How Site Connect works

Site Connect keeps your office and your crews on the same page. The office plans the work on the web; the crew sees it on their phones, does it, and checks in and out on site. Hours, photos and requests flow back to the office for review.

Two places, one workspace

Where	Who uses it	What it's for
The hub at hub.siteconnect.ai (web)	Owners, office staff, project managers, schedulers	Set up the company, add people, create projects and tasks, build the schedule, review hours, approve requests
The Site Connect app (iPhone and Android)	Everyone, especially the crew in the field	See assigned tasks, accept or decline them, check in and out, add photos and notes, send requests, chat

Both use the same account and the same data. A change in one shows up in the other.

The building blocks

Workspace (your company)
 ├── People ........ employees, teams / departments, roles
 ├── Projects ...... one per job site — address, team, stage
 │    └── Tasks .... the work to do — time window, assignees, notes, forms
 │         └── Check-ins ... who was on the task, when, where, with photos
 ├── Scheduling .... every dated task, laid out by day, ready to send to the crew
 ├── Time .......... attendance and timesheets built from check-ins
 └── Approvals ..... time off, adjustments and other requests

• Workspace — your company's own space in Site Connect. Your people, projects and settings live here. One account can belong to more than one workspace.
• People — everyone who uses Site Connect, from the owner to the newest crew member. What each person can see and do depends on their role and permissions.
• Projects — a project is a job site. Its address puts it on the map and is where people check in.
• Tasks — tasks live inside a project. A task has a time window and one or more assignees.
• Scheduling — the Scheduling board shows dated tasks by day so you can plan the week. In Site Connect, new scheduled tasks start as drafts; your crew sees them once you send the schedule.
• Check-ins — on the app, workers check in when they start a task and check out when they finish. Those check-ins become their hours.
• Approvals — requests such as time off land in the approval inbox for a manager to approve or reject.

The whole path at a glance

From sign-up to the first approved week. The office does the blue steps on the web, the crew does theirs on the app, and Site Connect does the dark-blue steps for you.

Your teamSite ConnectDecisionBlockedDone

Nothing has to be set up first. A new workspace already has roles, approval templates and team chat, so you can add people straight away. Teams / departments are optional — they only group people on the Scheduling board and in reports. Check the workspace time zone in System › General settings before you schedule anything.

Your first day, step by step

Follow these steps in order. Each one takes a few minutes and ends with a link to the next.

1. Create your company account

   Sign up, verify your email and phone, and name your workspace. 1. Create your company account

2. Add employees

   Add your people on the web, then get them onto the mobile app. 2. Add employees

3. Create a project

   One project per job site, with its address and check-in turned on. 3. Create a project

4. Create tasks

   The work to do inside that project, with the people who do it. 4. Create tasks

5. Schedule work

   Lay out the week on the Scheduling board as drafts, then publish it. 5. Schedule work

6. Check in on the mobile app

   What your crew does on site: accept, check in, add photos, check out. 6. Check in on the mobile app

7. Review and approve

   Check hours and handle time off and other requests. 7. Review and approve

Try it with a small group first

Start with one project and two or three people (the Free plan covers 3 users). Run a real day through it — schedule, check in, review — before you roll it out to the whole company.

Next step: 1. Create your company account →