Frequently Asked Questions
Quick answers to the questions we hear most often from contractors.
Do I need to install anything?
No. SiteView runs in your web browser. Open siteview.build on any computer, tablet, or phone — nothing to download. On your phone, use Add to Home Screen for one-tap access.
Is SiteView free during the private beta?
Yes — the private beta is free with no credit card required. Founding contractor pricing will be shared before public launch. No obligation to continue unless SiteView is a fit for your business.
Who is SiteView built for?
Remodelers, general contractors, flooring and demo crews, specialty trades, and small construction teams running real job sites.
Is my data safe?
Yes. All data is encrypted in transit and at rest, every company's data is isolated with row-level security, and we never share client or financial data with third parties.
Can I use my own logo on estimates and invoices?
Yes. Go to Settings → Company Profile and upload your logo. It appears on every estimate and invoice PDF you send.
How does a client approve an estimate?
When you send an estimate, your client gets a unique link (siteview.build/e/…). They open it on any device — no login needed — review the line items, type their full name, check the e-signature consent box, and click Approve Estimate. You're notified immediately.
Can I edit an estimate after sending it?
You can edit while it's in Draft or Sent status. Once a client approves, the estimate locks to protect the agreed scope — use a change order for any scope changes after that.
Can I break out labor and materials separately?
Yes. Add any number of line items with custom descriptions, quantities, and prices. Label them however makes sense — Labor: Demo, Materials: Tile, etc.
What's the difference between an estimate and a project?
An estimate is what you send to the client for approval. Once approved, it converts to a project (project), where you track actual costs against your plan in Project Costing, log expenses, and manage the work.
How do I log an expense?
Open the project, go to Expenses → Add Expense. Enter the amount, category, and description, and attach a photo of the receipt from your phone camera.
Will SiteView track my profit margin?
Yes. The Project Costing view shows planned vs. actual spend in real time, so you always know where you stand financially on each project.
How do I create an invoice?
From an active job, click Create Invoice. SiteView pre-fills it from the project details — set the due date, add notes, and send. Your client gets a link to view the professional PDF.
Can clients pay through SiteView?
Online payments are on the roadmap, and the QuickBooks Online integration is already built. For now, invoices clearly show your preferred payment method (check, ACH, etc.).
Can I download the invoice as a PDF?
Yes. Every invoice has a Download PDF button. The PDF includes your logo, company info, line items, totals, and due date.
How do I report a bug?
Use Send Feedback in the app sidebar, or email support@siteview.build with what happened, the page you were on, and a screenshot if you can. We respond within one business day during beta.
Will my data carry over after the beta?
Yes. Everything you add during the beta — clients, estimates, jobs, invoices — stays in your account.
What happens at the end of the beta?
Your account will stay active at no charge during the private beta. We'll give at least 30 days' notice before any billing begins. Founding contractor pricing will be shared before public launch. No obligation to continue unless SiteView is a fit for your business. Beta users get first access and founding pricing for their feedback.
How do I apply for the beta?
Fill out the short form on the Apply for Beta page. We review every application and respond if you're a fit.