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Safe Work Method Statement (SWMS) Template

Create, sign, and send templated SWMS forms digitally. Keep electronic records and run your whole trade business with Tradify — the job management app for tradies.

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4.8 / 5 from 7,000+ ratings and reviews

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Create and customise electrical certificates

Pre-populated customer data allows you to easily create, edit and send digital PDFs of certificates and forms within Tradify.

Capture signatures electronically

Formalise your certificates on the go by capturing signatures through your touchscreen in the Tradify app.

Speed up customer communication

Email digital PDFs of your forms & certificates directly from Tradify. Easily schedule automatic service reminders for regular maintenance jobs & appointments.

Cloud storage & record-keeping

Never lose your certificate pad or completed forms again. Keep everything safe and secure in the cloud with Tradify.

Step 1

Enquiries

Streamline your business processes right from the start!

Tradify can help you easily capture enquiries, store customer profiles, and quickly turn enquiries into quotes, jobs, and invoices.

Learn more about enquiries

Step 2

Quoting

Win more work by quoting faster than ever!

Use professionally branded quote templates, customisable themes, imported price lists, and automated email & SMS follow-ups.

Learn more about quoting

Step 3

Scheduling

View active jobs and staff locations in real-time!

Schedule jobs faster, dispatch with ease, and quickly communicate with customers and your team. See what’s going on at a glance by syncing Tradify with your Google Calendar.

Learn more about scheduling

Step 4

Job Tracking

Improve your project management!

Track everything with job dashboards, an interactive map, and reporting functionality. Quickly add photos, videos, and notes to jobs, and manage multiple projects with ease.

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Step 5

Invoicing

Save hours on invoicing!

Create professionally branded invoices with customisable themes and templates for different types of work. Stop double-handling and manual data entry by syncing invoices with your favourite accounting software (Xero, QuickBooks, or MYOB).

Learn more about invoicing

Step 6

Payments

Get paid faster!

Enable automatic overdue payment reminders with Tradify and offer online credit card payments by connecting to Stripe. Check if customers have viewed your invoice and track payments on the go — onsite or in the office.

Learn more about payments

NZ Safe Work Method Statement (SWMS) Template

Quickly create, sign, and send digital versions of the NZ Safe Work Method Statement.

NZ Job Safety Analysis (JSA) Template

Record risks and control measures online. Enter information and collect signatures from any device.

Learn more about our NZ JSA template

NZ Electrical Safety Certificate (ESC) Template

Ditch your certificate pad! Create, sign, and send digital copies of the NZ ESC and other safety forms with the Tradify app.

Learn more about our NZ ESC template

NZ Certificate of Compliance (CoC) Template

Easily certify any electrical work completed with the NZ CoC. Create & store certificates securely with Tradify.

Learn more about our CoC template

NZ Gas Safety Certificate (GSC) Template

Complete and quickly certify your gas work with Tradify's digital GSC templates. Fill & sign safety certificates from anywhere.

Learn more about our GSC certificate

NZ Gas Certificate of Compliance (CoC) Template

Forget your certificate pad! Create, sign, and send digital copies of the NZ Gas CoC and other safety forms with the Tradify app.

Learn more about our CoC template

★★★★★

“I have been using Tradify for a few years now, the app and support is awesome. It keeps getting better!"

Adrian Clark Glazing

North Glass, Mangawhai, New Zealand

★★★★★

“Love it, simple to use, does what it says on the tin."

Jude Stubbington Carpentry

Interstall, Wellington, New Zealand

★★★★★

“I recommend Tradify often. My advice to other tradies? Get on to it. Sort out your processes, make your life easier and get some free time back."

Luuk Hermens Electrical

Motueka Electrical, Motueka

★★★★★

“Tradify makes quoting and invoicing so easy. Now, I get to have an afternoon!”

Michael Leadbeater Property & Home Services

Dentice Property Services, Wellington, New Zealand

★★★★★

“I used to lose bits of paper all the time. Now we don’t even need paper because we can do it all online.”

Leah Wynne Property & Home Services

Wairarapa Dream Clean, Wairarapa, New Zealand

★★★★★

“Tradify makes it easy for me as an administrator to know that I have all customer and job information in one place, so nothing is missed.”

Josh King Property Maintenance

DryGutts, Hamilton, New Zealand

★★★★★

“Tradify allows me to present my quotes professionally - gone are the days of builders turning up in raggedy shorts with scribble quotes on loose bits of paper."

Pete Langford Construction

Apex Construction, Nelson, New Zealand

Tradify costs per user, per month. You can also talk to us about team pricing options or find more details on our Pricing Page.

Tradify is a powerful job management platform on desktop, and can also be downloaded as an app on your iPhone, iPad, or Android mobile device.

Nope, we keep things simple by following a month-to-month payment model. No contracts, no commitments.

No, this feature is free with your Tradify subscription.

Start your free 14-day trial today to see what other great features we offer.

A Safe Work Method Statement (SWMS) and is used by trade businesses to ensure workplace risks and controls are identified. It also helps identify what people, equipment and processes are needed to work safely.

You identify risks and hazards using the Risk Assessment Matrix. Additionally, you'll outline your control measures using the Hierarchy of Controls.

A Job Safety Analysis (JSA) is used by trade businesses to identify potential hazards when completing a job. If you're completing the form, you'll need to identify any hazards for a given task and outline the measures you'll take to control the risk and avoid harm.

Yes! Tradify allows you to generate, fill out, sign, and send a number of certificates including the Job Safety Analysis and Safe Work Method Statement.

Yes! Once complete, the form can be saved as a PDF and emailed out from Tradify.

Tradify includes other features designed to help your trade business get get paid faster. Start by adding automated payment reminders to reduce your admin on those unpaid invoices. Tradify’s system also includes a tool to help you see if your customer has viewed your invoice as well offers people the ability to pay invoices securely online.

Tradify can help you run every aspect of your business. Receive enquiries, send quotes, manage jobs and staff, communicate with customers, send invoices, get paid online, and more!

Talk to a real person on 0800 003 189. Our fast, friendly customer support team is available to help you with any questions you might have about using Tradify. You can also email support@tradifyhq.com or check out our Help Centre.

Safe Work Method Statement (SWMS) Template