This month is all about helping subcontractors stay sharp with smarter tools, cleaner data, and crystal-clear project insights to keep your crews and cash flow on track.
Check out what’s new 👇
Project Snapshot Is Here!
Now you can get a real-time health check for every active job. Project Snapshot flags billing issues, late payments, and risky change orders—all rolled up into a simple A/B/C score so you can act fast and keep projects on track. Check out the recording where we did a deep dive in a live webinar earlier this month or learn more below.
Click here to learn more about Project Snapshot.
Company-Wide Project Data Export
Need a bird’s-eye view of everything happening across your jobs? Our new export gives you a downloadable summary of your active projects—making it easy to analyze billing activity, outstanding collections, project health, and more in one place.
To generate the report, go to: Company Settings (upper right of Siteline) → Export → Project Data
You’ll get a spreadsheet with detailed, up-to-date info across all your active projects, including:
Project details: Number, name, type, and contract number
GC and contact info: GC name, contact name, email, phone
Billing terms and key dates: Pay app due dates, payment terms
Contract values: Original and revised contract amounts
Billing breakdown: Amount billed, remaining to bill, retention held, taxes billed, stored materials
Collections status: Outstanding collections, collected to date, average days to paid
CO status: Draft, outstanding, and proceeding-without-approval COs
Cost performance: Budget, cost to date, and over/under billing
Additional insights: Snapshot Score, lead PM, and GC portal
Use it to quickly spot billing gaps, identify at-risk projects, or prep for internal reviews all without jumping from job to job.
Introducing the Manager Role: Smarter, Scoped Project Access
Need someone to see every project in a specific office—without giving them full admin rights? The new Manager role makes it easy.
Managers are automatically added to all current and future projects within the office they’re assigned to. That means no more manually granting access one project at a time. It’s ideal for senior PMs, office managers, or regional leads who need consistent visibility across their team’s jobs.
What Managers Can Do:
See all projects in their assigned office—automatically
Act within defined permissions (e.g., view-only, approve pay apps, manage billing)
Stay scoped to the teams and data that matter to them
Admins assign each Manager to a single office and choose exactly what they can do on projects within that office.
Learn more about permissions in general here.