Scheduling and Financial Management for Builders with The Site Book

Generating RAMS, CPP, and COSHH

Once the project is set up, document generation is a few clicks. The AI wizard for a domestic job asks four focused questions about the specific hazards on that site — fragile roof lights, pre-2000 buildings that may contain asbestos, proximity of overhead services, confined spaces — and uses your answers to produce a RAMS that names those specific features rather than recycling generic template language.

The Construction Phase Plan is generated from the same project data. The start and end dates you entered in the wizard appear on the front sheet automatically, alongside the principal contractor details, the welfare arrangements, and the emergency contact information. For a typical domestic extension the CPP is ready to review within three minutes of starting the generator. Compare that to an hour of editing a Word template and you quickly see where the time saving comes from.

COSHH assessments follow the same pattern. Select the substances your operatives will be working with — cement, timber treatment, adhesives — and The Site Book generates a COSHH record with exposure routes, control measures, PPE requirements, and emergency procedures already filled in. All three document types are version-tracked: every time you regenerate a document, the previous version is archived with a timestamp.

For more detail on the CPP specifically, the The Site Book vs template CPP comparison walks through the quality differences side by side.

Xero Integration: Your Client, Ready to Invoice

Connect your Xero account once via OAuth in The Site Book’s Integrations settings. The connection takes around five minutes and you only do it once. After that, you can sync any project’s client to Xero in a click — The Site Book creates a matching contact in Xero, or reuses the existing one, with the client name, email and phone.

That removes the most error-prone bit of admin: re-typing client details into your accounting system. When the job is done your client is already in Xero, so raising the invoice is a couple of clicks — pick the contact, add your line items, and send. You stay in control of what gets billed and when.

This matters because the gap between job completion and invoice sending is one of the most common cashflow drains for small builders. A job finished on a Friday afternoon that doesn’t get invoiced until Monday because the client still has to be set up in the accounts means a week’s delay on payment. Having the client already synced to Xero closes that gap — there’s nothing to re-key when it’s time to invoice.

The current integration syncs the project’s client to Xero as a contact. It does not auto-create Xero projects or draft invoices for you — you raise the invoice in Xero when you’re ready. Deeper invoicing and project automation are on the product roadmap.

The Full Project Lifecycle in The Site Book

Pulling the pieces together: a typical domestic extension project through The Site Book from first contact to final invoice looks like this.

1. 1

   Project setup (4 minutes)

   Enter client details, site address, start and end dates, operative count. Sync the client to Xero as a contact in a click when you are ready.

2. 2

   Document generation (3–8 minutes)

   Run the RAMS wizard, CPP generator, and COSHH assessments. All documents reference the project dates and client details automatically.

3. 3

   Client and worker sign-off (ongoing)

   Share a link with the client for approval. Send sign-off links to workers. Sign-off records remain linked to the project; Drive export is a separate on-demand action.

4. 4

   Project completion

   Mark the project complete in The Site Book. Your client is already in Xero, ready to invoice. Generate the Audit Pack, export current project PDFs to Drive if required and review the handover set before sharing it with the client.

The whole loop — from project setup to a client ready to invoice in Xero — runs without switching between apps for the compliance and admin side of the job. For builders managing multiple projects simultaneously, the dashboard shows every project’s compliance status at a glance: which documents are outstanding, which workers haven’t signed, which projects are approaching their end date.

The What is RAMS guide and the What is a CPP guide cover the underlying CDM 2015 requirements that this workflow fulfils if you want more background on the legal context.