Intended audience: general contractors whose subcontractors use Siteline with Procore. Share this page with your Procore administrator.
What is Siteline?
Siteline is the only real-time, collaborative billing software built for trade contractors. We provide a consistent and easy-to-use billing workflow for our customers β whether they need to submit AIA billing packages, job- and client-specific invoice forms, or invoice through an online portal each month.
Why integrate with Procore?
Siteline integrates with Procore, along with Textura and GCPay, to allow our customers to import project information and schedules of values from these portals to set up new jobs, and sync their billing amounts for invoicing each month.
How does the integration work?
To enable this integration for your subcontractors, install the Siteline Connector from the Procore Marketplace. This only needs to be installed one time in Procore to enable the integration for all current and future Siteline customers you work with.
Refer to the instructions included in the email you received from your subcontractor, or from a Siteline team member, for more detailed setup steps.
How does the integration affect you and your other subcontractors?
The integration has no impact on your use of Procore or any billing workflows for general contractors. Siteline acts as another project manager under your subcontractor's company. Other subcontractors who don't use Siteline are not affected.
What data does Siteline access?
Siteline only has access to the SOV details available to your subcontractor. No data from any other subcontract can be accessed via the integration.
For each commitment the Siteline Admin user in Procore is given access to, Siteline will pull:
Basic project info (project name, number, location)
Basic commitment info (commitment name, status)
Schedule of value line items and change orders
Previous invoice amounts, if applicable
When a Siteline user syncs a billing, Siteline pushes to Procore:
A new invoice with draft billing values
After the draft invoice is created in Procore via the integration sync, your subcontractor logs in to Procore to complete the submission process.
