How it works
One job record from first visit to final billing
SitePro Max keeps the customer, site, scope, field proof, costs, and billing work connected as the job moves forward.
The job lifecycle
Start with context. Keep it through closeout.
Each stage builds on the record before it, so office and field teams can work from the same job context.
1. Customer and site
Capture the customer, job site, notes, photos, and work context before estimating begins.
2. Estimate
Build a bid from reusable catalog items, customer pricing, quantities, measurements, and scope.
3. Send and accept
Prepare proposal documents, revisions, signatures, and acceptance records for the work being sold.
4. Schedule and assign
Turn accepted work into project activity, schedules, scoped assignments, and role-specific job views.
5. Complete and review
Capture notes, photos, GPS, staged completion, QC feedback, and rework history from the job site.
6. Track actuals and bill
Connect costs, materials, invoices, payments, retainage, and financial review to the same job record.
Role-aware handoffs
The handoff is part of the work.
Each stage builds on job context already captured, allowing owner, office, field, and subcontractor workflows to work from the same project story in appropriately scoped views.