Estimates, schedules, and homeowner updates in one place.
SiteView helps kitchen, bathroom, and whole-home remodeling teams manage estimates, scheduling, a client portal, change orders, job costs, and invoices in one app.
Follow a kitchen remodel from proposal to invoice
Here is an example of how a residential remodeling team can use SiteView across the job. Use it as a checklist when evaluating the app for your own process.
Estimate the scope
For a kitchen remodel, organize the proposed work into sections such as demolition, cabinetry, counters, and electrical. Review line items, quantities, and markups before sending the estimate for approval.
Explore estimatingPlan the work
Create project events for the work ahead and assign the relevant crew members. Keep the schedule alongside the project rather than rebuilding it in a separate spreadsheet.
Explore schedulingKeep the homeowner informed
Use the client portal for approvals, invoices, and the updates you choose to share. Homeowners access their client link without creating an account.
Explore the client portalDocument a scope change
If the homeowner requests additional work, describe it in a change order and send it for approval. That creates a written record of the scope decision alongside the project.
Explore change ordersReview costs and bill the work
Record project expenses and review them against the budget. Use invoicing to bill the client and track what is due; online payment is available when Stripe is connected.
Explore job costing
Keep the remodeling details connected
Use estimate sections and line items to describe the proposed work.
Send a change order when the homeowner requests additional work.
Keep project expenses available for job-cost review.
Share client-facing information through the project portal.
Explore the tools behind the workflow
Sections, line items, markups, and proposal PDFs.
Project events, crew assignment, and one-way iCal subscriptions.
Homeowner approvals, shared updates, and invoices.
Document revised scope and request client approval.
Review project costs alongside the budget.
Send invoices and track amounts due.
Record progress and photos from the job.
Frequently asked questions
SiteView brings estimates, scheduling, job costing, change orders, invoices, and a client portal into one construction management app. Kitchen, bathroom, and whole-home remodeling teams can use those tools across the same project workflow.
Yes. Build an estimate, collect the client's approval, plan project events, and share client-facing updates through SiteView. The calendar supports project events and crew assignment, while the client portal gives homeowners access to the information shared with them.
No. Homeowners can open their secure client link to review estimates and change orders, e-sign approvals, see shared updates, and view invoices. Online invoice payment requires a connected Stripe account.
Create a change order that describes the additional or revised work and send it for client approval. Keep the approved scope change with the project so it can be considered alongside the budget and billing.
SiteView offers a one-way iCal subscription for compatible calendars, including Google Calendar, Apple Calendar, and Outlook. It is a subscription to SiteView events, not a two-way calendar editing integration.
Bring a sample remodeling scope and a list of the tools you use today. Ask to walk through an estimate, a scheduled project event, a homeowner update, a change order, and an invoice so you can evaluate the workflow for your business.
Walk through your remodeling workflow.
Book a personalized demo and explore estimates, scheduling, and the client portal using the kind of work your team does.