Account Setup
Purpose | Get your company account configured so your team can begin onboarding in Siteline. |
Who this is for | Main Siteline admin, Siteline implementation lead |
Done when | Your company account is set up, key users can log in, and core systems are connected. |
Tasks
Complete company account setup
Connect your ERP (optional)
Set up GC portals (if applicable)
Kickoff Call
Purpose | Align on goals, confirm the onboarding plan, and make sure everyone understands what comes next. |
Who this is for | Contract signer, Siteline implementation lead, key users, power users |
Done when | Your team understands the onboarding plan and has clear next steps to keep momentum moving. |
What you’ll cover
Meet your Siteline onboarding manager
Review your onboarding goals
Walk through the onboarding process
Get a high-level overview of the application
Review project setup requirements
Review forms and documentation needed
Homework
Set up at least one GC portal project
Gather and upload required forms in form library, including: pay app forms, primary and vendor lien waiver forms, lien notices and related documents
Billing Setup and Training
Purpose | Teach your team how to manage billing workflows in Siteline.
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Who this is for | A/R team, power users |
Done when | Your team can complete a billing cycle in Siteline with the right review and submission process. |
What you’ll learn
Navigate the Billing homepage
Use filters and views
Pull projects into Siteline
Work with schedules of values (SOVs)
Create pay apps
Generate billing for a billing period
Manage internal review workflows
Submit pay apps through GC portals
Submit pay apps through email
Create change orders
Sync billing data back to your ERP
Follow-up
Schedule Billing Check-In call
Project Manager Training
Purpose | Help project managers understand their role in the billing process and improve coordination across teams. |
Who this is for | Project managers, A/R team, power users, process owner or decision maker |
Done when | Project teams know their role in billing and can support a repeatable monthly process. |
What you’ll learn
Support monthly billing in Siteline
Update and review billing inputs
Coordinate billing workflows between project and accounting teams
Change order workflows
Improve handoff and accountability across teams
Vendor and Compliance Training
Purpose | Set up and manage vendor compliance and lien waiver workflows. |
Who this is for | Team member responsible for vendor lien waivers and compliance tracking |
Done when | Your team can track vendor requirements and manage waiver workflows inside Siteline. |
What you’ll learn
Track compliance documents such as COIs and licenses
Generate and send vendor lien waiver requests
Collections and Lien Rights Training
Purpose | Help your team stay on top of receivables and protect payment rights. |
Who this is for | A/R team, legal representative or internal stakeholder |
Done when | Your team can follow up on receivables and manage lien-rights workflows with confidence. |
What you’ll learn
Reporting Training
Purpose | Show your team how to monitor billing, cash flow, collections, and project health in Siteline. |
Who this is for | A/R team, management, power users |
Done when | Your team knows which reports to use, what each one answers, and how to make them part of your workflow. |
What you’ll learn
Ongoing Support
Purpose | Make sure your team knows where to go for help, training, and ongoing success in Siteline. |
Done when | Your team is live, knows how to get help, and has the resources and contacts needed to keep building confidence in Siteline. |
What happens next
Continue building confidence with Siteline as part of your day-to-day process