See Site Buddy in Action
Explore Before You Sign Up
We've made our entire tutorial library available to everyone, even if you haven't signed up yet. We want you to see exactly what Site Buddy can do and how straightforward it is to use before deciding whether it's right for you. No account required, no guesswork, just a clear look at the software in action.
Learning Site Buddy Couldn't Be Easier
We believe getting started with new software should be simple, which is why Site Buddy comes with an extensive library of step-by-step video tutorials covering every part of the app in detail. There's no need for expensive training courses or hours spent reading through complicated manuals. Just grab yourself a coffee, put on your headphones, sit back and relax while we show you exactly how everything works, from setting up your first job to making the most of Site Buddy's more advanced features.
Discover Site Buddy
New to Site Buddy? Take a quick tour of the app and discover how it can help you organise your jobs, keep track of what's happening on site and produce professional construction reports.
What you'll discover
- How Site Buddy helps you manage site information.
- Recording progress, defects and photographs.
- Creating professional reports.
- Keeping your team organised and informed.
- An overview of the other tools available.
Getting Started
These two tutorials cover the foundations of Site Buddy. We recommend watching them in order before exploring the reporting and other features.
STEP 1
Setting Up Your First Job
Everything in Site Buddy starts with a job. This tutorial takes you through creating your first project, organising its structure and preparing it for recording work on site.
What you'll learn
- Creating a new job and entering its details.
- Adding buildings, floors and folders.
- Uploading and organising plans.
- Adding and naming areas on your drawings.
- Verifying and publishing your job.
- Getting everything ready for recording progress.
STEP 2
Recording Progress, Snags and Site Information
Once your job is ready, it's time to start recording what's happening on site. Learn how to update progress, record defects and capture the information that will later form part of your reports.
What you'll learn
- Updating the status of work in different areas.
- Recording personnel and work activities.
- Adding issues and defects directly to plans.
- Attaching photographs of completed work.
- Recording site notes and weather information.
- Keeping your job information up to date.
Reports
Now that you know how to set up a job and record site information, discover how to turn those records into professional Progress Reports and Defect Reports.
Creating Professional Progress Reports
Turn the information you've recorded on site into detailed, professional Progress Reports. Learn how to organise your reports, customise their contents and create a reliable record of the work carried out.
What you'll learn
- Creating a Progress Report from recorded site information.
- Understanding the report overview and building sections.
- Reviewing progress, personnel, weather and issues.
- Adding comments, photographs and additional sections.
- Customising what information appears in your report.
- Submitting reports and preserving their history.
Creating Defect & Snag Reports
Take control of snagging with clear, organised Defect Reports. See how Site Buddy brings together defects recorded on your plans, helping you track outstanding work and produce reports that are easy to share.
What you'll learn
- Recording and managing defects against your plans.
- Organising defects by building and area.
- Tracking outstanding and resolved defects.
- Reviewing defect photographs and descriptions.
- Customising the contents of your Defect Reports.
- Producing professional reports for your team or clients.
Inspections & Dayworks
Manage the other important aspects of your work, including inspections, sign-offs and additional work.
Digital ITPs & Sign-offs
Take the paperwork out of inspections and approvals. Learn how to create your own digital inspection forms, carry out quality checks and collect signatures while maintaining a clear record of what's been inspected and approved.
What you'll learn
- Designing your own inspection and sign-off forms.
- Adding questions and choosing permitted responses.
- Creating internal and joint sign-off processes.
- Completing inspections and recording comments.
- Accepting or rejecting sign-offs.
- Collecting digital signatures and tracking approvals.
Time & Materials / Dayworks
Keep your daywork sheets, variations and additional work organised in one place. Learn how to record work, attach supporting evidence, track values and prepare everything you need for payment negotiations.
What you'll learn
- Recording Time & Materials and Daywork sheets.
- Organising related work into variation groups.
- Attaching signed sheets and work photographs.
- Adding supporting documents and internal notes.
- Recording and tracking the value of additional work.
- Generating a PDF for payment negotiations.
- Understanding how Dayworks appear in Progress Reports.
Team & Organisation
Explore the tools that help you stay organised, communicate with your team and keep track of upcoming work.
Home, Calendar and Chat
Keep everyone connected and organised. Discover how Site Buddy's Home dashboard, calendar and job chat work together to help your team stay informed and keep important information in one place.
What you'll learn
- Understanding your Home dashboard.
- Viewing upcoming tasks and important reminders.
- Creating and managing calendar events.
- Assigning events and tasks to team members.
- Communicating through job-based chat.
- Organising conversations into topics.
- Sharing site updates and coordinating deliveries.