What is Siteline?
Siteline provides a centralized platform for subcontractors to manage their entire billing workflow efficiently. The software generates and submits payment applications tailored to each general contractor's specifications, complete with digital signatures, in under five minutes. It automates lien waiver collection and submission, tracks compliance requirements, and offers real-time accounts receivable reporting to enhance financial visibility.
With integrations to accounting systems and GC payment portals, Siteline eliminates manual data entry and spreadsheet dependency. The platform includes features for change order tracking, cash flow forecasting, collections management, and automated payment reminders, all accessible through a web-based interface optimized for mobile use. Subcontractors can onboard projects at any stage and access over 15,000 pre-built forms from more than 10,000 general contractors.
Features
- Pay App Management: Generate and submit custom payment applications in under five minutes with digital signatures
- Lien Waiver Management: Automate collection, submission, and tracking of primary and vendor lien waivers
- A/R Reporting: Real-time visual reporting on invoice aging, billing status, and client payment performance
- Compliance Tracking: Monitor and manage compliance requirements like certificates of insurance to prevent payment delays
- Integrations: Connect with accounting systems and GC payment portals to eliminate double data entry
- Collections Management: Centralized view of collections activities with automated payment reminders and task assignment
- Forecasting: Create billing projections and cash flow forecasts to anticipate payments and track backlog
- Change Order Tracking: Monitor status of unapproved change orders and ensure approved ones are added to schedules of values
Use Cases
- Streamlining monthly pay app submission for construction projects
- Automating lien waiver collection from lower-tier vendors
- Reducing accounts receivable aging by improving billing efficiency
- Tracking compliance documents to prevent payment holds
- Forecasting cash flow and project backlog for financial planning
- Managing change orders and ensuring proper billing
- Centralizing collections activities with automated reminders
- Integrating billing workflows with existing accounting software
FAQs
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How does Siteline differ from existing accounting software?
Siteline enhances accounting software by replacing manual pay app and lien waiver workflows with automated processes, providing real-time A/R visibility and streamlining billing to reduce invoice aging by 30%. -
Can Siteline handle projects with different GC requirements?
Yes, Siteline customizes pay apps and compliance documents to meet each GC's specific requirements, handling portal submissions, custom forms, and document needs automatically. -
What is the setup process for Siteline?
Setup involves a guided account configuration taking less than two hours, with projects added by entering basic details and selecting forms, followed by a monthly workflow of updating billing amounts and collecting documents. -
Can I onboard projects that have already been billed?
Yes, projects can be onboarded at any billing stage, typically taking minutes if forms are in the database, or 24-72 hours for new form creation with expedited support available. -
How does Siteline handle retention calculations?
Siteline offers flexible retention adjustment for overall pay apps, line items, or time periods, ensuring accurate calculations and timely collection to prevent miscalculations.
