One platform, from the first survey to the final invoice.
Built for fire, security and building-services contractors. Every team works from the same customers, sites and devices, so each hand-off has a home: an inbox, a named owner, an approval or a job stage.
Survey visits, installs, commissioning and planned maintenance all sit on one universal planner, with clashes flagged before anything is booked.See the planner
Three chapters. Go as deep as you need.
Each chapter walks through the product with illustrated run-throughs of the screens your teams would use.
Office, engineers, subcontractors, customers and suppliers each work from their own view of the same jobs, sites and devices.
Office
The full workspace: customers, quotes, orders, planning, service and reports.
Engineers
Their jobs, the site’s devices, checklists and sign-off, in an app that keeps going without signal.
Subcontractors
The jobs they are given, with an access code from the office rather than a full licence.
Customers
A portal in your brand: sites, devices, maintenance, cases, documents, quotes and invoices.
Suppliers
Purchase orders confirmed from a link, without an account.
Your system, set up your way.
Every contractor works differently. Switch on what you use, decide who can reach what, and shape your own stages, forms and numbering. Each person builds a dashboard around their own day.
SiteSurvey365
Editing My day Choose summary tiles, add cards, drag or use the arrows to move them.Page settingsCancelSave page
Monday, 12 October 2026Good morning, Sam4 due today, 3 overdue and 2 decisions waiting — the oldest is PO-2026-00142.
Starting pageCustomise pageAdd to page
Company layoutMy dayService+ New pageOnly you
Active tasks18Assigned to youDue today4Ready to move forwardOverdue3Need your attentionMy decisions2Awaiting your action
Front & centre
Awaiting my action2
ApprovalPurchase order ready for approvalPO-2026-00142 · Riverside Retail Park · £4,280
ExceptionReview a product write-inAccess control upgrade · Canal Wharf Offices
My shortcuts
PlannerYour week aheadService dispatchManage visitsReportsSee the position
Quote performanceReport →
£128,400Raised value · This month
Saved. Your page opens like this on any device.
Make it yoursAdd to your pageOnly cards you can use are listed.Find reports, work or shortcuts
AllWorkReportsSaved viewsShortcuts
My tasksYour priorities and due dates in a compact list.Added
Quote performanceQuoted and accepted value and decision rate.Add cardAdded
Service daily briefToday’s visits, unassigned work and priorities.Add card
Done
Administration / People & access / Permissions
PermissionsWhich parts of Your company each person can reach.
A group decides which modules someone can open. What they can do inside those modules still follows their account role.
Administration / Company / Modules
ModulesSwitch off what your company doesn’t use. A switched-off module leaves everyone’s menu, and its pages refuse. Nothing is deleted: switch it back on and everything is where it was.
Tasks & planner
Surveys
CommerceEnquiries, quotes, orders, purchasing, invoices and the catalogue
Scope analysisAI reading of specification packs on an enquiry
Projects
Service
Capacity
Administration / Assets & systems / Lifecycle states
Lifecycle statesThe stages an asset moves through — from survey to decommissioning. The stage of each state is fixed; its name, colour, order and whether it is switched on are yours to set.
New state
SurveySurvey
InstallationInstallation
First FixInstallation
Second FixInstallation
SnaggingInstallation
CommissionedCommissioning
In MaintenanceMaintenance
DecommissionedDecommissioning
New stateSnaggingInstallationCancelCreate state
Scroll sideways to see the whole screen.
Make it yours run-through
Illustrative. Sample people, figures and records.
Personal dashboards are switched on for each company by SiteSurvey365.
Clear about where it stops.
SiteSurvey365 produces finance-ready records and syncs with finance applications. It is not your general ledger, and the right connector is confirmed during discovery.
Multi-company groups: each company has its own controlled workspace today. Group-wide master data, switching between companies and consolidated control are design-partner capability, scoped openly with you.
Specialist depth, without a build project.
Contractors usually choose between a large platform a partner builds for them and a job tool that covers part of the work. SiteSurvey365 is built for the whole of it.
How SiteSurvey365 compares with enterprise platforms and off-the-shelf job tools
Enterprise platforms
Off-the-shelf job tools
SiteSurvey365
How it starts
A partner configures it, usually over months.
Quick to set up.
Scoped with you, then configured on a core built for specialist contractors.
What it is built around
Typically general sales and service processes.
Usually jobs and the diary.
The site, its systems and every device, from survey to maintenance.
Surveys, drawings and assets
Typically built for you, or bolted on.
Often a separate tool, ending in a report.
Built in: the devices you survey are the records you install, commission and maintain.
Field licences
Typically per user, plus partner time.
Usually per user.
A platform agreement, not a licence for every engineer.
A general comparison of common approaches, not of any named product. SiteSurvey365 is sold as an annual platform agreement; fair-use and contracted-company boundaries apply. See how pricing works.
Bring one workflow. We will run it through the platform.
Use a focused demo to follow a real job from the survey through the quote, the install and maintenance to the invoice.