Plans, billing and your data
Available on all plans
Everything billing lives under Settings → Billing; exports live under Settings → Export Data; optional measurement choices are always available through Cookie preferences in the site footer. On a phone, the sections are behind the Settings menu button at the top of Settings — tap it and pick the section from the menu that slides up.
Start free, then upgrade when the next job earns it
Starter gives you one real project with the core RAMS, Construction Phase Plan and site induction workflow, without asking for a card. The PDFs include The Site Book branding and a Starter watermark. Upgrade to Pro when you start project two or need your own logo and unwatermarked output; Business is the separate route for shared team access and wider site records.
Put the most relevant comparisons first
Open the Compare page, choose Head-to-head, Roundups or Alternatives under Type, then choose your team size under Size. Type narrows the page category. Size keeps the full set available and moves the closest matches first, so you can still check an option aimed at a different-sized firm. The Site Control — per-site contractor access section moves to the front only for 20–100 person firm and 100+ enterprise; it follows the ordinary comparisons for smaller selections.
Upgrade, switch or cancel
Go to Settings → Billing.
On a phone, open Settings, tap the Settings menu button at the top and choose Billing.
Choose your plan — upgrade, switch between monthly and annual, or update your card.
Upgrading does not remove anything you've already created. If you already have a subscription, every plan change — including an upgrade or a switch between monthly and annual — comes back to Billing so it changes that subscription instead of creating a second one. A checkout link can start a new subscription only when your account does not have one, or after the old one has ended. If you are on a subscription-free Pro trial, choosing monthly or annual Pro starts the paid subscription that keeps your Pro access.
Cancelling? You keep access until the end of the billing period.
Documents are never deleted, and read-only access to your full history remains after the subscription ends. While the account is read-only your team cannot start a new job or change anything you have already made (on the web or in the phone app) — safety recording stays open wherever your plan still includes it, such as document sign-offs — and any Zapier Create Project step will fail until you reactivate — see Connect Google Drive, Xero, Zapier and Slack.
Your data is yours
Open Settings → Export Data and select Download my data to save your ZIP. It includes your project records and the complete frozen H&S review draft history held in your current account. A review draft remains a record of its original content even when the working file changes. For one per-project record you can show an inspector, build the Audit-Ready Pack.
Wait for your browser to finish the download before opening it. If the download fails, select Download my data again. Check the ZIP for notes listing files that could not be included because they were unavailable or exceeded the export limits. Their metadata remains in the export; save any missing originals from the relevant project or contact support before deleting your account.
Permanently delete your account
Open Settings → Delete Account when you want to erase your account rather than only cancel its subscription. Read the warning and export any records you need before typing DELETE: this cannot be undone. Your own account data is removed, including consented first-party advertising-attribution records linked to your account across its recognised browser visitor identifiers. We retain only privacy-minimised, one-way visitor digests with no account link so reused browser state cannot recreate that attribution. Records already owned by somebody else's account on a shared browser remain theirs. Anonymous PCPP extraction audit rows never retain the plan text or extracted result and expire on the normal audit-retention schedule. Work you added to another company's shared account remains with that account, with your user link reassigned, removed or anonymised; legally required compliance or finance evidence may also be retained without that link. See the Privacy Policy for the exact retention and anti-resurrection safeguards.
That includes any unfinished job you started on our website and then signed in to save — including one we could not finish saving for you, for example because your plan was already at its job limit. If you never come back to an unfinished website job, it is cleared automatically after 30 days anyway.
See whether Business fits your team
If you manage several live jobs or need shared team access, request a Business walkthrough. Add your full name, work email, company, role, active-job count, team size and the main thing you want to sort; you can optionally add a phone number if you'd rather we call, tell us when you need it, and add more context. We save the request first, then offer the booking page for a focused 20-minute product demonstration. If you leave before choosing a slot, the request is still with us and we can follow up. Submitting the form does not buy a plan or create a charge, and you can still start Business directly if you do not need a walkthrough.
Change optional measurement consent
Select Cookie preferences in the site footer.
Choose Accept all, Reject all — or Choose cookies.
Choose cookies shows a switch for Analytics (GA4, PostHog and Microsoft Clarity, including heatmaps and session replay), Advertising (Google Ads, Microsoft Advertising and Meta measurement) and More relevant advertising (lets Google build a remarketing audience from your visit — off by default). More relevant advertising requires Advertising, so switching it on also switches Advertising on; switching Advertising off switches it off. Set your choices, then select Save choices. On a short phone screen, scroll inside the banner to reach every setting and action. Essential cookies are always on — they keep sign-in and security working.
