Features

Everything it takes to run the job, end to end.

SiteView covers the whole path from the first phone call to the last invoice. Here is what is in it today.

Leads & messages

Every enquiry lands in one inbox.

Thumbtack, Angi, your website form and plain email all arrive in the same place, already tagged with where they came from. You reply from SiteView; the homeowner sees it come from you.

One notification per enquiry — not one per message the platform decides to send
Duplicate deliveries are caught and folded into the same lead
Turn a lead into a client, a job and an estimate without retyping anything

Messages4 new leads

TT Nadia Brenner
Thumbtack · kitchen · Littleton 80120 New

AN Curtis Vaughn
Angi · basement finish · Parker Replied

WB Priya Raman
Website form · whole home · Golden New

DH Marco Delgado
Door hanger · Cedar Hollow · bath Booked

Estimates

Estimates they can sign from the truck.

Build it from your own line items and markup, send a link. They read it on their phone, and sign it there. The signature is what starts the job — no printing, no scanning, no chasing.

Your markup and PM fee applied automatically, visible only to who should see it
One tap turns a signed estimate into a client, a project and the first invoice
Change orders sign the same way and land against the same budget

EST-2041 · Whitfield kitchenSigned

Demo & haul-off
3 days · in-house crew$4,200

Cabinets — shaker, painted
Ridgeline Cabinet Co.$21,850

Quartz counters & backsplash
42 sq ft · template Sep 4$8,640

Signed by Mara Whitfield · Aug 14 $54,200

Live job budgets

Know a job is going over while you can still fix it.

Every purchase, sub payment and change order posts against the budget as it happens. The dashboard shows you the job at 94% — not the one that already finished at 130%.

Committed vs budget per job, per category, updated as you work
Profit on closed jobs calculated from what you actually spent
Project managers can run their jobs without ever seeing your margin

Live budgets9 active jobs

Whitfield — kitchen
Littleton · in construction 113%

Raman — basement
Parker · in construction 94%

Ferraro — ADU
Arvada · job prep 61%

Okonkwo — primary bath
Golden · in construction 48%

Client portal

The answer to "any update?" before they ask.

Each client gets a private link: where the job is, what is booked next, selections waiting on them, photos, and what they owe. It is the same record you are working from, not a copy someone has to update.

Selections and options approved in the portal, logged against the job
Photos and documents shared per client — nothing else is reachable
The link itself is the access. No password for them to lose

Whitfield kitchen · client viewShared link

Cabinets installed
Completed Aug 12Done

Counter template
Thu, Aug 21 · 8:00amScheduled

Backsplash tile — pick one
2 options waiting on youYour turn

Balance due
INV-117 · due Aug 25$12,400

Schedule

One schedule the whole crew reads the same way.

Crew days, subs, inspections and walkthroughs on one calendar. Build a job schedule from a template in a few seconds and adjust every date afterwards.

Everyone gets their own day by email each morning — only their own
Task templates per project type, fully editable once applied
Canvassing blocks and site visits sit on the same calendar as the crews

Door hangers

Marketing you can actually price.

Split a neighbourhood into territories, print hangers with a QR per territory, walk them. Every scan and every lead is tied to the street it came from, so cost per lead is a fact rather than a feeling.

Doors dropped, scans, leads back, jobs closed — per territory
Cost per lead from what you actually spent on print and labor
A heat map showing which streets are worth walking again

Door hangers — last 90 days$38 avg

Cedar Hollow
1,400 doors · 11 leads back $31
per lead

Sterling Ridge
900 doors · 6 leads back $44
per lead

Fox Run Estates
1,100 doors · 3 leads back $103
per lead

Willow Bend
750 doors · 5 leads back $39
per lead

Invoices & payments

Progress billing, deposits, open balances and past-due — attached to the job, not living in a separate app.

Vendors & subcontractors

Who you use, what they cost, what they are committed to right now, and what you still owe them.

Inspections

Templates you fill in on site from a phone, filed against the project with photos.

Reporting

Revenue, profit by job, lead source performance and close rate — read out of your records.

Custom lists

Pull any set of clients or leads into a named list — follow-up calls, ad targeting, lookalike audiences — then export it.

Roles & permissions

Per-role and per-area access. Office, project manager, field. Financials hidden from whoever should not see them.

Custom projects

Work that is not a standard remodel still gets a budget, a schedule and a client.

Team & morning digest

Everyone gets their own day by email before they leave the house — only their own.

Installs on a phone

Add it to the home screen and it behaves like an app — same account, same data, on iPhone and Android.

See it against one of your own jobs.

The fastest way to judge it is to put a real estimate through it. That is what the 30 days are for.

Start your 30-day trial

No card. We set the company up with you.