Connect Dropbox or OneDrive in Settings → Integrations, then click Export to Dropbox or Export to OneDrive on a project to send its latest RAMS, Construction Phase Plan and COSHH PDFs to that project's own folder. Pro and above.
It works like the Google Drive export: The Site Book works inside its own app folder, an unchanged document is filed once however often you export it, and the files already in your folder are always kept.
OneDrive works with work, school and personal Microsoft accounts.
On Pro and above, connect your QuickBooks Online company in Settings → Integrations, then click Sync with QuickBooks on a project to add its client as a QuickBooks customer, ready to invoice.
A customer already in QuickBooks is matched to the project, and a sync adds any email or phone number QuickBooks is missing while keeping every detail your bookkeeper has set.
On Pro and above, turn on a private calendar feed in Settings → Integrations and subscribe to it from the calendar you already use. Your company's due dates appear as all-day events and keep themselves up to date.
On Pro, the feed covers project start and finish dates, worker certificate expiries, permit end dates, subcontractor insurance and RAMS expiries, and COSHH data sheet reviews. Business and above adds company document expiries and plant inspections.
Worker certificate expiries are grouped by day to keep names private, and you can regenerate the address or turn the feed off at any time.
On Business and Site Control, when a worker acknowledges the site details on the portal or a site QR page, The Site Book now keeps the exact wording and language they were shown, so each record stays exactly as the worker saw it however the project is updated later.
Owners, admins and site-access managers can read the saved wording in the project's Access tab audit log and CSV export.
The project's Audit Pack, on Pro and above, points each acknowledgement to the wording it was given, and the full pack prints each saved version once in an appendix.
Review each hazard's controls, the people at risk, and the starting and residual risk for the job in hand. Saved assessments appear on the matching hazard cards in the RAMS PDF, and your shared hazard library stays ready for the next job.
Site Control is now a flat per-site monthly price with unlimited workers, no setup fee and no volume tiers, month to month. A limited number of founding places carry a reduced per-site price, locked for two years.
Business and Site Control accounts now have a Company library alongside each person's own: shared documents, RAMS document defaults and saved safety data sheet uploads. Owners and admins look after it, and authorised teammates can view and reuse what is in it.
Switch between Personal and Company in Settings → Company Docs and Settings → Document Defaults, and use Copy to company library to share one of your own documents as an independent company copy.
Tick Use company defaults in the RAMS wizard to generate with the company's statements for that document.
Company copies stay with the company when the person who uploaded them leaves.
Site Control teams can now publish approved, issue-confirmed documents to a chosen SharePoint folder and send Teams channel notifications for document approvals and publications.
Choose automatic publishing after approval or publish a current document on demand. Delivery history records the version, status and SharePoint link.
Teams notifications cover approval requests and published documents, with a test message before you enable the channel.
On Site Control, Teams setup uses Microsoft’s standard Teams webhook trigger and card action in Power Automate; a Premium licence is not needed for that flow.
A new guide covers what to look at on a whole-site walkaround and what the written record needs to say, and the principal contractor duties guide now sets out a practical coordination sequence for a small site.
The walkaround guide covers setting a sensible frequency, the fields each record should contain, who owns an action and by when, and the evidence that closes it out.
It points to the competent person's process for scaffolds, excavations, ladders and fall-arrest equipment rather than treating one general form as their report.
The principal contractor guide adds a coordination sequence for a small site, and what to look at when a new trade arrives part-way through a job.
Our CIS software guide now covers the April 2026 fraud rules, checks to record before paying a subcontractor, and Tax Radar's CIS Defence as a companion to the ranked deduction and filing tools.
Two practical new guides — recording excavation inspections, and reviewing a subcontractor's RAMS before their work starts — plus refreshed excavation safety and site welfare guides.
The excavation inspection guide walks through what each inspection record needs to cover, with a checklist you can follow on site.
The subcontractor RAMS review guide covers what to look for before accepting a subcontractor's RAMS, and what to send back when it falls short.
The excavation safety refresh replaces fixed depth-and-distance shortcuts with site-specific planning, and separates a safe restart from the Regulation 24 reporting duty.
On Business and Site Control, you can import an existing plant register, assign items to projects, track the certificates and inspections each item needs, and record defects or take an item out of use.
