A permit-to-work system is the authorization gate between planning hazardous work and actually doing it. Hot work near flammable materials, confined space entry, lockout/tagout for energy isolation, working at heights, excavation near buried utilities — each of these requires a documented permit proving the hazards were assessed, controls were implemented, and authorized personnel approved the work before it started. When that process lives on carbon-copy paper forms or shared PDFs, permits get backdated, isolation verification gets skipped, and there is no reliable way to track how many active permits are open across a multi-site operation.
Digital PTW software should solve three problems that paper never could: enforce sequential authorization (so a hot work permit cannot be activated until gas testing is confirmed and fire watch is assigned), provide real-time visibility into active permits across all locations, and create an auditable chain of custody showing exactly who authorized what and when. Most safety platforms treat permits as another form template — a blank document you fill out — rather than a controlled authorization workflow with enforcement logic.
We evaluated each tool below on what matters for high-risk permit management: permit type coverage (hot work, confined space, LOTO, working at height, excavation), sequential authorization enforcement, hazard crossover detection (identifying conflicts between simultaneous permits in the same area), offline capability for remote sites, and integration with broader safety management workflows. If your crews are pulling permits at a wellhead or inside a refinery turnaround, the software needs to work where they work.
| # | Product | Best For | Pricing |
|---|---|---|---|
| 1 | BasinCheck | Oil and gas contractors needing hot work permits and confined space permits integrated with audit and JSA workflows | From $149/mo (flat team pricing, unlimited users on Pro) |
| 2 | Lucidity | Large oil and gas operations wanting comprehensive permit-to-work with isolation management and simultaneous permit coordination | Quote-based (enterprise); estimated $20,000–$80,000+/year depending on sites and modules |
| 3 | SafetyCulture (iAuditor) | Teams needing customizable permit templates with mobile capture across multiple industries | Free plan available; Premium from $24/user/mo billed annually |
| 4 | ePermitHub | Companies wanting a dedicated permit management system with hazard crossover detection and simultaneous permit coordination | Quote-based; pricing scales by active sites and permit volume |
| 5 | Intelex | Large enterprises wanting permit-to-work integrated with a full EHS management suite including incident tracking, compliance, and environmental modules | Quote-based (enterprise); estimated $15,000–$50,000+/year depending on modules and users |
| 6 | Evotix (formerly SHE Software) | Mid-to-large companies wanting configurable safety workflows including PTW with leading indicator analytics | Quote-based; modular pricing based on selected capabilities and user count |
In This Article
BasinCheck
O&G safety platform with hot work and confined space permits integrated into audit and JSA workflows

Best For
Oil and gas contractors needing hot work permits and confined space permits integrated with audit and JSA workflows
Pricing
From $149/mo (flat team pricing, unlimited users on Pro)
BasinCheck approaches permit-to-work as part of an integrated safety workflow rather than a standalone permit management system. Hot work permits and confined space entry permits are built into the platform alongside audits, JSAs, and incident reporting — so a hot work permit at a well site automatically references the JSA completed for that job and any open audit findings for the location. This integration eliminates the common disconnect where permits live in one system and the underlying hazard analysis lives in another.
The hot work permit workflow includes fire watch assignment, gas testing documentation with LEL readings, and photo evidence of the work area before and after the job. Confined space permits capture atmospheric monitoring records, entrant and attendant assignments, and rescue plan acknowledgment. Both permit types work entirely offline, which matters for well sites and remote pipeline locations where cellular service is unreliable or nonexistent.
The limitation is permit type scope. BasinCheck covers hot work and confined space — the two permit types most common in upstream oil and gas operations — but does not offer dedicated LOTO workflows, working at height permits, or excavation permits as separate permit types. Companies managing a broad range of high-risk permit types across refinery turnarounds or large construction projects may need a more comprehensive PTW system alongside BasinCheck's audit and JSA capabilities.
Key Features
Pros
- Permits connect directly to audits and JSAs — when a hot work permit is pulled, related audit items and hazard controls from the JSA carry forward instead of being re-entered from scratch
- Full offline capability means permits can be created, signed, and documented at remote well sites without cell service, with cryptographically verified sync when connectivity returns
- Flat pricing ($149-$599/mo) makes cost predictable regardless of how many supervisors or crew members need permit access during seasonal ramp-ups
Cons
- PTW coverage is focused on hot work and confined space — does not include dedicated LOTO permit workflows, working at height permits, or excavation permits as separate permit types
- No hazard crossover detection — does not automatically flag conflicts between simultaneous permits in overlapping work zones
- Newer to market with a smaller user base than established PTW platforms like Lucidity or Intelex
Verdict: The strongest option for O&G contractors who need hot work and confined space permits integrated with their audit and JSA workflows, especially at remote sites without connectivity. Not a full-featured PTW system for operations requiring five or more permit types.
