Workforce safety tools for trade contractors.
Coordinate training and credential records, new-hire progress, policy sign-offs, field-safety workflows, incidents, and reports. Your company configures its training types, requirements, reminders, and policy intervals.
Keep a person's workforce records together.
Every person in CrewSafety has a single profile split into six tabs: Profile, Administrative, Core Training, Qualifications, Accidents/Injuries, and Archives. A given kind of record always lives in exactly one place. The top-level record is a person, not a form.
A credential has an end date, and something has to happen before it arrives. That's the idea every tab, every alert, and every renewal notification on this page is built around.
What each of the six tabs holds
The Profile tab holds the basics: contact information, job title, department, location, hire date, supervisor, emergency contacts, plus a certification-alerts panel that shows only what's expired or expiring soon, not a wall of every credential someone has ever held.
Administrative records include policy acknowledgments and other configured documents. Core Training and Qualifications hold required training and role-specific records with dates and status. Accidents/Injuries carries that person's incident history, and Archives retains past records.
How renewal notifications actually work
Configure each credential type's alert lead time and reminder cadence in Settings, such as two months' notice with weekly reminders. Add an employee email to enable that person's alerts, and configure their supervisor or replacement contact plus any additional recipients on the employee profile. The employee stays included when a responsible contact is replaced. From there it depends on the credential. Training CrewSafety runs gets finished at a kiosk, graded on the spot, with the certificate generated automatically. A third-party credential still needs a person to schedule it with the outside provider; CrewSafety helps the team plan the renewal and record the result.
Let employees complete assigned training at a kiosk.
Employees can use a configured kiosk to review company-provided content, complete assigned training, and record policy sign-offs. Authorized staff can review the resulting records and any remaining work.
How grading, cooldowns, and annual re-acknowledgment work
The kiosk runs unattended: a shop floor, a break room, a front desk. Grading happens server-side, not in the browser, so answers are never sitting somewhere an employee could see them first.
Companies can configure policies to require re-signing at a chosen interval. Policy status can show current, due, overdue, never signed, or declined records, based on the setting and the employee's latest signature.
Some qualifications aren't earned in one step. A Signal Person cert might need a knowledge test, logged experience, and a resume review. CrewSafety tracks partial progress toward these and shows exactly what's still outstanding, not just a single pass/fail flag.
Follow onboarding from referral to start.
Track a new hire's progress through referral, screening steps, employee profile, kiosk training, and onboarding. Keep planned start dates and notes together, and send the company messages you choose. Screening results follow separate access controls.
Policy sign-offs show who is current, due, overdue, has never signed, or declined. Your company sets whether and when a policy must be signed again.
One incident record. Everything about it.
Recordable, First Aid, or Near Miss: classify the incident and record details such as date, location, category, narrative, body map, witness statements, PPE, and prevention notes. Track the case from draft through closed and review relevant records for internal follow-up.
What a full accident report actually holds
A near miss on a warehouse floor, a laceration on a production line, a slip at a field site: each gets logged with its type, its category (struck-by, caught-in, chemical exposure, ergonomic strain), where it happened, and what happened. From there the report goes further than a classification. Injuries get marked on a front-and-back body map instead of described in a paragraph, witness statements and PPE worn get attached, prevention notes capture what should change, and the report itself moves through a status (draft, submitted, under review, closed) so nobody has to ask where it stands.
A rolling safety-rating breakdown sits at the top of every profile, on every tab, not buried three clicks deep. Medical specifics, like body part affected, treatment given, and restrictions imposed, stay attached to the incident record but out of list views, dashboards, and exports that don't carry the access level to see them. A location manager can see that an incident happened and what category it falls under; whether it's OSHA-recordable goes to whoever's actually authorized to make that call.
Plan the hazard, control the work.
Break a job into work steps, identify hazards and controls, and gather crew acknowledgments and supervisor sign-off. When a plan changes, the system can mark previous acknowledgments for re-briefing. Compare published product scope.
Permits, emergencies, and the final PDF
A JHA in CrewSafety tracks permit prerequisites and emergency-response information alongside hazards. Generate a PDF of the plan and its recorded acknowledgments when you need to share it. Review the plan and regenerate the PDF if the underlying information changes.
Record a field observation and its follow-up.
Log a Job Safety Observation, classify it as an unsafe act or condition, assign a severity, and track its status and follow-up.
A vault, not a shared drive.
