01
Branded quotes clients can accept online
Build a quote from labour and material line items, send it as a link, and see when the client opens, accepts or declines it.
No more wondering whether a quote landed. Each quote gets its own link, so acceptance is recorded against the job instead of living in a WhatsApp thread.
02
Quote to invoice in one click
Convert an accepted quote into an invoice without retyping anything. Line items and totals carry across.
Invoicing the same day is the single biggest lever on how fast you get paid. Sitebook removes the retyping that makes people put it off.
03
Automatic overdue reminders
Sitebook emails your client at 3 and 7 days overdue, with your banking details attached, so you are not the one chasing.
The reminder comes from the system rather than from you, which keeps the relationship intact while still applying pressure.
04
A Certificate of Compliance register that holds up
Record whether a CoC was issued, upload the document, track the expiry date, and link it to the client and site.
A CoC is a legal document. Keeping them in a register tied to the job means you can produce one years later if a job is ever disputed.
05
One view of every open job
Jobs link the client, the quote, the invoice and the CoC together — so nothing falls between the cracks.
The job record is the spine. Open a job and you can see what was quoted, what was invoiced, whether it was paid, and whether the certificate was issued.
06
Client and site records
Name, contact and site address, with every quote, invoice and certificate attached.
Returning to a site you last worked on two years ago means opening one record, not searching three apps.