RUN THE JOB · TEAM, ROLES & MOBILE

Your PMs run their jobs. Your margins stay yours.

Admin, office, project manager — and roles you define. Access is set per area: who can see leads, money, reporting; who can edit and who can only view. Every teammate gets their own morning digest and their own day on the phone.

7 days free. From $159 a month after — every tool on every plan. Cancel any time.

ROLES

Per role, per area: none, view or edit.

A project manager sees their own jobs, budgets without profit, and their schedule. The office sees everything but company settings. Make your own role — “field lead”, “bookkeeper” — and set each of nine areas separately. Colour-coded bars show the access at a glance.

MORNING DIGEST

Their day, in their inbox, before they leave the house.

At 7 AM each teammate gets one email: their visits, the tasks on their jobs today, follow-ups due, and anything overdue on jobs they own — only theirs. Owners get the budget warnings and late invoices on top. Time-sensitive things — a new lead, a signed estimate — come as a text the moment they happen.

ON A PHONE

Installs like an app. Works with one bar.

Add SiteView to the home screen on iPhone or Android and it opens like an app — same account, same data. It keeps the last state on the phone, so a job site with one bar of signal still opens instantly; a save with no signal says so instead of quietly failing.

IT ALL CONNECTS

The same record, further along.

Nothing here is a separate module with its own copy of the data. Team, roles & mobile is one view of the job; these are the next ones.

Each teammate’s colour on the calendar, each teammate’s own day on the phone.

PMs watch their jobs against budget without ever seeing company margin.

Team reporting shows who is carrying what.

QUESTIONS

Straight answers.

Not per user — per plan. Crew covers up to 2 people who sign in, Team up to 5, Company up to 10, and every plan has every feature. Subs who check in by QR and homeowners on the portal never count.

SiteView is a web app you install to the home screen; there is nothing to download from a store and nothing to update. It behaves like an app once installed, on iPhone and Android.

Subs do not need one. They check in on site by scanning the project QR, and they receive what you send them by text or email.

MORE OF SITEVIEW

Keep going.

Scheduling

Visits, crews, subs and inspections on one calendar.

Job budgets & costing

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

Reporting

Revenue, profit, cost per lead — from records, not estimates.

Put one of your own jobs through it.

Free for 7 days. We set the company up with you, load the first job together, and you judge it with your numbers — not a demo’s.

7 days free. Card on file, nothing charged until day 8. From $159 a month after — cancel any time.