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
“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.
Real HVAC tech. Real basement job. Zero paperwork — the report writes itself while he works, and the client signs off from their own phone.
“Capture photos and notes, generate an AI-assisted report, and get a client sign-off — so there’s a clear record of the walkthrough.”
What You Get
Record your observations out loud while walking the site. SiteBrief transcribes your voice and AI rewrites it into a polished professional report — automatically.
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.
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.
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.
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.
Generate a full project PDF with your logo, all report summaries, annotated photos, client feedback threads, and the final signed signature page.
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.
Select your trade and the AI uses the right terminology and report types for your industry. Or create a fully custom industry profile.
Get notified the moment a client responds, leaves feedback, or completes their sign-off. No checking required — you're always in the loop.
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.
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.
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.
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.
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.
How It Works
Tap New Report, enter the job address, and select your report type. Takes under 30 seconds to get started.
Photograph what you see, annotate with arrows and highlights, and record your observations out loud. No typing required.
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.
Tap Send Report. Your client gets a secure SMS link to their private portal where they can review, ask questions, and respond.
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
Free
Get started with no commitment. Perfect for trying SiteBrief on your first few jobs.
Pro
Everything you need to run a professional operation. Unlimited reports, photos, and full client sign-off.
Premium
Everything in Pro, plus hands-free Continuous Walkthrough, longer retention, and invoicing. Annual: $599/yr — 2 months free.
Industries Served
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.
Join professionals across every industry who use SiteBrief to protect their work, build client trust, and close jobs with confidence.