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BlueSafe

Turn Simpro job, customer and site details into prefilled SWMS, risk assessments and safety policies in BlueSafe. Collect worker signatures digitally, then upload completed PDFs back to the corresponding Simpro job—without re-entering job information.

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Description

BlueSafe helps Australian Simpro customers create compliant, job-ready safety documents without copying customer, site and job details between systems. More than 10,000 Australian customers have purchased a Blue Safe package or individual document.

An authorised BlueSafe user selects the relevant Simpro job and imports its job, customer and site information into a linked BlueSafe project. The team can then prepare prefilled Safe Work Method Statements (SWMS), risk assessments, safety policies and other WHS documents in BlueSafe, and collect worker signatures digitally before completing the document.

When a document is complete, an authorised user explicitly selects and uploads the PDF to the corresponding Simpro job. BlueSafe records the upload result and does not upload documents automatically without user confirmation.

The connection starts in BlueSafe, is authorised by a Simpro administrator, and supports both single-company and multi-company Simpro builds.

Features

Import Simpro job, customer and site details

Select the relevant Simpro job and import its job, customer and site information into a linked BlueSafe project. Reduce repeated data entry and start with the right information already filled in.

Create, sign and upload SWMS and risk assessments

Prepare Safe Work Method Statements (SWMS), risk assessments, safety policies and other WHS documents in BlueSafe, then collect worker signatures digitally. When ready, an authorised user explicitly selects the completed PDF and uploads it to the corresponding Simpro job.

Media

Integration Diagrams

BlueSafe imports selected job, customer and site information from Simpro to prefill a linked BlueSafe project. Once a document is completed and digitally signed, an authorised user can explicitly upload the PDF back to the corresponding Simpro job.
BlueSafe project and prefilled documents
Simpro jobs, customers and sites
Completed digitally signed PDF
Corresponding Simpro job

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FAQ

BlueSafe can import relevant job, customer and site information from the Simpro company selected during connection. The information is used to prefill the linked BlueSafe project and reduce repeated data entry.
Depending on your BlueSafe plan, you can prepare Safe Work Method Statements (SWMS), risk assessments, safety policies and other WHS documents. Imported Simpro information helps prefill the relevant job details.
An authorised BlueSafe user selects the completed PDF and confirms the upload to the corresponding Simpro job. BlueSafe does not automatically upload documents without that confirmation.
A BlueSafe organisation administrator starts the connection from BlueSafe. A Simpro administrator must sign in and authorise access. Multi-company Simpro builds are supported by selecting the company to connect.
Yes. Workers can digitally sign relevant BlueSafe documents before the completed PDF is uploaded to the corresponding Simpro job.

Details

Supported Simpro builds: Single-company and multi-company
Imported data: Jobs, customers and sites
Supported documents: SWMS, risk assessments, safety policies and other WHS documents
Digital signatures: Worker signing supported
Document upload: User-confirmed completed PDFs
Authentication: OAuth 2.0 authorised by a Simpro administrator

Integration Type

Available In

Australia

Details

Supported Simpro builds: Single-company and multi-company
Imported data: Jobs, customers and sites
Supported documents: SWMS, risk assessments, safety policies and other WHS documents
Digital signatures: Worker signing supported
Document upload: User-confirmed completed PDFs
Authentication: OAuth 2.0 authorised by a Simpro administrator

Integration Type

Available In

Australia