Santix for company owners: budget, approvals and subscription in one place

What does an owner look at each week?

An owner does not need to open Santix every day. Most check the project overview, payments awaiting approval and the document list a few times a week; notifications arrive when something waits for their decision. The example below follows the owner of a firm with two sites, using our sample project "Ataşehir Blok B" (ATB-02); figures are examples. The app interface is Turkish, so screen names are given in Turkish with a translation.

Monday: project overviews

Each project's "Özet" (overview) shows tiles for overall progress, open tasks, payments awaiting approval and expiring documents, plus upcoming reminders. The owner spends a minute on each project: in Ataşehir the overall progress figure, 14 open tasks, one payment waiting and a scaffold report expiring within 12 days. To dig in, they tap through to the list.

Tuesday: budget summary

The budget is kept by item and by subcontractor. The planned versus actual screen shows each line's planned amount, commitment from signed contracts, actual from approved payments, the remainder and an overrun forecast. For example "15.150.1005 C30 hazır beton" (ready-mix concrete) is planned at 120 m³ × ₺2,450.50; the owner sees on the same line how much is contracted and how much has been paid.

USD and EUR lines are converted at the Central Bank rate of the relevant day; rates are fetched automatically every day and each payment keeps its rate date. A cost estimate in Excel can be imported: an AI suggestion maps item code, description, unit, quantity, unit price and total columns, and you confirm it. The budget can also be exported to Excel. More on progress payments and budget.

Wednesday: approving a progress payment

The approval chain depends on the amount. The person entering the payment saves it and sends it for approval, and the site manager checks and approves. If the payment's lira value exceeds the organisation threshold, it also lands in the owner's approvals list; the default threshold is ₺500,000. Once all required approvals are in, the payment is approved, and when it is paid it is marked as paid.

Santix calculates the hakediş cumulatively. Example: work to date ₺300,000, previous payments ₺200,000, this period ₺100,000; after retention, advance recovery, penalty, withholding tax (5 %), stamp duty (9.48 per mille) and VAT withholding (4/10), the amount payable is ₺89,552. The payment breakdown shows each deduction and why it applies. If the owner rejects, they write a reason and it goes back to whoever entered it.

Thursday: document expiry

The building permit, all-risk policy, guarantee letters, crane and scaffold inspection reports and health and safety certificates are in the document list. Santix notifies 30, 14, 7 and 1 day before expiry; reminder days can be changed per document. Contract dates such as guarantee letter expiry, provisional and final acceptance, warranty and insurance end also get reminders. What to track is in the site document checklist.

Friday: team and seats

When a new subcontractor or engineer joins, the project manager or site manager creates an invite code; every accepted invite uses a seat. When seats run out, nobody new can join and the app says the organisation's licence quota is full. The owner either removes someone who has left to free the seat or upgrades the plan.

How is budget visibility set?

Budget, contract values and bid prices are never opened to anyone automatically. By default the owner, project manager and site manager see them at full level; the field engineer, architect, subcontractor and viewer do not. The owner or organisation admin changes this on the budget visibility screen, per role or per person, for all projects or a single one.

The most specific rule wins: a person's level beats their role's, and a project-specific setting beats the organisation-wide one. The owner always sees the full budget and cannot be restricted by this setting. Changes are written to the audit log.

What does the owner see and do?

The owner has full rights to budget, contracts, procurement, documents, drawings, tasks and schedule on every project in the organisation. They can approve revision requests, approve payments above the threshold, and they are the only one who buys or changes the subscription.

The organisation admin also invites users, assigns roles and sets budget visibility, but sees the plan without prices and cannot change it. The full table is on the roles and permissions page.

How do the subscription and seats work?

The organisation owner subscribes in the app under Ayarlar › Plan ve ödeme (Settings › Plan and payment); payment goes through the App Store. Every active user, including architects and subcontractors, is a seat. Monthly prices including VAT: 5 users ₺4,999, 10 users ₺8,999, 25 users ₺19,999, 50 users ₺34,999. A new organisation gets 3 days to try; if no plan is chosen, no records are deleted and the account becomes read-only.

Downgrading suspends nobody; if the member count is above the new limit, no one new can be added. If the last payment fails, the app warns, and if the payment method is not updated the account becomes read-only after a while. For annual plans, more than 50 users, or bank transfer with e-invoice, write to satis@santix.app. Details on the pricing page.

Common owner problems and what Santix does about them

What does Santix not do for an owner?

Santix is not an accounting or ERP system: there is no statutory bookkeeping, e-invoicing, bank payment, cash-flow planning or portfolio report combining several projects in one table. It holds the site budget, payment calculations, approvals and payment records, which can be exported to Excel for your accountant. Tax rates are general rates; confirm them with your accountant for your job.