Get started
Smarter Project Finance and Scheduling for Builders
Empower your team with SiteBook to simplify complex construction workflows, optimize cash flow, and keep every project on track from start to finish.
Project management
Tenders / Quotes
Speed up your quote request and approval process. Email plans.
Purchase Orders
Create and send purchase orders to trades and suppliers.
Estimating
Create a production estimate for budgeting and job profit reporting.
Progress Claims
Forecast and track progress claims amounts and dates. push invoices to accounts.
Invoices / Bills
Automated invoice scanning and approval pipeline to control your payments.
Variations
Track the costs of variations and PC sum adjustments that update claims.
Workflow
Plan & track your project activities on a gantt chart. Review scheduling conflicts.
Dashboard
Management information at your fingertips. Check KPI’s are being met.
Centralised Project Management Tools
SiteBook integrates scheduling, estimating, and financial management tools into one platform. This centralization helps manage tasks, resources, and budgets efficiently from pre-construction through post-construction phases.
Trade/Supplier Quotes Packages
Quote packages make it easy to issue quoting instructions, release documents, and receive and approve quotes.
- Template default quote terms, document groups, bidder contacts, and default close dates for use across all projects
- Send, receive, and respond to any RFIs throughout the quoting stage. View all available returned & outstanding quotes globally or for a single project in your Quote Register.
- Request trade & supplier quotes directly from the estimate line items, and compare the budget against orders issues and invoices received.
Production Estimate & Bill of Quantities
Input your takeoffs, apply rates from your product catalogue / price book to build a production estimate.
- Create bill of quantities templates from existing production estimates for use on new projects.
- Integrated production estimate pushes and pulls information from your quote packages, product library, and budget.
- Create purchase orders from your estimate line-items and send directly to trades & suppliers.
- Flexible budget building by importing your take-offs, or build your estimate from your product catalogue.
Supplier Price Lists and Trade Rates / Product Library
Build your product Library with your Supplier Price Lists and Trade Rates.
- Load Supplier pricing and trade rates into the system to use with your Production Estimate/Bill of Quantities.
- Load revised Supplier Pricelists directly into sitebook with the date when the new pricing begins and sitebook will automatically adjust your pricing when that dates begins.
- Create Regions for Pricing and rates to easily adjust rates when projects are outside of Metro Areas.
Contract Value / PC Sums / Variations / Claims
View and manage PC Sums, Variations to Clients and Progress Claims.
- Create PC Sums within Sitebook and reconcile them into a Variations for your client.
- Log Variations for client approval and push to Xero to create an invoice to claim.
- Push progress claims directly to Xero to generate invoices for your client.
Contractor Invoice Routing & Management Option
Use the latest in OCR (optical character recognition) Technology to quickly match contractor invoices and eliminate data entry.
- SiteBook’s OCR technology reads key information in received invoices (job number, contractor details, pricing info) to match the invoice to the relevant order.
- Once an invoice is matched, it is routed to the relevant person for review & approval.
- Once an invoice is approved, you can push it directly to Xero for payment processing.
Job Costing / Budgeting / Job Profit report
High level and in-depth overviews for your profit forecasts based on your latest budget, claims, and variations.
- View your Budget, Invoices & Orders Totals in one place to see your job forecast costs
- Show Variances to see targeted job cost Information: Budget vs Orders, Invoices Vs Budget, Orders Vs Invoices, Forecast Vs Budget.
- Apply Margins to see your Job Sales Price.
Site Meetings / Toolbox Talks
Record meeting notes & photos in one easy-to-use form, complete with sign-off and branded PDF reports.
- Customisable meeting templates allow you to pre-populate common topics and meeting formats.
- Digital sign-off available on the manager’s device for everyone in attendance, with the ability to generate the meeting report into a date and time-stamped PDF.
- Full meeting history for each worksite available at the press of a button mean easy access for audits and record-keeping.
Client Portal
Share project progress with clients through a secure portal, keeping them informed with photos, notes, and variation tracking.
- Share updates with clients n a personalized portal.
- Display project stages, photos, notes, and documents.
- Log variation requests for client approval and manage To-Dos.
- Track variations, contract value, and payments transparently.
Upgrade Now
Ready to streamline your operations?
Boost your site, safety and project management capabilities and scale up with SiteBook.
