Managing safety operations isn’t easy. Complex workflows across multiple teams, work in remote areas with limited connectivity, strict regulatory demands, protecting sensitive data – it’s a lot to handle.
After 10+ years working closely with field teams, we know the pressure. This is why we’ve built Fluix to help you meet every one of the challenges head-on.
Below are 10 powerful Fluix features that help you automate safety workflows without losing control. Plus, we’ve included pro tips from our team to help you get the most out of each one.
Contents:
- 1. Customizable Safety Checklists & Forms
- 2. Mobile Access with Offline Functionality
- 3. Incident Reporting
- 4. Automated Workflows & Approvals
- 5. Task Scheduling
- 6. Photo Capture in Safety Checklists
- 7. Compliance with OSHA, ISO, and Internal Safety Standards
- 8. Hazard Identification & Risk Assessment
- 9. Team Collaboration
- 10. Safety Training & Certification Tracking
- Smart Safety Built for the Field
1. Customizable Safety Checklists & Forms
Fluix lets you re-create existing paper documents or build dynamic forms from scratch for JSAs, risk assessments, site inspections, and toolbox talks, with no IT support required. Use the drag-and-drop editor, conditional fields, and drop-down menus, to ensure every form is aligned with the task at hand.
Pro tip: Use our custom feature Create My Form and send us a description of the form in any format. And our teams will build a custom form for you.

2. Mobile Access with Offline Functionality
Remote job sites, like wind farms, pipelines, or telecom towers, often have little to no signal. Yet, Fluix’s mobile app lets teams access safety documents, complete checklists, and submit incident reports even without an internet connection. Once they’re back online, everything syncs automatically and securely.
Pro tip: Have crews open the day’s forms while still in range. This preloads content, ensuring uninterrupted access when they head into no-signal zones.
“The fact that you can use Fluix offline is an absolute must for us. It means that technicians can work on a boat, from their car, or from the top of a turbine.” James Bird, Maintenance Engineer, RWE Renewables
3. Incident Reporting
Fluix makes it easy for field workers to submit structured incident reports, including photos, notes, and location data, from their mobile devices. Reports are automatically routed to safety leads or supervisors for rapid response and investigation.
Pro tip: Create routing rules based on severity level. For example, automatically escalate “Critical” reports to HSE managers, ensuring urgent issues never sit in an inbox.

4. Automated Workflows & Approvals
Fluix allows you to build multi-step workflows that route forms to the right people based on predefined rules. Whether it’s a safety audit, incident report, or daily inspection, approvals happen faster, and nothing falls through the cracks.
Pro tip: Track approval turnaround times to identify workflow bottlenecks. This helps you optimize processes and spot teams that may need follow-up training.
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5. Task Scheduling
Fluix lets you assign tasks based on roles, trigger recurring tasks, and set deadlines all while keeping everything linked to the relevant forms or procedures. Stay on top of inspections, audits, and safety meetings with built-in task scheduling.
Pro tip: Schedule recurring toolbox talks, and make sure your team doesn’t skip them.

6. Photo Capture in Safety Checklists
Teams can take and embed images directly into any safety form. This adds visual evidence to reports, helping supervisors understand hazards or verify site conditions without needing to be there physically.
Pro tip: Standardize the type and angle of photos expected (e.g., wide-angle for context + close-up for detail) to streamline reviews and improve audit quality.
“We can’t order products without accurate photos and measurements. We use Fluix to verify the information gathered by the sales rep, so we can guarantee that what was sold to the customer will actually fit in their home on installation day.” Bob Camire, Co-Founder & VP of Sales at Bath Experts
7. Compliance with OSHA, ISO, and Internal Safety Standards
All safety documentation in Fluix is centralized, searchable, and controlled through role-based permissions. Version control ensures your teams are always working from the latest procedure or checklist, and audit trails make it easy to prove compliance.
Pro tip: Use folder naming conventions and organize your documentation by year, policy or score for easy search.

8. Hazard Identification & Risk Assessment
Field teams can perform digital risk assessments in minutes and submit structured hazard reports from their phones. This data is instantly available to safety managers for analysis and decision-making.
Pro tip: Add a “suggested fix” field to hazard reports to gather frontline ideas. Crews often spot practical solutions that leadership can formalize and scale.
9. Team Collaboration
Need a subcontractor to sign a safety policy? A client to review a permit? A trainee to submit a form? With Fluix, external partners can collaborate with you without needing a login or license.
Guest access lets you invite anyone to complete forms or sign documents via a simple link. They open it in their browser, fill it out, and submit. No installation. No accounts. No friction.
Pro tip: Use guest tasks for contractors who only interact occasionally. It reduces admin overhead while keeping your process secure and standardized.

10. Safety Training & Certification Tracking
Fluix tracks employee training records and certifications, keeping everything stored in one place and tied to each team member’s role or job type.
Pro tip: Run a monthly report filtered by job role to see whose certifications are due. This allows you to schedule retraining before projects begin—not after delays hit.
“Fluix allowed us to reduce the training time and made it easier for technicians to upskill on multiple projects.” Susanne Svenningsen, Training Program Manager, Siemens Gamesa
Smart Safety Built for the Field
With Fluix, you get a system that adapts to your job site, eliminates slowdowns, and delivers the data you need to lead with confidence.
Whether you’re managing hundreds of miles of pipeline or dozens of remote crews, Fluix gives you the automation, insight, and flexibility to run a safety-first operation, without all the admin drag.Ready to make safety simple, smart, and scalable?