Rejecting a category takes effect immediately.
Our optional first-party identifiers for that category are removed from the browser and new collection stops; rejecting Advertising also clears stored advertising attribution. Your choice lasts 180 days, then we ask again.
Billing owner? Your current choice is saved against the account too.
An explicit choice made before sign-in follows this browser into your signed-in session and is saved only when you are the billing owner; a team member cannot change the owner's account setting. Changing this optional choice does not stop you using The Site Book. For a Site Control enquiry or Business walkthrough request made without an account, use the email-verified withdrawal form on the Cookie policy page.
Frequently asked questions
How much does it cost?
Starter is £0 — one real project, free, no card needed. Pro is £39/mo, or £30/mo billed yearly (£360/yr). Business is £199/mo. Site Control, the per-site tier for principal contractors, is £675/site/mo plus a £5,000 setup, sales-led.
Can I cancel anytime?
Yes — Settings → Billing, no minimum term, no cancellation fees. You keep access until the end of your billing period, your documents are never deleted, and you keep read-only access to your history afterwards. Read-only means exactly that: your projects and documents stay readable and your data stays exportable, but your own team cannot change anything — no new jobs and no edits to projects, workers or documents — whether signed in on the web or the phone app, through a saved draft from our website, or through a Zapier step that creates a job or adds a worker, which will start returning an error. The one exception is safety recording, which stays open wherever your plan still includes it — document sign-offs and sign links, the crew sign-off link and workers' own sign-offs. A blocked change shows a message explaining that the account is read-only. While your account still has the plan and permissions for each control, you can use its web revocation actions to tidy up access: on Business or Site Control that includes removing team members and cancelling invitations, and eligible accounts can revoke share links, API keys, webhooks and connected apps. If cancellation moves the account to Starter, Business-only team controls pause until you reactivate under Settings, then Billing.
Is there a free trial or a refund policy?
You don't need a trial — Starter gives you one real project completely free, no card required, and it stays yours. On paid plans there's no minimum term: cancel anytime and you keep access until the end of the billing period, so there's nothing to claw back.
How do I invite team members?
Business and above includes up to 10 internal team logins — owners invite admins or members from Team settings; admins can invite members. Pro is one internal login, with read-only document sharing for clients and principal contractors.
Do the website and mobile app include the same plan features?
Yes. Your plan and retained feature access apply in both places. Site Diary, incidents, permits, toolbox talks, COSHH and the Audit-Ready Pack require Pro or above; a project bought through our setup service keeps its project-scoped Pro tools. Project subcontractor paperwork stays available on Starter because it is part of the core RAMS workflow, while the reusable account-wide subcontractor directory requires Pro.
Can I see Business before I buy?
Yes. You can request a focused 20-minute Business walkthrough around your team and live jobs before deciding. The form asks for your role, team size, active-job count and main need so the demonstration can stay relevant; timing and extra context are optional. Your request is saved before the booking page opens, so we can follow up if you leave without choosing a time. Business is £199/mo, and direct checkout remains available if you are ready to start without a walkthrough.
How do I compare products for my business size?
Open the website's Compare page at `/compare`, choose a page type such as Head-to-head, then select your size. The size choice puts matching comparisons first without hiding the others. Site Control — per-site contractor access is prioritised only for 20–100 person firm and 100+ enterprise; smaller businesses see the ordinary product comparisons first.
Can I export my data?
Yes — open Settings → Export Data and select Download my data. The ZIP includes your current account's project records, document metadata and complete frozen H&S review draft history, together with available files within the export limits. Available anytime, including after cancelling. Wait for the download to finish, then check its notes for any unavailable or oversized files and save missing originals separately from the relevant project.
How do I permanently delete my account?
Open Settings → Delete Account, read the warning, then type DELETE to confirm. Export anything you need first: deletion cannot be undone. Records owned solely by you are removed. If you contributed to another company's shared account, its projects, saved sites, contacts, COSHH library and legally retained compliance or finance evidence stay with that account; your user link is reassigned, removed or anonymised. The Privacy Policy explains the limited legal and anti-resurrection records that may remain.
Why did I receive a Trustpilot review email?
