Contract tracking
Every customer, every site, every contract. Type, frequency, value, next due date and full service history — all in one place.
Siteflo Contracts
Service contracts, reports, and invoicing — finally in one place.
Siteflo Contracts is built for small-to-medium UK trade businesses running recurring service work. Reminders go out on their own, customers book their own slots, reports write themselves, and invoices are drafted before your engineer leaves site.
14-day free trial · No credit card required · Cancel anytime
The old way
Running service contracts on paper is quietly costing you.
You already know where the leaks are. Here's what we see most:
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You're losing track of when services are due.
Spreadsheets go stale. Someone always falls through the cracks — and they remember when something breaks.
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Chasing customers by phone and text every week.
Your admin time disappears into voicemails and WhatsApp threads instead of new work.
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Paper job sheets or messy spreadsheet records.
Reports get lost in vans, coffee-stained, or sit in a drawer waiting to be typed up on a Friday.
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Nothing professional to send the customer afterwards.
The job is done well, but the paperwork doesn't look the part — and you know it undersells the work.
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Forgetting to invoice after the job is done.
Extra parts and labour get scribbled on a worksheet, then forgotten. That's cash left on site.
The Siteflo way
One tool that handles the whole service cycle.
Each pain point above, handled end-to-end. No admin overhead added. No new habits to learn.
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Automated reminders before a service is due.
Your customer gets a branded email 30 days before the next service. You don't have to remember — Siteflo does.
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Customers self-book their own slot.
The reminder links to your live calendar. They pick a time that suits them. You just turn up.
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Digital reports and certificates, generated on site.
Step-by-step wizard on any phone. Tick boxes, attach photos, sign, done. The PDF is branded and ready.
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Invoices drafted the moment a booking is confirmed.
Parts and labour added on site push straight onto a draft invoice. Review, send, paid.
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Works on every device — no app download required.
Runs in the browser on any phone. Save to home screen and it behaves like a native app. No app store, no updates.
What's inside
Six things that do most of the heavy lifting.
Built from day one for the way a service business actually runs — not adapted from a generic CRM.
Automated reminders
30-day reminders go out to your customers automatically, in your branding, with a one-click link to book themselves in.
On-site report wizard
Step-by-step digital reports on any phone. Trade-specific checklists, photo capture, customer signature — finished before the van door closes.
Branded PDF reports
Your logo, your colours, your company details. Professional service reports and certificates sent to the customer before the engineer drives away.
Parts library & invoicing
Fobs, photocells, keypads, labour hours — set prices once, add them to a job on site, and the invoice draft writes itself.
Multi-engineer scheduling
Individual logins per engineer, a team calendar that everyone can see, and a job list filtered to just their work. No more Friday phone-rounds.
How it works
Four steps. One week. You're running.
No long implementation. No consultants. Import your customers on day one.
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Add your contracts
Import a spreadsheet, or add customers and contracts one at a time. Trade-specific templates are there from day one.
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Reminders go out automatically
30 days before a service is due, Siteflo emails the customer with a link to book. In your branding.
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Customers self-book, or you schedule
Customer picks a slot from your live calendar. Or your admin drops them in and assigns an engineer.
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Engineer completes on site
Report done on the phone, PDF sent to the customer, invoice drafted from parts and labour — all before they leave.
“I built Siteflo because I was drowning in paper service reports at my own gate automation business. Now our reports go out before the engineer leaves site.”
— James, founder · Helions Forge
Start your free trial — no card required.
14 days. Import your contracts. See your first reminder go out. Keep everything, or walk away.