How It Works
One connected workflow, zero re-entry
SiteRevo connects every step of your field service job. Data flows forward automatically from assessment through to invoice — so you spend your time working, not reformatting.
Each stage imports data from the previous — no copy-pasting, no switching apps.
Conduct the site assessment
Arrive on-site and open SiteRevo on your phone or tablet. Log findings by type (deficiency, observation, recommendation) and severity. Attach photos, add notes, and mark any safety or access concerns.
- Finding types & severity levels
- Photo attachments per finding
- Assessment notes (risk, safety, condition, access)
- Draft → In Progress → Completed workflow
Generate and send the assessment report
With one click, SiteRevo generates a branded PDF of the assessment. Email it directly from the app with a public shareable link. Clients open it in their browser — no login needed.
- Branded PDF with your logo
- Email with PDF attachment in one click
- Public shareable link for clients
- Consistent professional layout
Create a quote from the findings
Import the assessment findings as quote line items. Add taxes, mark optional items for client selection, set an expiry date, and send. Track when the client views and accepts.
- Import findings as line items
- Optional items per client preference
- Tax rates per line
- Status: sent → viewed → accepted
Convert to a work order
When the quote is accepted, convert it to a work order instantly. All line items become trackable tasks. Assign technicians, schedule the job, and start logging progress.
- One-click import from accepted quote
- Task status tracking per item
- Before/during/after photo logging
- Change order workflow with approval
Generate completion report
Once work is done, generate a completion report summarizing all tasks, change orders, and before/after photos. Share with the client to confirm everything is signed off.
- Summary of all completed tasks
- Before/after photo documentation
- Change orders included
- Professional PDF + public link
Invoice and get paid
Import completed work items as invoice line items. Add taxes, set a due date, and send. Record payments (partial or full) and track the outstanding balance.
- Import work items as invoice lines
- Partial payment support
- Balance tracking per payment
- PDF invoice + email sharing