If marketing email is still enabled, we may send one review request shortly after you generate a document, while the result is fresh. If you have not left a review, we may send one final reminder a week later. Every review email includes an unsubscribe link; open it and confirm to stop the reminder and other marketing emails for that address. The address stays opted out even if a new demo or account record is created later; only a separate, verified re-consent process could switch marketing back on.
Why did I receive a setup, demo follow-up or account progress email?
If marketing email is enabled, we may send a short setup guide, demo follow-up, review request, monthly summary or another message that matches where you have reached. These are scheduled after relevant milestones rather than sent at an exact minute. If a scheduled run is interrupted, unfinished recipients remain eligible for the next successful run; where messages form a sequence, a newer relevant step replaces an outdated earlier one instead of stacking both together. Every marketing email includes an unsubscribe link.
What payment methods are accepted?
All major credit and debit cards via Stripe — Visa, Mastercard, American Express. Payments are secure and PCI compliant.
What happens if a payment fails?
While we retry the payment, your account keeps working normally — on the web and in the phone app alike. For the account owner, a red banner appears at the top of every page with an Open billing portal button — use it to update your card or pay the outstanding invoice. You can also sort payment any time under Settings → Billing. Team members see a heads-up version of the banner instead — only the account owner can fix payment, so their banner carries no billing buttons. On Pro, if the payment still hasn't gone through after 10 days your account moves back to Starter — your projects and documents are kept, you lose Pro features, and the account becomes read-only until payment is sorted; paying restores them automatically. We apply that switch across your account in one transaction; if a temporary system error prevents every part from completing, nothing is switched and a later run retries. Business and Site Control accounts aren't subject to that 10-day step — they keep working while we get in touch to sort payment personally, including when a Site Control renewal invoice has passed its due date. On any plan, if the subscription is eventually closed or cancelled because payment never completes, the account moves to Starter and becomes read-only in the same way — and paying brings your plan straight back. While the account is read-only, everyone on it can still open its projects and documents, and Download my data under Settings → Export Data keeps working, but changes made by your own signed-in team (a new job, an edit, a new worker) — and by any Zapier step that creates a job or adds a worker — are refused with a message explaining why, and the account unlocks as soon as the payment goes through. On Starter you also cannot start a new job if you already have one, so any Zapier Create Project step will fail until the plan is back. Safety recording stays open wherever your plan still includes it: on the web, document sign-offs captured on your own device, new sign and share links for your documents and your project's crew sign-off link all keep working, and workers' own sign-offs carry on as normal, on the web and in the app. A read-only account is on Starter, so safety tools that come with a paid plan — such as incident records, inspections, site check-ins, join-request reviews and evacuation roll-calls — stay available only if your plan still includes them. The account owner can still use revocation controls included in the account's current plan and permissions: share links, subcontractor request links, project manager access, API keys, webhooks and connected apps keep their usual plan and role checks, and Business-only controls — such as removing team members — pause while the plan is Starter. An internal team invitation cannot be accepted into a read-only account until its owner fixes billing, even if the invited person's own account is healthy.
How do I change or withdraw analytics and advertising consent?
Select Cookie preferences in the site footer. Choose Accept all or Reject all, or select Choose cookies to switch Analytics, Advertising and More relevant advertising on or off and then Save choices — essential cookies stay on either way. More relevant advertising is a separate permission that requires Advertising, so switching it on also switches Advertising on, and switching Advertising off switches it off. Rejecting a category takes effect immediately in that browser: our optional first-party identifiers for that category are removed and new collection stops, rejecting Advertising also clears stored advertising attribution, and rejecting More relevant advertising stops Google building a remarketing audience from your visit. If you make an explicit choice before signing in, that choice follows the same browser into the signed-in session; if you are the billing owner, it is then saved against your account. A choice deferred while you are already signed in is bound to that signed-in user, so a different owner using the browser must confirm their own choice. A team member's choice stays in their own browser and cannot change the owner's account setting. We ask again after 180 days. One exception is permanent: if you previously withdrew Google Ads server-side matching for your account — by rejecting Advertising while signed in, or through the email-verified withdrawal form — accepting Advertising again does not re-enable that matching, and the banner shows a dismissable notice confirming it stays withdrawn. A Site Control enquiry or Business walkthrough request can be withdrawn separately through the email-verified withdrawal form on our Cookie policy page. When a paid Pro checkout is measured server-side, it uses the settled checkout amount and its exact Pro plan; the same current advertising consent and permanent withdrawal rules apply.
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