Getting Started With SiteRun

Workflow

1. Create the workspace with the business email you want tied to SiteRun.
2. Add one real client or site before adding a long customer list.
3. Invite the worker or owner-operator who will update the first job from the field.
4. Create one current job with address, site access notes, scheduled time and owner.
5. Attach a note or site photo, then generate the first job record or report.

Operational notes

• SiteRun is strongest when the job record is treated as the source of truth for site notes, photos and closeout.
• Workers and admins see different views. Workers need the run sheet and quick actions; admins need oversight, search and follow-up.
• Start small. A business can add prestarts, vehicle readiness and stricter closeout rules after the first jobs are flowing.

Common mistakes to avoid

• Creating too many test records instead of one real job that the team recognises.
• Leaving site access notes in texts while expecting workers to use the app.
• Inviting workers before deciding which jobs they should see first.

Mobile notes

• Install the app to the phone home screen for field use.
• Ask workers to open Today first, not the full schedule.
• Keep the first job simple: view job, open maps, check in, add photo, add note.