Lucidity
Comprehensive PTW platform built for oil and gas with isolation management and hazard crossover detection
Best For
Large oil and gas operations wanting comprehensive permit-to-work with isolation management and simultaneous permit coordination
Pricing
Quote-based (enterprise); estimated $20,000–$80,000+/year depending on sites and modules
Lucidity is the most feature-complete permit-to-work platform tested, built specifically for oil and gas operations where multiple high-risk permits run simultaneously across complex facilities. The platform covers hot work, confined space entry, LOTO isolation certificates, working at height, excavation, radiography, and custom permit types — each with dedicated workflows, not repurposed form templates. Isolation management goes beyond basic LOTO checklists by linking isolation certificates to specific equipment tags, tracking lock status per isolation point, and requiring sequential de-isolation verification before permits close.
Hazard crossover detection is Lucidity's standout capability. When a supervisor requests a hot work permit, the system checks for active confined space entries, gas testing results, and other permits in the same zone. If a conflict exists — such as hot work requested within 35 meters of an open hydrocarbon system — the permit is flagged and escalated before authorization. This prevents the scenario where two crews unknowingly create hazardous conditions by working in adjacent areas without coordination.
The trade-off is accessibility and cost. Lucidity is an enterprise system designed for organizations with dedicated PTW administrators and operations control rooms. Implementation takes months, configuration requires process engineering expertise, and pricing reflects the platform's depth. For a 50-person well service contractor that needs to pull a hot work permit at a well site, Lucidity is significantly more system than they need. It is built for operators and large EPC contractors managing hundreds of concurrent permits across major facilities.
Key Features
Pros
- The most complete PTW system tested — covers every major permit type with dedicated workflows rather than generic form templates, including isolation certificates that link LOTO procedures to specific equipment
- Hazard crossover detection automatically flags conflicts when two permits affect the same area — for example, alerting when a hot work permit is requested near an active confined space entry
- Deep oil and gas pedigree with deployments across upstream, midstream, and downstream operations in Australia, Southeast Asia, and the Middle East
Cons
- Enterprise pricing ($20K–$80K+/year) and multi-month implementation timelines make it impractical for contractors under 200 personnel
- Primarily deployed in Australian and Asia-Pacific oil and gas markets — North American oilfield workflows may require configuration adjustments
- The platform's depth creates a steep learning curve — field crews need significant onboarding before completing permits independently
Verdict: The gold standard for comprehensive PTW management in oil and gas, with unmatched hazard crossover detection and isolation management. Priced and scoped for large operators and EPC contractors — overkill for small-to-mid oilfield service companies.
SafetyCulture (iAuditor)
Flexible inspection platform with customizable permit templates and broad mobile adoption

Best For
Teams needing customizable permit templates with mobile capture across multiple industries
Pricing
Free plan available; Premium from $24/user/mo billed annually
SafetyCulture handles permits as customizable inspection templates rather than controlled authorization workflows. You can build hot work permits, confined space entry checklists, and LOTO verification forms using the drag-and-drop template builder with conditional logic — for example, requiring gas test results before a hot work section becomes visible, or triggering a supervisor notification when atmospheric readings exceed safe thresholds. The template flexibility is genuine, but the permit logic depends entirely on how well you configure the template.
The mobile experience is SafetyCulture's strongest advantage for permit workflows. Field crews already familiar with iAuditor for inspections can complete permits on the same app without learning a new system. Photo capture with annotations, digital signatures, and GPS tagging are all available within the permit workflow. The pre-built template library includes hot work, confined space, and general work permits for multiple industries, so teams can deploy basic digital permits within hours rather than weeks.
The gap is in authorization enforcement. SafetyCulture treats a permit like any other inspection form — it can be completed, approved, and closed, but there is no mechanism to enforce sequential authorization steps (gas test confirmed before fire watch assigned before hot work authorized). There is no real-time visibility into how many active permits are open at a location, and no hazard crossover detection. For teams that need a simple digital replacement for paper permits, SafetyCulture works well. For operations where permit authorization sequence is safety-critical, the platform lacks the enforcement layer that dedicated PTW systems provide.
