SiteRecs features

A practical overview of the tools teams use daily for job paperwork, RAMS, checks, and records.

Jobs

Create active/completed jobs, duplicate jobs, assign operatives, and store job notes.

RAMS

Guided RAMS flow with manual editing, reusable library items, linked documents, and signatures.

Checks and forms

Plant/equipment checks, toolbox talks, incident reports, HAVS, fatigue/timesheet, and access forms.

Submissions and PDFs

Submit from site, generate branded PDFs, rerun PDF/email from submission view, and keep a clear timeline.

Documents and job packs

Upload files at job level and export full ZIP job packs for handover and archive.

Team access

Admin/operative roles, invites, form visibility controls, per-user access, and pinned forms.

Admin controls

Invite users, change roles, deactivate access, and manage seat-limited teams with clear controls.

Billing supports trials, tiered plans, and Stripe customer portal workflows.

AI assist

Optional AI RAMS drafting/selection support to speed up first drafts. Review and edit before use.

Designed as a helper, not a replacement for competent review.

Jobs to RAMS to checks

A clear daily workflow from planning to completion

Feature map

Jobs

Create, duplicate, assign

RAMS

Guided drafting + edits

Checks

Daily and weekly forms

Workflow features

Built in

Operative assignment

Linked documents

Signatures

Submission timeline

Submissions, timeline, PDFs

Capture once, then generate and share instantly

Feature map

Submissions

On-site form capture

PDFs

Branded export + email

History

Timeline and rerun actions

Submission timeline features

Filter by form or operative

Regenerate PDF

Resend by email

Open full job record

See how it works

Start a trial and test RAMS, checks, PDFs, and job packs with your team.