Plant evidence and check history is carried into the project's Audit Pack, on the same Business and Site Control plans.
Expiry reminders and evidence status follow the dates and requirements your account records, giving your competent person the full history to hand for every decision.
The same project-scoped Plant records support checks, defects and corrective-action follow-up.
On Pro and above, a project can now hold the permits handed to you on someone else's site — a hospital, school or factory. The client keeps the original paper, so your photographs are the record.
Photograph the permit as you are given it at the gate, or upload the PDF. Owners and admins can record one — and on Business and above, so can the site supervisor who is usually the person handed it.
Photograph the completed form before the signed original goes back, so the evidence that the permit was closed out stays with the job.
Open and Signed off sections show what is still outstanding, and the captures are carried into the project's Audit Pack — on Pro and above — listed separately from the permits you issue yourself.
The Business plan's included capacity doubled: ten internal team logins and fifty active site portal users. Existing Business accounts were raised automatically — nothing to ask for.
The Team page counts active logins and pending invitations against the ten seats. Site portal users are counted separately, account-wide.
Where an account had already been given an allowance above the new numbers, it was kept — the increase never reduces a higher limit.
A site supervisor's login is scoped to the saved sites (or single projects) you pick on the Team page — not the whole account. Assign a site once and every job there, including future ones, is covered.
On the Team page, open Sites under a supervisor's row to assign saved sites or one-off projects.
A newly invited supervisor sees an empty project list until you assign something — the Team page warns you when a supervisor has nothing assigned.
Projects can be linked to a saved site when you create them, so “which jobs are at this hospital?” finally has an answer.
On Business and above you can optionally require each worker's 4-digit PIN before they sign a document from the shared crew link, giving the sign-off record an extra identity check while attendance works exactly as before.
Each worker chooses their own PIN. Five wrong attempts lock that name for 15 minutes; an owner, admin or assigned Site Supervisor can reset a forgotten PIN.
Successful document records show PIN verified, a clear record that the PIN registered to that worker was entered.
Set the company default on Team, then follow it or override it from the project's Workers tab.
On Pro and above you can edit a saved Site Diary entry, and live entries now appear in the Audit Pack with their photo counts. Owners/admins can delete permanently; a Business Site Supervisor's delete is retained for owner/admin restore.
Edit the entry's weather, workers, work, issues, delays, visitors or photos, then save the corrected record.
A Site Supervisor can remove a mistaken entry from the live diary without being able to destroy it; owners and admins see the deleted record and can restore it with its photos.
Deleted entries stay out of the compliance Audit Pack but remain labelled in a Download my data export.
On Pro and above you can save a finished project as a reusable template, then start new jobs from it instead of from a blank page.
Save as template is in the project actions menu; your saved templates live on the Templates tab of Saved Data.
A new job created from a template carries the scope, the method statements and — on Pro and above, where it is available — the COSHH selection you set up last time.
The site address, nearest hospital, assembly point and isolation points are never carried over — you give the new job its own, so its emergency plan points at the right place.
A batch of changes Business customers asked for: nothing goes out for worker sign-off before it is approved, RAMS sign-off progress is visible where you already look, and the site diary can record wind speed.
On Business and above, where a document has a named approver, worker sign-off requests are held until that version is approved — and issued automatically the moment it is.
RAMS sign-off progress now shows on the Documents page, the project overview and the dashboard health view.
Site diary entries can record wind speed alongside the weather.
A weekly email reminder for site inspections that are due.
On Business and above you can now invite a site supervisor — a field-only login for the person running the site day to day, without showing them the rest of your account.
On Business and above at launch, site supervisors could write the Site Diary, record Inspections and corrective actions, log Incidents and add Photos across the account. Assigned-site/project scoping replaced that access model on 6 August 2026.
Documents, worker contact details, Team, settings and billing stay out of sight. The current role also has a restricted Crew tab for worker names, PIN status and Reset PIN.
Invite one from the Team page. A site supervisor uses a normal team seat.
The free RAMS generator is now available as an embeddable widget, so trade associations, training providers, and merchants can offer it directly on their own pages.
A full Help Centre is live, with step-by-step recipes for every part of the app using the real button names you see on screen.
