Intelligent Contractor Management
The intelligent contractor management platform that automates compliance, streamlines job workflows, and keeps your workforce safe.
Confidential — For Client Presentation Only — 2026
Site Safe is a comprehensive contractor management and workplace safety platform built for trades, construction, and service businesses. It replaces fragmented spreadsheets, paper forms, and disconnected tools with a single intelligent system that manages the entire lifecycle — from contractor onboarding and compliance tracking through to job scheduling, field operations, and completion reporting.
Trades and construction businesses face mounting regulatory pressure to track contractor compliance, manage safety documentation, and maintain audit-ready records. Most rely on manual processes — paper inductions, spreadsheet tracking, phone-based scheduling — creating compliance gaps, wasted admin hours, and safety risks.
Site Safe digitises and automates the entire contractor management workflow. AI-powered document verification, real-time compliance dashboards, integrated job scheduling, and mobile-first field tools eliminate manual overhead while ensuring every worker on site is verified, inducted, and compliant.
Site Safe is organised into interconnected modules that cover the full operational lifecycle. Each module works independently but shares data across the platform for a unified experience.
A complete breakdown of Site Safe's capabilities across all operational areas.
| Feature Area | Capability | Detail | Status |
|---|---|---|---|
| Contractor Onboarding | Multi-step registration | Guided form with document upload, photo, and digital signature | Live |
| Contractor Onboarding | AI Document Verification | OCR extraction, name matching, expiry detection, auto-classification | Live |
| Contractor Onboarding | Induction Modules | Video or quiz-based site inductions with pass/fail tracking | Live |
| Contractor Onboarding | Digital Agreement Signing | Contractor agreements with e-signature and audit trail | Live |
| Compliance | Licence & Insurance Tracking | White card, trade licences, public liability, professional indemnity | Live |
| Compliance | Automated Expiry Alerts | 30/14/7-day email and in-app notifications to contractor and office | Live |
| Compliance | Compliance Status Dashboard | Real-time green/amber/red status per contractor and document type | Live |
| Job Management | Drag-and-Drop Scheduler | Visual calendar with staff group assignment and daily publishing | Live |
| Job Management | Simpro Sync | Bi-directional job, staff, and schedule sync with Simpro | Integration |
| Field Operations | SWMS Builder | AI-assisted Safe Work Method Statement generation with hazard library | AI |
| Field Operations | GPS Check-In / Check-Out | Location-verified site attendance with timestamps | Live |
| Field Operations | Travel Tracking | Distance and travel time logging for payroll and billing | Live |
| Field Operations | Job Completion Reports | Photo evidence, notes, timesheet, and SWMS bundled on completion | Live |
| Communication | Real-Time Chat | Office-to-field messaging with priority flags and read receipts | Live |
| Communication | Automated Notifications | Push, email, and in-app alerts for compliance, job, and safety events | Live |
| Reporting | Compliance Reports | Exportable PDF/CSV reports for audits and insurance | Live |
| Reporting | Timesheet Reports | Job-linked hours with approval and payroll export | Live |
| Safety | Incident Reporting | Photo evidence, severity rating, corrective actions, and follow-up | Phase 2 |
| Safety | Toolbox Talks | Digital safety briefings with acknowledgement tracking | Phase 2 |
Site Safe's AI engine handles document intelligence, risk assessment generation, and workflow automation — reducing manual effort and eliminating human error across the compliance and safety lifecycle.
The AI engine reads every uploaded document using optical character recognition, extracts key fields including the holder's name, licence number, issue date, and expiry date, then cross-references the extracted name against the registered contractor profile. Documents are automatically classified by type and status is set to Verified, Needs Review, or Rejected — without any manual intervention.
The SWMS Builder uses AI to generate Safe Work Method Statements based on job type, site conditions, and trade category. The system identifies hazards, assigns risk ratings, and recommends control measures — producing audit-ready documents in minutes. Workers can review, sign, and submit SWMS directly from their mobile device before starting any task.
Site Safe supports four distinct user profiles, each with a tailored interface and permission set designed for their specific role in the workflow.
The Administrator has unrestricted access to all platform features. Typically the business owner or operations manager, this role manages system configuration, user accounts, compliance settings, and has full reporting visibility across all contractors, jobs, and staff.
The Office Manager handles day-to-day operations including job scheduling, contractor compliance monitoring, and team communication. They have broad access to operational tools but cannot modify system-level settings or billing configurations.
Field Staff are employees or subcontractors working on job sites. They access Site Safe primarily through the mobile app to view assigned jobs, complete check-ins, build and sign SWMS, log timesheets, and communicate with the office. Their access is scoped to their own jobs and records.
Contractors are external workers who self-register through the onboarding portal. They upload their compliance documents, complete induction modules, sign agreements, and manage their own profile. Once approved, they receive job assignments and access the same field tools as internal staff.
| Feature | Administrator | Office Manager | Field Staff | Contractor |
|---|---|---|---|---|
| System Configuration | ✓ | — | — | — |
| Contractor Management | ✓ | ✓ | — | — |
| Compliance Dashboard | ✓ | ✓ | — | — |
| Job Scheduling | ✓ | ✓ | View Only | View Only |
| SWMS Builder | ✓ | ✓ | ✓ | ✓ |
| GPS Check-In | ✓ | ✓ | ✓ | ✓ |
| Timesheets | ✓ | Approve | Submit | Submit |
| Team Chat | ✓ | ✓ | ✓ | Limited |
| Financial Reports | ✓ | — | — | — |
| Simpro Integration | ✓ | Read | — | — |
| Incident Reporting | ✓ | ✓ | Submit | Submit |
| User Management | ✓ | Limited | — | — |
Site Safe is built on a cloud-native architecture designed for security, scalability, and real-time data synchronisation across all user types and devices.
Site Safe connects directly to Simpro via a secure API integration, enabling bi-directional data flow between your job management system and contractor safety platform — eliminating double entry and keeping both systems in sync.
Two core workflows that demonstrate how Site Safe simplifies the most critical processes in contractor management.
Scalable pricing designed for growing trades and construction businesses. All tiers include cloud hosting, mobile apps, and ongoing support.
Ready to transform your contractor management and workplace safety operations? Here is how to get started with Site Safe.