Features
Everything your field business needs, in one place
From the first site visit to the final payment — SiteRevo handles every step. And data flows forward automatically, so you never re-enter anything.
Data flows forward automatically at every stage — no re-entry, no switching tools.
Site Assessments
Capture findings by severity, attach photos, add notes, and generate professional assessment PDF reports. Built for field service teams.
- Finding types: observation, deficiency, recommendation
- Critical to informational severity levels
- Photo attachments per finding
- Shareable PDF reports with public links
Quotes & Proposals
Turn site findings into itemized quotes. Clients can view, accept, or reject online. Every quote links back to the original assessment.
- Import findings as line items in one click
- Optional items for client selection
- Multiple tax rates per quote
- Status tracking: sent → viewed → accepted
Work Orders
Convert accepted quotes into trackable work items. Log time, manage change orders, and document before/after photos.
- Import from accepted quote instantly
- Work item status tracking
- Before/during/after photo logging
- Change orders with approval workflow
Invoicing & Payments
Generate invoices from completed work, record payments, track balances, and send professional receipts.
- Import work items as invoice lines
- Partial payment support
- Multiple tax rates
- PDF invoice + email sharing
Team Scheduling
Drag-and-drop calendar, technician capacity bars, and conflict detection. Know who is where and what's next.
- Week / month / day calendar views
- Drag-and-drop rescheduling
- Technician capacity bars
- Conflict detection for same-assignee jobs
PDF Reports & Sharing
Branded PDF reports for every stage of the job. Share via email or a public link — no login required for recipients.
- Assessment, quote, work order & invoice PDFs
- Logo, color & font customization
- Email with PDF attachment
- Public shareable links (token-based)