SiteView Help Center
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16 guides
- Getting Started with SiteViewWhat to set up first in SiteView — company profile, team, your first client, estimate, and invoice — so the app is useful on day one.
- How to Add and Manage ClientsAdd clients, store multiple job addresses, and keep every estimate, project, and invoice for a client in one place.
- How to Create, Send, and Approve EstimatesBuild a professional construction estimate, send it to the client, and get an e-signature approval that creates the project automatically.
- How Client Selections and Allowances WorkGive clients options to choose from inside an estimate — single-choice or multi-choice — and keep the price and scope in sync with what they picked.Client Selections
- How to Use Project CostingTrack estimated vs. actual cost on every project, line by line, so overruns show up while you can still do something about them.
- How to Create and Approve a Change OrderPrice added or removed scope after an estimate is approved, get the client's signature, and see it land in the contract amount and project costing.
- How to Log Expenses and Attach ReceiptsCapture job expenses and receipts from the field, tag them to the right project and cost line, and keep project costing accurate.
- Where Project Photos and Files Are StoredFind every photo your crew captured on a job — quick capture, daily logs, expenses, and uploads all land on the project's Photos tab.Project Photos
- Client Links, the Portal, and What Clients Can SeeHow client-facing links work, what a client sees on an estimate, portal, or invoice link, and what to do when a client says the link won't open.Client Portal
- Publish and Update a Client ScheduleBuild a simplified, client-safe schedule from your internal phases and sold scope, publish a fixed version, and update it without your client watching dates move.
- How to Create an Invoice and Download the PDFBill from an approved estimate or draw schedule, send the client a payment link, and download a clean invoice PDF.
- Recording Payments, Card Surcharges, and ReconciliationHow payments post to an invoice, how a card surcharge is handled, and how to reconcile what your processor deposited.Online payments (Stripe or Square)
- Inviting Your Team and Setting PermissionsInvite teammates, pick the right role, fix an invite that never arrived, and adjust what each person can see.
- Set Up Your Company Profile and SettingsConfigure your company profile, branding, defaults, and integrations so every estimate and invoice looks professional.
- Markup vs. Margin: A Contractor's Guide to Pricing JobsMarkup and profit margin aren't the same thing. Here are the formulas, a conversion table, and how to price jobs so you hit the profit you planned for.
- Frequently Asked QuestionsQuick answers to the questions contractors ask most — with links to the full guides.
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