Configured workfront
Agreed locations, work items, booking basis, relevant drawings and one work stage suited to your trade.
START WITH A PILOT
One work area. A defined workflow. A practical decision.
A free setup for one agreed work area and one relevant stage during Site Manager Pro’s 30-day trial, subject to agreed scope and trial eligibility.
AGREE BEFORE STARTING
A focused area and stage.
Select one manageable work area or a defined part of your package, and one relevant work stage. This could be a floor, roof zone, scaffold elevation, drainage run or fire-stopping area. Confirm the work items, drawings, quantities and people taking part before configuration begins.
The pilot tests whether the proposed workflow fits your project. Wider rollout follows a separate scope, programme and quotation.
What you provide
Current drawings; a defined scope; agreed quantities and rates or time-based booking rules; your quality requirements; named users and authorised reviewers; access for training and review.
What we agree togetherBoundaries, deliverables, dates, responsibilities and the review criteria below.
PILOT DELIVERABLES
What your team receives.
Checks and decisions
Relevant installer QA, required photographs and agreed acceptance, hold, correction and reinspection routes.
Training and handover
A walkthrough with named users, a responsibility checklist and a review of the next implementation step.
ACCEPTANCE REVIEW
Test the process before extending it.
| Test | Evidence to review |
|---|---|
| Book the defined work | The booking identifies the correct item, location, stage and quantity or hours. |
| Submit installer QA | Required checks and photographs link back to the work being reviewed. |
| Hold and correct | The reviewer records the reason; the correction and reinspection route can be followed. |
| Review and authorise | Agreed responsibilities are followed. Only the records meeting the configured rules proceed. |
| Check the export | Where included in scope, a sample export is reconciled to approved records before any payroll use. |
| Handover | Named users can follow the workflow and outstanding actions have an owner. |
The review closes with agreed findings, outstanding actions and a decision on wider rollout.
Scope and costs are explicit.
The free setup covers the agreed pilot area and stage. Software trial eligibility and supplier terms apply. Software licences, additional modules, wider rollout, travel or site attendance, ongoing support and optional commercial services are identified separately in the proposal where applicable.
No wider implementation is commissioned by submitting a pilot enquiry.
Review appointment information →Scope your pilot.
Tell us the trade, work area or package, stage and what you want the workflow to demonstrate.