Key Features
Pros
- Largest template library with dozens of pre-built permit templates across industries — teams can start with existing hot work or confined space templates and customize rather than building from scratch
- Intuitive mobile app with broad adoption means field crews learn the interface quickly, reducing onboarding friction compared to dedicated PTW platforms
- Free tier lets small teams digitize basic permits at zero cost before committing to paid plans
Cons
- No sequential authorization enforcement — permits use a simple approve/reject workflow rather than multi-step authorization chains with prerequisite gates
- No hazard crossover detection — cannot flag conflicts between simultaneous permits in the same work zone
- Per-user pricing at $24/user/mo adds up for larger crews — a 25-person team with permit access runs $600+/month
Verdict: A practical starting point for teams digitizing paper permits for the first time, especially those already using SafetyCulture for inspections. Lacks the authorization enforcement and crossover detection that high-risk operations require.
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Dedicated electronic permit-to-work platform with hazard crossover detection and permit conflict mapping
Best For
Companies wanting a dedicated permit management system with hazard crossover detection and simultaneous permit coordination
Pricing
Quote-based; pricing scales by active sites and permit volume
ePermitHub is a dedicated permit-to-work platform, not a safety management system with permits bolted on. Every feature — from the sequential authorization engine to the visual permit conflict map — is designed specifically for managing high-risk work authorization. This focused approach means the PTW workflows are deeper than what you find in general-purpose safety platforms, but you need a separate system for audits, incidents, and JSAs.
The hazard crossover detection with visual mapping is the standout feature. Active permits are displayed on a configurable site layout, showing exactly where authorized work is occurring. When a new permit is requested, the system checks for conflicts — hot work near open hydrocarbon systems, excavation near active confined space entries, or simultaneous LOTO procedures on connected equipment. The visual map makes these conflicts immediately obvious to the permit coordinator rather than buried in a list view.
Sequential authorization is enforced by the system, not just suggested. A hot work permit cannot progress to the "authorized" state until gas testing is documented, fire watch is assigned, and the area supervisor has approved the work scope. Each step in the authorization chain is configurable per permit type, and the system tracks exactly who completed each step and when. Automated permit expiration at shift boundaries forces crews to reauthorize permits rather than working under a permit that was approved 12 hours ago with different conditions.
Key Features
Pros
- Purpose-built for permit management — every feature is designed around PTW workflows rather than adapted from a generic forms platform
- Visual permit conflict mapping shows active permits on a site layout, making it easy to identify when proposed work zones overlap with existing authorized activities
- Automated permit expiration forces reauthorization at the end of each shift, preventing stale permits from remaining active beyond their intended duration
Cons
- Quote-based pricing with no published rates — requires a sales conversation to evaluate cost, which typically signals enterprise-level pricing
- Focused exclusively on permits — no integrated audit, JSA, or incident management capabilities, requiring a separate safety platform for those workflows
- Limited offline capability — most workflows require an active internet connection, which creates challenges for remote well sites and pipeline locations
Verdict: The strongest dedicated PTW platform tested for operations where permit authorization enforcement and crossover detection are non-negotiable. Requires a separate safety system for audits, JSAs, and incident management.
Intelex
Enterprise EHS suite with configurable PTW module and full environmental, health, and safety integration

Best For
Large enterprises wanting permit-to-work integrated with a full EHS management suite including incident tracking, compliance, and environmental modules
Pricing
Quote-based (enterprise); estimated $15,000–$50,000+/year depending on modules and users
Intelex offers permit-to-work as a configurable module within its enterprise EHS platform. The PTW capability is fully customizable — you can define your own permit types, configure authorization workflows with multi-level approval chains, set risk scoring methodologies per permit type, and build custom forms that capture the specific data your operation requires. This configurability makes Intelex suitable for organizations with diverse permit requirements across different facility types.
The real value of Intelex for PTW is the integration layer. When a hot work permit is authorized, the risk assessment connects to the organizational hazard library. If an incident occurs during permitted work, the incident module links back to the permit, captures investigation findings, and generates corrective actions. Over time, this feedback loop builds a data set showing which permit types generate the most incidents, which controls are most effective, and where authorization processes need tightening.
The challenge is the same as with any enterprise platform: cost, implementation time, and field usability. Intelex is designed for organizations with dedicated EHS departments, IT support, and budget for multi-month implementation projects. The permit workflows are powerful once configured, but reaching that configured state requires process engineering effort. For a well service contractor that needs to pull a hot work permit on a phone at a remote location, Intelex delivers the permit but not the speed. It is a strategic platform for large operators, not a tactical tool for field crews.
