Business Management System
Business Management System
SDL Pro Dashboard
Your Business
at a Glance
Instantly see all key features as soon as you log in to the SDL Pro Management System. View all active jobs and statuses, overdue invoices, on-hire projects, and critical business information from one central dashboard, giving you complete control of your operations at a glance.
12
Active Jobs
3
Overdue Invoices
5
On Hire
5
Staff Active
Business Overview
- Revenue vs cost tracking
- Monthly & weekly summaries
- Gang productivity metrics
- Outstanding payment totals
Quick Actions
- Create new job from dashboard
- Send invoice in one click
- Add or update staff profiles
- Export reports instantly
Company Setup
Set Up Your Business Profile in Minutes
Store all your essential company details, tax information, and compliance documents in one central location — everything SDL Pro needs to run your business your way.
Company Setup Includes
- Company name, address, and contact details
- VAT number, registration number, and UTR
- Currency settings
- Company logo upload
- Insurance documents
- Company certificate
- VAT returns
- Tax returns
- Yearly accounts
Create Staff
Create Individual Staff Profiles
Each staff member can have their own dedicated profile containing:
Each Profile Contains
- Full Name
- Position
- Contact Details
- Hourly Rate / Salary
- Qualifications & Training Records
- Uploaded Documents
- Employment Contracts
- Driving Licences
- Training Certificates
- CIS Information
- Medical Certificates
Create Team
Team & Gang Management
Create teams or gangs using staff already added to the system and assign jobs through an easy-to-use calendar.
Each Profile Contains
- Create and manage gangs
- Assign jobs daily, weekly or monthly
- Track gang availability
- Calculate weekly and monthly gang costs
- Monitor jobs completed per gang
- Measure productivity and efficiency
- Compare labour costs against completed work
Vehicle Log
Manage All Vehicle and HGV Records in One Place
Automatic reminders help keep your fleet compliant and road-ready at all times.
Vehicle Records Include
- MOT & Tax
- Insurance
- Tachograph Records
- Driver Cards
- 6-Weekly Inspections
- Service History
- Defect Reports
- Compliance Documents
Expenses
Track and Manage All Business Expenses from One Central Location
Monitor daily, weekly, monthly and annual spending with detailed reports, helping you understand your true operating costs and profitability.
Expense Categories
- Yard & Office Rent
- Fuel Costs
- Vehicle Expenses
- Wages & Labour Costs
- Equipment Hire
- Insurance Costs
- Material Purchases
- Repairs & Maintenance
- Utility Bills
- General Business Expenses
Create Existing Jobs
Already Have Ongoing Projects When Joining SDL Pro?
The Existing Jobs feature allows you to quickly add current and historical projects without going through the quotation process. Bring all your existing projects into SDL Pro and manage everything from one central platform.
Existing Jobs Features
- Import existing jobs directly into SDL Pro
- Keep all active projects organised and up to date
- Update job statuses and project information
- Generate compliance sheets for existing projects
- Upload drawings, documents and site records
- Track progress, over-hire and adaptations
- Maintain a complete project history
Job List
Manage Every Aspect of Your Projects from One Central Job List
Giving you complete control of every job from enquiry through to completion.
Job List Features
- Create and manage jobs
- Track quote, live, completed and invoiced statuses
- Assign teams and staff
- Schedule dates and deadlines
- Store all job documents
- Manage compliance records
- Upload drawings, RAMS and certificates
- Track progress in real time
- View job history and updates
Job Action Buttons
Job Action Page — Manage Every Aspect of a Project from One Central Location
Everything you need to manage a scaffold project from start to finish — all in one place.
Expense Categories
- Yard & Office Rent
- Fuel Costs
- Vehicle Expenses
- Wages & Labour Costs
- Equipment Hire
- Insurance Costs
- Material Purchases
- Repairs & Maintenance
- Utility Bills
- General Business Expenses
Job Map
View All Your Scaffold Projects on One Interactive Map
Instantly see where every job is and what stage it has reached. Know where every job is and what stage it’s at — all from one dashboard.
Job Map Features
- Live job locations
- Colour-coded job statuses
- Active, quoted, scheduled & completed jobs visible
- Quick access to customer and project details
- Improved planning and resource management
Job Calendar
Manage Gangs & Assign Jobs
from One Live Calendar
Manage gangs and assign jobs from one live calendar. Create and run multiple gangs from anywhere. This gives full control over daily job planning, staff allocation, site directions and job completion from one system.
Calendar Features
- Create and run multiple gangs from anywhere
- Assign, move or replace jobs instantly
- Send job details directly to the staff portal
- Give staff access to site information and documents
- Link job locations with Google Maps directions
- Allow staff to complete handover and scaffold sign-off forms on site
Task Calendar
Plan and Assign Office Tasks from One Live Calendar
Keep your office admins organised by scheduling and tracking custom tasks by date — drag and drop cards to reschedule instantly.
Task Calendar Includes
- Assign tasks to specific office admins
- View tasks by month, week, or day
- Drag and drop cards to reschedule quickly
- Copy, edit, or remove tasks in one click
- Colour-coded task cards for easy identification
- Filter tasks by office admin
- Track task order and priority
- Full monthly overview at a glance
Approved Quotes
Track Every Approved Quote and Convert to Invoice in One Click
All customer-approved quotes are stored in one place — ready to invoice, edit, or archive the moment a job is confirmed.
Approved Quotes Includes
- View all approved quotes by job number and customer
- See quote type — Main or Adaptation
- Track total quote value per job
- Create an invoice directly from an approved quote
- Edit quotes after approval if required
- Archive quotes to keep your list clean
- Filter quotes by date created
- Monitor which quotes have already been invoiced
Invoices
Create and Manage Customer Quotes and Invoices Directly within SDL Pro
Sage and Xero integration coming 1st July, allowing invoices and customer information to sync directly with your accounting software.
Invoice Features
- Create custom quotes and invoices
- Amend layouts to suit your company requirements
- Track quote and invoice statuses
- Store all customer records in one place
- Monitor outstanding and overdue invoices
- Generate professional documents in minutes
Reports
Gain Complete Visibility of Your Business ,with Real-Time Reporting
Automatically calculate cost-to-profit ratios, helping you understand exactly where your business is making or losing money. Generate weekly and monthly reports automatically.
Report Features
- View all jobs and project statuses
- Track gang and labour costs
- Monitor staff hours and wages
- Measure revenue and profitability
- Compare gang performance
- Identify your most profitable jobs
- Track overdue invoices and outstanding payments
- Generate weekly and monthly reports
- Automatically calculate cost-to-profit ratios
No VAT. No hidden fees.
Transparent pricing
for scaffolding businesses
Management, compliance, and design — all available as
standalone plans, starting from £150/month.