From SiteDocs to Wombat: What to Look for When Upgrading Your Safety Software

If you’ve been using SiteDocs or a similar safety software, you already understand the benefits of going digital. But as your company grows, your safety program needs more than just digital forms, it needs flexibility, real-time visibility, and expert support.

That’s where modern solutions like Wombat Safety Software, backed by Irwin’s Safety, come in. This post will walk you through what to look for when upgrading your safety software, and how to make sure your next system actually saves you time, money, and stress.

1. Ease of Use Matters More Than Ever

Let’s be honest, even the best safety software is useless if your team doesn’t actually use it. Many companies switch platforms because their previous system was too complex or required too much training.

When evaluating new software, look for:

• A clean, simple dashboard anyone can use with minimal setup.
• Mobile-first design that works on phones and tablets, even offline.
• Fast form submission and fewer clicks, time adds up on busy jobsites.

If your foremen or field crews find it intuitive, adoption will skyrocket, and so will compliance.

2. Real-Time Access and Instant Reporting

One of the biggest frustrations with older systems is waiting for reports or syncing data at the end of the day. A modern platform should give you real-time visibility into your entire safety program.

That means:

• Incidents, inspections, and hazards are logged instantly.
• You can see who’s completed what training and who’s overdue.
• Management has up-to-date reports without chasing paperwork or email updates.

With Wombat, everything updates automatically, and Irwin’s team can help you tailor reports for audits, client requirements, or internal KPIs.

3. Flexibility to Fit Your Company, Not the Other Way Around

Every company has a unique safety structure. Cookie-cutter systems can’t always capture your real workflows. Look for a solution that’s customizable without needing a developer.

Wombat lets you:

• Build your own forms, inspections, and workflows.
• Add custom fields for projects, divisions, or sites.
• Assign permissions so everyone sees what’s relevant to them.

This flexibility makes it easier to roll out across multiple sites, contractors, or regions, without starting from scratch each time.

4. Built-In Training and Certification Tracking

Many systems stop at forms and incidents. But the biggest compliance risk often lies in training and certification tracking.

A complete safety management solution should:

• Track all employee certifications and expiry dates.
• Send automatic reminders before tickets expire.
• Provide a training overview dashboard for quick reference.

This saves hours every week and keeps your crews qualified for every task, no last-minute surprises before audits or shutdowns.

5. Support That Goes Beyond the Software

Here’s where Irwin’s + Wombat truly stand out. While most software vendors offer basic technical support, Irwin’s Safety provides real people who understand safety, not just tech.

You don’t just get software, you get:

• Access to experienced safety professionals for implementation and advice.
• Help building or improving your safety documentation.
• On-site or remote training for your staff to get the most out of the system.

That partnership approach ensures your investment in safety tech actually drives results on site.

6. The ROI: Saving Time and Reducing Costs

Switching software isn’t just about features, it’s about results. The Irwin’s + Wombat partnership helps companies:

• Cut admin hours by up to 40% by automating routine tasks.
• Reduce safety program costs by up to 30% by eliminating paperwork and errors.
• Stay audit-ready 24/7, avoiding last-minute panic and potential fines.
• When the system and the support work hand in hand, you save time, improve compliance, and boost productivity.
• Conclusion

Upgrading your safety software isn’t about starting over, it’s about finding a platform that grows with you.

If you’ve outgrown SiteDocs or want to see how a more integrated solution can streamline your safety program, the Irwin’s + Wombat Safety partnership is built for exactly that.

Our team combines decades of field safety experience with a powerful, paperless platform that simplifies everything from incident reports to training records.

Book a quick demo today to see how we can help your company save time, cut costs, and strengthen safety from the field to the boardroom.