# SiteDocs Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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 --- 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/) * * * Last updated March 26th, 2026 # Reviews of SiteDocs Ease of use 4.8 Customer Service 4.8 ## Pros and Cons in Reviews SB Samantha B Quality CoordinatorConstruction, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ July 15, 2024 TW Trevor W Safety ManagerConstruction, 51 - 200 employeesUsed the software for: 1-2 years. “Specifically if the user(s) administrating it have a low technical ability on computers or only want the simple features that it offers (no "if" functions or calculations, limited specific notifications or task assignments).“ October 8, 2025 DP Daniel P Rescue Tech, HSE leadMedical Practice, 11 - 50 employeesUsed the software for: More than 2 years. “Having everyone's certifications and competencies in one place also makes compliance checks much easier then searching paper in a file folder.“ June 5, 2025 MC Mark C Safety ManagerChemicals, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “No system to alert personnel when training is expiring, should send a notification to the employee of the training that is about to lapse.“ July 18, 2023 TW Trevor W Safety ManagerConstruction, 51 - 200 employeesUsed the software for: 1-2 years. “The user interface makes navigating to documents forms and certifications very easy for end users in a way I haven't seen replicated as smoothly on other systems.“ October 8, 2025 JA J A Office ManagerElectrical/Electronic Manufacturing, 11 - 50 employeesUsed the software for: 6-12 months. “Avoid them unless you want to go through months of set up and then gouged upon renewal.“ April 12, 2024 AD Anna D Executive Assistant - COR AuditorConstruction, 51 - 200 employeesUsed the software for: More than 2 years. “Overall, the platform offers a solid digital solution for companies looking to streamline their safety documentation and compliance processes.“ August 25, 2025 NS Noelle S Safety OfficerAccounting, 11 - 50 employeesUsed the software for: More than 2 years. “The lack of spell check and inability for workers to be users at 2 companies under the same email address are the only cons I have experienced.“ August 7, 2022 ## Showing most helpful reviews Showing 1-25 of 241 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Richard S. Senior V.P, Oil & Energy Used the software for: 2+ years ### "Simplify your OHS Management System" May 17, 2022 5.0 3 years ago our company set up and began to implement a Safety Management System (OHMS) so that we could achieve COR certification with WorkSafe BC. Early on in the process, we realized that we would need a way to provide two-way communication with our workers (most of whom work remotely from our office locations) and also to record safety-related information relevant to our OHMS. Rather than try to create such a system we looked at several online, cloud-based options that could do the job for us with little or no set-up time and effort involved. Site Docs fit the bill perfectly. The templates that were immediately available to us for such things as incident reporting and investigation, site inspections, equipment inspections, risk assessments and toolbox talks enabled us to get up and running with our system quickly, efficiently and in a way that was easy for our field staff to understand and adopt into their daily work patterns. The system worked so well for us that we achieved our goal of COR certification in record time thanks, in no small part, to the ease with which our auditors were able to see our records. There is no doubt that the adoption of Site Docs into our OHMS has made us a more proactive company with respect to Safety and has helped encourage a much better safety culture among our employees. The numbers don't lie. Our rates of incidents and near misses have dramatically decreased resulting in a safer work environment and lower WCB premiums. Pros Templates for all of the major components of our OHMS such as: - Toolbox Talks Incident reporting and investigation Inspections of sites and equipment Accident investigations Risk Assessments Employee Certifications Analysis of stats Cons It would be great if the system could alert you (instant message/email) when someone has assigned a corrective action to you. Reason for choosing SiteDocs It fit the requirements of our OHMS much better than i-Auditor and involved much less setup and effort in deployment. Review Source CJ Corey J. Health and Safety Manager Construction Used the software for: 2+ years ### "Great System! have recommended to others" August 12, 2025 4.0 Overall its been great! there are lots of companies out there that are growing this type of system, and all seem to be holding SiteDocs as their main goal to beat, which isn't a bad thing! Holding SiteDocs as the standard should be an achievement to the team. Pros The custom forms, my company has several branches that range from commercial to industrial, and the forms can't be the