Pipeline Management
Centralize every pursuit, budget, and approval in one source of truth.
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Features
SiteServ gives construction teams one intelligent system for planning, building, and billing
Explore how each module—from preconstruction to closeout—shares the same live data, surfaces risks automatically, and keeps owners, office staff, and crews on the same page.
- Move from lead intake to signed contract without leaving the platform.
- Translate schedules into resource plans and field assignments instantly.
- Capture inspections, documents, and change orders with mobile-first workflows.
- Sync billing and cost data with accounting to protect margin in real time.
Smart Estimates
Generate professional, AI-assisted estimates in minutes.
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Labor Force Management
Coordinate crews and subs with field-first assignments.
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Invoice & Expense Management
Connect field progress to billing and cash flow.
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Custom Inspections & Documents
Generate branded, fillable PDFs and QA checklists automatically.
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Task Management & Quality Control
Assign scopes, track dependencies, and uphold standards.
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Feature details
Dive deeper into how SiteServ keeps every phase of your construction pipeline moving forward.
Preconstruction
Win more work with predictable pricing and faster bids.
Capture leads, organize scope walks, and build detailed estimates with reusable assemblies, AI-assisted scope notes, and version control. Hand off accepted proposals to production in a single click.
- Lead capture tied to prequal questions and cost history.
- Estimate comparison views with margin guardrails and alternates.
- Proposal generator with branding, scopes, and pricing pulled from your data.
Scheduling & Dispatch
Translate plans into executable schedules and resource plans.
Drag-and-drop calendars update tasks, trigger sub notifications, and push assignments to the mobile app. Monitor dependencies, weather holds, and material status in real time.
- Visual look-ahead boards for crews, subs, and equipment.
- Automated notifications for schedule changes and approvals.
- Weather + risk indicators embedded in every project board.
Field Execution
Give supers, technicians, and subs a simple mobile command center.
Assign tasks, collect time, and push safety docs or inspections in seconds. Offline-friendly caching ensures teams can document work even without connectivity.
- Role-based mobile views with punch lists, files, and chat.
- Time + production tracking tied to cost codes and cost types.
- Offline capture for photos, notes, and signatures with auto-sync.
Documents & QA
Generate branded PDFs and QA packets without desktop detours.
Use drag-and-drop templates to create fillable forms, inspections, and change orders. Merge project data, collect signatures, and deliver reports to clients automatically.
- Template library with conditional fields and auto-merge tokens.
- On-device markup for photos, redlines, and plan highlights.
- Audit-ready storage with permissions, retention policies, and versioning.
Financial Control
Protect margin with live visibility into spend, billing, and cash.
Tie budgets to actuals, track committed cost, and generate billing packets from field data. Sync with QuickBooks Online to keep accounting in the loop automatically.
- Budget vs. actual dashboards with drill-down into variance drivers.
- Progress draws, T&M invoices, and pay apps generated from field entries.
- Two-way QuickBooks sync for customers, invoices, and payments.
Automation & AI
Automate repetitive workflows and surface risk before it escalates.
SiteServ AI summarizes field reports, drafts scope notes, flags anomalies, and recommends next steps based on how your company works.
- Daily log summaries and punch-list suggestions.
- Smart alerts for schedule slips, budget overages, or compliance issues.
- Natural language commands to generate documents, notes, or follow-ups.
Contact
Start a feature-focused conversation
Tell us which capabilities you want to explore and how your team works today. We’ll follow up with tailored recommendations.
Ready to see the platform live?
We'll tailor a walkthrough to your roles and workflows so you can evaluate SiteServ with your entire team.