Siteline simplifies how subcontractors prepare, track, collect on, and submit pay apps, even when the general contractor requires Textura. This page explains how Siteline and Textura work together, how your ERP fits in, and the monthly workflow your team should follow.
How Siteline works with Textura
Siteline becomes the single place where you prepare your monthly billing. When you're ready, Siteline syncs your pay app values, lower-tier lien waivers, and compliance documents directly into Textura. You then log into Textura to wrap up the submission steps (signature, notarization, and any GC-specific final requirements).
What Siteline does:
Imports project and SOV from Textura when linking a project
Lets you prepare billing in Siteline
Syncs invoice values to Textura
Syncs compliance documents and lower-tier lien waivers
Displays rejection reasons when a GC rejects your pay app in Textura
What Textura does:
Requires the official submission
Handles signatures, notarization, and GC workflows
Houses the final approved pay app records
How Siteline + Textura work alongside your ERP
Siteline, Textura, and your ERP work smoothly together — even though Textura does not integrate directly with ERPs. Each system has a specific role:
Your ERP is your internal financial system of record.
Siteline is where your team prepares accurate, GC-ready pay apps.
Textura is the GC's billing portal where billing must ultimately match and be submitted.
Here's how they fit together:
1. Textura holds the master contract and billing data for the project
When a GC portal is involved, Textura becomes the source of truth for anything the GC requires, including:
Original contract value
Approved change orders
Current SOV structure
Prior billed amounts
Retainage rules
Your pay application must align to Textura's structure and values, because that's what the GC is enforcing.
2. Siteline is where your team builds the pay app
Siteline sits between your internal processes and Textura, helping your team:
Prepare accurate billing
Track progress, quantities, and compliance
Mirror Textura's SOV or use a more detailed internal SOV (Siteline → Textura mapping)
Siteline keeps the billing aligned to what Textura expects, while still supporting your internal level of detail.
3. Your ERP remains the internal accounting system of record
The ERP is still used for:
Job cost tracking
AP/AR
Financial reporting
Revenue recognition
Once a pay app is submitted through Textura, the ERP can be updated with the final billed values.
Put together
Textura = billing authority for the project
Siteline = billing engine + workflow control
ERP = internal financial record
Siteline keeps all three aligned so that what you bill internally, what the GC sees, and what your accounting team books all stay in sync.
Flexible SOV structures (detailed in Siteline; simple in Textura or ERP)
Siteline supports the exact SOV values that Textura requires — but your internal team can still work from a more detailed, operational view in Siteline if that's how you run jobs.
The key points:
The totals and contract values stay identical across Siteline and Textura.
Only the visual structure can differ — Siteline can show more detail internally, while Textura stays high-level.
This is common and fully supported.
Examples of supported visual structures
In Siteline (internal operational detail):
40–60 detailed production line items
Breakouts by cost code, crew, area, or phase
Used for tracking progress, quantities, materials, etc.
In Textura (GC-facing simplicity):
8–12 high-level divisions
GC's contract SOV, which Siteline must match in total
Required structure enforced by the portal
In the ERP (accounting-level summary):
One line per cost code or cost category
Simplified because ERPs typically don't track production detail
What Siteline handles automatically
Rolls detailed internal line items into the high-level Textura structure
Keeps all totals identical to the GC's SOV
Ensures billing values always match what the GC expects
Syncs the correct calculated amounts to Textura
Why subs use this approach
Subs choose this structure when they want:
More internal visibility and job-level detail
Better production tracking
A workflow that aligns field, PMs, and accounting
Cleaner, simpler GC-facing billing
Siteline lets teams run jobs with the level of detail they need without breaking alignment with Textura.
Ideal workflow summary: Siteline + Textura
Here is the recommended best-practice workflow for subcontractors working in both systems:
Import the project and SOV into Siteline from Textura. Siteline becomes the source of truth for building the pay app.
Prepare your entire pay app inside Siteline. Enter billing amounts, track change orders, generate forms, and attach documents.
Sync billing, compliance, and waivers to Textura when ready. Siteline sends structured data directly to Textura.
Log into Textura to finalize submission. Complete signatures, notarization, and GC-specific submission steps.
If the GC rejects the pay app, Siteline updates automatically. Fix the issue in Siteline → resync → finalize in Textura.
Repeat monthly with the same workflow. Siteline handles preparation; Textura handles submission.
This workflow keeps your team working quickly in Siteline while satisfying GC portal requirements.
Best practices for syncing Siteline → Textura → your ERP
This is the workflow that both sales and implementation teams can confidently recommend.
Best practice #1: Sync to Textura first
Always push your finalized billing from Siteline → Textura before making updates in your ERP. Why?
Textura may enforce rounding rules or retention requirements.
GC edits or rejections should be addressed before invoicing in your ERP.
You want to avoid producing ERP invoices with values the GC hasn't seen.
Best practice #2: After Textura submission, enter/update the invoice in your ERP
Once you've completed your submission in Textura and you know the GC has accepted your billing values, update your ERP with:
Billed values
Retention
Change orders
Any adjustments (if the GC edited your pay app before approval)
Best practice #3: Use Siteline as the operational source of truth
Siteline should be the system your PMs and billing team rely on for month-to-month billings because it contains:
The exact SOV you're billing
Change orders
Compliance requirements
Lien waivers
All pay app documents
Any Textura rejection messages
Invoice history by pay period
Your ERP remains your financial record; Siteline is your project billing engine.
Best practice #4: Avoid double-data entry by aligning timing
The cleanest sequence is:
Prepare full pay app in Siteline
Sync to Textura
Resolve any rejections
Submit in Textura
Update ERP based on approved billings
This ensures:
ERP always reflects accepted values
Pay apps are never out of sync
Textura and ERP stay aligned without rework
Teams follow one clean billing cycle