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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

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 
Viewpoint Vista 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 
Viewpoint Vista 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 

Alternatives

Alternatives

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