Customer records
Keep customer information connected to the quotes and work you are carrying out for them.
A CK Enterprises Group Ltd product
SiteDesk
A straightforward way to manage customers, site surveys, pricing, quotes, contractors and invoices in one place.
SiteDesk has been built around the admin that comes with running site-based work. The aim is simple: keep the information together, make quoting easier to manage and give your team a clear view of what needs doing next.
Built around day-to-day work
Keep the job admin in one place
If quotes are being built in one system, customer details are somewhere else and contractor invoices are arriving by email, it does not take long for simple admin to become difficult to keep on top of.
SiteDesk brings those parts of the process together. It gives you a place to keep customer details, carry out the survey and pricing stages, prepare quotes and manage the contractor side of the job without having to piece everything together afterwards.
What it does
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Practical tools for the work behind the job
Site surveys
Keep the survey stage tied to the quote so the information gathered on the job is available when it is time to price the work.
Pricing and rate cards
Maintain your regular pricing and reusable rate items instead of rebuilding the same figures every time.
Quotes
Build itemised quotes, manage the details and produce a document that can be downloaded and sent to the customer.
Files, notes and follow-ups
Keep the supporting information with the quote and record follow-up activity so it is easier to see where things stand.
Contractors and invoices
Maintain contractor records and manage contractor invoice activity, including the admin review and payment stages.
AI assistance
Useful when it saves time. Reviewed before it is used.
SiteDesk includes AI-assisted tools for estimate suggestions and customer-facing quote wording. They are there to help with the first draft, not to take the decision away from the person preparing the quote.
Suggestions can be reviewed, changed, accepted or rejected before they become part of the quote.
- Draft estimate suggestions Help with the first pass using the information available for the job.
- Edit before applying Keep control of the figures and wording before anything is used.
- Quote wording Get help preparing clearer customer-facing descriptions where useful.
Want to see SiteDesk?
Talk to us about how you currently manage your quoting and job admin.
We can show you the current SiteDesk and see whether it is a good fit for your business.