly based on company naming conventions. We have utilized this software to transfer incident reporting, inspections, investigations, and much more into a digital form.

Cons

The software is missing customizable features that allow you to change the appearance of finished forms. The current style is very blocky and colorless. Allowing the user to customize the finalized forms section headers using hex codes would make the forms easier to read, and appear more complete. Also, having if/than statements in forms would allow more similar forms to be in one, making it easier for the end user to select the correct form. For example, with incident reporting, I may want specific information for medical responses compared to evacuations.

Review Source

JA

Jason A.  
Project Manager  
Construction  
Used the software for: 2+ years

### "SiteDocs is an outstanding resource!"

February 4, 2022

5.0

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.

Pros

SiteDocs is very easy to use and implement for field use. Even the most "old school" workers have been able to successfully utilize this software in the field. Another huge plus for us is the software's ability to create our own forms. This has allowed us to use SiteDocs as a Quality Control tool as well. The "resource" section allows us to store all of our SDS sheets as well as product data sheets for all of the products we use.

Cons

I would love for the software to allow for the use of something like Excel. I'd like to be able to input numbers and have the software do basic mathematical functions.

Alternatives considered

[Procore](https://www.capterra.com/p/56250/Procore/)[BIM Track](https://www.capterra.com/p/145406/BIM-Track/)

Reason for choosing SiteDocs

Mainly the cost of the program and the ease of customization.

Review Source

DG

Dan G.  
Health and Safety mgr.  
Construction  
Used the software for: 2+ years

### "Great app for Jobsite Safety "

November 11, 2020

4.0

Sitedocs allows us to efficiently manage all aspects of our safety program while being able to improve our program by easily creating new forms for our continously growing company. From jobsite hazard assessments, trucking safety inspection logs, machinery and tool inspections and accident investigations. The ability I have to pull up daily reports done by our field workers and share instantaneously to the general contractor safety team puts us at a great advantage.

Pros

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

Cons

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

Alternatives considered

[EcoOnline](https://www.capterra.com/p/127198/eCompliance-Safety-Software/)

Reason for choosing SiteDocs

Funny I never had heard of sitedocs. Brought ecompliance into office for their pitch. As a good friend of mine work for them and introduced me to the world of safety software. As I was in the meeting with ecompliance I was cold called by sitedocs. Ultimately sitedocs pitch was better and seemed easier to implement. Also price helped alot!

Review Source

Response from SiteDocs

November 20, 2020

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

DD

Dean D.  
L  
Construction  
Used the software for: 2+ years

### "Easy to use and access"

March 25, 2023

5.0

SiteDocs is used to fill out multiple forms a day. It is easy for workers in the field to document their safety reports and see what others have filled out as well. It is a reliable and easy way to navigate our safety needs.

Pros

The admin panel is very easy to use and the documents and forms signed are easy to find

Cons

Frequently workers are unable to see their certificates or others certificates on the mobile app

Review Source

CP

Chris P.  
Safety Manager  
Construction  
Used the software for: 2+ years

### "Great Software and an Amazing Company!"

June 13, 2019

5.0

Going paperless with SiteDocs has been amazing! We not only save time, but we also bring more visibility to our safety program.

Pros

SiteDocs is very easy to use. I also like having the ability to build my own forms. Most of SiteDocs competitors make you send them the info and they build your forms for you, all while you wait days to get the forms built and setup. If you need to make a small change or correction, you then have to send it back and wait again. SiteDocs not only will help you with you forms, but they let you be in control.

Cons

Honestly, I haven't found any cons. Everything works the way I expect it to.

Review Source

KA

Kylee A.  
Logistics Coordinator  
Mining & Metals  
Used the software for: 2+ years

### "Disappointed"

March 1, 2024

3.0

Lately not impressed, a lot of these things should already be fixed. For the price we pay, these small things shouldn't be happening

Pros

Layout of forms (for admins) Certification tracking

Cons

The web app layout is not user friendly, especially when clients need to use. Admin or workers can't edit a location once a form has been submitted. Once a form has been created as "Private" or not, you can edit it to switch to one or the other so I would have to create the form from scratch.

Review Source

NL

Nick L.  
Safety/Company Trainer  
Mechanical or Industrial Engineering  
Used the software for: 2+ years

### "Would definitely recommend "

February 8, 2022

5.0

Love it. We dispensed tablets throughout our facility so all employees have quick access to SDS's, company policies, work instructions, etc. (many other features), at the touch of their fingertips. When everyone realized they were all part of safety, they started filling out forms to better our safety program for our facility, which led to breaking our company safety record.

Pros

Extremely easy to use and gets employees more engaged about safety, you do not have to be "tech savvy" to use this software and the tech support is VERY responsive when you have questions.

Cons

Small things; not being able to easily switch forms from public to private (you have to rebuild a whole new form), not being able to adjust an employee email without having to create a new profile.

Alternatives considered

[EHS Insight](https://www.capterra.com/p/101454/EHS-Management-Software/)[Novara Flex](https://www.capterra.com/p/152559/KPAEHS/)

Reason for choosing SiteDocs

Ease of use and competitive pricing.

Review Source

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