Run your entire operation
from Quote to Payout
Quote faster, invoice accurately, track field time, manage contractor payouts, and keep customers in the loop, all from one simple platform.
Everything You Need for Daily Operations
From first customer contact to final payment and contractor payout, SureSite keeps every workflow connected.
Quotes & Estimates
Create detailed quotes with line items, discounts, and automatic "you saved" calculations. Share via expirable public links and convert to jobs with one click.
Invoicing & Payments
Deposit, Progress, Final, and Adjustment invoices with over-invoicing protection. Accept Stripe card/ACH payments or track manual payments.
Customer Management
Full customer profiles with billing/shipping addresses, default terms, tax rates, and duplicate detection. Search by name, email, phone, or business.
Lead Capture Forms
Drag-and-drop form builder with configurable fields. Submissions auto-create quotes. Public quote request portal with address autocomplete.
Interactive Job Map
Full-screen satellite map with color-coded pins by status. One-tap Google Maps navigation, clock in from the pin, search and filter jobs.
Time Tracking
One-click clock in/out with live timers, manual entry with overlap detection, and bulk team timer controls. Edit logs within 30 days with reason tracking.
Contractor Payouts
Hourly or profit-share models with preview breakdowns. Process payouts via Stripe Connect direct bank transfer or mark paid manually.
AI Receipt OCR
Snap a photo of any receipt. AI extracts supplier, date, total, subtotal, and tax automatically. Link receipts to jobs for expense tracking.
Material & Job Lists
Reusable templates with items, quantities, and pricing. Live price search across Lowe's, Home Depot, and Menards. Attach lists to quotes with auto-calculated totals.
See How Your Data Flows
From the first lead to the final paycheck, every step is connected. Here's the complete journey.
Customer Submits Lead Form
An embedded form on your website captures name, contact, project type, and address.
Quote is Auto-Created
The submission generates a quote with customer info and project details pre-filled.
| Item | Qty | Price |
|---|---|---|
| Shingle removal | 1 | $850 |
| Underlayment install | 1 | $1,200 |
| Architectural shingles | 24 sq | $3,600 |
Quote Priced & Finalized
Materials, labor, discounts, and tax are combined. The quote total is locked.
| Material | Qty | $/ea |
|---|---|---|
| Arch. Shingles | 24 sq | $92 |
| Felt Underlay | 6 rolls | $38 |
| Ridge Caps | 3 bdl | $52 |
| Roofing Nails | 4 box | $18 |
Quote Sent to Customer
A branded PDF with a public link is emailed. No account needed to view.
Customer Approves Quote
The customer reviews scope and pricing, then signs off through the public portal.
Customer Pays Deposit
Payment collected via Stripe. A deposit invoice is auto-generated.
Invoice Issued & Payment Logged
A partial invoice is created. Payment amount, method, and reference are recorded.
Work Order Created
A printable work order is generated with scope, materials, and site info for the crew.
Team Logs Hours
Crew clocks in/out on the job. Time is tracked per person with live timers.
Expenses Logged to Job
Receipt photos are scanned with AI. Supplier, amount, and tax are extracted and linked.
Profit & Loss Generated
Revenue, labor, material expenses, and margins calculated. Job profitability in real time.
Payroll Generated
Payout amounts calculated per contractor using hourly rates or profit-share splits.
| Contractor | Hours | Rate | Payout |
|---|---|---|---|
| Danny R. | 9.5 hrs | $40/hr | $380.00 |
| Sarah M. | 8.0 hrs | $40/hr | $320.00 |
| James K. | 6.5 hrs | $40/hr | $260.00 |
Funds Transferred to Crew
Payments sent directly to contractor bank accounts via Stripe Connect.
Built for the Whole Team
From field crews to the back office, everyone gets the tools they need.
Team Management & Roles
Five role levels with route and API-level authorization. Create teams, assign members, and invite users via branded emails.
Smart Notifications
In-app, email, and browser push across 20+ event types. Per-user, per-channel preferences with admin-configurable routing.
Professional PDF Documents
Branded quotes, invoices, and work orders with your logo, slogan, contact info, and embedded QR codes.
Reports & Analytics
Embedded Metabase dashboards scoped to your org. Invoice summaries, contractor earnings, and product analytics via PostHog.
Simple, Transparent Pricing
Start free. Scale as your crew, automation, and reporting needs grow. Annual billing saves up to 21%.
Free
Get started with the essentials.
- 25 active quotes
- Customer management
- Interactive job map
- Time tracking
- AI receipt OCR
- Basic invoicing
- Online payments
Pro
For solo operators ready to grow.
- Unlimited quotes
- Full invoicing suite
- Public quote request portal
- 1 lead capture form
- Everything in Free
Team
For crews managing multiple jobs.
- Teams & crew management
- Contractor payouts
- 3 role levels
- 2 lead capture forms
- Everything in Pro
Business
Full platform, no limits.
- Material & job lists
- Reports & analytics
- 5 role levels
- 5 lead capture forms
- Notification routing by role
- Multi-org support
- Priority support
- Everything in Team
Ready to Run Your Business from One Place?
Replace scattered apps and manual follow-up with a CRM designed for contractors, tradespeople, and Kingdom-minded operators.