Features
Simple on the surface for the person on site. Serious records underneath for whoever does the books.
Everyday work
- Today: what is on, the to-do list and a seven-day look ahead.
- Diary: log work by person, job and hours, including people who are not on the team.
- Projects: from enquiry to finished, with notes, specs, photos, files, activity and customer sign-off.
- Customers: an address book linked to every job you have done for them.
- To-dos and materials lists: with reminders, repeats and job links.
- Company reminders: MOTs, insurance, tax deadlines.
- Team: invite people by email; Admin and Worker roles; sign in with an emailed code, no passwords.
- Offline first: everything works without a signal and syncs later.
Money (for Admins)
- Job budgets: planned against actual costs, labour from the diary, and money received.
- Quotes and invoices: no VAT, VAT, or construction domestic reverse charge; optional CIS deduction shown on the invoice; credit notes; PDFs to share.
- Official invoice numbers are given by the server, so two phones never use the same number, and an issued invoice can't be changed.
Invoices are being checked by an accountant before they are recommended for real business use.
What it does not do. SiteFeed Teams does not file VAT returns, CIS returns or tax returns with HMRC, is not Making Tax Digital software, does not connect to your bank, and does not take payments. Do those through HMRC's services and your accountant.