Step 01 / 03 · Invite
Invite each person with a role on the project.
ROLES
Roles and permissions · Block B
Sample dataArea Project manager QS Subcontractor Buyer Budget Can edit Can view No access No access Certificates Can edit Can edit Can view No access Site progress Can edit Can view Can edit Can view Own payment schedule No access No access No access Can view Step 02 / 03 · Work
Each opens a portal with their own tasks and documents.
SCH-1204
Payment schedule · Unit B-1204
Sample dataOff-plan sale · four instalments
- Deposit on reservationGHS 148,000Paid
- Foundations completeGHS 444,000Paid
- Roof onGHS 444,000Due
- HandoverGHS 444,000Upcoming
Sale priceGHS 1,480,000
Step 03 / 03 · Record
What they submit lands on the same record. Logged.
AUDIT
Audit trail · IPC-07
Sample data- 09:12Subcontractor submitted the valuation
- 10:47QS changed line 4.2 from 120 m² to 112 m²
- 11:40QS certified the valuation
- 14:05Project manager approved the certificate
Portals
A portal for everyone on the project.
Developer, contractor, subcontractor, consultant, buyer, tenant and owner. Each sees their own work, and nothing else.
How it works
Invite, work, record.
Capabilities
Seven portals, one record.
- 01
Developer
Budget against cost, approvals, sales and collections.
- 02
Contractor
Valuations, site progress and subcontractors.
- 03
Subcontractor
Your valuation, your snags, your payments and retention.
- 04
Consultant
Certify valuations, issue instructions, review documents.
- 05
Buyer
Payment schedule, documents and construction progress.
- 06
Tenant
Rent and charges, repairs, lease and receipts.
- 07
Owner
Rent collected, repairs to approve, statements.
Before and after
Share work, not files.
| Task | Spreadsheets and chat groups | SiteOpX |
|---|---|---|
| Show buyers progress | Photos posted in a chat group. | Progress in the buyer portal. |
| Receive a valuation | A PDF by email. | Submitted in the subcontractor portal. |
| Give owners figures | Spreadsheets by email. | Statements in the owner portal. |
| Control who sees what | Forwarded files. | Access by role, per project. |
Give everyone on the project one place to work.
Book a 30-minute demo.