Site App Pro comes with a library of pre-built health and safety forms — daily pre-starts, hazard registers, incident reports, induction checklists, and more. Most accounts are ready to use from day one without building anything from scratch.
Finding your forms
Click Forms in the left menu. You'll see the full list of forms available in your account. Forms with an orange SAP indicator are default templates — once you edit one, that indicator disappears.
Turning a form on or off
Active forms are visible to your team in the mobile app. Inactive forms aren't. To deactivate a form you don't use:
Click on the form to open the form builder.
Click Form Settings to open the settings panel.
Toggle off the Form Library switch.
Set the Form Schedule to None.
Click Save.
Editing a form
To adjust a form — changing a question or removing something that doesn't apply — do the following:
Click on the form.
Scroll down to Form Design.
Click any question to edit it. You can change the text, change the answer type, or delete it entirely.
Click Save when you're done.
Building your own form
Click the Add button to create a new form from scratch. On the right-hand side of the form builder you'll find the AI Form Assistant — describe what you need, or upload an existing PDF, and it will build the form for you.
One important thing: forms are completed on the mobile app, not in the Admin Console. What you're doing here is deciding what those forms look like. Your team does the rest.