Health and Safety Consultancy Software: Review Dates, Site Reports and Client Action Lists

With Mythex a health and safety consultancy can build a CRM where every client site has its own assessment types and review dates, a client portal that holds current documents and the open action list from the last visit, and quotes priced from floor area, floors and whether people sleep on site. Explain your services and review cycle in chat, test it in the preview, then publish.

Recurring work that only recurs if someone remembers

The work repeats: annual risk assessment reviews, fire risk assessments revisited when a building changes, site audits, toolbox talks. Clients are small employers, landlords and contractors who usually call when an insurer, a main contractor's prequalification or an inspector asks for a document by a date. Consultants spend the day on site with a tablet or clipboard and the evening writing reports. Review dates sit in individual calendars, so renewals are missed until the insurer asks, and recommendations from last year's report are still open at this year's visit.

• Review due dates per site, not per client
• Tender-driven leads with hard deadlines
• Documents and action plans each with an issue date
• Client action tracking with photo evidence
• Report turnaround from visit to issue
• Invoices with site, assessment and PO number

What you can build for health and safety consultancies

Review dates as the sales pipeline

Every client site is recorded separately with its assessment types and review dates. A monthly list of assessments due in the next ninety days drives renewals, tender leads sit in their own pipeline with the deadline, and referrers like insurers and brokers are recorded.

Build a CRM for my health and safety consultancy. Clients have multiple sites; each site has assessment types (fire risk, general risk, COSHH, audit) with last done and review due dates. Show all assessments due in the next 90 days. Keep tender-driven leads in a separate pipeline with the client's deadline, and record the referrer (insurer, broker, accountant) for each client.

A portal where open actions stay visible

Each site has a document library of current assessments, action plans and training records with issue dates. Clients tick off recommendations and upload photo evidence, see the next review date months ahead, and each contact sees only their own sites.

Create a client portal for my health and safety consultancy. Each client site has a library of current documents with issue dates, and an action list from the latest assessment with priority and due date. Client users mark actions done and upload photos as evidence. Show the next review date per site. Users only see the sites they are assigned to.

Fire risk assessment quotes from three questions

Price from floor area, number of floors and whether people sleep on the premises, discount extra sites on the same trip, add an action plan, follow-up visit or training as options, and record acceptance with a PO number before booking.

Build a quote app for health and safety assessments. Fire risk assessment price is based on floor area band, number of floors and whether there is sleeping accommodation. Additional sites on the same trip get a 20% discount. Optional lines: written action plan, follow-up visit, fire warden training. Clients accept online and must enter a purchase order number.

Site visits booked with access and induction details

Visit length follows the assessment type and site size, travel time sits between visits, and the booking asks for floor plans, the previous assessment, the site contact and any induction needed. Group training dates are offered separately.

Create a booking system for site visits. Visit length depends on assessment type and site size (small office 2 hours, warehouse full day), with 60 minutes travel between visits. The form asks for site access details, site contact, induction requirements and uploads for floor plans and the previous assessment. Offer group training dates with seat limits separately.

Awareness modules with downloadable records

Short online modules like manual handling awareness or fire warden basics, each ending in a quiz, with completion records employers can download, seats bought in groups and refresher dates per course.

Build an online training area with short modules (manual handling awareness, fire warden basics, display screen equipment), each with a quiz and pass mark. Employers buy seats and assign staff, download completion certificates, and staff are reminded when a refresher is due after 12 or 36 months.

Reports out on time

Assessments due in one, three and six months, site days against report days per consultant, the gap from visit to report issue, and revenue split between retained, one-off and training work.

Make a dashboard for my health and safety consultancy showing assessments due in the next 1, 3 and 6 months, days from site visit to report issue per consultant, site days versus report days per consultant, and revenue from retainers, one-off assessments and training.

Site notes into a report, faster

Give consultants a site form on their tablet with the sections of your report template: findings, risk rating, photos and recommended actions. When the form is complete, the draft report and the client's action list are created from it, so the evening is spent checking rather than retyping. Send the invoice with the report.

• Site form mirrors the report
• Photos stored with each finding
• Actions flow into the client portal

Pages for the moment someone needs a document

Enquiries usually start with an insurer, a new lease or a tender asking for paperwork by a date. A service page per document and a landing page for each trigger, such as contractor prequalification packs or landlord fire risk assessments, with your turnaround time, catches people while it is urgent. Show your qualifications and memberships plainly.

Questions

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