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Streamlined project finance solutions for builders
Optimise budgets, manage cash flow, and simplify construction finances with SiteBook’s all-in-one platform.
Project finance management made easy
Here's a quick summary of SiteBook's Project Finance modules.
Production Estimating
Simplify project estimating by pulling data from your catalogue, ensuring accurate Estimates.
Product Library
Keep pricing current with automated updates to supplier rates, so estimates and budgets always reflect accurate costs.
Budgets & Job Costing
Compare the budgets, orders, and invoices in one place, giving you real-time financial insight.
Request Quotes Packages
Simplify bidding with customizable quote packages and RFI’s for quick and easy Tendering.
Contracts & Claims
View contract summaries and forecast claims to manage cash flow effectively.
Variations
Manage variations in SiteBook to update contracts, claim, and invoice via Xero.
PC Sums
Manage PC Sums in real time and consolidate them into variations for reconciliations.
Invoice Management
Reduce data entry with OCR technology that matches invoices to Projects & Orders.
Centralised financial management tools
SiteBook's pro-level project finance modules are both easy to use and powerful too.
Production Estimating
Simplify project budgeting with integrated estimates that pull data from your product catalogue, ensuring consistent cost tracking.
- Build production estimates using takeoffs and preloaded rates.
- Create bill of quantities templates for easy project reuse.
- Sync estimates with quotes, product libraries, and budgets.
- Generate purchase orders directly from estimate line items.
Product Library
Keep pricing current with automated updates to supplier rates, so estimates and budgets always reflect accurate costs.
- Manage your product library with supplier rates for easy estimates.
- Automatically adjust prices based on region or date for accuracy.
- Import revised price lists with effective dates for seamless updates.
Budgets & Job Costing
Monitor project profitability by comparing budgets, orders, and invoices in one place, giving you real-time financial insight.
- View profit forecasts based on current budgets, claims, and changes.
- Compare budgets, orders, and invoices in one overview.
- Spot variances with detailed comparisons and cost tracking.
- Apply margins to see updated sales price forecasts.
Request Quotes Packages
Simplify bidding with customizable quote packages, tracking RFI responses and quotes for easier budget comparisons.
- Simplify quoting by issuing quote packages with pre-set terms.
- Easily send, receive, and respond to RFIs during the quoting phase.
- Track global or project-specific quote status in a Quote Register.
- Request quotes from estimate line items and compare budgets.
Contracts & Claims
View contract summaries and forecast claims to manage cash flow effectively.
- View a summary of the Original Contract Value, Variations and Revised Contract Total.
- Forecast progress claims to manage business Cashflow.
- Push progress claims to Xero to create an Invoice to send to Client.
Variations
Manage variations in SiteBook to update contracts, claim, and invoice via Xero.
- Enter Variations into SiteBook to update Contract Values.
- Claim the Variations and Push to Xero to Create an invoice for the Client.
PC Sums
Manage PC Sums in real time and consolidate them into variations for reconciliations.
- Manage PC Sums against invoices in real time during Construction.
- Consolidate PC Sums into variations to complete Job reconciliations.
Invoice Management
Reduce data entry with OCR technology that matches invoices to relevant orders, ensuring quick approvals and payments.
- Use OCR to match contractor invoices automatically, reducing data entry.
- OCR extracts job numbers, contractor details, and pricing info.
- Route matched invoices for review and approval in one step.
- Push approved invoices directly to Xero for payment processing.
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