Safety & Incident Kit — 16 Editable Templates for Construction, Roofing & Home Services

When something goes wrong on a job site, the next 60 minutes matter.

This is the safety documentation kit I built for the small business 

managers I've worked with over 20+ years in HR. The foreman who's 

the only safety person on a roofing crew. The GM running three 

trades businesses. The owner-operator who knows OSHA exists but 

doesn't have time to figure out the forms.

If you've ever stood at a job site after an incident wondering 

"what do I write down, what do I ask, who do I call, what happens 

next" — this is the answer.

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WHAT'S INSIDE

16 editable templates and guides:

- Employee Injury Report (with body diagram)

- Near-Miss Report

- Vehicle Incident Report

- Property Damage / Third-Party Incident Report

- Witness Statement Form

- Safety Concern / Hazard Report

- Employee Refused Medical Treatment Form

- Employee Declined to Provide Statement Form

- Return-to-Work / Modified Duty Acknowledgment

- "First 60 Minutes After an Incident" Cheat Sheet

- "Was This Preventable?" Review + Corrective Action Plan

- Incident Log Tracker (Word AND Excel with live dashboard)

- Toolbox Talk Sign-In Sheet + 12 Ready-to-Use Topics

- Real Examples: Strong vs. Weak Safety Documentation

- Start Here Guide

- Google Docs Access Links

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THE 12 TOOLBOX TALK TOPICS

Ladder Safety. Fall Protection. PPE Basics. Heat Illness. Hand 

and Power Tools. Lifting and Back Safety. Eye Protection. Vehicle 

and Driving Safety. Slips, Trips, and Falls. Electrical Basics. 

Job Site Communication. Near-Miss Reporting Culture.

Each one is 5 to 10 minutes. Talking points, discussion question, 

action item. Sign-in sheet included.

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WHO IT'S FOR

Owners and managers of small field and trades businesses with 

2 to 50 employees — roofing, gutters, siding, HVAC, plumbing, 

electrical, landscaping, lawn care, tree work, general 

contracting, concrete, masonry, painting, flooring, handyman, 

mobile home repair, and anything similar.

If you have field crews, vehicles, ladders, power tools, or work 

on customer property, this kit is for you.

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WHY IT'S DIFFERENT

Most safety templates online were written for office environments 

by people who've never set foot on a job site. This kit was built 

by someone who's spent 20+ years in HR for field and trades.

The forms know what a tear-off site looks like. The toolbox talks 

reference real job site hazards. The examples are based on real 

situations.

Plain English. Real-world. No corporate fluff.

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WHAT YOU GET

Instant digital download. Use it today.

- 16 editable Word documents (.docx)

- Incident Log Tracker also in Excel (.xlsx) with a live dashboard

- Google Docs and Google Sheets compatible (links included)

- Print-ready, letter-size

Works with Microsoft Word, Excel, Google Docs, and Google Sheets, 

on Windows, Mac, Chromebook, and iPad.

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INSTANT DOWNLOAD:

Files are delivered the moment your payment processes. No waiting. No shipping. Open them in Word or save copies to Google Docs and edit there.

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DISCLAIMER: These templates are provided for informational and operational use only. They do not constitute legal advice. Employment law varies by state, country, and situation. Before terminating an employee, finalizing an offer, conducting a background check, or handling a sensitive matter consult a qualified employment attorney or your HR/legal counsel.

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ALL SALES ARE FINAL — digital downloads cannot be returned, but if you have any issue with your files, message me and I'll make it right.

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Questions before you buy? Email me. I'm a real person and I read every message.