Lloyd heads up an award-winning, family-run roofing, heritage restoration, and construction company operating across the South East.
Trading for over 70 years, the company specialises in complex roofing projects and works with a wide range of clients, including homeowners, architects, local authorities, and The National Trust. Their reputation is built on quality, safety, and doing things properly.
Behind the scenes, Lloyd needed a better way to make sure the right information reached the right people on site, without relying on disconnected systems, paperwork, or assumptions.
We helped them create a single, practical platform to support site safety, visibility, and day-to-day operational control.
What could we do for you?
Before Switchplane
Lloyd was like you.
The roofing firm already had some digital tools in place, but information was spread across too many systems. Getting the right details to site teams wasn’t always reliable, and people could turn up without everything they needed to carry out work safely and effectively.
Site sign-ins, inductions, RAMS, and permits were largely paper-based or clunky to manage. There was limited visibility of who was on site, who hadn’t signed out, and what documentation had been read and agreed on a given day.
With a mix of employees and subcontractors across multiple sites, keeping people safe, managing risk, and maintaining a clear site register relied heavily on manual processes and experience.
The system worked, but only because people worked around it.
The challenge
Lloyd wanted to standardise and simplify how information flowed from the office to site.
He needed to avoid ending up with 15 different systems, while still supporting the realities of site work, mixed workforces, and changing conditions. Any new system had to be simple enough to be adopted on site, without becoming another tool that people resisted.
Key requirements included:
- Making site information available quickly and reliably
- Ensuring site sign-in and safety processes were followed
- Knowing exactly who was on site, when, and where
- Supporting both employees and subcontractors
- Providing historic proof of compliance for legal and insurance purposes
Working with us
We built what Lloyd and Mark needed.
We started by focusing on getting the fundamentals right: site safety, visibility, and access to information. The system has been rolled out incrementally, with feedback from real use on site fed directly into ongoing improvements.
Instant access to project information on site
Getting the right details to the right people, fast
Site teams use their own devices, phones, tablets, or whatever they already carry. Once signed in, they can access project information, documents, photos, specifications, and forms without waiting or chasing the office.
Key foremen already using iPads can continue to view drawings and documents alongside existing tools.
Mandatory site sign-in, without friction
Clear visibility of who is on site, and when
Access to project information is gated behind site sign-in. Employees and subcontractors scan a QR code on site to sign in, which:
- Records time and date
- Confirms who they are
- Captures their location
- Tracks how many days they have been on site
This creates a live site register and removes ambiguity around attendance - plus the office team can see exactly what’s going on at each site from their desks.
Safety documents that must be read and signed
Proof of compliance, not just assumptions
RAMS, Hot Works Permits, and other safety documents are managed digitally. Users must scroll through documents before signing, ensuring they’ve actually read the content.
Forms that were previously paper-based can now be completed digitally, with configurable fields and the ability to upload files where required.
Different documents can be set to different signage frequencies (once, daily, or just read only) and all signatures are stored with a full audit trail.
Built for mixed workforces
Supporting employees and subcontractors properly
The system supports both employed staff and subcontractors signing into site. Subcontractors can be recorded without affecting employed headcount, while still providing a complete picture of who is present.
Staff records include roles such as administrator, manager, and roofer, with:
- Defined access levels
- Active and inactive status
- Pending onboarding workflows where users set their own passwords
This ensures the right level of access without unnecessary complexity.
Full visibility for the office team
Know who’s on site, who isn’t, and what’s been signed
Admins can see in real time:
- Who is currently on site
- Who hasn’t signed out
- Where people were when they signed in
- What documents and forms were signed on a given day
Registers and records can be exported to CSV, providing historic proof of compliance and legal coverage when needed.
Delivered incrementally, shaped by real use
Feedback-driven improvement, not big-bang change
The platform is already in use on site. The incremental rollout has allowed feedback to be captured early and improvements rolled into subsequent work.
This approach has helped avoid the issues Lloyd and his teams experienced with previous tools that were too complicated to gain traction.
The outcome
Clearer visibility, safer sites, and fewer unknowns
Lloyd now has a practical, site-friendly system that brings safety, accountability, and information together in one place for his teams.
The business benefits from:
- A clear, accurate site register
- Improved visibility of attendance and compliance
- Digital records of who signed what, and when
- Reduced reliance on paper and manual tracking
- Greater confidence around site safety and legal coverage
Most importantly, site teams can focus on delivering high-quality work safely, without being slowed down by missing information or clunky processes.
Now, how can we help you?
Are you like Lloyd?
If you’re managing multiple sites, mixed workforces, and safety-critical processes using spreadsheets, paper, or disconnected tools, it may be time to rethink how information flows.
We help construction and field-based organisations replace fragile processes with systems that work in the real world.
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We build custom software with your team, for your team. Our apps and web platforms bring about meaningful change for businesses across the UK.