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Resources & Insights

Guides, case studies, and answers to help you run a more profitable contracting business.
Frequently Asked Questions

Got Questions? We’ve Got Answer.

Quick answers to the most common questions about Sitewise, implementation, pricing, and features.
How long does implementation really take?
Most customers are fully operational within 1-3 days. Day one covers company setup, user creation, and trade-specific template activation (4 hours). Day two handles data migration—importing customers, vendors, and active projects via Excel or QuickBooks sync (6 hours). Day three completes team training and go-live (4 hours). This isn't marketing speak: our onboarding is designed for self-service with guided wizards, and we've eliminated the consultant-heavy implementations that plague competitors.
Do I need technical expertise to set up Sitewise?
No. Sitewise is designed for self-service setup. When you select your trade (electrical, plumbing, HVAC, etc.), the system automatically configures relevant templates, workflows, and forms. Our setup wizard guides you through each step with video tutorials and contextual help. No IT department or consultants required.
Can I import my existing data?
Yes. We provide Excel templates for importing customers, vendors, active projects, and inventory items. If you're using QuickBooks Online, we offer direct two-way sync that pulls in your existing customer and vendor data automatically. Most data migrations take 2-4 hours.
What training is provided?
All plans include access to our knowledge base, video tutorial library, and live webinars. Professional and Enterprise plans include live training sessions tailored to your role—separate tracks for owners, project managers, and field teams. Enterprise plans include custom on-site training options.

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