Initial Planning: Define goals, assign internal roles, and establish a timeline.
Data Preparation: Gather billing data, compliance documents, and ERP integration details.
Training & Onboarding: Siteline provides onboarding support to train staff on billing workflows and compliance tracking.
Customization Setup: Configure custom forms for pay apps and lien waivers.
Integration: Connect Siteline with existing ERP systems like Acumatica for seamless data flow.
Go-Live & Support: Launch the platform and receive ongoing support for troubleshooting and optimization.
Customisation
Custom Forms: Supports creation and tracking of custom pay apps and lien waivers.
ERP Integration: Compatible with platforms like Acumatica Cloud ERP for tailored financial workflows.
Project Types: Handles lump sum, unit price, and time & materials (T&M) billing formats.
Compliance Tracking: Custom compliance requirements can be added per project.
Cash Flow Forecasting: Customizable projections based on billing cycles and receivables.
Visual A/R Reporting: Real-time dashboards tailored to your business metrics.
Custom Pricing: Pricing is tailored based on company type, project volume, and ERP system
Additional Costs
Custom Pricing: No fixed rate; pricing is based on company size, billing volume, and ERP integration.
Setup Fees: May apply depending on the complexity of onboarding and integrations.
Maintenance Costs: Typically included in the subscription, but may vary for advanced features or integrations.
Support Charges: Standard support is included; premium support may incur additional fees depending on service level agreements.
Training Costs: Initial training is often bundled, but extended or custom training may be charged separately.
Data Migration: If migrating from another system, data transfer services may be billed separately
Training
Onboarding Assistance: Siteline provides guided onboarding to help teams set up billing workflows and compliance tracking.
Custom Training Requests: Users can request tailored training sessions via the support portal.
Help Center Access: A dedicated Help Center allows users to submit tickets for training, troubleshooting, or enhancement suggestions.
Live Webinars: Siteline occasionally hosts webinars to educate users on best practices and new features.
Documentation & Guides: Users have access to online documentation for setup, administration, and usage tips.
Responsive Support Team: Support tickets are handled promptly, with updates provided through the port
Security Measures
Role-Based Access Control: User permissions are managed to ensure only authorized access to sensitive data.
Audit Logs: Siteline maintains audit trails to track system activity and changes.
Data Encryption: Encryption protocols are used to protect data in transit and at rest (standard for enterprise-grade software).
Privacy Utility Features: Tools are available to manage data privacy and compliance with regulations.
Multi-Site Processing: Supports secure data handling across multiple locations.
Logical Folder Storage: Files are stored in structured, secure folders to prevent unauthorized access
Updates
Regular Updates: Siteline releases updates periodically to improve features and performance.
Managed Enhancements: Updates are handled centrally, with enhancements rolled out to users via the platform.
User Feedback Integration: Users can submit ideas for enhancements through the support portal, which may influence future updates
Mobile Compatibility: Updates also extend to mobile device support and external application connections.
Data Ownership and Portability
Client Data Ownership: Siteline follows standard SaaS practices where clients retain ownership of their data hosted on the platform.
Data Access Rights: Clients have rights to access, retrieve, and manage their data during and after the subscription period.
Portability Support: Siteline enables data export features to facilitate migration or backup, though specific formats and procedures may vary.
Privacy & Security Policies: Data handling aligns with privacy regulations, ensuring secure storage and transfer.
Multi-Tenant Architecture: Data is logically separated to prevent cross-access between clients.
Scaling Up / Down
Flexible Architecture: Siteline supports multi-site processing and modular configurations, allowing organizations to scale usage based on project volume.
License Management: Organizations can adjust licenses and user roles as needs evolve.
Change Order Tracking: Built-in tools help manage organizational changes like project expansions or scope adjustments.
Role Redundancy: The platform allows for increased billing volume without adding headcount, supporting growth without complexity.
The terms & conditions for contract renewal and cancellation
Automatic Renewals: Contracts may include auto-renewal clauses unless explicitly canceled.
Notice Periods: Cancellation typically requires advance notice, though specifics depend on the service agreement.
Early Termination: May involve penalties or loss of access to data unless proper procedures are followed.
Refund Policies: Refunds for unused services are subject to the terms outlined in the agreement.
Renewal Notifications: Best practices suggest setting up alerts to avoid unwanted renewals.
Terms of Use: Siteline reserves the right to revise terms and conditions without prior notice.
Compliance
Document Compliance Tracking: Siteline centralizes compliance documentation and tracks expiration to prevent payment delays.
Digital Signatures: Supports electronic signing of compliance documents for streamlined submissions.
Insurance Certificate Monitoring: Alerts users to expired certificates to maintain compliance.
Integration with GC Portals: Works with platforms like Textura and Procore Pay to meet general contractor compliance requirements.
Safety & Compliance Modules: Built-in tools help subcontractors meet industry standards and client-specific requirements
