Documentation
The complete guide to running your jobs, invoices and crew with Siteflow Pro. Need something else? Visit Support.
Getting started
Create your account, take the 14-day free trial, set up your business and add your first job.
Read the guide →Jobs & phases
The pipeline from lead to paid, job screens, checklists, photos, the activity feed and job history.
Read the guide →Clients
Keep a client directory, see lifetime value and every job for a client.
Read the guide →Estimates & invoices
Build line items, send a PDF invoice, record payments, chase overdue invoices.
Read the guide →Crew & payments
Invite workers, assign jobs, see what they see, track and settle crew pay.
Read the guide →Reports & dashboard
Cash flow, inspection and job reports, and how the numbers are calculated.
Read the guide →Integrations & data flow
What connects to what, sending data to other tools, and what is not available yet.
Read the guide →FAQ
Quick answers: accounts, subscriptions, offline use, deleting data and more.
Read the guide →Webhooks & integrations
Send new leads, jobs, estimates, inspection reports and invoices out of Siteflow Pro to GoHighLevel, Zapier, Make, n8n, Google Sheets, Slack, Discord or your own server. Includes the event reference, example payloads, signature verification and troubleshooting.
Read the guide →