STEP 01
Plan the job
Create the job, add tasks, attach job packs and assign the people responsible.
PLATFORM & HOW IT WORKS
From the first instruction to the final review.
One company workspace for office teams, engineers, supervisors and clients.
MEET YOUR WORKSPACE
See the work.
Understand the next step.
Less searching through messages and separate files. More of the information your team needs, in the context of the job.
A clear picture of the work ahead.
See jobs, priorities and planning status together. Assign work, open task details and keep the team working from the same information.
Illustrative SiteSync app previews with fictional demonstration data.
EXPLORE THE WORKFLOW
Choose a stage of the job.
Permit Granted and permission to start are separate stages. Final registration follows permit stop.
WHERE THE WORK HAPPENS
Built for the site.
Useful to the whole team.
Engineers need clear instructions and a straightforward way to record the work. Managers need the detail to make the next decision. SiteSync brings both into the same workflow.
- Open assigned jobs and task job packs.
- Mark arrival and follow the permit-start workflow.
- Capture evidence against the right task.
- See assigned assets and their service dates.
YOUR COMPANY. YOUR WORKSPACE.
Set up once.
Bring your team with you.
Give your Company Admin the tools to manage the team, while SiteSync supports the platform and onboarding.
STEP 01
Start your workspace
Your company is created and the first Company Admin receives an invitation.
STEP 02
Invite your people
Your admin invites users into your company and assigns the relevant company roles.
STEP 03
Make it yours
Set company branding and job defaults, then start working once operational setup is ready.
A workspace for each responsibility.EngineersSupervisorsStreetworksManagementFinanceClients
COMMERCIAL & FINANCE
Keep the numbers connected to the work.
Bring quotations, purchase orders and rates into the same workspace as the jobs they support. Give your commercial team the detail to follow each record from enquiry to order.
Quotations & purchase orders
Create quotations against jobs and tasks, track their status and generate a draft purchase order from a supplier quotation.
Client & supplier rates
Maintain commercial rate records, search your data and use CSV import and export to support the team’s workflow.
Payment applications & reporting
Record quantities claimed against quotation items, review previous and cumulative values, and export claim summaries. Review commercial values and recorded finance activity.
SUPERVISION, QC & AUDIT WORKFLOWS
See the evidence. Record the decision.
Give supervisors a clear view of work in progress and evidence awaiting review. Inspect the task record, capture QC comments and keep corrections visible until the work is ready for another review.
Quality control
Work through the QC queue, inspect evidence, mark a review as Working On It, then approve, fail or return it for correction.
Site audits
Organise an audit as an Audit-category job with named tasks. Keep the site evidence and review comments against the work being checked.
Post-work audits
Use task records to review completed works, reinstatement and shutdown evidence. Record missing information or defects in QC comments and request corrections.
Site and post-work audit examples use SiteSync’s jobs, tasks, evidence and QC workflow. Dedicated audit checklist forms are not currently included.
Explore supervision and QCLET’S LOOK AT YOUR WORKFLOW
Put SiteSync
to work for your team.
Tell us what your team delivers. We’ll walk through the jobs, evidence and coordination that matter to you.
support@sitesyncapp.co.ukRequest a personal walkthrough
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