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Plans, billing and your data

Available on all plans

Everything billing lives under Settings → Billing; exports live under Settings → Export Data; optional measurement choices are always available through Cookie preferences in the site footer. On a phone, the sections are behind the Settings menu button at the top of Settings — tap it and pick the section from the menu that slides up.

Start free, then upgrade when the next job earns it

Starter gives you one real project with the core RAMS, Construction Phase Plan and site induction workflow, without asking for a card. The PDFs include The Site Book branding and a Starter watermark. Upgrade to Pro when you start project two or need your own logo and unwatermarked output; Business is the separate route for shared team access and wider site records.

Upgrade, switch or cancel

  1. Go to Settings → Billing.

    On a phone, open Settings, tap the Settings menu button at the top and choose Billing.

  2. Choose your plan — upgrade, switch between monthly and annual, or update your card.

    Upgrades apply instantly; you don't lose anything you've already created.

  3. Cancelling? You keep access until the end of the billing period.

    Documents are never deleted, and read-only access to your full history remains after the subscription ends.

Your data is yours

Export everything as a ZIP from Settings → Export Data — every document, every project, all metadata — whenever you want, no support ticket needed. For a per-project inspector-ready record, build the Audit-Ready Pack instead.

Permanently delete your account

Open Settings → Delete Account when you want to erase your account rather than only cancel its subscription. Read the warning and export any records you need before typing DELETE: this cannot be undone. Your own account data is removed. Work you added to another company's shared account remains with that account, with your user link reassigned, removed or anonymised; legally required compliance or finance evidence may also be retained without that link. See the Privacy Policy for the exact retention and anti-resurrection safeguards.

See whether Business fits your team

If you manage several live jobs or need shared team access, request a Business walkthrough. Add your full name, work email, company, role, active-job count, team size and the main thing you want to sort; you can optionally add a phone number if you'd rather we call, tell us when you need it, and add more context. We save the request first, then offer the booking page for a focused 20-minute product demonstration. If you leave before choosing a slot, the request is still with us and we can follow up. Submitting the form does not buy a plan or create a charge, and you can still start Business directly if you do not need a walkthrough.

Change optional measurement consent

  1. Select Cookie preferences in the site footer.

  2. Choose Accept all, Reject all — or Customise.

    Customise shows a separate switch for Analytics (GA4, PostHog and Microsoft Clarity, including heatmaps and session replay), Advertising (Google Ads, Microsoft Advertising and Meta measurement) and Personalised advertising (lets Google build a remarketing audience from your visit — off by default, separate from Advertising). Set each on or off, then select Save choices. Essential cookies are always on — they keep sign-in and security working.

  3. Rejecting a category takes effect immediately.

    Our optional first-party identifiers for that category are removed from the browser and new collection stops; rejecting Advertising also clears stored advertising attribution. Your choice lasts 180 days, then we ask again.

  4. Billing owner? Your current choice is saved against the account too.

    Changing this optional choice does not stop you using The Site Book. For a Site Control enquiry or Business walkthrough request made without an account, use the email-verified withdrawal form on the Cookie policy page.

Frequently asked questions

How much does it cost?

Starter is £0 — one real project, free, no card needed. Pro is £39/mo, or £360/yr billed annually (£30/mo). Business is £199/mo. Site Control, the per-site tier for principal contractors, is £675/site/mo plus a £5,000 setup, sales-led.

Can I cancel anytime?

Yes — Settings → Billing, no minimum term, no cancellation fees. You keep access until the end of your billing period, your documents are never deleted, and you keep read-only access to your history afterwards.

Is there a free trial or a refund policy?

You don't need a trial — Starter gives you one real project completely free, no card required, and it stays yours. On paid plans there's no minimum term: cancel anytime and you keep access until the end of the billing period, so there's nothing to claw back.

How do I invite team members?

Business and above includes up to 10 internal team logins — owners invite admins or members from Team settings; admins can invite members. Pro is one internal login, with read-only document sharing for clients and principal contractors.

Do the website and mobile app include the same plan features?

Yes. Your plan and retained feature access apply in both places. Site Diary, incidents, permits, toolbox talks, COSHH and the Audit-Ready Pack require Pro or above; a project bought through our setup service keeps its project-scoped Pro tools. Project subcontractor paperwork stays available on Starter because it is part of the core RAMS workflow, while the reusable account-wide subcontractor directory requires Pro.

Can I see Business before I buy?

Yes. You can request a focused 20-minute Business walkthrough around your team and live jobs before deciding. The form asks for your role, team size, active-job count and main need so the demonstration can stay relevant; timing and extra context are optional. Your request is saved before the booking page opens, so we can follow up if you leave without choosing a time. Business is £199/mo, and direct checkout remains available if you are ready to start without a walkthrough.

Can I export my data?

Yes — Settings → Export Data downloads everything as a ZIP: all documents, all projects, all metadata, and your client permit captures. Available anytime, including after cancelling. On unusually file-heavy accounts the ZIP caps client permit files per project to stay downloadable — the export includes a note listing anything left out, and those files stay viewable on each project's Client Permits page.

How do I permanently delete my account?

Open Settings → Delete Account, read the warning, then type DELETE to confirm. Export anything you need first: deletion cannot be undone. Records owned solely by you are removed. If you contributed to another company's shared account, its projects, saved sites, contacts, COSHH library and legally retained compliance or finance evidence stay with that account; your user link is reassigned, removed or anonymised. The Privacy Policy explains the limited legal and anti-resurrection records that may remain.

What payment methods are accepted?

All major credit and debit cards via Stripe — Visa, Mastercard, American Express. Payments are secure and PCI compliant.

What happens if a payment fails?

Your account keeps working. For the account owner, a red banner appears at the top of every page with an Open billing portal button — use it to update your card or pay the outstanding invoice, and everything carries on as normal. You can also sort payment any time under Settings → Billing. Team members see a heads-up version of the banner instead — only the account owner can fix payment, so their banner carries no billing buttons. On Pro, if the payment still hasn't gone through after 10 days your account moves back to Starter — your projects and documents are kept, you just lose Pro features until payment is sorted, and paying restores them automatically. Business and Site Control accounts aren't subject to that 10-day step — we'll get in touch to sort payment personally. On any plan, if the subscription is eventually cancelled entirely because payment never completes, paid features pause until payment is sorted — and paying brings them straight back.

How do I change or withdraw analytics and advertising consent?

Select Cookie preferences in the site footer. Choose Accept all or Reject all, or select Customise to switch Analytics, Advertising and Personalised advertising on or off separately and then Save choices — essential cookies stay on either way. Rejecting a category takes effect immediately in that browser: our optional first-party identifiers for that category are removed and new collection stops, rejecting Advertising also clears stored advertising attribution, and rejecting Personalised advertising stops Google building a remarketing audience from your visit. If you are the billing owner, the choice is also saved against your account, and we ask again after 180 days. One exception is permanent: if you previously withdrew Google Ads server-side matching for your account — by rejecting Advertising while signed in, or through the email-verified withdrawal form — accepting Advertising again does not re-enable that matching, and the banner shows a dismissable notice confirming it stays withdrawn. A Site Control enquiry or Business walkthrough request can be withdrawn separately through the email-verified withdrawal form on our Cookie policy page.

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