March/April 2026: What’s New in Siteline 🚀

This month’s updates are all about visibility and control. From a more complete Project Snapshot that brings WIP-style insights into Siteline, to exporting Lien Rights data and staying ahead of deadlines, these improvements help you spot issues earlier and keep cash flow moving.

Missed last month’s Insider? Catch up here.

Check out what’s new 👇

Project Snapshot now gives you a more complete financial view of every job. With new fields like Contract Value, Gross Billed to Date, and current and projected Gross Profit, you can see billing performance, profitability, and risk in one place—without jumping between reports.

Think of it as a real-time view of your project financials, with smart warnings to flag outdated cost data so you can trust what you’re seeing. And if you need to take it further, you can export the full dataset to Excel in a click.

👉 Learn more

Download a full export of your Lien Rights data—including deadlines, statuses, required actions, and mail tracking—so you can audit risk, share updates, and track progress across projects in one place.

To export:

While on the Lien Rights Tracker (Compliance >> Lien rights tracker), click the three vertical dots in the upper right and select Export to Excel.

Need to learn more about this feature?

Even if you don’t often file liens, staying on top of deadlines and sending the right notices can help you get paid faster. Click here to see it in action or request more info here.

You can now export a User Settings report from the Team page in Company Settings. See which permissions each user has, plus a full view of users by project and projects by user making it easier to audit access and stay organized.

To access: Company Settings (upper right) → Team tab heading → Export (upper right)

Learn more about user settings.

The A/R Aging export now includes Gross Amount Billed, Retention Held, and Amount Due for all pay apps giving you a more complete view of outstanding receivables and what’s actually left to collect. Simply click Export in the upper right of the A/R aging report to download.

👉 Learn more

Do you handle service work or T&M billing? We’d love your input. This quick 5-minute survey helps shape how Siteline supports service workflows and you’ll be entered to win one of four $25 Amazon gift cards.

👉 Take the survey

We’re continuing to invest in helping you get paid faster. Up next: the Time to Payment report, giving you clear visibility into how long it actually takes to get paid—so you can spot delays, benchmark performance, and take action. Stay tuned.