The Business plan's included capacity doubled: ten internal team logins and fifty active site portal users. Existing Business accounts were raised automatically — nothing to ask for.
The Team page counts active logins and pending invitations against the ten seats. Site portal users are counted separately, account-wide.
Where an account had already been given an allowance above the new numbers, it was kept — the increase never reduces a higher limit.
A site supervisor's login is scoped to the saved sites (or single projects) you pick on the Team page — not the whole account. Assign a site once and every job there, including future ones, is covered.
On the Team page, open Sites under a supervisor's row to assign saved sites or one-off projects.
A newly invited supervisor sees an empty project list until you assign something — the Team page warns you when a supervisor has nothing assigned.
Projects can be linked to a saved site when you create them, so “which jobs are at this hospital?” finally has an answer.
On Business and above you can optionally require each worker's 4-digit PIN before they sign a document from the shared crew link, giving the sign-off record an extra identity check without changing attendance.
Each worker chooses their own PIN. Five wrong attempts lock that name for 15 minutes; an owner, admin or assigned Site Supervisor can reset a forgotten PIN.
Successful document records show PIN verified. It is evidence that the PIN for the selected worker was entered, not biometric identity proof.
Set the company default on Team, then follow it or override it from the project's Workers tab.
On Pro and above you can edit a saved Site Diary entry, and live entries now appear in the Audit Pack with their photo counts. Owners/admins can delete permanently; a Business Site Supervisor's delete is retained for owner/admin restore.
Edit the entry's weather, workers, work, issues, delays, visitors or photos, then save the corrected record.
A Site Supervisor can remove a mistaken entry from the live diary without being able to destroy it; owners and admins see the deleted record and can restore it with its photos.
Deleted entries stay out of the compliance Audit Pack but remain labelled in a Download my data export.
On Pro and above you can save a finished project as a reusable template, then start new jobs from it instead of from a blank page.
Save as template is in the project actions menu; your saved templates live on the Templates tab of Saved Data.
A new job created from a template carries the scope, the method statements and — on Pro and above, where it is available — the COSHH selection you set up last time.
The site address, nearest hospital, assembly point and isolation points are never carried over — you give the new job its own, so its emergency plan points at the right place.
A batch of changes Business customers asked for: nothing goes out for worker sign-off before it is approved, RAMS sign-off progress is visible where you already look, and the site diary can record wind speed.
On Business and above, where a document has a named approver, worker sign-off requests are held until that version is approved — and issued automatically the moment it is.
RAMS sign-off progress now shows on the Documents page, the project overview and the dashboard health view.
Site diary entries can record wind speed alongside the weather.
A weekly email reminder for site inspections that are due.
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 at launch, site supervisors could write the Site Diary, record Inspections and corrective actions, log Incidents and add Photos across the account. Assigned-site/project scoping replaced that access model on 6 August 2026.
Documents, worker contact details, Team, settings and billing stay out of sight. The current role also has a restricted Crew tab for worker names, PIN status and Reset PIN.
Invite one from the Team page. A site supervisor uses a normal team seat.
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.
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.
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.
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.
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.
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.
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.
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.
On Business and above, connect Slack and ask Site Ready whether a project can start tomorrow. It checks your Site Book records and recent Slack context, then answers with blockers, warnings, source links and next actions.
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.
The built-in trades and tasks do not cover every job, so you can now create your own work type on a project, edit its method steps, and save it to your account to reuse next time. Commercial solar PV joined the covered trades in the same release.
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.
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.
Pricing was restructured into Starter, Pro and Business so growing teams have somewhere to go. Everyone already paying kept the features they had at the price they were on.
On Pro and above, worker cards and tickets can be recorded with their expiry dates, and you get an email before they lapse rather than finding out on site.
Two more documents drafted from what the system already knows about your project: a site induction and a standalone emergency plan, each drafted for you to review, approve and lock.
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.
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.