Field reporting for construction and trades

Field reporting software for your team and company

Work, hours, photos and materials in one place. Each company role sees the information relevant to them, while owners have an overall view of project activity.

Scoped for your team

Tell us what you need. We agree on the scope before starting.

Illustrative renovation photo attached to the example field report — Illustration with example data and role-specific information views. ERP / CRM integration is scoped to your system.

How it works

A clear path through the work.

01
Record on site
Capture work, materials, equipment, issues and photos from a phone.
02
See the relevant information
Give each company role a clear view of the information they need.
03
Connect your existing system
ERP or CRM integration is agreed for your company’s setup.

The right view for each role

One record. Clear responsibilities.

Worker

See the day’s field information and supporting photos.

Supervisor

See the field overview.

Project Manager

See progress and tasks.

Project Administrator

See records and documents.

Accountant

See labour and material summaries.

Owner

See an overall picture of project activity.

The scope, in plain language

What we set up together.

The agreed setup

Information views for field teams, company roles and owners
Field reports with time, work, photos, quantities, materials and daily progress
Project progress, records, documents and labour/material summaries
Report and export formats agreed for your team

Additional scope

Custom accounting, payroll, procurement, or ERP integrations
Legacy data migration, custom reports, or multi-company structures
Specialized compliance and customer portal workflows

The written scope confirms the exact work, responsibilities and timing.

Before we start

A few useful answers.

Is SiteLedger part of the standard service price?

SiteLedger has its own implementation scope. The reports, information views and integrations your team needs are agreed separately in writing.

What information can each role see?

Supervisors see the field overview, project managers see progress and tasks, project administrators see records and documents, and accountants see labour and material summaries. Owners have an overall view.

Can it connect to our existing ERP or CRM?

Integration can be scoped for your existing system. Compatibility, responsibilities and any custom accounting, payroll or data migration work are confirmed separately in writing.

How do we discuss our company’s setup?

Tell us about your field team and the information you need to see. Detailed implementation is discussed privately with our team. SiteLedger does not replace accounting software or provide autonomous accounting or tax advice.

Connect what you need

The next piece, when it makes sense.

These services are optional. Choose one to see the work it covers.

Lead CRM

For inquiries that are getting lost between messages, inboxes, spreadsheets and follow-up calls.

Website

For a new business website or a redesign that connects customer questions, phone enquiries and appointments to your team.

~~$3,000~~ · −50%$1,499 one-time implementation

Let’s map it to your business.

Start with the customer or team workflow you want to improve.

Field reporting software for your team and company

Field inputFrom workers

One shared recordSiteLedger

Role-based viewsFor your company