Key Features
Pros
- Permits connect to the full EHS ecosystem — when a permit-related incident occurs, the system links the incident report to the original permit, captures corrective actions, and updates the risk profile for that work type organization-wide
- Configurable risk assessment per permit type lets organizations apply their own risk methodology rather than adapting to a fixed framework
- Shared hazard library means controls identified during permit authorization are available across JSA, audit, and incident modules, building institutional knowledge over time
Cons
- Enterprise pricing ($15K–$50K+/year) with implementation timelines of 3-6 months — not practical for contractors under 300 employees
- PTW module cannot be purchased standalone — it is part of the broader Intelex EHS suite, which means buying capabilities you may not need
- Desktop-oriented interface requires meaningful training for field crews — completing a permit on a phone in field conditions is functional but not fast
Verdict: The most integrated PTW-to-EHS platform available, with strong feedback loops between permits, incidents, and organizational risk intelligence. Priced and designed for enterprise EHS teams, not small-to-mid field contractors.
Evotix (formerly SHE Software)
Configurable safety management platform with flexible permit workflows and strong analytics
Best For
Mid-to-large companies wanting configurable safety workflows including PTW with leading indicator analytics
Pricing
Quote-based; modular pricing based on selected capabilities and user count
Evotix (rebranded from SHE Software in 2021) offers permit-to-work as part of its Assure platform, which handles incidents, audits, risk assessments, and permits in a unified system. The PTW capability is built on Evotix's configurable workflow engine, which means organizations can design permit authorization sequences that match their existing operational procedures — defining which roles approve at each stage, what prerequisite checks must be completed, and how permits escalate when conditions change.
The analytics layer is where Evotix differentiates from simpler permit tools. The platform tracks leading indicators across permit data: how often permits are extended beyond their original duration, which work types generate the most safety observations during permitted activities, and where authorization bottlenecks create schedule pressure that may lead to shortcuts. This data helps safety managers improve the PTW process itself rather than just managing individual permits.
The trade-off is that Evotix's PTW capability is general-purpose rather than industry-specific. The workflow engine can model any permit type, but it does not include pre-built logic for oil and gas specific requirements like gas testing prerequisites, LEL monitoring integration, or isolation certificate management. Organizations need to configure these workflows themselves, which requires process knowledge and setup time. For companies that already have well-defined PTW procedures and want a digital platform that mirrors those procedures exactly, Evotix's configurability is an asset. For companies looking for an out-of-the-box PTW system with industry-specific logic, the configuration investment may be a barrier.
Key Features
Pros
- Flexible workflow engine lets organizations configure PTW authorization sequences to match their existing procedures rather than adapting to a fixed system
- Leading indicator analytics surface trends in permit data — which permit types generate the most extensions, which locations have the highest near-miss rates during permitted work, where authorization delays create schedule pressure
- Contractor management integration means third-party crews can be authorized through the same PTW system, maintaining consistent permit standards across internal and external teams
Cons
- Permit workflows are built on Evotix's general workflow engine rather than a purpose-built PTW module — configuration effort is higher than with dedicated permit platforms
- Quote-based pricing with no transparency — evaluating cost against dedicated PTW tools or simpler safety platforms requires a sales process
- Offline capability is limited — field-based permit completion requires a network connection, which constrains use at remote sites
Verdict: A solid choice for mid-to-large companies that want PTW integrated with broader safety management and have the resources to configure workflows to match their existing procedures. Requires more setup than dedicated PTW platforms.
Side-by-side feature comparison
| Software | Best For | Starting Price | Hot Work Permits | Confined Space | LOTO Integration | Offline Mode | Multi-Site |
|---|---|---|---|---|---|---|---|
| BasinCheck | O&G contractors | $149/mo flat | ✓ Built-in | ✓ Built-in | ✓ Full | ||
| Lucidity | Large O&G operators | $20K+/year | ✓ Full | ✓ Full | ✓ Isolation mgmt | ||
| SafetyCulture (iAuditor) | Multi-industry teams | $24/user/mo | Template-based | Template-based | Template-based | ||
| ePermitHub | Dedicated PTW | Quote only | ✓ Full | ✓ Full | ✓ Configurable | Limited | |
| Intelex | Enterprise EHS | $15K+/year | ✓ Configurable | ✓ Configurable | ✓ Configurable | ||
| Evotix (formerly SHE Software) | — | — | — | — | — | — | — |
How We Evaluated These Tools
We evaluated 12+ safety platforms with permit-to-work capabilities and selected these 6 based on criteria specific to high-risk work authorization:
- Permit type coverage — Does the platform support dedicated workflows for hot work, confined space entry, LOTO, working at height, and excavation? Or are permits treated as generic form templates that require manual configuration for each permit type?
- Sequential authorization enforcement — Does the system enforce prerequisite steps (gas testing before hot work authorization, atmospheric monitoring before confined space entry), or can authorization steps be bypassed or completed out of order?
