Two-Week Beta Testing Checklist
Work through this list at your own pace over your 14-day beta window. You don't need to hit them in order, but completing all 15 gives us the most useful signal.
Step-by-step
- Start in Week 1: get set up and run an estimate end-to-end.
- In Week 2: convert to a project, log real expenses, and send your first invoice.
- Reply to the Day 7 check-in and fill out the Day 14 feedback survey.
The checklist
| Task | Day 1–5 | Day 6–10 | Day 11–14 |
|---|---|---|---|
| Log in and set your password | ✓ | ||
| Complete your company profile | ✓ | ||
| Add a client | ✓ | ||
| Create an estimate with 3+ line items | ✓ | ||
| Send the estimate to a client | ✓ | ||
| Approve an estimate from the client view (typed name + e-signature checkbox) | ✓ | ||
| Convert the approved estimate to a project | ✓ | ||
| Set up Project Costing categories and planned amounts | ✓ | ||
| Log an expense and attach a photo of the receipt | ✓ | ||
| Open SiteView on your phone and try a page | ✓ | ||
| Complete the Day 7 check-in (3-question survey) | ✓ | ||
| Create an invoice from the project | ✓ | ||
| Preview and download the invoice PDF | ✓ | ||
| Complete the Day 14 feedback survey | ✓ | ||
| Optional: book a 15-minute feedback call | ✓ |
As you test, jot down anything that felt confusing, slow, or broken. Use Send Feedback in the app sidebar, or email support@siteview.build.
Tips
- When something feels confusing, slow, or broken, screenshot it and send it to support@siteview.build — we fix things fast during beta.
- The more specific the feedback (what page, what you clicked, what you expected vs. what happened), the better.
- Use SiteView on at least one real job — synthetic test data won't surface the issues that actually matter.
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