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Getting StartedSet up your company and learn the basics.5 articlesProjectsCreate and manage jobs.10 articlesQuotes & BiddingRequest, compare, and award quotes.3 articlesMoneyBudget, invoices, payments, and change orders.22 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.3 articlesMaterialsSnap receipts and assign them to jobs.2 articlesDirectory, Customers & FilesContacts, clients, and documents.5 articlesCross-Project (Admin)See every job at once.3 articlesSettings & TeamCompany profile, users, and permissions.11 articles
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- 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 your customers and subs into QuickBooks Online so nothing gets double-entered.
- 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.