01
Customer
Know every customer
Start every job with a complete customer record. Contact details and the request itself live in one place, so whoever picks up the phone has the full picture.
Features
Everything you need to run the work — and see what's happening across your business.
SiteLead connects the work itself, the team doing it, and the operations behind it — from estimates and scheduling to employee time, inventory and invoicing. Here's what's inside, grouped by what it helps you do.
Run a trades business? See how SiteLead works for trades and field service teams.
01
Win and manage work
The core workflow: how a job moves from first call to a recorded payment.
CustomerEstimateJobScheduleInvoicePayment
02
Estimate
Estimates that win the work
Build clear, itemized estimates and send them off for approval. When a customer says yes, the estimate converts into a job — no copy-paste, no re-keying.
03
Job
Jobs tracked end to end
Every approved estimate becomes a job you can track from kickoff to completion. Status, details, and paperwork stay together so the office and the field see the same thing.
04
Schedule
A schedule that holds
Put work on the calendar and keep every day running on time. See what's booked, what's coming, and keep the whole team on the same day.
05
Invoice
Invoicing without the retyping
Turn completed work into an invoice built from the job itself. The price, the work, and the customer are already there — you just send it.
06
Payment
Get paid, and know what's owed
Record payments against invoices and see outstanding balances at a glance. The workflow ends where it should — with money in the door.
02
Run the team
Keep the office and the field working from the same information.
Employee invitations and access
Invite your employees into SiteLead and control the access they have.
Schedules and job info
Employees can see their schedules and the job information they need to do the work.
Mobile clock-in/out
Employees clock in and out from their phones, so hours are recorded where the work happens.
03
Stay on top of operations
See the materials and the big picture behind the work.
Inventory and materials
Keep track of the inventory and materials your business works with.
Owner dashboard
One place for owners to check in on what's happening across the business.
04
Grow with support
Help from people, not just software.
Growth Call
Talk through how you work today, what SiteLead would change, and your website goals.
Scoped business website
Full Partner includes a scoped 5–7-page business website, designed and built with SiteLead's help. This is a human service.
See the workflow on your own work.
Start a 14-day free software trial, or book a Growth Call to talk through the Full Partner plan and website.