The benefits of AI, without the risk or the hassle.
SiteSurvey365 puts leading models from OpenAI, Anthropic and Google to work on your surveys, quotes and service, with guardrails built in and your team in control. Underneath, your records are hosted in the UK and encrypted.
The right model for each task, and the next one too.
AI models improve every few months. Rather than tie you to one, SiteSurvey365 runs each task on its own chain of models from OpenAI, Anthropic and Google. As better models arrive, we add them behind the scenes, so the platform improves without you changing a thing.
Identify a device from a photoTwo at once
- 1OpenAI
- 2Google
Keeps the more confident answer
Draft a visit resolutionIn order
- 1Anthropic
- 2OpenAI
- 3Google
If one is unavailable, the next takes over
Rewrite a quote descriptionIn order
- 1OpenAI
- 2Anthropic
Always in your tone of voice
- No single point of failure
- If a model or provider is unavailable, the next one in the chain takes over. If none is set up, the feature says so rather than guessing.
- Two opinions on a photo
- Identifying a device or a snag from a photo asks two models at once, and keeps the more confident answer.
- New models, tested first
- Before a new model can run the Assistant, it must pass prompt-injection and data-boundary tests on synthetic data, and then be approved by a person.
AI reads, flags and drafts. People decide.
AI that knows the job you’re on, writes in your tone of voice and checks its answers against your records. It prepares; you decide.
Assistant run-through
- Reads the specificationScope Analysis returns what to supply, what to leave out of the price and the questions to settle.The estimator signs it off.
- Identifies the deviceFrom a photo on site, it suggests the make and model and pre-fills the record.The engineer checks and saves it.
- Sorts the inboxIncoming email becomes a case or a lead, flagged for review.Nothing is scheduled until someone confirms it.
- Drafts the resolutionFrom the engineer’s notes, it drafts what was done.The office reviews it before the case can close.
Guardrails built in, not bolted on.
Every AI feature works inside the same rules as the people using it. It sees only what they can see, treats your records as information rather than instructions, and never commits anything on its own.
- Your tone of voice
- Publish your tone of voice once and AI writing follows it. Without one, a standard professional tone is used.
- Rules that can’t be switched off
- AI writing keeps the writer’s meaning, never adds a price, date, quantity or promise, and only refers to what is really on the record.
- Only what the user can see
- The Assistant works within each person’s own permissions and your company’s modules, and refuses anything they couldn’t do themselves.
- Information, not instructions
- Emails, notes and search results are fenced off from the model’s instructions, so text inside a record can’t redirect the AI.
- Sensitive details held back
- Web addresses and credentials are removed before the Assistant’s model reads a record. Contact searches leave out email addresses and phone numbers.
- Nothing applied without a person
- Every change the Assistant proposes is a preview. A person applies it, and previews expire after 15 minutes.
Don’t want AI? Switch it off.
You decide how much AI your company uses, which models the Assistant may use and how long it remembers. Turning AI off never stops the ordinary work.
- Enable assistantOn
- Enable private learningOff
- Enable voice dictationOn
- Scope analysisOn
- Model selectionAutomaticPreferred with fallbackStrict
- Retention days30
- Switch features off yourself
- Your admins turn the Assistant, its private learning, voice dictation and Scope Analysis on or off. Ordinary screens keep working either way.
- Or ask us
- We can switch any other AI feature off for your company. Your people then see that it has been turned off by your administrator.
- Choose how models are picked
- Automatic, Preferred with fallback, or Strict, where the Assistant refuses rather than fall back to a model you haven’t chosen.
- Decide how long conversations are kept
- Assistant conversations are deleted after your retention period: 30 days, or anything from 1 to 365.
- See what is used
- AI use is measured in credits against monthly allowances, by feature, person and division.
Changes to these settings are recorded in your audit log. Additional AI allowance is agreed transparently.
Built to be trusted with your customers’ records.
Hosted in the UK, encrypted in transit and at rest, and checked on every request. This is exactly how.
- Hosted in the UK
- The application, database, file storage and cache run on Microsoft Azure in the UK South region. Database backups allow 35 days of point-in-time restore, with weekly and monthly backups kept for up to 12 months and stored geo-redundantly.
- Encrypted in transit
- HTTPS only, with TLS 1.2 or higher and HSTS. The database, file storage and cache accept only encrypted connections, and the application reaches them over private network endpoints.
- Encrypted at rest
- Azure encrypts the database with Transparent Data Encryption and file storage with AES-256. Stored system passwords, accounting-integration tokens, AI provider keys and mailbox secrets are encrypted again by the application with AES-256-GCM before they are saved.
- Sign-in
- Single sign-on with Microsoft 365 (Microsoft Entra ID), which can be locked to your own tenant, and optional two-factor sign-in with an authenticator app. Passwords are hashed with bcrypt, sign-in attempts are rate-limited, and sessions end after 12 hours.
- Your data, kept separate
- Every request is checked against the user’s company before any record is read or changed. File storage is private, and library downloads use links that expire after 15 minutes.
- Access and audit
- Account roles decide what each person can change. Sign-ins, document actions and configuration changes are written to an audit log your admins can export. A deactivated user loses access within about five minutes.
Your customers’ data, handled properly.
You stay in control of your customers’ data, and we look after it on your behalf.
- Under a data processing agreement
- We process your customers’ personal data on your behalf, under a data processing agreement in your contract.
- Requests handled by our team
- Requests to access, correct or delete personal data are handled by our team, working with you.
- Kept as long as it should be
- Assistant conversations are deleted after your retention period, and documents in the trash are purged after 30 days.
Bring your security questions.
Use a discovery session to go through sign-in, data, AI and integrations with your IT team before anything is agreed.