same. However with the customizable forms, users can navigate to applicable portions using dropdowns. I have a range of employees from 20 to 60 year old workers, all found the program easy to use and simple. I also had an audit recently and the auditor was able to log into our archive and perform the audit on documentation easily, saved a pile of time. Cons Not much to complain about, I suppose I have mentioned this to the engineering team a few times, but when signing the form, you have the opportunity to choose anyone on/off site, so I could sign off as the CEO if I wanted. An additional layer of security is lacking there. Alternatives considered [SiteMax Systems](https://www.capterra.com/p/141591/SiteMax/) Reason for choosing SiteDocs SiteMax had features that I wasn't interested in Review Source TW Trevor W. Safety Manager Construction Used the software for: 1-2 years ### "Sitedocs is a simple doccumentation platform" October 8, 2025 3.0 Site docs was an adequate platform, they were about mid on value for cost (some are better some are worse), and while I prefer another platform I can see some people finding it to be ideal. Specifically if the user(s) administrating it have a low technical ability on computers or only want the simple features that it offers (no "if" functions or calculations, limited specific notifications or task assignments). The user interface makes navigating to documents forms and certifications very easy for end users in a way I haven't seen replicated as smoothly on other systems. Pros Site-docs was easy to use and had a good interface. Some features I miss compared to other platforms are repeatable segments and common lists. It was extremely easy to pull and review documents for things like audits or to send to customers. Cons The features and abilities were limited. For example while there were sections where workers could upload certificates but no ability to track outstanding certificate renewals and training matrix requirements, site analytics were not helpful in gaining insights or tracking requirements. Tracking and completing tasks created by sitedocs forms was not easy and was not able to work for us in tracking deficiency reports on equipment. Review Source VR Verified Reviewer Risk Mgr and Corp Paralegal Construction Used the software for: 2+ years ### "HIGHLY RECOMMEND SITE DOCS" January 14, 2026 5.0 Excellent customer service. This company has gone above and beyond to customize our needs through analytics and their one on one interaction is amazing. Pros Site Docs provides accurate, time saving, user friendly processes for our Safety Dept. The reporting allows us to determine risk and provide accountability to our executive team quickly. Cons It's unlikely one would be able to jump in and use this program without going through an onboarding process, which is now provided easily. Review Source AC Alison C. Director HSE and HR Oil & Energy Used the software for: 1-2 years ### "SiteDoc Review" July 29, 2025 4.0 Ease of the program, forms are easy to build and sharing of reports automatically. No matter the level of computer skills, can be used easily, and works with all phone types. Pros Easy for field workers to use, quick reporting, can make customization and allows file uploads from individuals phones and customer service Cons Like most programs I think the costs could be broken down better into the user categories ranges. Is a good value, but I am always looking to lower costs. Switched from [EcoOnline](https://www.capterra.com/p/127198/eCompliance-Safety-Software/) Was not working for field staff, and need a more detailed program Review Source DH Dave H. CEO Construction Used the software for: 2+ years ### "Ease of Use, Highly Configurable, Listens to Customers, Fantastic Software" March 25, 2025 5.0 From sales to tech support, the SiteDocs team gets it. They value their customer base, listen to what we want, and deliver on expectations. Pros SiteDocs is highly configurable, while maintaining an easy learning curve. They're constantly adding features, and it's a bulletproof software. Cons There isn't a single negative over the 7 plus years we've been working with them. Alternatives considered [Scoop](https://www.capterra.com/p/136648/Scoop-MAE-Enterprise-Software/) Reason for choosing SiteDocs Easy setup, highly configurable and provided a much smoother interface. 