Step 1 - Open Your Project
Log in to your BuildPass account.
From your dashboard, open the relevant project.
Step 2 - Navigate to Companies
In the left-hand menu, click Companies.
Select On This Project to view subcontractors and trades already assigned to the project.
Step 3 - Add the Company (if needed)
If the subcontractor isn't already on the project, you'll need to add them before requesting a SWMS.
Click Add or Invite Company.
Enter the company's details and confirm to add them to the project.
Step 4 - Request a SWMS
Locate the subcontractor you want to request a SWMS from.
Click the three dots (⋯) next to their name.
Select Request Documents.
Ensure SWMS is toggled on. Toggle off Insurances or SDS if those documents aren't required.
Optionally, add a custom message with any specific instructions - for example: "Please upload a SWMS that includes working at heights, as this is applicable to your scope of work."
Click Send. The subcontractor will receive an email with a link to upload their SWMS directly to BuildPass.
Step 5 - Review the Submitted SWMS
Once the subcontractor submits their SWMS, it will appear under the SWMS section of your project.
Open the document and update its status to Reviewed or Changes Requested as appropriate.
💡 Tips
Re-requesting a SWMS: If a subcontractor hasn't responded, go to their profile and click Invite Again or Request Documents again - see the re-request guide
SWMS Templates: BuildPass includes 28+ pre-built SWMS templates available in the SWMS Builder.
Need help? Reach out to the BuildPass support team at any time via the chat icon in the platform.