Beta User Setup Guide

Follow these steps in order on your first login. By the end you'll have a working company profile, your first client, an approved estimate, a project with cost tracking, and a sent invoice — the full SiteView workflow.

Step-by-step

1. Set your password from the Account Setup email and sign in.
2. Complete your company profile (logo, license, address, phone).
3. Add your first client.
4. Create and send an estimate.
5. Get client approval with typed name + e-signature checkbox.
6. Convert the estimate to a project and set up Project Costing.
7. Log expenses with receipt photos.
8. Create and send your first invoice.

Step 1 — Set your password

1. Open the Account Setup email from noreply@siteview.build. Check spam if you don't see it.
2. Click Set My Password. The link is valid for 24 hours.
3. Create a password (minimum 8 characters; a mix of letters and numbers is recommended).
4. You'll be taken straight into your SiteView dashboard.

Step 2 — Complete your company profile

1. Go to Settings → Company Profile.
2. Enter your company name, phone, and business address.
3. Upload your logo (PNG or JPG — square crop works best).
4. Add your contractor license number. It shows on estimates and invoices.
5. Save. Your logo and info now appear on every client-facing document.

Step 3 — Add your first client

1. Click Clients in the sidebar.
2. Click New Client.
3. Enter the client's name, email, phone, and project address.
4. Save. The client is ready to receive estimates.

Double-check the email address — that's where the approval link and invoices get sent.

Step 4 — Create and send an estimate

1. Go to Estimates → New Estimate and pick the client.
2. Add sections (e.g. Demo, Framing, Finishes) and line items inside each section.
3. Set quantities, unit prices, and markup. Totals update automatically.
4. Click Send to Client. SiteView generates a unique approval link.

Step 5 — Get client approval (e-signature)

1. Your client opens the link on any device — no login required.
2. They review the estimate line by line.
3. To approve, they type their full name, check the e-signature consent box, and click Approve Estimate.
4. You get an in-app notification and the estimate status changes to Approved.

Step 6 — Convert to a project and set up Project Costing

1. Open the approved estimate and click Convert to Project.
2. SiteView creates a project linked to the estimate.
3. Open the project and go to Project Costing.
4. Add cost categories (Labor, Materials, Subcontractors, etc.) and your planned amounts.
5. As expenses are logged, you'll see planned vs. actual update in real time.

Step 7 — Log expenses with receipts

1. Open the project and go to Expenses → Add Expense.
2. Enter the amount, category, vendor, and description.
3. Snap a photo of the receipt from your phone and attach it.
4. Save. The expense flows into Project Costing automatically.

Step 8 — Create and send your first invoice

1. From the project, click Create Invoice. SiteView pre-fills it from the project.
2. Set the due date and add any final notes.
3. Send it. Your client gets a link to the professional PDF.
4. Click Download PDF any time for your records — your logo and company info are baked in.

Tips

• Use SiteView on your phone too — add siteview.build to your home screen for one-tap access on the truck.
• If your setup link expired, use Forgot Password at siteview.build to request a new one.
• Stuck anywhere? Email support@siteview.build — we respond within one business day during beta.

Related articles

• Beta Onboarding Overview
• Two-Week Testing Checklist
• Estimates Guide
• Project Costing Guide