Everything a safety consultancy has to prove, in one place.
The consultancy checks other businesses against their province's safety rules, writes their manuals, tracks their training and keeps the paperwork that proves it all happened. That work now runs from one system it owns, with a portal for each client company.
Safety and compliance. Built for On-Track Safety Solutions.
Every name, figure and date in these pictures is invented. The screens are the real software.
- sides to one system: the client's portal and the consultancy's console
- 2sides to one system: the client's portal and the consultancy's console
- answers per item on a site walk: in place, missing or not seen
- 3answers per item on a site walk: in place, missing or not seen
- page for a client to read a proposal, sign it and pay the deposit
- 1page for a client to read a proposal, sign it and pay the deposit
These describe the software, not a client business.
The business
On-Track Safety Solutions, a safety and compliance consultancy. Its value is producing the evidence on demand, and doing each assessment the same way whoever does it.
On-Track Safety Solutions is a Canadian safety consultancy: COR and SECOR audits, custom safety manuals, contractor management and online safety training. The compliance console runs that work.
Before
Proof spread everywhere
The evidence existed, across drives, inboxes and form tools. Finding it took a day.
Typed up twice
Notes taken on site, then retyped at a desk into a report a week later.
A separate tool for everything
Spreadsheets for training, a form tool for intake, another product for sales, and invoices typed again into the books.
What we designed and built
Five steps, the same way, for every client.
- 1Intake
- 2Desk review
- 3Site walk
- 4Answers
- 5Scored report
Inside the software
What it does, on the real screens.
A portal for each client company
Each client logs in to see its compliance score, open corrective actions, expiring certificates and how ready it is for its next audit, with a plain list of what to do next.
- 1Compliance score
- 2Expiring certificates
- 3Audit readiness
- 4What to do next
A site walk scored on a phone
The auditor walks the site with big one-tap buttons for in place, missing or not seen, adds photos and notes, and the tally works itself out. It saves and sends on its own.
A scored report from the same day's work
Ratings from the desk review and the site walk roll up into a colour-coded score per module, next to the findings that will go in the report.
- 1Overall score
- 2Score per module
- 3Findings for the report
Every worker's tickets in one grid
Who holds what, and what is current, expiring or expired, with a roster import so a client's whole crew goes in at once.
Proposals clients sign and pay
A proposal link the client reads, signs and pays the deposit on by card. Accepted proposals and invoices sync to QuickBooks, so nobody types them twice.
A sales pipeline it owns
Leads, quotes and renewals on a board you drag between stages, with stalled and quiet deals flagged.
The result for the business
What changed day to day.
The same result, whoever does it
Every assessment follows the same steps and rolls up the same way.
The report, the same week
The site walk feeds the report directly, so there is nothing to retype from paper and a phone gallery.
Clients see their own status
A client checks its own score, tickets and to-do list in its portal instead of emailing to ask.
Before
- 1Paper on site
- 2Photos on a phone
- 3Retyped at the desk
- 4Chasing the client for documents
- 5Report a week later
Now
- 1Intake in the portal
- 2Desk review
- 3Site walk on a phone
- 4Ratings roll up
- 5Scored report the same week
Honest limits
What it does not do
- It does not submit anything to a certifying body. A person does that, on purpose.
- AI drafts are drafts. A person reads them before anything reaches a client.
- It does not replace the auditor's judgement. Scores come from the ratings a person gives.
Ownership
What they own
- Theirs from the first day.It runs in accounts in their business's name, not ours.
- Their records come out whole.Everything can be downloaded in one go.
- Anyone can pick it up.Built with ordinary tools and written down in plain words.
Does your business work a bit like this?
Tell us the part of your week that is worst. The first call is thirty minutes and free, and you get a written price before anything starts.