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Marketing • 11 Dec 2024
SMALL BUSINESS ACCOUNTING SOFTWARE
Made for the Trades: Everything You Need to Run Your Business
Simplify your cash flow. Build invoices in seconds, track expenses easily, and stop wasting time chasing payments. Save hours each week and keep more of what you earn.
Workflow
Look at a glance how our app works
Access Your Business from Anywhere
Whether you’re in the office, on-site, or in your truck, SiteChief keeps you connected. Check schedules, send invoices, and manage jobs on the go — from your phone, tablet, or laptop.
Automate the Paperwork
No more chasing receipts or retyping info. SiteChief tracks jobs, expenses, and invoices in one place — so your books stay up to date without lifting a finger.
Your Data is Safe and Always Backed Up
Everything you enter is securely stored in the cloud — no crashes, no lost files, no stress. Focus on the work; we’ll handle the records.
Workflow
Look at a glance how our app works
Access Your Business from Anywhere
Whether you’re in the office, on-site, or in your truck, SiteChief keeps you connected. Check schedules, send invoices, and manage jobs on the go — from your phone, tablet, or laptop.
Automate the Paperwork
No more chasing receipts or retyping info. SiteChief tracks jobs, expenses, and invoices in one place — so your books stay up to date without lifting a finger.
Your Data is Safe and Always Backed Up
Everything you enter is securely stored in the cloud — no crashes, no lost files, no stress. Focus on the work; we’ll handle the records.
The features you need
All in one place.
Invoicing
Create professional invoices in minutes. Automatically add tracked time and expenses, calculate taxes, and customize your payment options.
Billing and
Payments
Bill fast, get paid even faster, and automate the rest with recurring invoices, online payments, and late payment reminders.
Expenses
Keep track of your expenses with mobile receipt scanning, bank account imports, and automated expense categorization.
Reports
Generates detailed financial reports, providing insights into revenue, expenses, profits, and key metrics to aid informed decision-making.
More Features
Testimonial
Clients Say SiteChief
David, Cordova's Lawn & Landscaping
“I was spending hours every week manually tracking invoices and chasing payments. Now, everything is automated, and I can send invoices with a click and set up recurring payments for my customers. It’s a game changer! I used to worry about losing customer details or misplacing invoices. Now, everything is in SiteChief, and I can pull up any information I need in seconds.”
Michael Rodriguez, Founder of Rodriguez Fitness
"As a small business owner, I needed a CRM that was affordable and easy to use. SiteChief fit the bill perfectly! The software allows me to manage my client base, schedule appointments, and send automated follow-up emails. The mobile app is also a lifesaver, allowing me to access my CRM data and stay connected with clients on the go. SiteChief has helped me streamline my operations and provide a better overall experience for my clients."
Sarah Jones, Marketing Manager at GreenLeaf
"Since switching to SiteChief CRM, managing our customer relationships has become a breeze! The software is incredibly user-friendly, and our sales team can easily track leads, manage opportunities, and close deals faster. Plus, the integration with our email marketing platform allows for seamless communication with our clients. SiteChief has been a game-changer for our business!"
Features
The better way to keep track & manage your money
All-in-One Job Management for Trades
Quotes, schedules, job notes, invoices — all in one place. SiteChief replaces your clipboard, whiteboard, and Excel sheets with one clean dashboard built for how tradespeople actually work.
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Digital Paperwork That Just Works
Snap a photo of receipts, create invoices in seconds, track job costs, and stay organized from first quote to final payment. No more lost papers or missed billables.
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Simple Scheduling with Google Calendar
Connect SiteChief to Google Calendar to stay organized and on time. Schedule jobs, track availability, and keep your team in sync — with powerful drag-and-drop scheduling coming soon.
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Secure, Cloud-Based & Always Backed Up
Your data is safely stored in the cloud — accessible anytime, anywhere, and protected with top-tier security. You focus on the job, we’ll keep your records safe.
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Frequently Asked Questions
SiteChief is a cloud-based CRM and accounting software designed to streamline business operations. It integrates customer relationship management with accounting features, allowing businesses to efficiently manage sales, customer data, invoicing, expense tracking, and financial reports in one platform.
SiteChief is designed to serve businesses of all sizes, from small startups to large enterprises. Its flexible pricing plans and scalable features allow businesses to start small and grow as needed, without the need for complex software setups.
SiteChief uses industry-standard encryption protocols and secure cloud servers to ensure that your business and customer data is protected. Regular data backups and compliance with privacy regulations further safeguard your information.
Yes, SiteChief supports integration with various third-party applications such as payment gateways, e-commerce platforms, and other CRM or accounting tools. This allows you to streamline your business processes and create a more connected workflow.
You can email us directly at info@sitechiefcrm.com and we will get back to you within 24 hours.
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