01
Import the right job details
Select the relevant Simpro job and bring its job, customer and site information into a linked BlueSafe Project.
BlueSafe + Simpro
Turn Simpro jobs into job-ready WHS documents without retyping the details.
Import the selected Simpro job, customer and site into a BlueSafe Project. Prepare prefilled SWMS, risk assessments and safety policies, collect worker signatures digitally, then return selected completed PDFs to the matching Simpro job.
Available with paid BlueSafe WHS plans. Connection is completed once by an authorised administrator.
Simpro Job #1842
Commercial roof replacement
Customer
Example Customer
Site
Sydney CBD
Status
Pending
BlueSafe Project
Completed document
Commercial Roofing SWMS.pdf
Prefilled job details · Worker signatures recorded
Upload only when you choose
An authorised BlueSafe user selects the completed PDF and confirms the upload to the corresponding Simpro job.
Single and multi-company builds
Choose the Simpro company that belongs to the BlueSafe organisation.
Administrator-authorised OAuth
A Simpro administrator approves the one-time connection.
User-confirmed PDF uploads
Nothing is returned to Simpro until an authorised user confirms it.
One connected workflow
Keep Simpro focused on the job and BlueSafe focused on the safety documentation.
The integration reduces repeated data entry without replacing either system’s role.
02
Start with prefilled safety documents
Use the imported details in SWMS, risk assessments, safety policies and other BlueSafe WHS documents instead of entering them again.
03
Collect worker signatures digitally
Issue the relevant documents to workers and keep their digital signing evidence with the BlueSafe document.
04
Return the completed PDF
Select the completed Project PDF, confirm the upload, and attach it to the corresponding Simpro job.
How it works
From connection to completed PDF in four controlled steps.
BlueSafe starts the connection. Simpro handles administrator authorisation. Your team stays in control of every import and upload.
- 1
Connect the Simpro Build
A BlueSafe organisation administrator enters the Build URL, then a Simpro administrator signs in and approves access.
- 2
Choose a company and job
For a multi-company Build, select the company explicitly. Search recent jobs and review the details before importing.
- 3
Prepare and sign the documents
Create the linked BlueSafe Project, complete the required WHS documents and collect worker signatures.
- 4
Confirm the PDF upload
Choose only the completed PDFs required for the job and confirm their upload to Simpro.
Clear control boundaries
Authorised once. Controlled every time.
The connection uses OAuth 2.0 and requires a Simpro administrator. BlueSafe does not silently create projects, change Simpro jobs or upload documents in the background.
Compare WHS plansOne Simpro company is connected to each BlueSafe organisation.
Job imports are reviewed before a BlueSafe Project is created.
BlueSafe-specific WHS content is preserved when supported Simpro fields are refreshed.
Completed PDFs are selected and uploaded only after explicit user confirmation.
Ready to connect Simpro jobs with your WHS documents?
Choose the BlueSafe WHS plan that matches your document, worker and workflow needs.