Run your entire operation
from Lead to Payout
Quote faster, invoice accurately, track field time, manage contractor payouts, and keep customers in the loop, all from one simple platform.
Everything You Need for Daily Operations
From first customer contact to final payment and contractor payout, SureSite keeps every workflow connected.
Quotes & Estimates
Create detailed quotes with line items, discounts, and automatic "you saved" calculations. Share via expirable public links and get notified when the customer views your quote.
Invoicing & Payments
Deposit, Progress, Final, and Adjustment invoices with over-invoicing protection. Accept Stripe card/ACH payments or track manual payments.
QuickBooks Integration
Sync invoices, payments, and customer records to QuickBooks to keep your books current without double entry.
Lead Capture Forms
Drag-and-drop form builder with configurable fields. Submissions auto-create quotes. Public quote request portal with address autocomplete.
Interactive Job Map
Full-screen satellite map with color-coded pins by status. One-tap Google Maps navigation, clock in from the pin, search and filter jobs.
Time Tracking
One-click clock in/out with live timers, manual entry with overlap detection, and bulk team timer controls. Edit logs within 30 days with reason tracking.
Contractor Payouts
Hourly or profit-share models with preview breakdowns. Process payouts via Stripe Connect direct bank transfer or mark paid manually.
AI Receipt OCR
Snap a photo of any receipt. AI extracts supplier, date, total, subtotal, and tax automatically. Link receipts to jobs for expense tracking.
Material & Job Lists
Reusable templates with items, quantities, and pricing. Live price search across Lowe's, Home Depot, and Menards. Attach lists to quotes with auto-calculated totals.
See How Your Data Flows
From the first lead to the final paycheck, every step is connected. Here's the complete journey.
Customer Submits Lead Form
An embedded form on your website captures name, contact, project type, and address.
Quote is Auto-Created
The submission generates a quote with customer info and project details pre-filled.
| Item | Qty | Price |
|---|---|---|
| Shingle removal | 1 | $850 |
| Underlayment install | 1 | $1,200 |
| Architectural shingles | 24 sq | $3,600 |
Quote Priced & Finalized
Materials, labor, discounts, and tax are combined. The quote total is locked.
| Material | Qty | $/ea |
|---|---|---|
| Arch. Shingles | 24 sq | $92 |
| Felt Underlay | 6 rolls | $38 |
| Ridge Caps | 3 bdl | $52 |
| Roofing Nails | 4 box | $18 |
Quote Sent to Customer
A branded PDF with a public link is emailed. No account needed to view.
Customer Approves Quote
The customer reviews scope and pricing, then signs off through the public portal.
Customer Pays Deposit
Payment collected via Stripe. A deposit invoice is auto-generated.
Invoice Issued & Payment Logged
A partial invoice is created. Payment amount, method, and reference are recorded.
Work Order Created
A printable work order is generated with scope, materials, and site info for the crew.
Team Logs Hours
Crew clocks in/out on the job. Time is tracked per person with live timers.
Expenses Logged to Job
Receipt photos are scanned with AI. Supplier, amount, and tax are extracted and linked.
Profit & Loss Generated
Revenue, labor, material expenses, and margins calculated. Job profitability in real time.
Payroll Generated
Payout amounts calculated per contractor using hourly rates or profit-share splits.
| Contractor | Hours | Rate | Payout |
|---|---|---|---|
| Danny R. | 9.5 hrs | $40/hr | $380.00 |
| Sarah M. | 8.0 hrs | $40/hr | $320.00 |
| James K. | 6.5 hrs | $40/hr | $260.00 |
Funds Transferred to Crew
Payments sent directly to contractor bank accounts via Stripe Connect.
Built for the Whole Team
From field crews to the back office, everyone gets the tools they need.
Team Management & Roles
Five role levels with route and API-level authorization. Create teams, assign members, and invite users via branded emails.
Smart Notifications
In-app, email, and browser push across 20+ event types. Per-user, per-channel preferences with admin-configurable routing.
Professional PDF Documents
Branded quotes, invoices, and work orders with your logo, slogan, contact info, and embedded QR codes.
Reports & Analytics
Embedded Metabase dashboards scoped to your org. Invoice summaries, contractor earnings, and P&L per job.
Simple, Transparent Pricing
Start free. Scale as your crew, automation, and reporting needs grow. Annual billing saves up to 21%.
Free
For solo contractors getting started
1 user
Get started with the essentials.
- 25 active quotes
- Customer management
- Interactive job map
- Time tracking
- AI receipt processing
- Public quote sharing
- Basic invoicing
- Online payments
Pro
For established solo contractors
1 user
For solo operators ready to grow.
- Unlimited quotes
- Full invoicing suite
- Notifications
- 1 lead capture form
- Lower payment processing rates
- Everything in Free
Team
For growing crews and teams
Up to 5 users (+$19/mo each extra)
For crews managing multiple jobs.
- Teams & crew management
- Contractor payouts
- QuickBooks integration
- Hourly & percentage pay models
- 2 lead capture forms
- Best payment processing rates
- Everything in Pro
Business
For multi-crew operations
Up to 15 users (+$19/mo each extra)
Full platform, no limits.
- Materials & Quote Templates
- Reports & analytics
- QuickBooks integration
- 5 lead capture forms
- Notification routing by role
- Down Payments
- Priority support
- Everything in Team
Full Feature Comparison
| Feature | Free | Pro | Team | Business |
|---|---|---|---|---|
| Quote creation & lifecycle pipeline | ||||
| Customer management | ||||
| Interactive job map | ||||
| AI receipt processing | ||||
| Time tracking | ||||
| PDF generation | ||||
| Public quote sharing | ||||
| Online payments (Stripe) | ||||
| Active quotes | 25 | Unlimited | Unlimited | Unlimited |
| Invoicing | Basic | Full | Full | Full |
| Lead Forms | 1 | 2 | 5 | |
| Notifications | ||||
| Teams & crew management | ||||
| Contractor payouts | ||||
| QuickBooks integration | ||||
| Hourly & percentage pay models | ||||
| Role-based access | ||||
| Quote Templates | ||||
| Down Payments | ||||
| Reporting | ||||
| Notification Routing | ||||
| Priority support | ||||
| Card processing rate | 3.4% + 30c | 3.2% + 30c | 2.9% + 30c | 2.9% + 30c |
| ACH processing rate | 1.3% | 1.1% | 0.8% | 0.8% |
Frequently Asked Questions
What happens when I hit the free tier limit?
When you reach 25 active jobs or 25 active quotes on the Free plan, you'll see a clear upgrade prompt -- not a hard block. You can still access all your existing data, manage current jobs, and process payments. You just won't be able to create new jobs or quotes until you upgrade or archive some existing ones to free up slots.
Can I downgrade my plan?
Yes, you can downgrade at any time. Your downgrade takes effect at the end of your current billing period, so you keep access to your current tier's features until then. If you're on a Team plan with multiple users and downgrade to Pro, you'll need to remove extra users before the downgrade takes effect.
Is there a contract or commitment?
No contracts, no commitments. You can cancel anytime. Monthly plans are billed month-to-month. Annual plans are billed once per year at a discounted rate -- if you cancel mid-year, you keep access through the end of your paid period, but we don't offer partial refunds for the remaining months.
Do I need a credit card to start?
No. The Free plan is completely free with no credit card required. You only need to enter payment information when you choose to upgrade to a paid plan.
How does payment processing work?
All plans include the ability to accept card and ACH payments from your customers through Stripe. The processing fee varies by tier -- Free and Pro plans include a small platform fee on top of Stripe's base rate, while Team and Business plans get pass-through pricing with no additional markup.
Can I add extra users to my plan?
Team and Business plans support additional users beyond their base allocation at $19/mo per extra user. The Team plan includes up to 5 users, and Business includes up to 15 users. Free and Pro plans are limited to 1 user.
Ready to Run Your Business from One Place?
Replace scattered apps and manual follow-up with a CRM designed for contractors, tradespeople, and Kingdom-minded operators.