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 AD Anna D. Executive Assistant - COR Auditor Construction Used the software for: 2+ years ### "Executive Assistant - COR Auditor" August 25, 2025 5.0 I have been working with SiteDocs for the last 6 years and have found this site to be very useful for our type of work. We've been using SiteDocs primarily for tracking timesheets, managing Job Hazard Analyses (JHAs), and conducting safety inspections. Overall, the platform offers a solid digital solution for companies looking to streamline their safety documentation and compliance processes. Customer service has been generally responsive, and the onboarding process was smooth. Their support materials and training resources are helpful, especially for new users. Any issues we've encountered were addressed in a timely manner. Pros Easy to use programs, great if your company is COR certified. Form creating is very easy. Mobile usability is one of the strongest features — being able to complete forms, inspections, and JHAs on-site with a smartphone or tablet is a major efficiency booster. Compliance tracking is well-organized, making it easier to demonstrate due diligence during audits. Some users reported a bit of a learning curve at first, especially for those less tech-savvy, but it becomes intuitive with regular use. Cons Missing Notifications & Alerts A few feedback points revealed gaps in timely notification: While the issue/corrective-action tracking is effective, there are no automatic alerts sent directly to employees' mobile devices when they are assigned tasks Review Source DP Daniel P. Rescue Tech, HSE lead Medical Practice Used the software for: 2+ years ### "Site Docs makes life easier for our Marine response, Medic and Rescue company" June 5, 2025 5.0 Overall it works really well for us. We do come together as a group about 4 hrs into the shift but that's a lot of the day where we are distributed and Site Docs allows us to provide a cohesive safety message to everyone and keep inspection results in a central location. Being able to schedule weekly inspections and assign them to specific workers also works to ensure accountability. Having everyone's certifications and competencies in one place also makes compliance checks much easier then searching paper in a file folder. Pros Site Docs works great for our company. We have distributed crews who have staggered start times and different locations Using Site Docs allows us to get everyone on the same page with the toolbox, allows the crews to do the daily inspections of their vehicle or vessel. The inspections are logged and can be checked from the office which also allows us to check fuel states for the boats to plan fueling for the day. Being digital means there's no more lost paper. Cons It is fairly intuitive to get forms made and set up originally, but the more advanced areas of site docs or ways to improve it seems cumbersome to learn it. Review Source CE Courtney E. Safety Coordinator Construction Used the software for: 2+ years ### "SiteDocs for the Win" December 17, 2025 5.0 Overall experience is that I couldn't imagine trying to get my audit done any other way. I can sit at my computer and find 95% of everything I need. Guys do there work and fill out all the paperwork digitally and nothing gets lost Pros SiteDocs is so user friendly and the customer support is amazing. I have been using this product now for 8 years and makes this so easy for the guys in the field and for myself keeping everyone compliant and doing our Audit/ Cons In the 8 years that I have used SiteDocs, cannot really say that there is anything I dislike about SiteDocs.. Review Source SG Scott G. Workplace Safety and Health Coordinator Education Management Used the software for: 2+ years ### "I couldn't do my job without it." May 5, 2025 5.0 Incredibly positive. Support teams are active, when I suggest something, I feel heard. Pros Mobile and digital access to checklists, being able to access, filter and export information easily. Cons I wish the form builder had more shortcuts, like copying whole sections of a form. 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 MC Mark C. Safety Manager Chemicals Used the software for: 2+ years ### "Mark Coppicus Comments" July 18, 2023 4.0 The personnel that are providing support are excellent.We have had little or no issues with the system once up and running.Very good overall satisfaction. Pros Ease of use for employee.Ease of having our forms customized and new forms set up by Site Docs personnel.Resourcing setup process.Support for setup and use. Cons Extra charge for analytics this feature should be standard.No system to alert personnel when training is expiring, should send a notification to the employee of the training that is about to lapse. Reason for choosing SiteDocs Not sure but I do know that our staff liked the customizable options and the opportunity to add pictures to inspections etc. Review Source JS Jodi S. District Safety Manager Construction Used the software for: 2+ years ### "Great value with simple rollout" September 21, 2023 5.0 We love the product our tracking of inspections and reporting has improved 100% and when you need to find something that happened on a certain day it is very easy to filter out and find exactly what you were looking for. The other thing the information is very to share. Pros I like this product the best because it was easy to roll out to the field. The operators in the field get to have say in the forms we created making these documents theirs. Then they take owner ship. Cons When we first got SiteDocs it was being set up trial and error to see what worked best for our company and now all the forms are still