Getting started
SimpliSite takes about ten minutes to set up. This is the order that works.
1. Create your organisation
Sign up with your work email, confirm the link we send, and name your
organisation. Choose a short job reference prefix while you are there
(for example ACM): every job number will look like ACM-2026-0001. You
are the owner and an admin.
2. Add your customers and sites
Go to Customers and add the companies you work for, then their Sites. If you have a spreadsheet, Customers → Import and Sites → Import take a CSV. Postcodes are looked up automatically.
3. Invite your team
Settings → Add user. Give each person a role:
| Role | Sees | Counts as |
|---|---|---|
| Admin | Everything, plus settings and billing | Office seat |
| Office | Everything except settings | Office seat |
| Sales | Customers, leads, quotes and jobs | Office seat |
| Engineer | Their own jobs in the mobile app and portal | Field seat |
| Customer | Their own jobs and orders in the customer portal | Free |
During your trial you can invite as many people as you like.
4. Book a job
New → New job. Pick the customer and site, a job type and date, and assign an engineer. The engineer sees it on their phone straight away.
5. Put the app on the engineers' phones
Engineers sign in at the same address on their phone, or install the SimpliSite app from the App Store or Google Play. They see their jobs, complete checklists with photos, and get the customer's signature on site.