SiteDesk Back to home

/ About this app

SiteDesk

SiteDesk is an assistant that does the office admin for a building firm. You set it off with a text or a voice note, it does the work, and you approve everything before any of it goes out.

This is the home page for the SiteDesk application. It explains, in full, what SiteDesk does and exactly how it uses your Google account, so you know what you are agreeing to before you connect it. SiteDesk is operated by Beagle Direct Ltd.

/ Who makes SiteDesk

SiteDesk is the name of this application, and it is operated by Beagle Direct Ltd, a company registered in England and Wales, company number 17290514, registered office 124-128 City Road, London, EC1V 2NX.

If you have a question about the app, or you need help, email us at sitedesk.online@gmail.com. That is the support address for SiteDesk and a real person reads it.

/ What SiteDesk is

SiteDesk takes the office paperwork off a builder's hands. It is an assistant built for building firms and the trades, and it does the admin that would otherwise sit on your desk in the evening. You do not need to learn a new system or fill in forms.

You tell SiteDesk what you need with a short text message or a voice note, in your own words, the same way you would ask someone in the office. SiteDesk does the work and hands it back to you to check. Nothing is sent to a customer, and nothing is changed in your inbox or your diary on your behalf, until you have looked it over and approved it. You always have the last word.

/ What SiteDesk does, feature by feature

Here is the full list of what SiteDesk does day to day.

Quotes and valuations

Tell SiteDesk about a job, room by room or stage by stage, and it draws up the quote for you, laid out the way you lay yours out, and priced from the figures you give it. On a bigger job where the money comes in stages, you send a short note on how far the work has got, for example that the first fix is done and the plasterboard is up, and SiteDesk works out where the job stands and produces the interim valuation you raise the invoice from. You review each one and approve it before it goes anywhere.

Customer replies and updates

SiteDesk reads the emails that come in from your customers and drafts sensible replies for you, in your own tone. It can chase a quote, answer a routine question, confirm a date, or send a customer an update on their job. It prepares the reply and shows it to you first. It only sends a message once you have approved that message.

Your email inbox

SiteDesk helps you keep on top of your inbox. It reads incoming email so it can see what needs doing, sorts out what matters from what does not, and lines up the replies for you to approve. The point is to save you sitting down to a full inbox at the end of the day.

SiteDesk works with whatever email you already use. It connects to Gmail, to Microsoft Outlook, and to other email accounts over IMAP, so you do not need to change address or move your email anywhere.

Your calendar and diary

SiteDesk keeps your diary in order. It reads your calendar so it knows what is already booked, and it adds or moves appointments, site visits and reminders when you ask it to, so your schedule stays right. You confirm any change before it is made.

For your diary, SiteDesk works with Google Calendar, with Outlook's calendar, and it also has its own built-in calendar if you would rather keep everything in one place.

/ How SiteDesk uses your Google account

If you use Google for your email and diary, SiteDesk connects to your Google account to do the work above. It does this only after you authorise it, and it uses two Google services. Here is exactly what each one is for.

Gmail

SiteDesk reads the email in your Gmail account so it can see the messages it needs to act on, such as an enquiry from a customer, a question about a quote, or a reply on a job in progress. Reading your email is what lets SiteDesk draft the right response and keep your inbox in order. SiteDesk sends email through your Gmail account only to send the replies and updates you have already reviewed and approved. It does not send anything on your behalf that you have not approved first.

Google Calendar

SiteDesk reads your Google Calendar so it can see what you already have booked, which it needs in order to keep your diary straight and avoid clashes. It creates or changes events in your calendar, for example adding a site visit or moving an appointment, only when you have asked for that change and confirmed it. Reading and updating your calendar is what lets SiteDesk look after your scheduling for you.

How your data is handled

Your Google data is used only to deliver your office work, the quotes, the replies, the inbox and the diary described above. It is not sold, and it is not used for anything else. SiteDesk only accesses your Google account after you have authorised it, you can review what SiteDesk prepares before anything is sent or changed, and you can disconnect SiteDesk from your Google account at any time, which stops its access.