---
title: "Site report"
description: "Send site reports as pages your client opens anywhere. Templates for creative studios, with progress photos, the programme, view tracking and chat on the page."
canonical: "https://formlio.com/use-cases/site-reports"
locale: "en"
type: "useCase"
alternates:
  fr: "https://formlio.com/fr/use-cases/site-reports.md"
---

# Site report

## Send site reports as good as your work.

Progress photos, the programme, risks and the decision needed, on one page your client opens anywhere. Site report software built for creative studios.

- [Start your site report](https://formlio.com/signup)
- [See the templates](https://formlio.com/templates)

### Present

Show progress photos and film at full size, with the programme beside them.

No more site photos pasted small into a long report.

### Send

Share one site report link that always shows the latest version.

No more new files and emails for every correction.

### Follow up

See who opened the site report and which sections they read.

No more sending a PDF into a black box.

### Agree

Let them ask questions in the chat and approve the decision on the page.

No more decisions held up in email chains.

## Site report templates for creative studios.

Site report templates for architecture practices. Show status against plan, progress photos, risks and the decision needed, in your studio's look.

- [Seville](https://formlio.com/templates/seville-construction-site-report) — A site progress report an architect sends during construction: status against plan, what the building looks like now, the next five weeks, the recovery plan, risks and the one decision needed from the client.

## Go from first draft to your client.

Lay out progress photos, the programme, risks and the decision needed in your studio's look. Share it privately, see what they read, and collect the decision on the same page.

1. **Present: Build it from blocks, in your studio's look.** — \- Blocks for progress galleries, a Gantt programme, stat cards and risks - Logo, fonts and colours set once - Start from a template or duplicate your last site report
2. **Send: Choose who sees the site report, then share the link.** — On a private link, only the people you invite can open it. Allow re-sharing per person, or keep it to them.
3. **Follow up: Get an alert when it's opened, then see what they read.** — See who viewed it on a private link, how often, and the time spent on each section.
4. **Agree: Let them ask questions and approve the decision on the page.** — Signed-in viewers chat with your team and quote the passage they mean. Add a slide-to-approve for the decision you need.

## Add more to every site report.

Embed Google Maps, Google Sheets and Loom walkthroughs next to the progress photos. Publish it all on your studio's own domain.

### Embed what you already use

Google Maps, Google Sheets and Loom walkthroughs, live on the page.

### Talk on the page

Pin a video or voice note next to the progress photos, and chat live with your client on the document.

### Your own domain

Publish your documents at an address like docs.yourstudio.com. On the Pro plan.

### Connect ChatGPT or Claude

Build, edit or check on documents from the chat.

### Live editing

Your team works on the same document at the same time, and sees when your client is on it.

## What changes when the site report is a page.

Three studios, in their own words.

> The level of customisation is a real strength. It allows you to create something that feels aligned with your own visual identity, without compromising on speed or usability. And importantly, it moves proposals away from static documents into something far more dynamic and engaging.
>
> — Ana Grigorovici, Founder, Designer & Creative Strategist, Design Bench Studio

> I’ve used Formlio for design cases and proposals, and it’s a much better fit than the usual old-school tools. Most of them feel like a chore. Formlio doesn’t. It’s flexible, easy to use, and the support is seriously top tier.
>
> — Tadas Jotkevicius, Creative Art Director & 3D Artist, Tadas

> The team at Formlio are so passionate about building a product specifically for creatives. They have really listened and turned feedback in features that are especially important to our day-to-day proposals. Having a responsive, web-style proposal just makes sense. It meets people where they are eg. scrolling on their phone, mid commute, making quick decisions. I’ve really loved connecting with Marianne and watching Formlio's journey unfold from the early stages.
>
> — Anita Taylor, Brand & Web Designer, The Design Lounge

## Common questions about site reports.

The programme, progress photos and film, phone reading, who read the report, client questions and reuse for your site reports.

### Can I show the programme against plan?

Yes. Show it as a Gantt view by dates or duration, next to the progress photos.

### Can I add progress photos and film?

Yes. Upload photos, and video as MP4, MOV or WebM files up to 1 GB and 10 minutes, trim them and pick the thumbnail, or embed from YouTube, Vimeo or Dailymotion.

### Does it read well on a phone?

Yes. Every Formlio document is a responsive web page that reads on desktop, tablet and phone.

### Will I know who read it?

Yes. On a private link you see who opened it, how many times, the time spent on each section and how far they scrolled.

### Can my client ask questions on it?

Yes. Signed-in viewers chat with your team in the document, quote the passage they mean, or record a video or voice note. Your editors also have a private Team channel.

### Can I reuse it after each visit?

Yes. Duplicate the document and change what differs, or save a block you have set up and add it to your next site report.

> “The work studios make is considered down to the last detail. The documents that carry it to the client rarely are. We made Formlio so every one of them is as good as the work.”

## Start with your next site report.

Pick a template, add your work and send the link.

[Browse templates](https://formlio.com/templates)

## Related

- [Architecture](https://formlio.com/industries/architecture): For architecture practices. Send fee proposals, design presentations and stage sign-offs as pages clients open anywhere, in your practice's look.
