Instead of piecing together information project by project, you can see customer-level contract value, outstanding balances, payment history, contacts, projects, and collections settings in one view. This makes it easier to understand which customers owe money, how quickly they typically pay, and how your team works with them across the company.
Use the Customers workspace to:
Review A/R and payment performance by customer
Find customer contacts and see which documents they receive
Keep business information current
Set consistent collections defaults across projects
See every project associated with a customer
Open the Customers workspace
Click Customers in the main navigation.
The Customers workspace displays a company-wide list of the GCs and customers associated with your projects.
Review your customer list
The customer list gives you a high-level view of each relationship.
For every customer, you can see:
Customer: The customer or GC name and available location information
Contract value: The combined contract value of projects associated with the customer
Outstanding: The total amount that remains unpaid
Past due: The portion of the outstanding balance that is currently past due
Active projects: The number of active projects associated with the customer
Avg. days to paid: The customer’s average payment time
This view can help your team quickly identify customers with large outstanding balances, past-due invoices, or longer payment cycles.
Sort the list
Click any column header to sort the list by that field.
Click the same header again to switch between ascending and descending order.
For example, you can sort by:
Highest outstanding balance
Largest past-due balance
Most active projects
Longest average payment time
Search for a customer
Use the search box in the upper-right corner to find a customer. Begin typing a few letters from the customer’s name, and Siteline will narrow the list to matching results.
Open a customer detail page
Click a customer’s name to open their detail page.
The customer detail page brings together information from every project associated with that customer.
At the top of the page, you’ll see four summary metrics:
Total contract value: The combined value of the customer’s projects
Outstanding balance: The total amount that remains unpaid
Number of projects: The number of projects associated with the customer
Avg. time to payment: How long the customer typically takes to pay
Use the navigation on the left to move between:
Business information
Contacts
Collections
Projects
Review and edit business information
The Business information section stores customer-level details such as:
Addresses
Phone number
Company email
Notes
Keeping this information current gives your team a shared source of truth for the customer, rather than relying on details stored across individual projects or inboxes.
Edit business information
Click Edit in the upper-right corner of the Business information section.
The section will change into an editable form while you make your updates. Update the desired fields.
Click Save.
The updated information will now appear.
Review customer contacts
The Contacts section brings together the contacts associated with this customer across your projects.
For each contact, you can see:
Name
Job title
Email address and phone number
The types of documents they receive
The number of projects they are associated with
Document labels may include:
Pay applications
Lien waivers
Collections emails
Compliance documents
Change orders
These document labels are inherited from each project and cannot be edited from the Customers workspace.
View a contact’s details and projects
Click a contact’s name to open their contact card.
The contact card shows:
Company
Job title
Email address
Phone number
Associated projects
The types of documents they receive for each project
Click an associated project to open that project in Billing. Siteline will take you to the project’s Settings tab, where you can manage the project’s GC contacts and settings.
Add a new customer contact
New customer contacts are added from the project where the contact is used.
To add a contact:
Open the appropriate project in Billing and then click the project’s Settings tab. You can also shortcut here by clicking the project name on the contact card like described above.
Add the new GC contact.
Once the contact is associated with the project, they will also appear on the corresponding customer detail page.
Manage Customer Contacts from Project Settings or Customer Profile
Add, edit, or remove contacts directly from a Customer record, or manage them while working in Contract Settings. Contacts are now tied to the right customer, giving your team one reliable place to keep GC contact information current across projects.
Manage from Customer Profile
While in the Customers workspace, open a Customer profile and scroll down to the Contacts sections. Click the three dots the right to Edit or Archive a contact.
Manage from Project Settings
Navigate to the Billing module and select a project. Click the Settings tab.
Scroll down to the GC contacts section and click directly on the contact to open the edit dialog box.
Click the Update contact to save the updates or Delete from project to remove from the project.
Set customer-level Collections defaults
The Collections section lets you create a consistent reminder schedule for projects with a specific customer.
Instead of configuring the same reminder timing separately on every project, you can set customer-level defaults once. Projects associated with that customer inherit those settings, while still allowing your team to override them when an individual project needs a different approach.
This is especially useful when a GC follows a consistent payment process across many jobs.
For example, you could set defaults to:
Send a pay app confirmation one day after submission
Send an upcoming payment reminder one week before payment is due
Send an overdue reminder one week after payment is due
Enable a reminder
Collections defaults are available for three reminder types:
Pay app confirmation: Asks the GC to confirm receipt after a pay app is submitted
Upcoming payment deadline: Reminds the customer before payment is due
Payment overdue: Follows up after payment becomes past due
To enable a reminder:
Find the reminder you want to configure.
Click Click to enable, then select On.
Enter the desired number and choose the unit of time, such as days or weeks.
Review the resulting reminder timing. Once completed, click the left arrow in the upper left of the Customer profile page to back back to the main Customer page.
For example:
Send 1 week after pay app submission.
Or:
Send 1 week before payment is due.
Projects associated with the customer will inherit these defaults unless someone sets a project-level override.
Reset/Revert back to inherited: You can reset back to inherited settings whcih will be the email template at any time by clicking the Revert to inherited button.
Edit the email copy
Customer-level Collections defaults control whether and when reminders are sent.
The Email templates area controls what those reminder emails say.
Click Edit templates to open the company-wide email template library, where you can customize the subject line and message for each type of automated reminder.
Review the customer’s projects
The Projects section shows every project associated with the customer.
For each project, you can see:
Project name and number
Contract value
Gross billed
Outstanding balance
Average days to paid
This gives your team a customer-level view while still making it easy to identify the individual projects contributing to the customer’s overall balance and payment history.
Click a project to open it in Billing and review its pay apps, collections activity, forecast, change orders, or settings.
New projects are created and managed from Billing.
Customer-level defaults vs. project-level settings
Customer-level settings help your team create a consistent collections process across repeat GC relationships.
Project-level settings still give you control when a specific job needs something different.
Use:
Customer-level defaults when the same reminder process should apply across projects with that customer
Project-level settings when a project has unique payment terms, contacts, or follow-up requirements
When a project-level setting differs from the customer default, the project-specific setting takes precedence.
Archive a Customer
You can archive customers you’re no longer actively working with, as long as they have no active projects. Archived customers stay out of the way but are still easy to find and restore when you need them.
To do so, open a customer profile and click the Archive customer button in the upper right.
You can also archive customers from the main Customer workspace page by clicking the three dots to the right.
Need to reactivate? Archived customers can be unarchived from contract settings as well.
Rename a Customer
You can rename customers directly from the Customers workspace.
To do so, open a customer profile and click Edit in the upper right of the Business information area.
Then, type in the updated name and click Save.
The new name will be reflected.
Create Customer Notes in Profile and View in Projects
You can create notes for a particular customer profile and those notes will be available to view for any project associated with that customer.
To create a customer note:
1. In the Customers module, navigate to a customer profile. Click Edit in the upper right of the Business information section.
2. Enter the note about the customer.
3. Click Save.
4. The note will now appear in the Notes section on the Customer profile.
To view the note while in a project:
1. Navigate to the Billing module and click on the project from the list. On the Pay Apps tab for the project you'll see the Bulletin for Projects.
2. Click Projects to display a dropdown. Click Customer.
3. The note you previously entered will appear in the bulletin area. There is also a link to go directly to the customer profile as well.
