Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Siteline is the only billing software specifically created for trade contractors. Our software handles the entire billing workflow: We digitize payment applications, generating the exact forms your GCs require, so your accounting team can bill projects 6x faster (which enables accounting teams to focus more heavily on cash collection without adding any additional resources). We even integrate with common payment portals like Textura and GC Pay to make the workflow completely seamless. We also handle the lien waiver process (both with your GCs as well as any lower tiers) as well as any compliance documents (like COIs)—eliminating any hurdles to getting paid on time. We play nicely with most accounting/ERP systems, and we have an excellent onboarding/support team who all come from construction backgrounds.
Description
TradeGuard is a compliance management solution designed to help contractors and property managers stay ahead of expired insurance documents and missing subcontractor paperwork. The platform centralizes COIs, licenses, tax forms, OSHA records, bonds, lien waivers, signed contracts, and other required documents in one organized dashboard. Instead of relying on spreadsheets and email reminders, users can set automated alerts at intervals such as 90, 60, 30, 7, and 0 days before expiration. TradeGuard allows subcontractors to upload documents directly through a secure portal link without needing to create an account. Its smart extraction feature reads standard COI forms and insurer-issued PDFs to capture policy details and schedule alerts automatically. The system checks documents against state requirements across all 50 states and Washington, DC, helping users identify missing licenses, registrations, or safety records. TradeGuard also flags policies that fall below required coverage limits and provides a compliance score across the full subcontractor roster. Additional features include tamper detection, PDF metadata analysis, broker confirmation, QuickBooks Online vendor import, and payment compliance review. The platform helps businesses reduce liability exposure, streamline document collection, and enforce compliance before projects begin.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Acumatica Cloud ERP
Yes
ComputerEase
Yes
FOUNDATION
Yes
GCPay
Yes
Oracle Textura Payment Management
Yes
Procore
Yes
QuickBooks Enterprise
Yes
Sage 100 Contractor
Yes
Sage 300 Construction and Real Estate (CRE)
Yes
Viewpoint Spectrum
Yes
Integrations
Acumatica Cloud ERP
No
ComputerEase
No
FOUNDATION
No
GCPay
No
Oracle Textura Payment Management
No
Procore
No
QuickBooks Enterprise
No
Sage 100 Contractor
No
Sage 300 Construction and Real Estate (CRE)
No
Viewpoint Spectrum
No
Pricing Details
Contact for pricing
Free Trial
No
Free Version
No
Pricing Details
$150/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Siteline
Founded
2019
Country
United States
Website
www.siteline.com
Vendor Details
Company Name
TradeGuard
Founded
2026
Country
United States
Website
trade-guard.pro
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No