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.

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.

One record. The right view for each person.

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.

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 platformsOff-the-shelf job toolsSiteSurvey365
How it startsA 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 aroundTypically general sales and service processes.Usually jobs and the diary.The site, its systems and every device, from survey to maintenance.
Surveys, drawings and assetsTypically 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 licencesTypically 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.