Field service software for safety & compliance
A permit filed after the work is a piece of paper, not a control
Hot work, confined space and energy isolation only make anyone safer if the verification happens before the job starts — and the record has to survive to the audit either way.
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How a small gap turns into an expensive one
None of this is one bad day. Each one causes the next.
Permits get signed at the end of the shift to satisfy the file, which means the checks they exist to force never happened.
Near misses go unreported because reporting one takes fifteen minutes and a laptop.
Equipment inspections are recorded on a tag that falls off, and nobody can say when the harness was last checked.
The audit finds a permit written after the job — which is worse than finding no permit at all.
Where that chain gets broken
The same three steps every trade runs. The difference is that each one leaves a record the next one can use.
A supervisor issues the Hot Work Permit on site — area survey, gas test, fire watch assigned — with every control answered before the signature field is reached.
A stop-work, a fire event, or a detector that wasn't bump tested escalates to management immediately rather than surfacing in a monthly review.
The close-out, the monitoring period and the photographs stay attached to the permit, so the file an auditor opens is complete.
Nothing gets re-typed, and the record exists before anyone asks for it.
Half an hour with your own data settles it faster than this page can. Start free →
Hot Work Permit, on a phone and as a PDF
Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.
8 ready-made safety & compliance forms
Complete and working, not blank starting points — the fields, the conditional logic and the on-submit workflow are already in them. Every one is yours to change.
Permits & Authorizations
Hot Work Permit
Pre-work authorization for welding, cutting, grinding and open flame: area survey, combustible controls, gas testing, fire watch assignment, and the post-work monitoring sign-off.
Confined Space Entry Permit
Permit-required confined space entry: hazard identification, isolation and lockout, atmospheric testing before and during entry, ventilation, rescue arrangements, and the entrant and attendant log.
Lockout / Tagout Verification
Energy isolation record: every energy source identified and controlled, locks and tags applied by name, zero-energy verification by test, and the sequenced release back to service.
Incidents & Investigation
Incident & Injury Report
First report of an injury, illness, property damage or vehicle incident: what happened in sequence, who was involved, treatment given, immediate causes and corrective actions, with witness statements and scene photos.
Near Miss Report
Short, low-friction report for the incident that almost happened: what occurred, what could have happened, the hazard behind it, and the fix — designed to be filled in under two minutes so it actually gets filled in.
Safety Observation Card
Behaviour-based observation card recording both safe and unsafe acts and conditions, whether the worker was spoken with, and the agreed correction — the leading indicator that shows up before incidents do.
Equipment & Inspections
Fall Protection Equipment Inspection
Documented inspection of harnesses, lanyards, self-retracting devices and anchorages: webbing and stitching, hardware, impact indicators, labels and service dates, with a clear remove-from-service decision on each item.
Fire Extinguisher & Emergency Equipment Inspection
Monthly walk of extinguishers, eyewash stations, first aid kits, AEDs and emergency lighting: location, access, charge, seals and service dates, with a photo record of anything found missing or discharged.
Use this template with your own crew
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Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
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