Getting started
Create your company from the sign-up page with your name, work email, company and a password. You can tick "Add a sample project" to get a complete practice job right away.
New companies start with 14 days of Elite. When the trial ends you stay on Free unless you choose Pro or Elite. Log in at any time at siteunison.ca/app.
Inviting your team
Company owners invite people under Company → People. Choose a role for each person:
- Owner: everything, including billing, people and company settings.
- Member: creates and manages work on the projects they are added to. Uses a seat on paid plans.
- Guest: view-only access to the projects they are invited to, with comments. Always free.
Invitations are sent by email. The person creates a login, or signs in if they already have one, and the company is added to their account.
Projects and sample data
Create a project from the Projects screen with its name, number, address and dates. Add people to the project from its Team tab.
To remove the sample project, open Company → Sample data and choose Remove. You can add it back at any time.
Uploading drawings
Open Plans and choose Upload drawings. Pick the PDF set; each page becomes a sheet and the number and title are read from the title block. Check the results and correct any sheet names before sharing.
To issue a revision, upload the new set. Matching sheet numbers become the current version and older ones stay in the history. More about plans.
Tasks and punch lists
Create a task from Tasks, or tap a spot on a sheet to pin it there. Add an assignee, a due date, a category, a checklist and photos. Move it through open, in progress, completed and verified.
Owners can set custom statuses (Pro) and custom fields (Elite) under Company settings. More about tasks.
Photos
Use Add photos to upload from a computer, or Camera on a phone. Turn on "Stamp date, time and location" to add the stamp (Pro), or "Upload as 360°" for panoramas (Elite). More about photos.
Daily reports and forms
Owners build form templates under Company → Forms. On a project, open Forms, pick a template and fill it in. