September 2026: What's new in Siteline 🚀

The Customers workspace keeps getting more useful. This month, we’re making it easier to keep customer records clean, manage the right contacts, and keep important project context close at hand. Plus, Textura users have a much easier way to fix retention mismatches, and we’ve got a quick reminder to help you get more out of Collections.

Missed last month’s insider? Catch up here.

Check out what’s new 👇

✨Keep Your Customer List Clean✨

You can now 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. You can also rename customers directly from the Customers workspace.

👉 Learn more

✨Manage Customer Contacts Where You Need Them✨

Add, edit, or remove contacts directly from a Customer record, or manage them while working in Project Settings. Contacts are now tied to the right customer, giving your team one reliable place to keep GC contact information current across projects.

👉 Learn more

✨More Customer Context, Right on the Project✨

Customer notes are now easier to access from the project bulletin board, so important relationship details don’t get buried. Keep key context visible to the people who need it without hunting through separate records.

👉 Learn more

✨Fix Textura Retention Mismatches in a Click✨

When retention in Siteline doesn’t match Textura, fixing every line item manually can be tedious. Textura users can now update Siteline retention to match Textura in one click, making it much easier to get the two systems back in sync.

👉 Learn more

✨Stay Focused on What Needs Follow-Up✨

If you haven’t spent much time in the new Collections workspace yet, now’s a good time to take another look. See open invoices across every project, then sort and filter by aging, outstanding balance, predicted payment date, and more so your team can focus on the invoices that actually need attention.

👉 See how to manage open invoices

💡Working in California? Keep Your Lien Deadlines Straight

Preliminary notice timing and Notices of Completion can change how long you have to protect your right to lien. Our California guide walks through the key deadlines and shows how Siteline can help you keep track of them. (Not working in California? Simply reply with your state and we’ll email specifics!)

👉 Read the California lien rights guide