Your firm wins the work, tracks what credentials each client demands, staffs the job with someone actually certified, writes the report, proves the hazard got fixed, bills it, and works out the margin afterward. Most firms run those ten steps across spreadsheets, an inbox, QuickBooks, and a reporting tool built for a single company rather than a consultancy. Safely Track runs them in one place, in whatever order your firm needs them.
Bring a recent report and we'll run it through Safely Track live, so you see the value on your own work. We use it for the demo only: we don't save a copy, and it stays confidential.
Also built for Loss Control teams and In-House EHS teams →
Drop in photos and a voice memo and Safely Track drafts the report. Here's a sample walk you can run yourself.
"...walking the north stairwell now, missing guardrail on the second landing, tagged it for the sub. Also got an extension cord running through standing water by the panel room, pulled the crew back from that one. Fire extinguisher at the loading dock is past its inspection tag. And the north exit's got debris blocking the door, need that cleared today..."
Guardrail absent on north stairwell, second landing. Fall hazard for crews accessing upper floor.
Cord run observed passing through standing water near the panel room. Crew pulled back on-site.
Loading dock extinguisher tag expired. Flagged for replacement/recertification.
Generated from the photos and voice memo above. No typing.
Step 04 of ten, running on sample data. Book thirty minutes and we'll walk all ten against how your firm actually works.
The credential that decides who can staff a job lives in a spreadsheet. The photos that prove a hazard got fixed live on somebody's phone. The hours that decide your margin live in an inbox until someone reconstructs them on Friday. Every piece exists, and none of it is anywhere the next step can reach it. That's not a field problem. It's an operations problem.
"There are 30–50 platforms out there, but none of them fit the mold of a consultant."
"The photos in the conversation are on somebody's phone. That's not in my file when I close out my job."
of jobsite hazards are handled via text, phone call, or verbal instruction, with no structured record, no owner assigned, and no proof of fix. That gap lands in your report queue, and it's the one your firm signs its name under.
This is the operation, not just the report. Every EHS consulting firm moves through roughly the same ten steps between winning a job and knowing what it earned. Safely Track covers them, tailored to how your firm already works.
Pipeline, proposals, and rate cards in one place, so a quote doesn't start from last year's document.
Client credential requirements and COI tracking, captured at kickoff instead of chased at renewal.
Credential tracking and availability in one view: who is qualified for this job, and who is actually free.
Observations, inspections, and routine reports. Your forms, your logo, your PDF, not a generic template.
Your training materials sit on top of our toolbox talks, so crews get your content instead of stock content.
Timesheets, approvals, and hours by project, logged where the work happens rather than reconstructed on Friday.
Client invoicing and margin per placement, built from the hours your team already logged in step 06.
Corrective actions assigned by text, plus the closeout and proof-of-fix records your file can stand on.
A white-label portal where your client sees trends and logs their own hazards, so you know what to look for before you arrive.
Utilization, margin, and where the hours actually go, across every consultant and every client.
You tell us the order. We build the next step around how your team already works, not the other way around.
Tell us which of the ten actually costs your team time, or which one your admin is running by hand across three different systems, and that is the one that gets built first. Most firms start at step 04, because that's where the hours are most obviously going. Not every firm does.
Your inspectors speak, snap, or type what they observed. Safely Track turns that raw input into a structured report, based on the exact template your client requires. No manual entry.
Narrate what you observed. Safely Track transcribes it and pulls out location, hazard type, crew, and corrective actions. No typing.
Weather, conditions, signage, crew. Safely Track reads what's in the frame and carries it into the report.
Names, issues, context. A typed note becomes structured fields in the finished report.
Not a generic form. Safely Track maps your field inputs to the document that client actually asks for, whether that's their daily report, inspection checklist, or incident log, and formats it the same way across every inspector and every site.
Every report you file stays searchable. Filter by client, project, contractor, issue type, or OSHA category, and see a hazard repeating across sites while it's still a pattern and not an incident.
Two halves to this. Reports, digests, and weekly summaries go out to each client's project team on their own schedule. And a white-label portal gives them somewhere to look between those emails, under your branding, where they can also log what they find themselves.
Each client gets the cadence that works for them, daily, weekly, or on-demand summaries.
Pre-built formats that cover what your client expects to see, without you formatting anything.
Route reports and summaries to the right people on each client's team, automatically.
Reports go out on schedule without anyone pressing send.
Your client logs into your branding, not ours, and sees the trend across their own sites without emailing you for it.
Between your visits their team records inspections and hazards in the same place, so you know what to look for before you get to the site.
Three numbers worth keeping in mind, and a liability that lands harder when your firm's name is the one on the report.
The full ten-step system is built for EHS consulting firms, where the work spans many clients and the liability follows your firm's name. General contractors and loss control teams use the delivery and closeout steps on their own.
Bring a recent report, an inspection template, or whatever spreadsheet your admin is holding the firm together with. In thirty minutes we'll walk the ten steps against how your firm actually runs them, find the one leaking the most time, and tell you what it would take to fix that one first. We work from your documents, not a deck, and we use them for the demo only: we don't save a copy, and they stay confidential.
Book a demo to see your own reports at workPrefer email, or ready to start a pilot? Thomas replies within one business day.