ZoTracker feature catalog

One connected platform for safety, compliance, and operations work.

ZoTracker brings certificates, orientations, forms, incidents, equipment, projects, contractors, employees, documents, reports, notifications, permissions, and support into one practical portal.

Certificates Orientations Incidents Forms Projects Equipment Employees Contractors Customers Documents Meetings Reports Notifications Access and Permissions My Tasks Technical Support

ZoTracker module overview

Modules

Use the modules you need now, then expand as your process grows.

Each module is designed around real tracking work: ownership, due dates, proof, approvals, reminders, permissions, and exports.

Training, tickets, licenses, and compliance proof

Certificates

Track certificate records for employees, contractors, and unassigned inventory with expiry alerts, approvals, employee ID/QR quick access, bulk upload, backup ZIP exports, and retention history.

Onboarding and training completion

Orientations

Create orientations, assign them to employees or contractors, share secure access links, track completion, issue certificate files, and report on overdue training.

Report, investigate, assign, and close

Incidents

Capture incidents, near misses, hazards, files, investigation details, corrective actions, closure approvals, analytics, and reminder workflows in one accountable process.

Builder forms, uploaded forms, public access, and review

Forms

Create forms with the builder, upload source PDFs, assign forms, collect submissions, review results, manage public access links with downloadable QR codes, and report on completion.

Project roles, planning views, tasks, logs, files, issues, and approvals

Projects

Run project-level safety and compliance work with intake, assignments, milestones, tasks, Gantt planning, calendar views, logs, issues, approvals, change orders, files, capacity, analytics, and reports.

Assets, inspections, maintenance, parts, requests, and assignments

Equipment

Manage equipment profiles, inspections, maintenance schedules, parts, requests, assigned assets, secure access links, analytics, and reports.

People, access, documents, ID cards, QR, and assigned work

Employees

Centralize employee profiles, account access, documents, linked records, ID cards, QR quick access, security controls, and employee-facing task views.

Onboarding, certificates, orientations, projects, and documents

Contractors

Track contractor profiles, compliance documents, certificate and orientation context, project relationships, and contractor readiness in one secure workspace.

Customer context, project reporting, and relationship visibility

Customers

Keep customer records, linked projects, contractor context, documents, and compliance reporting organized for client-facing teams.

Policies, files, controlled access, and audit readiness

Documents

Store, organize, share, and protect safety policies, manuals, procedures, employee documents, and compliance files with access-aware workflows.

Topics, attendance, notes, and follow-up records

Meetings

Plan, record, and report on safety meetings, toolbox talks, attendance, files, and follow-up notes without paper binders.

Analytics, exports, scheduled reports, and audit visibility

Reports

Use dashboards, analytics, reports, scheduled report workflows, and module exports to see compliance status and prepare audit-ready records.

Alerts, reminders, and follow-up visibility

Notifications

Keep users aware of assigned work, expiring records, overdue actions, approvals, support replies, and workflow events with in-app notifications and email reminders.

Module visibility, user roles, secure access, and controlled workflows

Access and Permissions

Control who can view, create, edit, approve, export, and manage records with role-aware access, module visibility, account security settings, and workflow permissions.

Personal task views, assigned work, approvals, and follow-up

My Tasks

Give users a clear view of assigned certificates, orientations, forms, incident actions, equipment work, project tasks, approvals, and follow-up items from connected modules.

Support requests, replies, files, and history

Technical Support

Submit support tickets from inside ZoTracker, continue conversations, attach evidence, and keep support history organized.

Where to start

Choose the first module by the problem your team feels today.

Most teams do not need to roll out every module at once. Start with the workflow causing the most missed dates, scattered proof, or manual follow-up, then connect more records later.

If dates are being missed

Start with certificates, orientations, equipment, notifications, or assigned tasks so due dates and renewals are visible.

Compare certificate tracking

If proof is scattered

Start with forms, documents, incidents, contractors, or audit-ready records to keep files and status attached to the work.

Review record management

If people need clearer ownership

Start with employees, contractors, projects, permissions, and My Tasks so accountable owners know what to complete next.

See why teams choose ZoTracker

If you want to test first

Use Basic Free with real records before upgrading. It is built for small teams that want a permanent starting point.

Explore the free plan

Need the right starting point?

Most teams begin with the records they chase most often.

That may be certificates, forms, incidents, contractors, equipment, projects, documents, reminders, permissions, or reports depending on the team.

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