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Automations, Reminders & Integrations in SiteDocs

Save time. Eliminate errors. Keep your safety program running like clockwork.

Managing safety tasks manually slows down your team and increases the risk of missed steps. SiteDocs Automation tools give you the power to streamline your safety program, automate routine tasks, and seamlessly integrate with your existing systems.

From assigning forms and sending reminders to syncing data across platforms, you’ll gain more time to focus on what matters most—keeping your crews safe and your business compliant.

How Construction Teams Can Use Automations & Reminders In SiteDocs

Spend less time following up, and more time moving forward. With powerful automation features, you can:

  • Auto-assign safety forms based on schedule, role, or location
  • Trigger corrective actions when specific responses are submitted
  • Route completed forms or tasks to the right people instantly
  • Set escalation rules when items are overdue or unresolved

Create intelligent workflows to ensure nothing is overlooked.

Avoid missed inspections, certifications, and safety reports. Set up automatic reminders for:

  • Upcoming form completions
  • Inspection due dates
  • Equipment servicing or inspections schedules
  • Certification renewals and training deadlines

Customize delivery by email, mobile push, or dashboard alerts so your team never misses a beat.

Connect SiteDocs with your everyday platforms using built-in integrations or flexible API/webhook support. Sync safety data with:

  • HR platforms
  • Payroll systems
  • Project management tools
  • Cloud storage
  • Single Sign-On (SSO) systems

Automations and reminders are available across all devices, making sure everyone—from the field to the office—stays aligned, informed, and productive. Whether it’s a field worker getting a task reminder or a safety manager receiving a form submission alert, everything stays in sync.

Use automation-driven insights to identify:

  • Bottlenecks in your workflows
  • Gaps in compliance
  • Opportunities for improving safety processes

Use real-time analytics to improve your safety program, without hours of admin work.

Let’s Automate Your Safety Program

Ready to streamline compliance, reduce delays, and empower your teams with automation?

Schedule a free demo to see how automations, reminders, and integrations in SiteDocs can transform the way your team manages safety and compliance.

SiteDocs Authorized Reseller | ZenTek Consultants
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