See SiteDay across the workflows that matter most
Explore how SiteDay helps installation and service businesses manage quotes, jobs, scheduling, engineer workflows and operational visibility in one connected platform.
Keep a clearer view of daily operations
The dashboard helps office teams stay on top of current workload, pending activity and engineer visibility without relying on spreadsheets or scattered updates.
Professional quote creation
Build structured quotes using products, labour and reusable systems, then move approved work forward without duplicated admin or manual re-entry.
Built for real office workflows
SiteDay helps your team prepare clear, professional paperwork while keeping totals, labour and quote history organised as work moves toward delivery.
Job detail and visit tracking
Keep jobs, visits, notes and linked customer information together so your team can quickly understand progress and next actions.
One place for work in progress
SiteDay is designed to support active jobs, follow-up work and service history, helping the office and field team stay aligned around the same records.
Engineer scheduling calendar
Plan engineer visits with a practical calendar view that helps your team see what is booked, what needs attention and how the week is taking shape.
Built for busy service teams
A clear scheduling view makes it easier to assign engineers, manage changes and keep booked work visible without losing track of the bigger picture.
Engineer mobile workflow
Give engineers access to their assigned work, visit details and progress updates directly from their phone while they are out on-site.
Keep the office and field team connected
SiteDay supports more than office admin. It also helps engineers record updates, add notes and keep job information moving back into the wider workflow.
Stock control and assemblies are part of the wider workflow
SiteDay is designed to support practical stock control and reusable product structures, helping trade businesses keep quoting and delivery more consistent.
Stock management
Manage warehouse stock, van stock and day-to-day product visibility as part of the same operational workflow.
- support stock held in different locations
- keep products linked to quoting and jobs
- reduce reliance on separate stock spreadsheets
Systems and assemblies
Build repeatable systems from components so quoting and stock control stay more accurate across repeat installs and service work.
- reuse standard assemblies more efficiently
- quote complex products more consistently
- support clearer operational control behind the scenes
More product areas will be added here as the gallery expands
Additional screenshots will help show even more of the SiteDay workflow, including sites, assets, invoicing support and field detail screens.
Sites & assets
Track site records and installed equipment for future service and maintenance work.
Invoicing workflow
Support invoicing and accounting handoff with a clearer operational record behind it.
Xero support
Support existing accounting workflows rather than trying to replace them outright.
Customer records
Keep customer, site and job information linked together more cleanly.
Visit completion
Capture field updates and completion detail so the office stays better informed.
Photos and notes
Give engineers a practical way to record what happened while the visit is still in progress.
Want to see how these screens fit into the wider workflow?
SiteDay connects quoting, scheduling, job management, mobile updates and invoicing support into one clearer operational flow for installation and service businesses.