Safety Plus, a safety management software and services company with over 30 years of experience, supports small to mid-sized businesses across the United States with a full suite of safety solutions — including third-party safety management (Edge Pro), contractor management, and a comprehensive safety management platform called Edge. Safety Plus invests carefully in the technology it uses and integrates. When the company needed a powerful, customizable solution for managing digital forms in its software at scale, it turned to Jotform Enterprise.
According to Rob Cowden, Chief Product Officer at Safety Plus, the decision to adopt Jotform was straightforward: “About 20 percent of our business is tied to safety forms. Jotform Enterprise gave us exactly what we needed to offer a modern, flexible experience without building it ourselves.”
Safety Plus case study results at a glance
Software tools replaced
3
Departments using Jotform Enterprise
5
Number of forms
1,921
Jotform Enterprise cost us nothing on the engineering side to implement, and it gave us a feature set we could immediately monetize.
Rob Cowden, Chief Product Officer, Safety Plus
Replacing legacy systems with scalable simplicity
Before implementing Jotform Enterprise, Safety Plus relied on a mix of tools to manage form generation and PDF creation — including multiple form builders and integrations routed through Zapier. With Jotform Enterprise, the company consolidated those tools into a single, streamlined platform.
Internally, Safety Plus now uses Jotform Enterprise across at least five departments, and externally, it powers a major part of the company’s customer-facing safety experience.
API integration that enables real-time data accuracy
One of the most important benefits for Safety Plus was Jotform’s API. By integrating it into the Safety Plus platform, customers can prefill forms with live, accurate data pulled from their systems — no more uploading spreadsheets or manually entering employee information.
Our customers can fill out forms from anywhere and print permits when needed. They love it.
Rob Cowden, Chief Product Officer, Safety Plus
This setup dramatically reduces friction and improves data quality. Dropdowns update in real-time, and forms always reflect the latest personnel or project information. “Jotform Enterprise cost us nothing on the engineering side to implement,” Cowden says, “and it gave us a feature set we could immediately monetize.”
A digital experience that works in the field
Jotform Enterprise has also proven valuable for Safety Plus clients working in the field. Workers can submit job safety analysis (JSA) forms each morning from any device. The forms automatically route to supervisors for review and approval — allowing teams to get to work quickly while maintaining compliance.
“Our customers can fill out forms from anywhere and print permits when needed,” says Cowden. “And because the forms match their paper-based workflows, there’s no steep learning curve. They love it.”
Safety Plus also takes advantage of Jotform’s Smart PDF Forms to digitize existing documents. By uploading a paper permit or other form, the system autodetects fields and transforms it into an online version that mirrors the original.
It sounds ridiculous to say we saved a million dollars, but we did. Jotform Enterprise is an MVP for us. It’s so synergistic with how we operate that pulling it out would be like removing a pacemaker.
Rob Cowden, Chief Product Officer, Safety Plus
Workflow automation and on-demand knowledge
Beyond individual forms, Safety Plus uses Jotform’s no-code tools to build workflows and internal apps. Through the Edge platform, clients can access customized dashboards that route them to the right forms, knowledge articles, or requests — whether they’re submitting a contractor review, verifying insurance, or logging a field observation.
Jotform Enterprise’s conditional logic and no-code app builder allow Safety Plus to deliver information on demand through a mobile-friendly, intuitive interface. Customers can scan a QR code, launch a mobile app, and complete key safety documentation in seconds.
Substantial ROI — and strategic impact
The cost savings of adopting Jotform Enterprise have been significant. Safety Plus estimates that building an in-house form builder with comparable functionality would have cost more than one million dollars — and still wouldn’t have delivered the same flexibility or user experience.
“It sounds ridiculous to say we saved a million dollars, but we did,” says Cowden. “Jotform Enterprise is an MVP for us. It’s so synergistic with how we operate that pulling it out would be like removing a pacemaker.”
Jotform Enterprise has become a critical enabler of Safety Plus’s mission: simplifying safety for the businesses that need it most. It supports not only form creation, but entire workflows — driving both internal efficiency and external value for the company’s rapidly growing client base.
Photo by RONNAKORN TRIRAGANON on Unsplash
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