Stop Leaking Margin Across Your Multi-Site Portfolio
A structured, evidence-led review of whether the work delivered across your contracts reaches an invoice, from unbilled variations to manual paperwork and compliance gaps. Not a financial audit: it looks at what happens before anything reaches your accounts.
- £495 fixed feeOne price, agreed before any work starts.
- 30 minutesA 30-minute clarification call with your operations lead.
- 72-hour reportFindings, evidence, impact and priority actions.
What is a SiteOptix Site-to-Invoice Review?
A SiteOptix Site-to-Invoice Review is a focused review of whether the work your teams deliver on site reaches an invoice: at the right rate, in time, and with the evidence to support it.
It is not a financial audit. It looks at what happens between your sites and your invoices, before anything reaches your accounts.
We review your answers and any information you choose to share, identify specific findings, support them with evidence and quantify potential impact where the information allows.
You receive a practical, evidence-led view of where attention may be needed, and what to do next.
01 Book
Book your £495 Site-to-Invoice Review.
02 Questionnaire
Complete a short questionnaire about your portfolio. It takes 10 to 15 minutes, and estimates are fine.
03 Clarification Call
A 30-minute call to confirm your answers and fill any gaps.
04 Review
SiteOptix reviews your answers and any information you choose to share.
05 Identify
Findings are assessed for evidence, potential impact and priority.
06 Report
Receive your executive diagnostic report within 72 hours of your call.
Where margin and control can leak
The review focuses on operational areas that can create avoidable leakage, administrative drag or loss of commercial control.
The 60-Second Rule
Out-of-scope work should be photographed and logged within 60 seconds of being completed. If it isn't, it is far less likely to reach an invoice. The review looks at how closely your capture process meets that standard.
Finding → Evidence → Estimated Impact → Priority → Recommended Action
Unbilled Work
Additional hours, reactive work, out-of-scope requests and contract variations that may not be reaching invoicing.
Manual Processes
Spreadsheets, duplicated administration and manual workflows that can create delays, inconsistency and missed actions.
Contract Control
Weaknesses in variations, rate cards, service changes and the movement of commercial information between operational and commercial teams.
Operational Visibility
Fragmented information across sites, contracts, supervisors, operations and commercial teams.
You're not paying for a 30-minute meeting
The call is where the review starts. The value is in the investigation, analysis and recommendations that follow it.
Your £495 includes:
A 30-minute clarification call
Review of your answers and any information you choose to share
Identification of potential revenue leakage
Review of variation and contract-control processes
Operational process review
Evidence-based findings
Estimated financial impact where the data allows
Prioritised recommendations
An executive-style Site-to-Invoice Review report, delivered within 72 hours
One fixed fee. No day rates. No ongoing consultancy commitment.
What A Review Finding Looks Like
Illustrative Example
Finding 01: Unbilled Contract Variations
Estimated annual impact: up to £18,400*
Built from client estimates, subject to validation
Evidence
Additional hours and reactive requirements were being delivered outside the original contracted scope, without a consistent process for recording, approving and transferring the information into billing.
Recommended Actions
Introduce a controlled variation capture and approval process linking operational activity to the contract rate card and invoicing process.
Priority: High
*Illustrative example. Actual findings and financial impact depend on the information available during the review.
Why should I trust SiteOptix to assess my operation?
Built by someone who has managed the problem
Mark Edgley
Founder, SiteOptix UK
20 years across facilities management, commercial cleaning and security operations, including multi-site contracts, operational teams, client relationships, budgets, compliance, mobilisation and contract performance.
SiteOptix was created from a simple observation: operational teams can be delivering work every day that never makes its way cleanly into commercial information, billing or management reporting.
The Site-to-Invoice Review is designed to identify those gaps.
What You Receive
The SiteOptix review method
01 Find
What is happening?
↓
02 Evidence
What supports it?
↓
03 Quantify
What could it be costing?
↓
04 Prioritise
What needs attention first?
↓
05 Act
What should happen next?
Your SiteOptix Site-to-Invoice Review report is delivered within 72 hours of your call.
Frequently Asked Questions
Is this a financial audit?
No. Your accounts can only record what reaches them. The review looks at what happens before that: whether extra work is captured, authorised, priced correctly and invoiced in time, and whether supplier invoices are checked against the work. Well-kept accounts and a leaking operation can exist side by side.
Who is the review for?
Directors / General Managers that are responsible for multi-site service operations across Facilities Management, Commercial Cleaning, Security, Logistics, M&E, and Waste Management: managing, commercial, operations, and regional or contract directors who want a clearer view of where revenue and control are being lost.
What happens on the call?
A 30-minute call with you or your operations lead to confirm your answers and fill any gaps. It covers how out-of-scope work is captured and billed, how site paperwork and compliance are managed, and how information moves between operational and commercial teams.
What do I need to provide?
After booking, you'll receive a short questionnaire covering your sites, contracts, variations, invoicing and compliance admin. It takes 10 to 15 minutes, and estimates are fine. You may also choose to share supporting documents such as a rate card or variation log, in anonymised form.
What will I receive?
A written report within 72 hours of your call. Each finding is set out with supporting evidence, an estimated impact where the information allows, a priority rating and a recommended action.
Does the review guarantee a level of savings?
No. The review identifies and evidences what is found in your operation. Any estimated impact depends on the information available, and some reviews will find more than others.
Am I committing to anything beyond the £495?
No. The review is a fixed-fee piece of work. Once your report has been delivered, there is no obligation to take any further service from SiteOptix.
What happens after I receive the report?
You decide what to act on. Many recommendations can be put in place by your own team. If you would like support implementing any of them, that can be discussed and scoped separately.
How is my information handled?
Everything you share is treated as confidential and used only to produce your report. A non-disclosure agreement can be signed before the call. Information is securely deleted 90 days after your report is delivered.
Find out where your operation may be leaking margin
Your Site-to-Invoice Review starts with a 30-minute clarification call. Your report follows within 72 hours.
Book my £495 Site-to-Invoice Review →
30-minute call · Fixed £495 fee · No ongoing commitment