visible. I would like it if there was a feature to archive old forms that will never be used again. The same with employees if you make a mistake setting up and employee they are forever there. Reason for choosing SiteDocs The simplicity of the program and having to roll it out to the field. When you have to consider that everyone can not read or write well, this is easy for them to figure out. Review Source ME Mark E. President Oil & Energy Used the software for: 2+ years ### "SiteDocs is an asset to our organization" January 10, 2022 5.0 Any issues we came across were addressed (mainly because we had done something wrong in setup) or the SiteDocs crew listened and updated the next version. Everything has been great thus far. Pros SiteDocs has eliminated the paper that we used to have to fill out daily, scan, and achieve every job. Organization of all the documents and easy of use have improved efficiently along with the quality of reporting that employees do daily. Everything can be easily changed, deleted, or added depend on the site requirements. Cons Everything suits our current needs and I have no issues at this time Reason for choosing SiteDocs The SiteDocs representative had past knowledge of other software out in the market and we had looked at other products that some of our clients had which did not meet our needs Review Source JV Jessica V. EH&S Director Construction Used the software for: 2+ years ### "SiteDocs - 1 Stop Shop For Multi-Purpose Needs Based On Varying Departments" July 28, 2022 4.0 Pros I have enjoyed how customizable the app is! If a feature does not yet exist, the developers have been very receptive to feedback to make it meet the needs of the end user! I primarily use if for uploading company specific resources that can be viewed in real-time by all of the assigned users. It is also how we track employee training (dates & certificates), varying audits (in-house, client, DEQ+), good catches/shared learnings, safety meeting topics & attendance (& who needs caught up by filtering & checking), & with the latest feature of editing how the menu is viewed based on location, I can allow certain documents to be the primary options for the the departments that they serve (so they are not spending field time sifting through every resource & form I have ever uploaded or created). In addition, we customize fillable forms to meet the need of the department (& can make real-time changes based on feedback). We have Project Managers who use it, HR who can reference it, Quality who performs audits on it, Division Managers & Supervisors from our Ironworking, Maintenance, Pre-Engineered Metal Buildings, & Overhead Dock & Door Divisions that utilize it, the Employee Development Manager who can initiate orientations on it, & the Safety Department who has relied on it the heaviest for the longest. It has even been the primary backing & method of single point reference for a thorough client audit that we were spot checked on, & it really streamlined the process! Cons The primary downside in my eyes is that the full metrics is an add-on feature at additional cost. An inconvenience is that when you use an image in a fillable form, it appears as a default in the final signed document, even if that section did not apply & was collapsed. Reason for choosing SiteDocs I began with SiteDocs at a previous employer & helped build it up into the usable format it became at that time. When I moved on, it was an easy transition to want to offer the same advantage. Review Source WM Waleed M. HSE Health, Wellness and Fitness Used the software for: 6-12 months ### "A program I cannot live without" January 12, 2024 5.0 One of the best safety programs, I cannot do without it in my work It helps me know the risks within the site and avoid them It provides me with important information in the field of safety Pros Ease of use and availability of all required information in the field of safety It also provides you with information in the field of safety at all times without connecting to the Internet Cons Some languages ​​are not available when using it, which makes it difficult to understand some things And the need to translate it outside the program Review Source DL Darcy L. CFO Construction Used the software for: 1-2 years ### "SiteDocs is amazing" March 13, 2022 5.0 Site Docs has been an amazing product that we have implemented into our business. Support is always available but its a lot really easy to use. Its saved me alot of time managing the safety program which has allowed me to put my energy in other parts of the business as well and to make sure the program is the best its ever been. Pros I like the fact that it has saved me alot of time managing the safety program. I dont need to file paperwork, its easy to review filled out forms and sign off on them and I have more buy in from employees as its easy to use and to fill in forms. Its also really easy to customize and build forms. Cons push notifications would be great. Like if they chose a certain hazard like hot work then