Onboarding Guides

Pricing Contracts Learn how to set up pricing contracts in Sitefotos for clients and contractors. Define services, prices, and conditions for snow removal, landscaping, and more. → Resource Catalog: Creating and Managing Items Learn to set up, navigate, and add new items to your Resource Catalog. Manage services, equipment, and materials, customize views, and configure pricing. → Generating Work Orders from Estimates Learn how to convert approved project estimates into work orders in Sitefotos. Generate standalone or parent/child work orders from the Estimates dashboard. → Estimates: Creating Estimates and Emailing Proposals Learn to create estimates, add services from your catalog or as ad-hoc items, and generate professional proposals. Send proposals for electronic approval and → Resource Catalog: How to Import Data Learn how to import external catalog data into Sitefotos using the Import wizard. Upload, map, and audit your data for efficient item creation. → Reports Generate operational, payroll, billing, and photo reports in Sitefotos. Learn to select reports, set date ranges, and export data for various business needs. → API Integrations Connect Sitefotos to your existing GPS, accounting, weather, and work-order systems. Learn how to link QuickBooks, ServiceChannel, and weather providers. → Time Tracking Learn how to use Time Tracking's Detail, Employee, Services, and Time Clock views → Routes Learn how to create, edit, and manage routes in Sitefotos. Understand route settings, assign people, and organize site stops for efficient field service → Accounting — Invoices & Bills Learn how to manage invoices and bills in Sitefotos, from creating new records and adding line items to recording payments and exporting to QuickBooks. → Maps & SnowBidder Learn how to measure properties and create snow removal estimates using Map Builder and Snow Bidder. Trace areas, calculate square footage, and price bids. → Live Map: Keep Up With your Field Team Learn how to use Live Map to monitor field operations, track site activity, and report services in real time. Understand pin colors, toolbar controls, and → New User Onboarding Guide Learn how to set up your company, add clients, and create sites in Sitefotos. Link all records to manage field operations and assign contacts. → Contractors & Compliance Learn how to manage subcontractors, track their compliance, and log all related activities within the Sitefotos CRM. Keep your field operations running → Employees: Setup Learn how to set up and manage employee records, assign roles, and grant website login permissions in Sitefotos. Control mobile app settings and track pay → Employees: Roles & Permissions Learn how to manage user roles and permissions in Sitefotos. Define what users can see and do, add new web login users, and assign roles and passwords. → Photos: How to Manage Your Dashboard Find, filter, and manage field photos in your Sitefotos library. Learn to tag, share, and download images, correct site assignments, and create client reports. → Site Leads: How are They Different from Sites? Learn how Site Leads track prospective properties in your sales pipeline, from initial contact to becoming an active Site. Understand their connection to CRM →