Field Services · OSHA Compliance Automation

Field Safety Goes Digital — QR-Based OSHA Compliance

Zero clipboards — Scan, submit, done. Every site. Every day.

The problem

What was going wrong

A field services company was managing OSHA-required daily safety check-ins using paper clipboards. Reports were inconsistent, often incomplete, and had to be manually collected and filed. When audits happened, pulling the required documentation was a multi-day scramble. Incidents were being reported late or not at all.

The result

Zero clipboards

Workers scan a QR code, fill out the form on their phones, and submit. Reports auto-route to supervisors and auto-file to the correct location. Audit prep went from multi-day scramble to instant pull.

The solution

What we built

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Designed a QR code system — one code per job site, printed and posted at each location
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Built a mobile-optimized Zoho form that workers access by scanning the QR code
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Form captures GPS location, timestamp, crew count, safety check items, and incident flags automatically
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Built auto-routing logic — completed reports go to the right supervisor by region/site
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Created automatic WorkDrive filing with date-stamped folders by location
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Built OSHA-compliant incident report triggers — any flagged item kicks off a separate incident workflow
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Created a dashboard showing daily completion status across all active job sites

"Our last audit took 20 minutes. Before this system it would have taken days."

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