Siteline

Bradley LaFave

Create, submit, revise, and manage pay apps and billing workflows in Siteline.

Billing, Pay Apps, Collections & Customers

Create a pay app

How to complete a billing

How to mark as submitted

Add comments to pay apps and tag teammates in them

Jotting down important information

Learn how to build, submit, and send pay apps accurately and efficiently.

Create & Submit Pay Apps

Make a revision

Modify dates of a pay app

Record full or partial payments in Siteline, close remaining balances, and submit an unconditional progress lien waiver when one is required.

Mark a pay app as paid

Partial Payment

Opt out of a billing in Siteline

Round your pay app numbers to whole numbers

Update billing details, handle revisions, and manage payment activity after a pay app is created.

Manage & Revise Billings

Edit a project's schedule of values

Retention Type Options

Adjust or bill for retention on a pay app

Time and Materials Billing

Stored Material (manual mode)

Tax Support

Calculating over/under billing

Completing your sworn statements via your ERP integration

Manage schedules of values, retention, T&M billing, tax support, and other special billing scenarios.

SOV, Retention & Special Billing Cases

Collections

Use the Collections tab to manage open invoices

The Email templates tab gives your team control over the language Siteline uses for automated collections reminders.

Customize automated collections email templates

Manage collections workflows and understand how Siteline helps your team follow up and get paid faster.

The Customers workspace gives your team one place to understand and manage each GC or customer relationship across projects.

Use the Customers workspace to manage customer relationships

Customers Workspace

Siteline App Login

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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