Site Connect Professional services
Site Connect for professional services
Client work as projects and tasks, approvals for expenses and leave, and the internal paperwork in one workspace.
What we hear
The daily friction
- Nobody knows what a client job actually cost until the month is closed
- Expense claims are a spreadsheet plus a photo of a receipt
- Nobody knows who is at capacity until somebody misses a deadline
- HR documents live in three different drives
What changes
How the workspace answers it
Projects with a finance view
Contract value, invoiced, labour cost and estimated profit per project, from logged hours and rates.
Workload before overload
Planned hours per person per day, so rebalancing happens before the deadline slips.
Approvals that fit policy
Add a finance signature above a threshold using a condition on the form.
HR in one place
Contracts with expiry warnings, leave balances on Annual leave, and equipment listed by holder.
Why it holds up
Everything runs on the same people and permissions, so there is no second directory to keep in step.
Get your whole team on one system this week
SiteConnect Base is free for your first 3 users — no card, no sales call, no migration project.
Free forever for 3 users · then $3 per user a month · no credit card