NO JOB SELECTED
simPRO: Not Connected
M365: Not Signed In
Saved
Recent Activity
Recently opened jobs and activity in SiteAudit
Recent Jobs
📋
No recent jobs

Jobs you open from Search will appear here.

Recent Activity
Activity will appear here as you work.
General Settings and Users
User administration and company configuration
Users
User Role Email Status
Company
Beta Security Notice

User accounts are centrally managed by Phoenix SiteAudit.

Phoenix Site Audit

About

Field auditing for Phoenix Plumbing, connected securely to simPRO.

Version 2.0 Production
About Phoenix Site Audit

Phoenix Site Audit helps engineers find live simPRO jobs, complete site audits, capture supporting evidence and save audit information centrally.

The application is designed around a simple field workflow: find the job, complete the audit, add photos and notes, then save and synchronise the audit with simPRO.

Key Features
  • Search and open live simPRO jobs
  • Audit work by Cost Centre
  • Capture site photos and supporting evidence
  • Record notes, issues and recommendations
  • Record variations and RAMS information
  • Save audits centrally with revision history
  • Synchronise audit information securely with simPRO
  • Engineer, Supervisor and Administrator access levels
Security & Data
  • Authenticated Phoenix Site Audit user accounts
  • Role-based access to application functions
  • simPRO credentials are held server-side, not in the browser
  • Audit information is stored centrally
  • Administrator-controlled user and password management
Supported Devices
  • Windows and Mac computers using a modern browser
  • iPad and other modern tablets
  • Touch, mouse and keyboard input
  • Camera and photo-library access on compatible devices
System Information
ApplicationPhoenix Site Audit
Version2.0
EnvironmentProduction
IntegrationsimPRO
BackendCloudflare Worker + D1
Domainphoenixsiteaudit.calmatech.co.uk
Support

Phoenix Site Audit is maintained by Calma Tech.

If an audit cannot be saved or synchronised, contact your SiteAudit Administrator.

Find a simPRO Job

Start or continue an audit

Search by job number, customer, postcode, site or address.

Not connected
Press / to search from anywhere
Site Photos
Upload, label and organise photographs by work area
Photo Library
📷
Click to upload photos
JPG, PNG, HEIC
Drawing Markup
Upload drawings and mark up variations or defects
Drawing Register
📄
No drawings uploaded yet. Click + Add Drawing to upload PDFs or images.
📎 Drag & drop PDF or image drawings here, or click to browse
Saved Markups
📐
Upload an image to mark up
Blank Canvas Markup

Open the drawing tool with a blank canvas to sketch free-form site plans or diagrams.

Variations
Track all site variations and change orders
# Description Cost Centre Value (£) Status Date
Total Variations £0.00
% Progress
Track completion by trade or work package
Overall Completion
0%
Weighted average across all work packages
0% complete
Work Package / Trade Weight (%) % Complete Weighted
Sync Centre
Review and send all pending Phoenix Site Audit changes
ConnectionNot connected
Linked JobNone
Pending Items0
Last Successful SyncNever
Job NotesMain job-level notes
Ready
No pending changes detected.
Cost CentresNotes, description and progress
Ready
0 cost centres waiting.
PhotosCompressed and uploaded to the linked simPRO job
Local
0 photos waiting.
VariationsQueued locally until simPRO upload is added
Local
0 variations waiting.
Developer Attachment Diagnostics Not tested
1. List foldersRead existing job attachment folders
Waiting
2. Create test folderCreate a clearly labelled Phoenix test folder
Waiting
3. Upload test imageUpload Base64 JSON using simPRO's required Filename and Base64Data fields
Waiting
4. Verify filesList files and locate the test image
Waiting
5. Download testAttempt to retrieve the test file where supported
Waiting
6. Delete test itemAttempt cleanup where the API supports DELETE
Waiting
Upload Strategy Results
No upload strategies tested yet.
Folders
Not loaded.
Files
Not loaded.
Attachment Diagnostic Log
Sync Queue
No queued items.
Sync Activity
Cost Centres
Review each cost centre, record observations and add supporting evidence
No cost centres are available for this job.
RAMS Documents
Upload Risk Assessment and Method Statement documents for this audit
📄
No RAMS documents added yet.
📎 Drag and drop RAMS files here, or click to browse
Site Notes
Free-form notes and observations
Notes Imported from simPRO
No simPRO notes pulled yet.
General Notes
Issues & Actions
Next Inspection
📨 Notification will be sent to: luke@phoenixphsolutions.co.uk, gemma@phoenixphsolutions.co.uk, dean@phoenixphsolutions.co.uk
Microsoft 365 — Email & Calendar
Send audit notifications and schedule inspections via Outlook
Not Signed In
⚙️ One-Time Azure App Setup
Connection
Notification Recipients

These addresses will receive the next audit notification email with the report attached.

Send Audit Notification Now

This will send an email to all recipients with a summary of the current audit and create a calendar event in your Outlook for the next inspection date set in the Notes tab.

Activity Log
simPRO Integration
Connect to simPRO and pull cost centres directly into this audit
Not Connected
API Connection

simPRO access is securely managed by the SiteAudit backend. API credentials are not stored in this browser.

Link to simPRO Job / Quote

Search for the job in simPRO that this audit relates to. Once linked you can pull cost centres, job details, variations and progress directly into the form.

Sync Actions
Pull from simPRO

Import data from the linked simPRO job to pre-fill this audit form.

Push to simPRO

Update the linked simPRO job with the notes entered in Phoenix Site Audit.

Only the note fields are written back to simPRO: General Notes, Issues & Actions and Site Observations.
simPRO Integration Diagnostics Not run

Use this on a safe test job. The standard discovery scan uses GET requests only and does not change simPRO. The reversible cost-centre notes test is separate and requires confirmation.

Sections—
Cost Centres—
Custom Fields—
Working Endpoints—
Run discovery after connecting and linking a simPRO test job.
Sync Log
API calls are made from your browser directly to your simPRO build. Ensure your browser allows cross-origin requests or that you're on the same network as simPRO.
Export for Manual Import

If direct API connection isn't available, export cost centre data as CSV or a simPRO-compatible JSON payload.

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