Paperwork does not have to take over your evening. SiteQuill guides you through each step, helps prepare professional documents, and keeps you in control from beginning to end. Enter the job information, review the finished work, and get back to your customers, your crew, and your family.
- Step 01
Create a secure SiteQuill account
Sign up in a couple of minutes with your email. Your account and project information stay private to you — only you and the people you invite can see them.
Why it helps: Peace of mind that your business records are in one secure place, not scattered across text threads and inboxes.
- Step 02
Start a project or paperwork task
Open a new project for a customer, or start a single document like a daily report or change-order draft. Everything you add stays organized under that project.
Why it helps: One clear home for every job, so you can always find what you need later without digging through your phone.
- Step 03
Provide the customer and job details
Answer a few straightforward questions — who the customer is, what the work is, dates, notes from the field, and any photos you took on site.
Why it helps: You share the facts you already know. SiteQuill does the writing and formatting.
- Step 04
SiteQuill prepares and organizes the supported paperwork
Using the details you provided, SiteQuill drafts clear, professional documents — such as daily job reports, RFIs, change-order drafts, photo reports, invoice backup, and closeout folders — and keeps them tied to the right project.
Why it helps: No blank pages, no starting from scratch. A clean, consistent starting point every time.
- Step 05
Review and approve everything
Read every draft, correct anything that is not quite right, and add the details only your team knows. Nothing is finalized, sent, or shared until you approve it.
Why it helps: You stay in full control. You are always the one who decides what goes to your customer, GC, or office.
- Step 06
Download, save, print, or send where supported
Once you approve a document, use the export and sharing options currently available in SiteQuill to download a copy, save it to your records, or forward it on. New delivery options are added as they are built and tested.
Why it helps: Get the finished paperwork into your customer's hands using tools you already know.
- Step 07
Return for the next job with everything organized
Your business information, past documents, project history, and customer details stay ready in SiteQuill, so the next job starts faster than the last one.
Why it helps: Less setup every time. More time on the work — and on the people who matter most.
You remain in control.
You are responsible for reviewing and approving all information before it is used, sent, or shared. SiteQuill helps prepare and organize the paperwork — the final call is always yours.