Build your own safety forms instead of bending a template to fit
Appello's form builder lets your safety lead build the forms your company actually uses: hazard assessments, pre-use inspections, toolbox talks, incident reports. Drag questions into order, group them in sections, decide which answers pass and what a failed answer must include, and choose who signs and who gets a copy. Crews fill the same form on their phones. It is live today for insulation, mechanical and sheet-metal contractors in Canada and the US.
Safety form builder: how it works
Fourteen question types
Text, numeric, date, time, yes / no, pass / fail, multiple choice, person, equipment, photo, file, signature, risk assessment and acknowledgement. Any question can be mandatory, and its description can carry an attached PDF.
Sections the crew can skip or repeat
Group questions into sections and drag them into order. A section can open with a continue or skip choice, so the crew passes over work that isn't happening today. A section can also repeat: one block per ladder, one per lift.
Answers that pass, fail or ask for more
Mark which answers are accepted. Any other answer fails the question, and the submission with it. Turn on conditional logic and a chosen answer can require a written reason, a photo, or another form. Numbers and dates can be checked against a range.
Signatures, copies and versions
Name default signatories from your staff who sign every submission, and recipients from your staff, groups or outside contacts who get an email each time. Once a version has submissions it is locked, and edits go into the next version.
A normal week with it
- Monday
The safety lead duplicates the current hazard assessment, adds a section for hot work, and checks it with Preview Form.
- Tuesday
Publish the new version and attach it to the jobs that need it, or to all open jobs.
- Rest of the week
Crews fill it on their phones. Failed submissions show in the form inbox, with the reason and photo the form asked for on the answer.
What a template pack costs you
A pack of ready-made forms gets you started quickly. Then you spend the next year working around it.
- The form asks every question on every job, so crews stop reading it.
- A change means a new PDF, and nobody knows which version the crew filled in.
- A failed check sits on the page with no reason or photo behind it.
- Signatures and copies depend on someone remembering to chase them.
Safety form builder: common questions
Can we rebuild the forms we already use?
Yes. Appello's form builder lets you rebuild the forms you already use, question by question, in the order your crews know, grouped into sections. Fourteen question types cover text, yes / no, pass / fail, photo, signature, risk assessment and more. Download a PDF of the blank form to check it against the original before you publish it.
What happens to old submissions when we change a form?
Appello keeps old submissions with the version of the form they were filled on. Once a version has submissions it is locked, so editing the form creates the next version, and the current one stays active until you publish the new one. Nothing already submitted is rewritten.
Can we keep some answers private?
Yes. In Appello's form builder, you mark a form as containing sensitive data, and only people with sensitive-data access can see its submissions. Access control on each form also decides who can start it. Both are set on the form itself, so put questions that need to stay private on a form marked sensitive.
Safety form builder, on your own jobs
A 30-minute demo built around how your crews and office work today.
Score your operation in 8 minutes
22 questions on how your office runs today. You get a scored report and the three things worth fixing first.
Start the scorecardChecked against the product 2026-09-24. Screens are illustrations built with fictional data.