Customer records
Keep each customer's details and history in one record the whole team can find.
SiteLead for trades
Keep estimates, jobs, crews and invoices connected.
When a customer calls, the work should move in one line: estimate, job, schedule, invoice, payment. SiteLead keeps that line connected so your office and your crews see the same information.
14-day free software trial
The workflow
From the first call to a recorded payment
Estimates
Build estimates from the customer record and track which ones are approved.
Jobs
Turn approved work into jobs so the details carry through instead of being retyped.
Schedules
Put jobs on one schedule that the office and the field both work from.
Invoices
Create invoices from the job, with the work already on file.
Recorded payments
Record payments against invoices and see what's still outstanding. SiteLead records payments; it doesn't process them.
Crews and materials
Your team and your materials, in the same system
Employee access
Invite employees and control what they can see. They get their schedules and the job info they need.
Mobile clock-in/out
Crew members clock in and out from their phones, so hours are recorded where the work happens.
Inventory and materials
Keep track of the inventory and materials your jobs rely on.
Who it's for
Built for trades and field service teams
- Trades businesses with an office and crews in the field
- Field service teams that quote, schedule and invoice their own work
- Owners who want jobs, people and materials in one place instead of several apps
Try it on your own jobs.
Start a 14-day free software trial, compare the Growth and Full Partner plans, or talk it through first.