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NewSales CRM by Cobble, now an add-on
Sitestack

Add-on, £29 a month

RFIs, submittals and the drawing register, in one place

Site Control keeps your RFIs, instructions, submittals, drawings, transmittals, meetings and actions in registers that show who is holding each item and when it is due. People outside your company answer by email link, with no login.

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Best for: Main contractors and commercial teams who run a lot of paperwork between the design team, the client and the supply chain.

Questions, instructions and approvals

  • RFIs

    Raise a request for information, send it to the person who can answer, and see who it is waiting on. Each one has a reference, a due date and a history.

  • Instructions

    Log instructions you receive and issue your own site instructions, each with a reference and revision. You can link an instruction to the RFI, drawing or variation it relates to.

  • Submittals

    Track shop drawings, product data, samples, test certificates and O and M manuals through each revision. The record shows what came back and when.

  • Links and watchers

    Link related items so the thread is easy to follow. Add watchers to an RFI or instruction so the right people hear about it, but only people who can already see the item.

Drawings and transmittals

  • A drawing register

    Keep every drawing with its number, title, revision and status code. Load many drawings at once instead of one by one.

  • Revision history

    Each drawing keeps its earlier revisions, so you can see what changed from one to the next.

  • Transmittals

    Issue a set of documents with a transmittal sheet that states the purpose of the issue. The sheet is kept as a PDF, so you can show what you sent and to whom.

  • Acknowledged by link

    Ask the recipient to acknowledge a transmittal from an emailed link. You see who has confirmed receipt and who has not.

The real app

On the phone and at the desk

Big buttons on site. Tables, filters and every record side by side in the office.

The RFI register on an office screen, with filters and four RFIs that are waiting for an answer, answered or closed, with who each is with and what is overdue.
At the desk. RFIs by status, with who each one is waiting on and what is overdue.
The RFI register on a phone, with the same filters and RFIs.
On the phone. The same register on a phone.
An open RFI on an office screen, waiting for an answer from the architect, with the question, the proposed solution, the due dates and the link sent to the person who will answer.
At the desk. An RFI waiting for an answer, with the link sent to the person who will answer it.
The same RFI on a phone, with its question and dates.
On the phone. The same RFI on a phone.
The page a person opens from an emailed link, with the RFI question, a box for the answer, their name and a button to send it, with no login.
At the desk. The person you ask opens the link, reads the question and answers. No account and no login.
The same reply page on a phone.
On the phone. The same page on the recipient's phone.
A submittal on an office screen, with its revision, the file, who it is with, the reply date and the team's own check recorded below.
At the desk. A submittal with its revisions, who it is with and your own check.
The same submittal on a phone, with its revision and dates.
On the phone. The same submittal on a phone.
An issued transmittal sheet on an office screen, listing two drawings sent for construction, with the recipient, the date a response is needed and a note that it is not acknowledged yet.
At the desk. A transmittal lists what was sent, to whom and why, and shows it is not acknowledged yet.
The same transmittal on a phone, with its purpose and dates.
On the phone. The same transmittal on a phone.
The drawing register on an office screen, listing four architecture drawings with their numbers, titles, revision codes and status.
At the desk. The drawing register, with number, title, current revision and status.
The drawing register on a phone, with the same four drawings.
On the phone. The same register on a phone.
Issued meeting minutes on an office screen, with numbered items, an open action with an owner and a due date, and who attended.
At the desk. Minutes with actions that have an owner and a date, and who attended.
The same meeting on a phone, with the open action and the button to record the minutes as agreed.
On the phone. The same meeting on a phone.

Screenshots show demo data.

Price

What Site Control costs

Every add-on is on while you try Sitestack. Keep the ones you use.

What it does not do. Sitestack keeps the record of who asked, who answered and when. It does not decide who is right or give contract advice. Due dates are worked out from the periods you enter, so check them against your own contract.

Add-on

Site Control

£29a month

or £290 a year, ten months for twelve. Ex VAT.

  • A flat price for the whole company, not per seat
  • The same price on Starter, Growth and Scale
  • Included free on Scale
  • Switch it on or off from the billing page
Work out your total

Questions

Site Control: what people ask

How much does Site Control cost?
£29 a month ex VAT, per company. It is not charged per seat, and the price is the same on every plan. It is included free on the Scale plan. Annual billing is ten months for twelve.
Do people outside my company need to pay or log in?
No. Subcontractors, consultants and clients get free logins, and with a reply link they can answer an RFI, review a submittal or acknowledge a transmittal from an email with no login at all.
Does a reply link work more than once?
No. Each link is for one reply on one item, to one named person at one address. If you need another reply, you send a new link.
Can I get my registers out as PDFs?
Yes. Each register prints to a PDF, and issued items such as transmittal sheets and minutes are kept as PDFs too.
Does it record meetings?
No. You write the minutes and actions yourself, and issue them to attendees as a PDF.
What happens if I switch Site Control off?
Your records stay readable and exportable. You can no longer start new work in it, such as a new RFI or transmittal, until you switch it back on.

Related

Works well with

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