SiteBrief: Site Walkthrough

SiteBrief helps professionals across any field-based industry create professional site walkthrough reports. Capture project photos, record or type notes, generate a polished walkthrough summary, send reports to clients, collect responses, and export project PDFs from one mobile workflow.

Built for trades and contractors, inspectors, property managers, facilities and logistics teams, energy and environmental professionals, insurance adjusters, event services, and any professional who documents site conditions, SiteBrief keeps project updates organized so clients can see what was reviewed, what was discussed, and what happens next.

Key features:
- Create walkthrough reports for each project
- Add site photos and captions, organized by area
- Record voice notes for faster report writing
- AI-assisted report summaries tailored to your industry
- Send client-ready walkthrough links
- Track client responses and verified electronic sign-off
- Quick Agreements: approve small changes in the conversation, sealed into the record
- Draw invoices with photo-backed summaries and QuickBooks integration
- Frozen, tamper-evident PDF records for completed sign-offs
- Manage active, completed, and archived projects
- Fully bilingual: English and Spanish, for you and your clients
- Upgrade to Pro for unlimited reports and advanced reporting tools

SiteBrief is designed for professional field-to-client communication across any industry. SMS and email delivery are used to send project reports, verification codes, and client workflow messages, not marketing blasts.