Quick start: your first job in 5 minutes

Create an account, add one job, invite one crew member, and watch hours and receipts land against that job.

What you need

This takes about five minutes on a laptop or in a phone browser. Have one job you are actually running in front of you, and the email address of one person on your crew. Nothing here is permanent — every field can be changed later.

  • Your company name and address
  • A job name, the site address, and the contract value
  • The name, email, and hourly rate of one crew member

Create your account

  1. Open the sign-up page and enter your name, mobile number, work email, and a password of at least 8 characters. You can sign up with Apple or Google instead.
  2. Click Continue, then enter your company name and address. Add a logo if you have one.
  3. Tick the box to agree to the Terms of Service, then click Start free trial.

The trial runs 1 week with every feature turned on, and no credit card is required.

Add your first job

Straight after sign-up, SiteLedger asks for your first job. This is what every hour and every receipt gets attached to, so it is worth doing now rather than later.

  1. Enter a job name your crew would recognise in a text message.
  2. Enter the job site address. This sets the geofence your crew clocks in against.
  3. Add the customer and the contract value, then finish setup.

You can skip this step and add jobs later from Jobs, then New job.

Invite one crew member

  1. Click Workers in the sidebar.
  2. Click Invite crew member.
  3. Enter their full name, mobile, and email, pick a role, and set their hourly rate.
  4. Click Send invite. They get an invite to install the app.

The hourly rate is what turns their hours into labor cost on a job. Workers never see each other's rates, and they never see margins, budgets, or payroll.

Check it worked

  • Open the job and assign your new crew member to it, or they will not see it at all.
  • Ask them to clock in from the iOS app or the web time clock.
  • Open the job again. Their hours show on the Time tab and inside Spent to date.
  • Add a receipt from Receipts and pick the job — it appears on the job Receipts tab.

Once those four things work, the rest of SiteLedger is the same pattern repeated. Every number on the dashboard traces back to a timesheet or a receipt somebody captured on a job.

Still stuck?

Message the team — we usually reply within a few hours.

Contact support