SiteView

SiteView is construction management software for remodelers, design-build firms and specialty contractors. This connector lets you work in SiteView by asking Claude.

Ask about your jobs, clients, estimates, invoices, change orders and schedule. Have Claude draft an estimate from your costs and markup, priced exactly the way the SiteView estimate editor prices it, then add or adjust lines. Turn an approved estimate into a draft deposit, progress or remaining balance invoice, or draft a change order. Put a project on the calendar, assign crew and subcontractors, and move scheduled work. Add clients, leads, job notes and tasks.

Every action runs as you, with your own SiteView role and permissions, in your active company. Approving an estimate always asks you first. Nothing is ever sent to a client, paid or deleted through the connector. Company owners and admins can turn assistant access off or make it read only in SiteView under Settings, Integrations, where every change made by an assistant is listed.

Requires a SiteView account.