Getting started

From signup to a live job file

Replace WhatsApp and spreadsheets with one job file - diary through to invoices. Here is the path most UK builders take in the first week.

4

steps

Account to close-out

90

day trial

Full product, no card

Minutes

to first job

Not weeks of setup

What you replace

One job file instead of patchwork tools

Most yards already have the pieces. SiteOS connects them on the project so evidence does not leave when someone does.

  • WhatsApp threadsDated site diary
  • Shared drive PDFsCurrent drawing register
  • Excel CIS trackerLive subcontractor status
  • Camera roll photosEvidence on the job file
  • Email VO chainsPriced variation register

The journey

Four steps from account to live job file

No six-week onboarding. Most teams have a job on the file within the first few days of a 90-day trial.

  1. DrawingsDocumentsClient portal

    Open a job file

    Add the project address, client and team. Everything that follows, diary, drawings, snags, invoices, hangs off that one job.

    When the client asks for evidence, you open the job, not a scavenger hunt across phones and folders.

    • Address, client and team on the job
    • Drawings and docs attached once
    • Everyone looks at the same record
    See on-site features
  2. Site diarySnagsH&SVariations

    Run the job day to day

    Diary and photos from site. Drawings and H&S in the office. Snags and variations as they appear. Everyone looks at the same file.

    Roles keep permissions sensible: site can record; office can bill; clients can see what you choose to share.

    • Daily diary with photos and labour
    • Snags and variations as they appear
    • H&S and inductions on the same job
    See commercial features
  3. CISInvoicesRetentionPOs

    Invoice, CIS and close out

    Applications, retention, CIS and purchase orders sit on the same job. Export or hand over when the build is done.

    Month-end stops being a scavenger hunt across folders, phones and the bookkeeper's inbox.

    • Applications and retention in one place
    • CIS status visible to the people who need it
    • Clean export or handover pack
    View pricing

First week

What most teams do in week one

A realistic ramp for a domestic extension or small commercial job - not a fictional enterprise rollout.

Day 2

Add first live job, upload current drawing set

Day 3

First site diary entry with photos from today

Week 1

Raise snags, log a variation, check CIS status

End of week one: site is logging daily, office can see snags and CIS status, and you have evidence on the job - not in private chats.

Who does what

Site, office and owner on the same file

Permissions keep site fast and office accurate. Everyone works from the same job record.

Site manager

Logs diary, raises snags, works offline on site

  • Diary
  • Snags
  • Photos
  • Drawings
See features

Office & QS

Prices variations, chases invoices and CIS

  • CIS
  • Invoices
  • Variations
  • Reports
See features

Company owner

Sees risk on Home, one price for the whole team

  • Home alerts
  • Team
  • Billing
  • All jobs
See features

Client / viewer

Portal for progress, dayworks and priced variations

  • Portal link
  • Sign-offs
  • Read-only
See features

Questions

Getting started FAQ

Most teams create an account and add their first job in minutes. The 90-day trial is long enough to run a live job, not just click around a demo.

No. SiteOS is a web app - sign up, invite your team, upload drawings and start the diary. No servers, plugins or six-week onboarding.

Yes. Walk the seeded Oak Road demo (demo@siteos.uk) with diary, snags and CIS already loaded, or start a free company trial on your own jobs.

Start with diary and snags on site. Add CIS, invoices and retention when the office is ready - everything hangs off the same job file.

ยฃ29/month per company covers unlimited people and projects. After the 90-day trial you choose monthly or yearly billing.

Try it

Walk the Oak Road sample job first

Pre-filled diary, snags, CIS and invoices on a seeded UK extension. Sign in as demo@siteos.uk, then create your own company when ready.90 days free, then ยฃ29/month per company.