Plan | Work | Grow.
Business management software for trades and service teams
SiteLead helps office and field teams move from a customer request to an estimate, a job, a schedule and an invoice — then record payments against it. Crews, time and materials stay in the same system instead of a patchwork of apps.
14-day free software trial
SiteLead
Good morning, Evan
Here’s what’s happening today.
5
Jobs Today
3
Open Estimates
2
Unpaid Invoices
Upcoming Jobs
View AllInvoice #1042
PaidSiding repair — Job #212
$4,850
Estimate #118
Deck build — awaiting approval
What SiteLead fixes
The everyday problems that slow service businesses down
Scattered customer info
Details spread across phones, notebooks, and inboxes. SiteLead keeps one record per customer.
Missed job details
Crews show up without the full picture. Employees see their schedules and job info in SiteLead.
Disconnected schedules
The office calendar and the field don't match. Jobs and estimate visits share one schedule.
Unclear materials
Nobody's sure what's in stock. Track inventory and materials alongside the work.
Retyping between steps
Estimates become jobs and jobs become invoices without copying details by hand.
The SiteLead workflow
The core workflow: first call to recorded payment
This is how work moves through SiteLead. It is one part of the product, with team, inventory, and dashboard tools around it.
Customer
Add the customer and capture every detail of the request in one place.
Estimate
Build a clear estimate and send it off for approval.
Job
Approved estimates become jobs, tracked from kickoff to completion.
Schedule
Put the work on the calendar and keep every day running on time.
Invoice
Turn finished work into an invoice without retyping a thing.
Payment
Record payments against invoices and always know what's still owed.
Explore SiteLead
More than the workflow
The workflow is how work moves. Around it, SiteLead helps you run your team and keep an eye on operations.
Win and manage work
- Customer records
- Estimates and approvals
- Jobs and scheduling
- Invoices and recorded payments
Run the team
- Employee invitations and access
- Employee schedules and job info
- Mobile clock-in/out
Stay on top of operations
- Inventory and materials
- Owner dashboard
Grow with support
- Growth Call
- Scoped 5–7-page website with Full Partner
Plans
Start on your own. Grow with a partner.
Every plan starts with a 14-day free trial of the SiteLead software. Prices are before applicable tax.
For teams running the workflow
Growth
CA$179/month
The SiteLead software: the full workflow, team access, clock-in/out, inventory, and the owner dashboard.
Software + your website
Full Partner
CA$299/month + CA$999 one-time build fee
The same software, plus a scoped 5–7-page business website personally designed and built for you.
Run your business on one workflow.
Try the SiteLead software free for 14 days — or book a Growth Call to talk about the Full Partner website.