Medical records and drug-screening results are encrypted at rest and scoped to a small, explicit set of roles. Never visible in a general employee list, a dashboard, or an export that wasn't built for that level of access.
How screening records and access controls work
Fit-for-duty forms, medical restrictions, and screening results live in a separate, encrypted store, walled off from the rest of a person's file. Viewing any of it requires access explicitly granted for medical and screening data, independent of whatever access someone has to ordinary training records.
CrewSafety records screening referrals and status, result documents, and confirmation or retest steps when used by your team. Authorized staff can link a screening stage to an incident. The software supports administrative recordkeeping; it does not provide lab services or Medical Review Officer sign-off.
Keep sensitive records behind separate access.
Authorized staff can prepare and issue disciplinary records, collect required signatures, and document a witnessed refusal. Separate permissions control who can view or act on these records. A person reviews the record; the software does not make employment decisions.
Review records and prepare them for sharing.
Use configured reports to review training gaps, credential dates, incident records, and other safety information. Export records in the available scope for a person, location, or company. The information you can view or export depends on your role and permissions.
How export scoping and the forecast work
Every export respects the same access rules as the screens it's pulled from. A report generated by someone without medical-data access comes back without medical data in it, not redacted after the fact by whoever requested it. Certification and training exports line up with how an auditor actually reviews a file: by person, by location, by training type, or by expiration window.
Review upcoming credential dates and configured training obligations. Alert timing, recipients, and the requirements shown depend on your company settings.
The compliance percentage measures required training obligations met for employees with assigned job titles. It is not the percentage of people fully cleared for work. Review the named gaps, expired records, upcoming expirations, and employees excluded because they have no job title. Filter reports to inspect the people and records relevant to your request.
Preparing a submission for ISNetworld, Avetta, or Veriforce? Read the compliance guide.
Where all of this actually gets used
The numbers that decide your insurance rate and whether you can bid the job.
Your dashboard leads with what matters day to day: year-to-date recordables, first aid, near misses, and days since the last one, plus the safety metrics your industry and your insurer actually track, benchmarked against your own targets: current, last month, and where you're trending for next month. Whatever numbers your industry runs on, not just the ones most common in construction. The same compliance overview and cert-expiration alerts sit right alongside it, so the safety numbers and the people numbers live on one screen instead of two different systems.
A foreman calls asking for one cert. You're done before you hang up.
When a foreman asks for a person's training records, build a packet from the employees and certifications you select, or reopen a saved packet. The PDF reflects the records included when it was generated. After source records change, edit the packet, review the selected records, and use Save & Regenerate PDF before sending it again.
For crane and rigging jobs: lift plans live in the same packet
A lift plan can be added to a job packet with capacity, radius, rigging configuration, and related planning details. The packet can bring selected workforce records and job-planning documents together for review and sharing.
Already running an equipment-inspection tool? See how CrewSafety compares to DigiDocs.
Stop typing certificates into a screen.
Upload a stack of scanned certificates, or photograph one from your phone, and CrewSafety reads each page for you: who it belongs to, what the training was, when it was issued, and when it expires. You review what it found, and nothing is saved to an employee record until you approve it.
How it checks its own work, and why it's a beta
Names are matched against your roster, and a name that can't be placed with confidence is flagged instead of guessed at. Anything the reader couldn't find in the document's own text is marked unverified and sent to you, so a wrong answer doesn't slip in quietly.
Document Reader is new, and we're still tuning it on real-world scans. If it misreads a certificate, tell us. That's how it gets better.
Keep your subs to the same standard.
When a subcontractor steps on site, their safety performance becomes your problem. CrewSafety builds a 0-100 scorecard for every sub, tracking deductions for incidents and recovery over time, so you know exactly who you're bringing onto the job.
Hazard history and notice emails
The incident and hazard history for every sub is kept in one place. When you need to flag a problem, send a hazard-summary notice to the sub in a couple of clicks, no formal letter to draft by hand. If a sub's score drops, CrewSafety sends an automatic email alert so it doesn't go unnoticed.
Sign-off takes seconds and a 4-digit PIN.
Build a meeting template once, run it whenever your crew gathers, and every attendee signs off before a paper sheet would even have made it around the room. It's part of the same file as everything else here: who was in the room, and when, on the record.
Everything above, on the free plan too.
Core product modules are included on Free and paid plans. Capacity and support options vary by plan; five profiles are included on Free. Still weighing this against another system? Compare published product scope.