Sub Specialty Contractor

  • 1.  SIteline

    Posted 01-30-2023 09:09
    Any Trade Contractors out there have experience with Siteline billing software?  We are a Viewpoint Vista user and many of our clients use Textura.

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    Michael Seagreaves
    Duggan & Marcon, Inc.
    Allentown PA
    (610) 866-5959
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  • 2.  RE: SIteline

    Posted 01-31-2023 07:53
    Yes, we do and are very happy with it and its integrations. It's quite the time-saver. Feel free to reach out with any questions.

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    James Baumgardner CPA
    Guthrie Glass
    Egg Harbor Township NJ
    (609) 484-8133
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    Original Message


  • 3.  RE: SIteline

    Posted 01-31-2023 08:47

    Thanks James.

     

    We have a demo this morning.  Are you a Vista user?  Textura?

     

    Michael Seagreaves

     

    DUGGAN & MARCON, INC.

    EASTERN EXTERIOR WALL SYSTEMS, INC.

    P:610.866.5959X136 C;484.239.3597

    mseagreaves@dugganandmarcon.com

     




    Original Message


  • 4.  RE: SIteline

    Posted 01-31-2023 08:57
    We use Sage 100 Contractor. We have a handful of our GCs that use Textura and the integration with it is great!

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    James Baumgardner CPA
    Guthrie Glass
    Egg Harbor Township NJ
    (609) 484-8133
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    Original Message


  • 5.  RE: SIteline

    Posted 02-01-2023 07:49
    Can I ask what Siteline does?


    Original Message


  • 6.  RE: SIteline

    Posted 03-09-2023 20:12

    Siteline is built for subs to handle all of their billing, across different GC requirements and payment portals. By submitting perfect pay apps faster, contractors get paid up to 33% faster on their jobs.

    Feel free to reach out with questions. I'm happy to chat!



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    Gloria Lin
    CEO
    Siteline Technologies, Inc.
    https://www.siteline.com
    (925) 963-6523
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    Original Message


  • 7.  RE: SIteline

    Posted 13 days ago

    Hi James, Where/how are your PM's creating a new SOV?  We were told to use menu 6-9 Proposal in SAGE, but the output does not create a useable format to our GC's.   We are trying to avoid double entry since the Proposal screen is what imports into Siteline.  Thank you.   



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    Krista Hurst
    Chief Financial Officer
    Architectural Metals Inc.
    Portland MI
    (616) 308-0378
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    Original Message


  • 8.  RE: SIteline

    Posted 12 days ago

    Krista,
    As I've been uploading all our existing jobs to Siteline, I had an error on one job's SOV and found their upload template very convenient.
    The upload template excel file is found here: New job setup, SOV, Import (upload excel file), download fillable excel template.

    Once the PM fills in the SOV and you upload the excel file, Siteline automatically generates the SOV.
    Hope this helps!



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    Zachary King
    VOS Glass Inc.
    Grand Rapids MI
    (616) 591-9569
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    Original Message


  • 9.  RE: SIteline

    Posted 9 days ago

    Hi Krista,

    We don't pull the SOV from Sage. We take it from the PMs Excel file.  We don't use the Sage Proposals screen.  Siteline has a good Excel import template that PMs could use for uploading into Siteline.

    After we enter the SOV, we send the copy to the GCs from Siteline.

    Let me know if you want to quickly walk through this!



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    James Baumgardner CPA
    Guthrie Glass
    Egg Harbor Township NJ
    (609) 484-8133
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    Original Message


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