Site Steps is specialist software designed to help contractors and consultants create reports, scopes of work, schedules, specifications and quotations faster.Instead of rebuilding documents from scratch every time using Word files, spreadsheets, emails and old projects, Site Steps helps you organise your knowledge into reusable workflows and structured content.
The platform is designed for businesses whose correspondence helps them win work, demonstrate expertise and manage risk.
That includes everything from waterproofing reports and roofing quotations through to commercial dilapidation schedules and specialist subcontractor scopes of work.
You stay in control of how your business works while reducing the time spent producing repetitive documentation.
Site Steps is built for specialist contractors and consultants who regularly produce technical correspondence, reports and quotations.
This includes:
If your business relies on producing detailed scopes of work, reports, schedules or specifications to win projects, Site Steps is designed to make that process faster, more consistent and easier to manage.
Most contractors and consultants are still creating correspondence using disconnected tools like Word, Excel, PDFs, CAD drawings and folders full of previous jobs.
That often leads to:
Site Steps helps bring that process together into one organised workflow designed specifically for technical reporting, specifications and quotations.
Your company data is securely stored and separated from every other customer using Site Steps.
We do not share templates, reports, pricing structures or workflows between companies. Your information stays private to your business and your login credentials.We use secure cloud infrastructure, controlled access permissions and encrypted connections to help protect your project data and correspondence.
No. Every Site Steps account is isolated to your business only.
There is no shared IP, shared template library or shared project data between contractors using the platform.
Your reports, scopes of work, quote items and workflows are unique to your company login and remain under your control at all times.
The 3 month trial includes 1 user seat.This allows you to properly test the platform using real projects, reports and quotations before rolling it out wider across your business.
Additional users can be discussed once your workflow and setup are established.
Site Steps exports your information into editable DOCX documents and spreadsheets. This means you can continue formatting quotations, pricing summaries and branded documents in the way your company already prefers. You are not locked into a rigid PDF system or forced to change your existing branding style.
Most companies can get started quickly using an old report or quotation as the foundation for their setup.
We guide you through importing and structuring your existing workflow so the platform reflects how your business already operates.
After that, we will help you work through a real live project so you can understand how reports, scopes and quotations are created inside Site Steps. Most users build confidence fast once they have completed a couple of real jobs through the platform.
No. Site Steps is designed to support your existing process, not replace your expertise. Every contractor has different ways of surveying, quoting and producing correspondence. The platform is flexible enough to match your workflow while helping you save time, improve consistency and reduce admin headaches.
Yes. Site Steps is built around reusable content and templates that reflect your business. You can structure steps, reusable wording, line items and report content around the way your company already delivers projects and communicates with clients.
