Frequently Asked Questions
Quick answers to the questions contractors ask most — with links to the full guides.
- Who can use this
- Everyone.
About these answers
These are short answers. Each one links to the guide that covers the whole workflow step by step.
Quick answers
Do I need to install anything?
No. SiteView runs in your browser on any computer, tablet, or phone. On a phone, use Add to Home Screen for one-tap access.
Who is SiteView built for?
Remodelers, general contractors, flooring and demo crews, specialty trades, owner-operators, and small construction teams.
Is my data safe?
Yes. Data is encrypted in transit and at rest, and every company's data is isolated so no other company can read it.
Where do I start?
Set up your company profile, invite your team, then run one job end to end.
Read the full guide: Getting Started with SiteViewHow does a client approve an estimate?
They open the link you send, review the line items, and sign with an e-signature — no login needed.
Read the full guide: How to Create, Send, and Approve EstimatesCan I edit an estimate after sending it?
Yes while it's draft or sent. After approval it locks, and scope changes go on a change order.
Read the full guide: How to Create, Send, and Approve EstimatesWhere are the photos my crew took?
On the project's Photos tab, together with daily-log and uploaded files.
Read the full guide: Where Project Photos and Files Are StoredHow do I log an expense?
From the project's costing tab, on the cost line it belongs to, with a receipt photo attached.
Read the full guide: How to Log Expenses and Attach ReceiptsWill SiteView track my profit?
Yes — project costing compares planned vs. actual in real time.
Read the full guide: How to Use Project CostingCan clients pay invoices online?
Yes, through your own Stripe or Square account. You can also record checks, cash, and ACH manually.
Read the full guide: Recording Payments, Card Surcharges, and ReconciliationWhy does an invoice still show unpaid?
The balance follows recorded, completed payments; manual payments have to be entered.
Read the full guide: How to Create an Invoice and Download the PDFDoes SiteView sync with QuickBooks Online?
Yes — connect it in Settings → Integrations to sync invoices, expenses, and vendors.
Read the full guide: Set Up Your Company Profile and SettingsIs there a mobile app?
SiteView is an installable web app. Add it to your home screen for app-like behavior including push notifications.
How do I report a bug or request a feature?
Signed in, use Support & Feedback in the Help Center. Otherwise use the contact form on the website.
Related guides
Our team usually responds within one business day.
Verified against the shipped product on August 24, 2026.