How can we help?
Search 94 articles, or ask a question and get a short answer.
Browse by topic
Getting StartedSet up your company and learn the basics.6 articlesProjectsCreate and manage jobs.11 articlesQuotes & BiddingRequest, compare, and award quotes.5 articlesMoneyBudget, invoices, payments, and change orders.23 articlesPeople & CommunicationTeam, RFIs, and approvals.3 articlesPermits, Inspections & SubmittalsKeep paperwork and reviews on track.3 articlesComplianceInsurance, licenses, and required documents.5 articlesField & Daily LogsSchedule, tasks, time clock, and site logs.10 articlesEquipmentTrack tools and machines.4 articlesMaterialsSnap receipts and assign them to jobs.2 articlesDirectory, Customers & FilesContacts, clients, and documents.5 articlesCross-Project (Admin)See every job at once.4 articlesSettings & TeamCompany profile, users, and permissions.13 articles
Start here
- What is SyteNav?A quick tour of what SyteNav does and how the pieces fit together.
- Set up a job that has already startedThe order to put an in-progress job into SyteNav, and why that order.
- Request quotes from subs by emailSend subs a private link to submit a quote - no account needed.
- Build a project budgetAdd budget lines and track budgeted vs committed vs actual.
- Bill by pay application (AIA G702 / G703)Monthly progress billing against a schedule of values, with retainage and a G702/G703 PDF.
- Connect QuickBooks OnlinePush client invoices, the payments against them, sub bills and the payments that settle them into QuickBooks Online - and optionally bring back payments and voids made there.
- Give the client their link (the client portal)One standing link that shows the client their job - and how it differs from sending documents.
- Field Mode for field workersA stripped-down phone screen for crew: clock in, see today's tasks, snap photos.