- Hazard crossover detection — Can the platform identify conflicts between simultaneous permits in overlapping work zones, such as hot work near an active confined space entry or excavation near energized equipment?
- Offline capability — Can field crews create and authorize permits without an internet connection at remote well sites, pipeline locations, or areas within large facilities with poor connectivity?
- Integration with safety workflows — Do permits connect to incident reporting, audit findings, and JSA hazard analysis, or does the PTW system operate in isolation from the broader safety management process?
We tested mobile workflows where available and supplemented with verified user reviews from G2, Capterra, and industry contacts. Pricing was confirmed through official sources, published pricing pages, or recent (2025-2026) third-party references. Products are ordered by relevance to small-to-mid oilfield contractors, not by absolute feature depth.
Frequently Asked Questions
What is permit-to-work software and why do high-risk operations need it?
Permit-to-work (PTW) software digitizes the authorization process for hazardous tasks like hot work, confined space entry, lockout/tagout, working at heights, and excavation. It replaces paper-based permits with controlled digital workflows that enforce sequential authorization steps, track active permits in real time, and create an auditable record of who authorized what and when. High-risk operations need PTW software because paper permits can be backdated, authorization steps can be skipped, and there is no reliable way to detect conflicts between simultaneous permits in the same area without a digital system.
What permit types should PTW software cover?
At minimum, PTW software should support hot work permits (welding, cutting, grinding near flammable materials), confined space entry permits (tanks, vessels, pits), and LOTO permits (energy isolation for maintenance). Additional permit types include working at height, excavation, radiography, live electrical work, and breaking containment. Some platforms offer pre-built workflows for each permit type, while others provide a configurable template engine where you build your own. Pre-built workflows enforce industry-specific safety logic; templates give flexibility but require more setup effort.
How much does permit-to-work software cost?
PTW software pricing ranges from $149/month for flat-rate tools like BasinCheck (focused on hot work and confined space permits) to $20,000-$80,000+ per year for comprehensive enterprise platforms like Lucidity and Intelex. Per-user platforms like SafetyCulture charge $24/user/month, which scales with crew size. Dedicated PTW platforms like ePermitHub and Evotix require quotes. For small-to-mid oilfield contractors, flat-rate pricing avoids the cost unpredictability of per-user models when crew sizes fluctuate seasonally.
Can I use general safety software for permit-to-work management?
You can use general safety platforms like SafetyCulture to create permit forms, but you lose the enforcement layer that dedicated PTW systems provide. General safety software treats permits as form templates — they can be filled out and approved, but there is no mechanism to enforce sequential authorization (gas test before hot work authorization), detect hazard crossovers between simultaneous permits, or automatically expire permits at shift boundaries. If your permits are simple sign-off documents, a general safety platform works. If your operation requires controlled authorization sequences and real-time permit visibility, invest in a dedicated PTW capability.
Do I need offline capability for permit-to-work software?
Yes, if your crews work at remote well sites, pipeline locations, offshore platforms, or any location with unreliable connectivity. A PTW system that requires an internet connection to authorize a hot work permit means crews either wait for connectivity (delaying production) or revert to paper (eliminating the digital audit trail). Look for platforms that support full offline permit creation with signed authorization, not just cached viewing of previously approved permits. When connectivity returns, the system should sync with a verifiable record that the permit was authorized with proper documentation even while offline.
Final Verdict
Permit-to-work software divides into three tiers: general-purpose safety platforms that treat permits as form templates (SafetyCulture), configurable workflow engines that can model PTW processes with setup effort (Evotix, Intelex), and dedicated PTW systems built specifically for high-risk work authorization (Lucidity, ePermitHub). The right choice depends on how many permit types you manage, whether you need hazard crossover detection, and how critical sequential authorization enforcement is to your operation.
BasinCheck is our top pick for small-to-mid oilfield contractors who need hot work and confined space permits integrated with their existing audit and JSA workflows — especially at remote sites where offline capability is non-negotiable. Lucidity is the right choice for large oil and gas operators managing dozens of concurrent permits across complex facilities where hazard crossover detection and isolation management are safety-critical. ePermitHub is the strongest dedicated PTW platform for operations that need deep permit management without the cost and complexity of a full enterprise EHS suite.
The bottom line: any digital PTW system is better than paper permits for high-risk work. Paper permits cannot enforce authorization sequences, cannot detect hazard crossovers between simultaneous activities, and cannot provide real-time visibility into active permits across multiple locations. Pick the platform that matches your operation's permit complexity and your team's technical capacity, and make digital permit authorization the standard before every high-risk task.