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Workforce safety and compliance for trade contractors

Keep workforce safety records together.

Coordinate training and credential records, new-hire progress, field-safety work, and incident follow-up. See what needs attention and find the supporting records when your team needs them.

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Forklift Operator
Marcus R. · Expires 3/12/2027
Current
  1. Dec 12Renewal window opens. 90 days out.
  2. Dec 12Marcus and his supervisor both get a notification.
  3. Jan 8Renewal booked. Weekly reminders until it is done.
  4. Feb 20Renewed, good through 2030. Nothing lapsed.

Example configuration: a 90-day lead time and weekly reminders, with employee and supervisor email addresses in place. Configure the timing and responsible contacts for your operation.

Why it matters

Safety work creates records across the whole company.

Training, onboarding, job planning, and incident follow-up often span the office and the field. CrewSafety gives your team a shared place to review the work and its supporting records.

The answer

Know what needs attention. Find the record behind it.

Review training gaps and credential dates, follow new hires through onboarding, record field-safety work, and keep incident follow-up organized. Reminder timing and recipients are configured for your operation.

CrewSafety compliance view showing configured training-obligation results, credential dates, and named record gaps
Product example · required-training gaps and expiration dates
Job Packets

The packet goes out before the job starts. Then the job asks for one more thing.

Build a job packet from the employees and certification records you select. When a general contractor asks for another record or a certification changes after submittal, review the selections and regenerate the packet before resending it, or share the individual record.

Built once, reused every job

Reopen a saved packet to review its selected records. If employee assignments or source records changed, regenerate the PDF before you send it again.

Review and regenerate before resending

A saved PDF reflects the records included when it was generated. When crew assignments or certifications change, edit the packet, review the selected records, and use Save & Regenerate PDF before sending it again.

A job packet for the Railroad Station job: the assigned crew, every certification behind each person, and buttons to view the PDF or email the whole packet

One packet up front. Everything after it, in a few clicks.

How CrewSafety works

Bring recurring safety work into one routine.

Bring people in

Track a new hire's progress, planned start, onboarding, and policy sign-offs.

Plan field work

Document job hazards, crew acknowledgments, observations, and follow-up actions.

Review what needs attention

See required-training gaps, credential dates, and follow-up states using your configured records.

Share supporting records

Find scoped reports and review job packets before sending them to a customer or project team.

The whole file

One system for workforce and field-safety work.

Core product modules are included on every plan. Plans differ by profile capacity, support options, and Enterprise terms.

The people file
✓Employee profiles
✓Core training vs. operator quals
✓Training matrix by job title
✓Encrypted medical vault
✓Drug-screening program
✓Kiosk onboarding & tests
Staying ahead of expirations
✓Expiration alerts
✓30/60/90-day forecast
✓Company-wide cert roster
✓Configurable policy re-signing
✓Compliance gap analysis
Incidents & safety performance
✓Job Hazard Analysis (JHA)
✓Job Safety Observations (JSO)
✓OSHA 300 / 300A incident log
✓Accident reports with body map
✓Safety meetings
✓TRIR / EMR / NCCI dashboard
Proof on demand
✓Job Packets
✓Subcontractor safety scorecard
✓Signed certificate PDFs
✓Scoped reports & exports
✓Role-based access
✓Per-record audit trail
Dashboard showing year-to-date injuries, recordables, near misses, a six-month TRIR trend, and a list of expired certifications

DashboardTRIR against target, and what expired while you weren't looking.

Personnel roster filtered by location, job title, and certification, with credential status shown for each employee record

Personnel rosterEmployee records with credential status and filters.

Filing an accident report, marking injured areas on a front and back body diagram

Accident reportsMark the injury on the body map, front and back.

Training matrix listing each job title and the trainings required for it, editable inline

Training matrixRequired training per job title, so gaps compute themselves.

Pre-built reports including injury trends by body part, injury patterns by demographics, and training gap correlation

ReportsReview safety information and prepare scoped exports.

The employee kiosk welcome screen carrying the company's own logo, with a large Click to Begin button

KioskNew hires enter their own details on day one, under your logo.

Built for the trades

Wherever a credential has to hold up.

Built around the credentials and job-packet workflow these trades actually run on, where the record starts with a person, not a form. Evaluating other software for this job? See how CrewSafety compares.

Crane & Rigging Electrical General Construction Roofing Plumbing & HVAC Welding & Fabrication Scaffolding & Access Excavation & Earthwork Demolition Utilities Oil & Gas Manufacturing Warehousing & Logistics Trucking & Fleet Marine & Maritime Mining & Aggregates Telecommunications Solar & Renewable Energy Environmental Services Waste Management Fire Protection & Life Safety Security Services Landscaping & Grounds Agriculture Aviation Ground Support
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