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Smarter Project Scheduling Management 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 Scheduling
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.
Pre-Construction Workflow
Streamline project management from contract to construction with automated tasks, construction date forecasting, and integrated document management for seamless plan revisions
- Create a Workflow to manage your projects from Contract Sign to Release to Construction.
- Automated Tasks for team members to keep projects on track.
- Forecast your Construction dates based on the Pre-Construction Workflow.
- Integrated Document Management to quickly revise new Plans and Specifications.
Construction Scheduling
Keep projects on track with Gantt charts, call-up sheets, and calendars that send automatic task notifications.
- Schedule tasks using Gantt, calendar, or call-up views.
- Automated SMS, email, and app notifications for task updates.
- Integrated checklists prompt inspections upon task completion.
- Send trade booking confirmations via email/SMS from web or mobile to Contractors & Suppliers.
Post Construction Workflow
Manage post-construction with client follow-up reminders, task assignments for staff and trades, and logging client requests into actionable tasks.
- Create Tasks and set reminders for Post Construction activities.
- Create check-in tasks for Client follow-ups.
- Assign dedicated tasks to Staff & Trades simultaneously.
- Log Client requests and create actionable tasks.
Resource Management
Streamline trade and supplier bookings with quick SMS or email confirmations, ensuring all contacts are accessible on mobile.
- Access trade and supplier contact info directly on your mobile.
- Track compliance status for licenses, insurance, and inductions.
- Send Subcontractor agreements for Review and Signiture.
- Provide notes and links to plans in work booking confirmations.
Task Reports
Generate custom reports to track tasks, workflows, and schedules, save templates for reuse, create "Work in Progress" reports, and export data to Excel .CSV files.
- Build Custom Reports to track tasks across Workflows & Schedules.
- Save Report templates to generate as required.
- Create “Work in Progress” reports to track Projects and Individuals.
- Export the Data into an Excel .CSV File as required.
Job Logs
Access comprehensive project histories with a Job Log that summarizes entries, photos, notes, schedules, site diaries, phone calls, and emails, with options to generate detailed reports.
- View entire project history with Job Log for entries, photos, and notes.
- Notes added in the Schedule & Site Diary are summarised.
- Log phone calls and emails.
- Generate job log reports based on the job history
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.
Maintenance
Coming Soon!
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