Powerful features built for field service teams
SiteDay is designed to help installation and service businesses quote faster, organise work more clearly, support engineers on-site and stay in control of sites, assets, stock and invoicing workflows.
SiteDay supports your accounting software instead of trying to replace it
Your team can manage the operational side of the business in SiteDay, while accounts stay where they belong. SiteDay helps bridge quoting, jobs and invoicing workflows with Xero, so the office gets a smoother process without ripping out existing finance tools.
Operations in SiteDay
Quotes, jobs, scheduling, sites, assets and engineer workflows.
Accounts in Xero
Keep accounting where finance teams expect it, with less double entry.
Create professional quotes quickly and convert them into live jobs
Build quotes using products, labour and system builds, then revise and send them with cleaner paperwork that looks more professional to customers.
- Use structured products, labour and bundled systems
- Keep totals, revisions and quote history organised
- Move approved quotes into jobs without re-keying information
Keep the whole job record together from office planning to site completion
SiteDay keeps engineer visits, notes, documents and linked customer details together so your team can quickly understand the latest status of a job.
- See job summary, related visits and supporting notes in one place
- Track completed, pending and follow-up work more clearly
- Reduce internal chasing because the latest information is easier to find
Plan engineer visits with a practical calendar view of upcoming work
Review workload, assign engineers and keep booked work visible in a layout that helps service teams stay on top of the week ahead.
- Assign visits with better visibility of who is doing what
- Reschedule work more easily when the day changes
- Support both planned service visits and reactive jobs
Keep site records and installed equipment organised for future service work
SiteDay is built for businesses that need more than just jobs. Store site information, contacts, installed assets and service history so engineers arrive better prepared.
- Store customer sites separately from the main customer record
- Track installed equipment and useful asset history
- Support ongoing maintenance and revisit workflows
Manage parts, warehouses and van stock with less spreadsheet admin
Track parts and products in a way that supports quoting, job delivery and service work, while keeping better control of where stock is held.
- Manage warehouse stock and engineer vehicle stock
- Support stock movements that fit real service workflows
- Keep product information tied into quotes and jobs
Bundle components into systems so quoting and stock stay accurate
A feature that you will use again and again. Build systems once, then reuse them in quotes and stock workflows.
- Create reusable systems from sub-products and components
- Quote more consistently with less manual assembly each time
- Keep stock movement more accurate when systems are used
Support your finance workflow without forcing you to change accounting systems
SiteDay helps connect operations with finance. Seamless integration between platforms
Invoice from real job progress
Create invoicing workflows that reflect the work your team has actually delivered, rather than rebuilding information again in a separate operational tool.
Keep accounts where they belong
Continue using Xero for your accounting while SiteDay handles quotes, jobs, scheduling, sites, assets and engineer activity.
Reduce double entry
The real value is in reducing duplicated admin between operations and accounts, while keeping your software stack practical and familiar.
Give engineers the job information they need on-site
Engineers can see their day, open visit details, upload photos, add notes and complete work directly from their phone.
- View assigned jobs and visit details on the move
- Access site information and record updates from the field
- Upload photos, notes and completion updates without calling the office
See how SiteDay can support your whole workflow
From quoting and scheduling through to engineer updates, invoicing support and Xero integration, SiteDay is designed to help trade businesses run work more clearly.