Step 01 / 03 · Set up
Create your company, projects, phases and units.
BLK-B
Block B · Unit inventory
Sample data- Unit B-601: Available
- Unit B-602: Available
- Unit B-603: Available
- Unit B-604: Available
- Unit B-605: Available
- Unit B-606: Available
- Unit B-607: Available
- Unit B-608: Available
- Unit B-501: Available
- Unit B-502: Available
- Unit B-503: Available
- Unit B-504: Available
- Unit B-505: Available
- Unit B-506: Available
- Unit B-507: Available
- Unit B-508: Available
- Unit B-401: Available
- Unit B-402: Available
- Unit B-403: Available
- Unit B-404: Available
- Unit B-405: Available
- Unit B-406: Available
- Unit B-407: Available
- Unit B-408: Available
- Unit B-301: Available
- Unit B-302: Available
- Unit B-303: Available
- Unit B-304: Available
- Unit B-305: Available
- Unit B-306: Available
- Unit B-307: Available
- Unit B-308: Available
- Unit B-201: Available
- Unit B-202: Available
- Unit B-203: Available
- Unit B-204: Available
- Unit B-205: Available
- Unit B-206: Available
- Unit B-207: Available
- Unit B-208: Available
- Unit B-101: Available
- Unit B-102: Available
- Unit B-103: Available
- Unit B-104: Available
- Unit B-105: Available
- Unit B-106: Available
- Unit B-107: Available
- Unit B-108: Available
- Available
- Reserved
- Sold
0 reserved · 0 sold · 48 units
Step 02 / 03 · Give roles
Invite each person with a role. Access follows the role.
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 03 / 03 · Approve
Approvals follow your steps. Every action is 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
Platform
One system. One record. Every role.
One data model for every project, unit, contract and payment. Every action is logged.
Architecture, in plain language
Everything sits on one record.
Every module reads and writes the same chain of records. A payment points to its contract, the contract to its unit, the unit to its project.
Roles
Each person has a role on each project.
Permissions
The role decides what they can see and change.
Configurable workflows
Approval steps and thresholds, set per company and project.
Audit trail
Every change records who, what and when.
One data model
- Company01Your company, its entities and settings.
- Projects and phases02Each development, split into phases.
- Plots and units03Every plot and unit, with its status.
- Contracts04Subcontracts, sale agreements and tenancies.
- Payments05Certificates, instalments, rent and charges.
How it works
Set it up once. Run every project on it.
Capabilities
What the platform gives every module.
- 01
Roles and permissions
Access by role, per company and per project.
- 02
Approvals and workflows
Your stages, approvers and thresholds.
- 03
Audit trail
Who changed what, and when, on every record.
- 04
Document management
Drawings, contracts and certificates, with versions.
- 05
Reporting
Budget, sales and collections from the same data.
- 06
English and French
Both complete, switchable per user.
- 07
Multiple currencies
Amounts formatted for each market.
- 08
Offline site app
Work without signal. Sync when it returns.
Before and after
One record instead of many copies.
| Task | Spreadsheets and chat groups | SiteOpX |
|---|---|---|
| Find the current figure | Ask which spreadsheet is the latest. | One record, always current. |
| Approve a payment | “OK” in a chat group. | An approval in the workflow, with who and when. |
| Give someone access | Share a folder link and hope. | Invite them with a role. |
| Answer “who changed this?” | Nobody knows. | The audit trail shows it. |
See your projects on one record.
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