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Customer Management Software
Trusted by trade contractors across the country
See your full financial exposure
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Understand payment behavior
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Create a consistent process
From Customer-Level Insight to Project-Level Action
Connect payment behavior, contacts, projects, and collections settings so your team can manage every GC relationship with the full picture.
Compare every GC at a glance
Compare total contract value, outstanding and past-due balances, active projects, and average time to payment across every GC in one company-wide view. Search and sort to identify your largest relationships, see where cash is tied up, and spot customers/clients that consistently take longer to pay.
Keep customer context connected
Open a customer profile to see financial metrics, business information, contacts, and associated projects together. Know who your team works with, which documents each contact receives, and how every project contributes to the overall relationship without searching across inboxes or job records.
Set the process once for every GC
Create default reminder timing for each customer so every associated project starts with a consistent collections process. Set pay app confirmations, upcoming-payment reminders, and overdue follow-ups once, while allowing your team to override those defaults when needed.
See every project behind the relationship
Review contract value, gross billed, outstanding balances, and average days to paid across every project with a customer. Then, open any job to jump directly into its billing, forecasting, collections activity, change orders, or settings.
Submit all types of bills to your client. Siteline can handle whatever billing your construction contract requires.
Lump Sum
Unit Price
Time & Materials
One-Off Invoices
See every project behind the relationship
Review contract value, gross billed, outstanding balances, and average days to paid across every project with a customer. Then, open any job to jump directly into its billing, forecasting, collections activity, change orders, or settings.
See every project behind the relationship
Review contract value, gross billed, outstanding balances, and average days to paid across every project with a customer. Then, open any job to jump directly into its billing, forecasting, collections activity, change orders, or settings.
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Bring Every GC Relationship Into Focus
Learn more about construction billing
AIA®, G702®, and G703® are registered trademarks owned by The American Institute of Architects and ACD Operations, LLC. Siteline is not affiliated with The American Institute of Architects or ACD Operations, LLC. Users who wish to use Siteline’s software to assist in filling out AIA® forms must have or secure the AIA® forms. Siteline does not and will not provide users with the forms.