the hot work form would pop up for them to fill in. Reason for choosing SiteDocs none Review Source TF Tom F. Manager Construction Used the software for: 2+ years ### "Easy to use" July 31, 2023 5.0 Pros I remember the days of hauling boxes of documents around in my truck in trying to keep compliant. Now every document and form is in the palm of each employees hand. SiteDocs has been integrated into every aspect of our work. Cons It can be difficult for new employees to find what they are looking for with the vast amount of document we keep on SiteDocs. Review Source TM Tom M. VP Construction Used the software for: 2+ years ### "The best safety management tool" February 7, 2023 5.0 Great company, customer service is amazing, that's why I have stuck with them and not looked around for a competitor price, if you find great customer service with a company you stick with it. Pros We have work in 12 states, 200+ projects, 700 employees, the safety team could not do their jobs accurately without site docs. Being able to monitor each project daily for toolbox talks, site daily audits and new employee orientation is great, the team couldn't do that without Site Docs. Cons Nothing yet, haven't had any complaints. Reason for choosing SiteDocs They seemed better organized and the product was easier to navigate for employees at the time. Review Source MD Meredith D. Safety Coordinator Construction Used the software for: 6-12 months ### "SiteDocs will improve your safety compliance!" December 2, 2020 4.0 We use SiteDocs in a number of ways: equipment inspections, hazard assessments, COVID-19 self-assessments, etc. We also have employees submit time-sheets daily. This has made it much easier on the office to track all work done. We have eliminated lost time previously caused by lost or misplaced paperwork. Using SiteDocs has also made it much easier to ensure we are satisfying all legislative requirements, customer requirements, and COR-related requirements. Pros 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. Cons 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. Reason for choosing SiteDocs SafetyTek was difficult to get in touch with. When we first reached out they made big promises about what their product could do, and then backed off on those promises. They then continued to be difficult to contact. SiteDocs was able to make sure they were available when we had original questions, and they have remained exactly that way ever since. We chose SiteDocs because of their superior customer service. Review Source JM Jessica M. Office Manager / Safety Officer Telecommunications Used the software for: 2+ years ### "Great software, easy to use" August 29, 2022 5.0 Sitedocs has worked well for our company. We can track employees paperwork with ease and it is very easy to learn. Pros Sitedocs has saved us countless hours of tracking down paperwork, scanning of paperwork , and sharing paperwork with external worksite parties. Cons The only downside I have found is assigning locations to employees. A select all button would be ideal. Review Source JF Janet F. Safety & Training Faciliator Construction Used the software for: 2+ years ### "My Review " November 24, 2022 4.0 We have been using SiteDocs -- since March 2020 - we are having good response from our employees but there are still lots SiteDocs can offer that we have not yet used. Pros The Ease of using the software, and amount of information that we can have accessible to our employees Cons Creating the forms was very tasking - and uploading of existing training documents. downloading the app on different phones has creative issues. Reason for choosing SiteDocs the Support that was available and being able to own our document. Review Source MQ Maggie Q. Accountant & Office Manager Construction Used the software for: 2+ years ### "SiteDocs is a user-friendly, reasonably-priced software" July 20, 2020 5.0 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. Pros 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 we have more options to sort out the forms we need. The price is reasonable to include the user number range, so we don't concern about increasing price per user. All the signed forms are saved and synchronized automatically every several seconds, so we can get reports immediately from the sites. The users' access can be limited per administrator, so we can reduce the duplicated locations and users. Cons 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. Review Source MD Marty D. safety officer Construction Used the software for: 2+ years ### "Sitedocs review by Marty Doyle" December 7, 2021 5.0 As the company grew it has been a easy way to keep track of training and safety documentation Pros The fact it help me get a management role by freeing up time. Cons I have no complaints so far, Sitedocs also is beneficial for other documentation other than safety Reason for choosing SiteDocs The salesperson was very convincing and price Review Source Talk to a Capterra advisor for free and get results within 15 minutes.