You take their word for it. An inspector won't.
Most GCs ask trades if their workers are certified, and trust the answer. When something happens, that trust is not a defence, and the name on the file is yours. SiteFolio verifies every worker's certificates against your site's requirements and keeps the records that show you did your part.
When the inspector asks
Site inspection · Follow-up
Records request
Provide the following for review. Due: end of day.
Working at Heights certificates for every worker on site
Taken on the trade's word
WHMIS 2015 records for all workers
Never collected
Signed site-specific acknowledgements for all trades
Unsigned
What lands on you
- $1,500,000
- maximum fine for a director or officer under Ontario's OHSA. Not the company. The person.
- 12 months
- maximum term of imprisonment for an individual convicted under the OHSA
- The constructor
- carries broad responsibility for site health and safety. On your projects, that's you.
When an inspector, auditor, or incident investigator arrives, they don't ask the company anything. They ask you. And the only answer that helps is a record with a date on it.
SiteFolio supports the administrative workflow behind your health and safety obligations. It doesn't replace them.
One setup. Every trade knows exactly what to do.
Define your site's requirements once. SiteFolio turns them into a guided workflow for every subcontractor you invite, and into records you can stand behind.
From signup to your first trade invited: one 90 minutes call, with us on it.
Step 1 · You set the bar
Set up your site requirements once
Contracts, business documents, and the certifications each trade needs, with required, recommended, and optional levels and deadlines. Requirements for "all trades" apply automatically to everyone on site. This becomes your documented standard for the project.
- WHMIS 2015*
- Working at Heights*
- Site Orientation VideoRecommended
- Add requirement…
- Electrician License (309A)*
- Arc Flash Awareness*
- Aerial Work PlatformOptional
- Add requirement…
Step 2 · Trades self-serve
Trades get a guided checklist, not another email chain
Each subcontractor accepts an invite, signs agreements, uploads business docs, adds their workers, and attaches certifications, step by step, with nothing left to interpretation. They always know what's done and what's still missing.
- Master Subcontractor AgreementSigned May 12
- Certificate of Insurance (COI)Expires Mar 2027
- WSIB Clearance CertificateUploaded
- Add your workers2 of 6 workers added
- Worker certificationsWaiting on workers
Step 3 · Compliance checks itself
Certifications matched to trade types, automatically
SiteFolio matches every worker's trade type against your site's required certifications, and tracks expiry dates. Gaps surface before a worker walks on site, not after something happens.
Marco Rossi
Trade: Electrical
- Electrician License (309A)via Electrical
- Arc Flash Awarenessvia Electrical
- WHMIS 2015via All trades
- Working at Heightsvia All trades
Matched automatically from the site's trade requirements. No spreadsheet cross-checking.
Leo Tran
Electrical · Apex Electrical Ltd.
- Master Subcontractor AgreementReviewedMissing
- Certificate of Insurance (COI)ReviewedMissing
- WHMIS 2015ReviewedMissing
- Working at HeightsReviewedMissing
- Electrician License (309A)ReviewedMissing
Leo Tran
Electrical · Apex Electrical Ltd.
- Master Subcontractor AgreementReviewedMissing
- Certificate of Insurance (COI)ReviewedMissing
- WHMIS 2015ReviewedMissing
- Working at HeightsReviewedMissing
- Electrician License (309A)ReviewedMissing
The GC dashboard
Compliance isn't what you did. It's what you can show.
See which trades are cleared for site, which workers are missing documents, what needs your review, and who can walk on today. Every record reviewed, dated, and stored against its project.
Documents Updated
Northline Plumbing updated their insurance and it's ready for your review.
Worker Compliance Card
3/5Marco Rossi
Electrical · Apex Electrical Ltd. · WK-A4F2
- Electrician License (309A)
- WHMIS 2015
- Working at Heights
- Arc Flash AwarenessMissing
- Aerial Work PlatformMissing
Drill down to any worker
Every worker has a compliance card: what's uploaded, what's missing, and what's expiring, with previews and downloads one click away. When someone asks for proof, you have it.
Revision Comparison Tool
The spec came back reissued. Find every change in minutes.
Overlaying a red print and a blue print shows you ink that moved. SiteFolio's Revision Comparison Tool shows you the words that changed, marked on the page they sit on, even when a new clause pushes the rest of the document onto later pages.
3.02 ROUGH CARPENTRY
All exterior wall framing shall be pine, kiln dried to 19 percent moisture content.
Submit shop drawings within ten working days of award.
3.02 ROUGH CARPENTRY
All exterior wall framing shall be red cedar, kiln dried to 15 percent moisture content.
Submit shop drawings within five working days of award.
A desktop tool for Windows and Mac. It runs entirely on your machine: no upload, no account, no network.
The chase
Eight steps per worker. And you still take their word for it.
Nobody sets out to run compliance through text messages and a binder in the truck. It ends up there one favour at a time, until the only person who knows where anything is, is you.
How it happens today
8 steps- 1Ask the trade if their crew is certified.
- 2Take their word for it.
- 3Text the foreman at 7pm for a photo of a card.
- 4Get a blurry photo back. Save it to a folder, or the binder in the truck.
- 5Rename the file so you can find it again.
- 6Do it again for the next worker. Then the next trade.
- 7Miss the card that expired in March.
- 8Find out when the inspector asks.
Nothing dated. Nothing reviewed. Nothing you can put in front of anyone.
How it happens with SiteFolio
3 steps- 1Set your site requirements once.
- 2Invite the trade. Their crew works through a guided checklist on their phone.
- 3Watch the board. Expiries surface weeks before they bite.
What you end up with
- Every certificate checked against what your site actually requires
- Every record dated, reviewed, and stored against its project
- Every expiry flagged while there is still time to fix it
Cleared for site
Why SiteFolio exists
SiteFolio was built inside a working general contractor to fix its own trade compliance problem on active residential sites. Not by a software company guessing at construction.
Getting started
You don't set this up alone. We do it with you.
One working session of 90 minutes, booked around your site, not ours. You are on the call while we build it, so you know where everything lives before we hang up.
What you bring
- Your trade list for one project.
- The contracts and documents you already hand out.
- The certifications you expect on that site.
What we do on the call
- Set your site requirements: required, recommended, and the deadlines that go with them.
- Load your trades and their contacts.
- Send the first invites while you watch.
What you leave with
- A live project board.
- Your first trades already invited.
- A person to call, by name. Not a ticket queue.
You did not get into building to name files. SiteFolio takes the filing, the chasing, and the expiry dates. You keep the part that needs a person: knowing your trades and keeping them on side.
Compliance is what you can show. SiteFolio is how you show it.
See it on a real site workflow, from trade invite to cleared for site.
Priced for small and mid-size GCs, not enterprise software budgets. We set it up with you in one 90 minutes session.