Every surface is documented — from generating a RAMS to Site Access and team roles.
The in-app AI assistant answers from the same articles, so its guidance is grounded in the documentation rather than in general knowledge about construction software.
Toolbox talks, emergency plans and site inductions now run through a single, version-aware sign-off chain on every plan, so you can see who signed what — and which version they actually saw.
Regenerate a document and the previous sign-offs are marked superseded rather than deleted, keeping the original record intact, and a fresh request appears in the worker's portal for the new version.
Each record keeps how the document was read and where it was signed, so the evidence stands up later.
One shareable crew link per project replaces per-document sign links; workers pick themselves from your project roster. Existing links redirect into the new flow.
RAMS sign-off can be switched on per project from the Site Access page on Business and above.
On Pro and above, upload a manufacturer's safety data sheet and the hazard statements, PPE, first aid, storage and exposure detail are pulled into your COSHH library, with a confidence badge on each field so you know what to check.
Each substance can carry a site-specific assessment per project — quantity and use, location, who is exposed, your controls, and the residual risk.
Pro and above can also generate COSHH assessments as their own standalone document.
The built-in library covers UK construction substance classes, and grows as further entries clear our review process.
The Audit-Ready Pack still downloads as one merged PDF, and now carries the evidence behind the documents as well as the documents themselves. Pro and above.
Added sections for document version history, induction acknowledgements, attendance, toolbox-talk acknowledgements and RAMS sign-offs.
Evacuation drills and muster counts, plus right-to-work and CSCS card record-keeping status.
Workers can read the site safety information in Polish, Romanian, Lithuanian, Bulgarian, Russian, Ukrainian, Portuguese or Spanish before they sign. On Business and above.
Site rules, welfare, fire strategy, first aid, emergency procedures and assembly point are translated and cached per project, refreshing whenever you change the English.
You can review and overwrite any translation yourself from the project's Access area. The English induction document remains the record.
A Procore data connection that links a company to your account, imports permitted projects and directory users, files compliance PDFs and coordinates RFIs and inspection statuses. Built and in early access for Site Control — talk to us if you run projects in Procore and want to try it.
On Business and above, connect Slack and ask Site Ready whether a project can start tomorrow. It checks your Site Book records and recent Slack context, then answers with blockers, warnings, source links and next actions.
Your CPP, RAMS, site induction and emergency plan now wait for eleven site-specific details — things like site rules, welfare, fire strategy, assembly point and nearest hospital — so every document is built on the real details of your site.
A three-step Site Safety Setup collects them in one place, and AI Suggest can draft every empty field at once from your project scope for you to check.
Each document page shows what is still missing and what it unlocks.
Projects created before this launched keep working as before, with a reminder you can dismiss.
Every job is different, so alongside the built-in trades and tasks you can now create your own work type on a project, edit its method steps, and save it to your account to reuse next time. Commercial solar PV joined the covered trades in the same release.
Business and above gained the record-keeping larger teams asked for: every document version is kept with a history of what happened to it, subcontractor documents are collected against the project, and site inspections can be logged with corrective actions to chase.
The whole platform moved to DigitalOcean — app, database, file storage and document generation. Nothing changed on screen; it gives us more headroom and more control over performance and reliability.
Pricing was restructured into Starter, Pro and Business so growing teams have somewhere to go. Everyone already paying kept the features they had at the price they were on.
On Pro and above, worker cards and tickets can be recorded with their expiry dates, and you get an email before they lapse rather than finding out on site.
Two more documents drafted from what the system already knows about your project: a site induction and a standalone emergency plan, each drafted for you to review, approve and lock.
The first working version of The Site Book: describe a job in your own words — typed or spoken — and get a first-draft RAMS or Construction Phase Plan structured around CDM 2015, ready for you to review and adjust.
A library of over fifty construction hazards with their control measures, to pick from rather than write from scratch.
Documents render as PDFs and can be shared by secure link.
Workers sign from their phone, and each signature is recorded against the document.
Built mobile-first, because the people using it are rarely at a desk.
Your company details and logo appear on everything generated.
Looking for how-to help with any of these? The Help Centre has step-by-step recipes for every part of the app, and the blog covers CDM 2015 and site-safety topics in depth.