Siteline Assistant is our new in-app AI support guide that helps you get quick, source-backed answers without leaving Siteline. You can ask questions in plain English and get helpful guidance on Siteline workflows, construction billing topics, lien waivers, lien rights, retainage, reporting, and more.
What can I ask Siteline Assistant?
Siteline Assistant is trained on Siteline’s trusted resources, including our Help Center, blog, glossary, and educational state-by-state guides for lien waivers and lien rights.
That means you can ask both Siteline-specific workflow questions and construction billing questions, like:
Siteline workflow questions
“How do I create a pay application?”
“How do I revise a pay app after the GC requests changes?”
“How do I send lien waiver requests to vendors?”
“How do I see which vendor waivers are still outstanding?”
“How do I review overdue invoices?”
“How do I build a custom report?”
Construction billing questions
“What’s the difference between a conditional and unconditional lien waiver?”
“What notice deadlines should I know about for a project in Arizona?”
“How do I maintain lien rights in Texas?”
“What does G703 mean?”
“How does retainage work?”
“What is a preliminary notice?”
You can also ask follow-up questions in the same conversation. For example, you might ask, “How do I maintain lien rights in Texas?” and then follow up with, “How do I send that notice in Siteline?”
When available, Siteline Assistant will include links to the source material so you can review the full article or guide.
How do I use Siteline Assistant?
To get started:
Log in to Siteline.
Click the question mark in the lower-left corner.
Select Ask a question.
Type your question in plain English.
That’s it. Siteline Assistant will respond with a helpful answer and, when available, links to the resources it used.
Why use it?
Siteline Assistant helps you get answers faster, stay in your workflow, and find the right guidance when you need it.
Instead of searching through help articles or looking up construction billing terms on your own, you can ask a question directly in Siteline and get a clear answer grounded in our trusted resources.
Use it when you need:
A quick refresher on a Siteline workflow
Step-by-step help with a task
Guidance on which report to use
A starting point for lien waiver or lien rights questions
Clear definitions for construction billing terms
Help understanding billing, retainage, notices, or payment workflows
A quick note on legal topics
Siteline Assistant can help answer educational questions about topics like lien waivers, lien rights, preliminary notices, and state-specific requirements using Siteline’s published resources.
Because requirements can vary by project, contract, role, and jurisdiction, always confirm important lien rights or legal questions with your internal team or legal counsel.
Get started
The next time you need a quick answer, open Siteline Assistant.
Click the question mark in the lower-left corner of Siteline, select Ask a question, and type your question in plain English.