Getting Started with SiteView

Before you start

• A SiteView login
• Your company logo and business details handy

Set up your company

1. Open Settings → Company. Add your business name, logo, address, phone, and email — these appear on estimates and invoices.
2. In Settings → Estimates, set your default markup or target margin and tax rate so you don't set them on every line.
3. In Settings → Invoices, set your default payment terms.

Invite your team

For: Owner, Admin

1. Go to Settings → Team and invite each person by email.
2. Assign a role so permissions match what they actually do.
3. Ask them to accept the invite email and set a password.

Run your first job end to end

1. Add a client from Clients → New Client, including the project address.
2. Create an estimate from Estimates → New Estimate, add sections and line items, and save.
3. Send the estimate. Your client reviews and approves with an e-signature from any device.
4. On approval, SiteView creates the project so you can start project costing.
5. Log expenses as work happens, then invoice from the approved estimate.

Put it on the truck

• SiteView runs in the browser — nothing to download.
• On a phone, use Add to Home Screen for one-tap access and push notifications.

Troubleshooting

Related guides

• How to Add and Manage Clients
• How to Create, Send, and Approve Estimates
• Set Up Your Company Profile and Settings
• Inviting Your Team and Setting Permissions