🔒 Signed. Time-Stamped. Dispute-Ready.

Walkthrough Reports
Built for the Field.
Built to Protect You.

Dictate your walkthrough and the report writes itself. Your client verifies their identity by text and signs in their own portal. If work is ever disputed, download an Evidence Pack to hand your attorney: the signed PDF, photos, and client thread, with a fingerprint and third-party timestamp that verify the signed PDF has not changed since sign-off.

Evidence Pack is included with Premium, or available as a per-project purchase on Free and Pro. Built for inspectors, real estate agents, property managers, contractors, and more.

Free to download. Free to get started.

Real Users

Pros are already on the record

“You never told me that.” Every pro has heard it. Maverick ends the argument before it starts — his client reviews the work and signs off with a verified code, right on his phone.
Maverick, electrician — talks his walkthrough on the job, gets the signed record, and approves changes in the app.
Real HVAC tech. Real basement job. Zero paperwork — the report writes itself while he works, and the client signs off from their own phone.
Steve, HVAC tech — documents the job on-site and keeps a clear record from walkthrough to sign-off.
“Capture photos and notes, generate an AI-assisted report, and get a client sign-off — so there’s a clear record of the walkthrough.”
Carrie, real estate agent — one of the many pros using SiteBrief, from realtors and property managers to contractors, HVAC, and auto body.

What You Get

Everything you need on the job site

🎤

Voice-to-Report AI

Record your observations out loud while walking the site. SiteBrief transcribes your voice and AI rewrites it into a polished professional report — automatically.

📷

Unlimited Photo Documentation

Capture and annotate photos with arrows and highlights directly in the app. Every image is timestamped and tied to the report. Pro and Premium users get unlimited photos per report.

🔗

Private Client Portal

Your client receives a secure SMS link to their own portal — no app download, no login required. They review every report, leave feedback, and sign off directly from their phone.

✍️

SMS-Verified Digital Signature

Identity-verified e-signature on every completed project. The client verifies via SMS code, draws their signature, and the record is embedded in the final PDF — legally defensible.

💬

Two-Way Client Messaging

Clients leave feedback directly on reports. You reply from your dashboard. Only the client can close the thread — full accountability on both sides. SMS alerts on every reply.

📄

Branded PDF Export

Generate a full project PDF with your logo, all report summaries, annotated photos, client feedback threads, and the final signed signature page.

Client Ratings

After signing off, clients can leave a 1–5 star rating and comment. Ratings appear on your project dashboard so you can track satisfaction across every job.

🏭

Industry-Specific AI

Select your trade and the AI uses the right terminology and report types for your industry. Or create a fully custom industry profile.

🔔

Real-Time SMS Notifications

Get notified the moment a client responds, leaves feedback, or completes their sign-off. No checking required — you're always in the loop.

🎙️

Continuous Walkthrough Premium

Record one hands-free audio track while you walk the site and talk naturally — snap photos any time. Tap Finish and the AI assembles the full draft report from everything you said and captured.

📦

Evidence Pack

Download an Evidence Pack ZIP for a signed-off project: the frozen signed PDF, photos, client message thread, and a SHA-256 manifest listing the archived files. The pack carries the signed PDF's own fingerprint and its trusted third-party timestamp, plus instructions your lawyer or insurer can follow to verify that PDF independently. On Premium projects it also includes frozen Draw invoice PDFs, with a receipt PDF for each invoice that has a complete paid record. Included with Premium; per-project purchase on Free and Pro.

🧾

QuickBooks Draft Invoices Premium

Connect QuickBooks Online and a client sign-off creates a draft invoice for that project — with approved change amounts pre-filled. Drafts only: SiteBrief never sends an invoice or moves money for you.

🤝

Quick Agreements Premium

Something changed mid-job? Send a priced change for approval right from the report thread. Your client verifies their identity and agrees or declines in their portal — sealed into the permanent record.

🧾

Draw Invoices Premium

Bill in draws as the work progresses. Send your client a clear summary of what each draw covers, track status at a glance — invoiced, paid, or overdue — and keep every invoice on the permanent project record. You mark invoices paid yourself and can note how you were paid for your records; SiteBrief never processes payments.

From walkthrough to signed PDF in minutes

1

Start a walkthrough report

Tap New Report, enter the job address, and select your report type. Takes under 30 seconds to get started.

2

Take photos & record voice notes

Photograph what you see, annotate with arrows and highlights, and record your observations out loud. No typing required.

3

AI generates the written report

Tap Generate AI Summary. Claude AI produces a structured, professional report with Areas Reviewed, Key Observations, Items Discussed, and Next Steps — in your industry's language.

4

Send to client via SMS

Tap Send Report. Your client gets a secure SMS link to their private portal where they can review, ask questions, and respond.

5

Client signs off & you get the PDF

When the job is done, request sign-off. The client verifies via SMS, draws their signature, and the project closes. Download the branded PDF with everything included.

Pricing

Simple, transparent pricing

Free

$0 / month

Get started with no commitment. Perfect for trying SiteBrief on your first few jobs.

  • 3 reports per month
  • 3 photos per report
  • AI summary generation
  • Voice memo notes
  • Client portal & messaging
  • Mark project completed
  • Unlimited reports & photos
  • Client e-signature & sign-off
  • PDF export
  • Custom branding & logo
  • AI Polish
Get Started Free
Everything Unlocked

Premium

$59.99 / month

Everything in Pro, plus hands-free Continuous Walkthrough, longer retention, and invoicing. Annual: $599/yr — 2 months free.

  • Everything in Pro
  • Continuous Walkthrough — hands-free voice-to-report
  • 600 processed audio minutes / month
  • Minute packs — top up any time, never expire
  • 90-day photo & clip retention (vs 14 days)
  • QuickBooks draft invoices on sign-off
  • Quick Agreements — verified mid-job change approvals
  • Automatic sign-off reminders
  • Evidence Pack included at no extra charge
Start Premium — $59.99/mo

Built for every trade

🏗️ Construction 🏠 Roofing ⚡ Electrical ❄️ HVAC 🔩 Plumbing 🔧 Restoration 🌿 Landscaping 🏊 Pool Service 🏢 Property Management 🏡 Real Estate 🔍 Home Inspection 🐛 Pest Control 🚗 Auto Body ⚙️ Custom Industry

SMS Notifications & Opt-In

SiteBrief uses SMS to deliver real-time project notifications to contractors and clients. Contractors receive alerts when clients respond to reports, leave feedback, or complete sign-offs. Clients receive a secure link to their project portal when a report is sent.

By creating an account or providing your phone number, you agree to receive SMS notifications from SiteBrief LLC. Message and data rates may apply. Message frequency varies based on project activity. Reply STOP at any time to unsubscribe. Reply HELP for support.

Your phone number is used solely for project-related notifications and identity verification. It will never be sold or shared with third parties for marketing purposes.

Document smarter.
Get paid faster.

Join professionals across every industry who use SiteBrief to protect their work, build client trust, and close jobs with confidence.

Get Started Free →
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