Software that produces Specifications & Quotes
Site Steps helps specialist contractors turn their expertise into reusable reports, scopes and proposals, so you can win work faster, reduce risk and stop starting from scratch.
With Site Steps, each project step can hold the wording, advice, images, labour, materials, quote items, exclusions and “works by others” notes that belong to that part of the job. So when you build the project specification, you are also building the quote logic behind it.
"From a click I could completely change the advice that goes into the correspondence and the quote. "
James Hockey - Director and Surveyor
Trace Basement Systems
Most specialist contractors rely on Word, Excel, old reports, emails and memory to create important correspondence. That means every quote takes longer than it should. Every report risks inconsistency.
And your best knowledge stays trapped in people’s heads.
Site Steps lets you structure your process, reusable wording, quote items, specifications and “works by others” into one simple system.
How it works
Start with a template you create for the kind of work you are pricing.
Work through the job in a structured way, selecting the options that apply.
Use approved wording, advice, images, risks, responsibilities and specification notes.
Add labour, materials, rates, quantities and cost items linked to the selected steps.
Produce a specification, scope of works, quotation or combined proposal.
Review the final document, make any project-specific changes, then send it to the client.
// Site Steps Benefits
With Site Steps, each project step can hold the wording, advice, images, labour, materials, quote items, exclusions and “works by others” notes that belong to that part of the job.
So when you build the project specification, you are also building the quote logic behind it.
From site visit, surveys and quotes, everything flows in one seamless platform.
Capture, share and reuse your team's knowledge base with your organisation
Update, add, or remove scope in seconds without redoing reports.
Build your process once. Then reuse it on every project, saving hours each time.
Combine subcontractor inputs directly into reports and specifications without messy spreadsheets.
Quickly access notes, measurements, photos, and decisions from any site.
Full list of FAQs are here.
Site Steps is specialist software designed to help contractors and consultants create reports, scopes of work, schedules, specifications and quotations faster.Instead of rebuilding documents from scratch every time using Word files, spreadsheets, emails and old projects, Site Steps helps you organise your knowledge into reusable workflows and structured content.
The platform is designed for businesses whose correspondence helps them win work, demonstrate expertise and manage risk.
That includes everything from waterproofing reports and roofing quotations through to commercial dilapidation schedules and specialist subcontractor scopes of work.
You stay in control of how your business works while reducing the time spent producing repetitive documentation.
Site Steps is built for specialist contractors and consultants who regularly produce technical correspondence, reports and quotations.
This includes:
If your business relies on producing detailed scopes of work, reports, schedules or specifications to win projects, Site Steps is designed to make that process faster, more consistent and easier to manage.
Most contractors and consultants are still creating correspondence using disconnected tools like Word, Excel, PDFs, CAD drawings and folders full of previous jobs.
That often leads to:
Site Steps helps bring that process together into one organised workflow designed specifically for technical reporting, specifications and quotations.
Traditional surveys, reporting and quoting can sometimes take days. With Sitesteps, it cuts that time to hours, allowing for more accuracy and more quoting.
SiteSteps helps contractors capture on-site data, generate professional reports, and build accurate specifications and quotes, saving hours and winning better building projects.
Complex reports built step by step using defined industry rules. SiteSteps captures everything once and assembles professional, defensible reports in minutes rather than days.
Each survey step links directly to quantities, methods, and costs. Quotes are generated as the report is built — eliminating manual calculations and rework.
Method statements are compiled automatically from the defined works and sequencing, ensuring technical accuracy without duplication or retyping. Coming soon
Risks are tied to specific activities and site conditions within each step, making assessments clear, traceable, and easy to update when scope changes. Coming soon
O&M documentation is generated directly from the completed works, providing clear guidance for clients without assembling separate documents. Coming soon
All site notes, photos, and decisions are captured in one place and can be shared instantly with office teams or site operatives. Reports can be edited and redistributed quickly as projects evolve.
// Testimonials
James Hockey - Trace Basement Systems
We're working hard to improve how the construction industry uses software.
