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Product updates

What's new in The Site Book

New features and improvements, as they ship. We release most weeks — this page keeps the highlights in one place.

Teams

New team role: Site Supervisor

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, site supervisors can write the Site Diary, record Inspections and corrective actions, log Incidents and add Photos on every project.
  • Everything else — documents, workers, team, settings, billing — stays out of sight.
  • Invite one from the Team page. A site supervisor uses a normal team seat.

How team roles work

MobileUsability

Faster navigation on your phone

Working one-handed on site got easier. The app now uses slide-up menus on mobile instead of cramped tab strips and long button walls.

  • Project pages get a menu sheet listing every section, so you can jump straight to the one you need.
  • Document pages replace the mobile action wall with a single tidy document menu.
  • Document wizards now show which step you are on, with an all-steps sheet to jump between them.
  • The Site Access surface gets its own section jump menu.
Free tools

Embed our free RAMS generator on your own site

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.

Help CentreAI

New Help Centre — and an assistant that reads it

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.

Open the Help Centre

Sign-offWorkers

One sign-off record for every document a worker has to sign

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  • Regenerate a document and the previous sign-offs are marked superseded rather than deleted, keeping the original record intact, and a fresh request appears in the worker's portal for the new version.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.

How to: Get your crew to sign off documents from their phones

WorkersPortal

Workers get an ordered to-do list on their phone

Opening a portal link now shows a worker exactly what to do, in order, instead of a pile of documents: each document the project requires, one at a time.

  • Documents page through before the sign button unlocks, so nobody signs something they have not opened.
  • COSHH assessments appear in their own read-only section on every plan — no signature needed, just the safety information to hand.
  • On Business and above, with Site Access switched on for the project, the list continues into acknowledging the site rules and checking in.

How to: What your workers see when they open the crew linkHow to: Site Access: portal users and the site portalHow to: Site attendance: who's on site, history and reports

COSHHDocuments

Deeper COSHH: read the SDS, assess it per site

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.

How to: COSHH assessments: smart search and SDS upload

Audit PackDocuments

A fuller Audit-Ready Pack

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.

How to: Export your audit trail with the Audit-Ready Pack

InductionsWorkers

Site inductions in eight more languages

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.

How to: Site inductions: generate, deliver and collect signatures

Site ControlIntegrations

SSO, a read-only API and webhooks for Site Control

Site Control accounts can now connect single sign-on, pull their data programmatically, and get notified when things happen. Site Control only.

  • SAML single sign-on through Okta, Microsoft Entra or any SAML 2.0 provider, with the option to require it across your email domain.
  • Scoped, read-only API keys covering projects, documents, workers, certifications and attendance.
  • Signed outbound webhooks for five events: document generated, document signed, certificate expiring, worker checked in, and induction acknowledged.

How to: Enterprise integrations: SSO, API keys and webhooks

Early accessSite ControlIntegrations

Procore integration

A Procore Marketplace integration that links a Procore company to your account and puts The Site Book in an embedded tab. Built and in early access for Site Control — talk to us if you run projects in Procore and want to try it.

ProjectsSite safety

Site Safety Setup — the details your documents depend on

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 — instead of generating around the gaps.

  • 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.

How to: Site Safety Setup: fill the 11 details that unlock your documents

Site ControlBilling

Site Control: pay by card or invoice

Site Control accounts can now be billed by invoice as well as card, with access opening as soon as the first invoice is paid.

Blog

Follow the blog by RSS

The compliance blog now publishes an RSS feed, so you can follow new CDM and site-safety articles from your feed reader.

RSS feed

BusinessDocuments

Version history, subcontractor documents and inspections

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.

How to: Manager acknowledgements and review evidenceHow to: Record subcontractor evidence reviewsHow to: Site inspections and corrective actions

Platform

Moved onto our own infrastructure

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.

Milestone

The Site Book went live

After a month of building, the product opened to real accounts on its own domain, with sign-in, subscriptions and file storage running in production.

MilestoneDocuments

The first version

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.

How to: Generate RAMS

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.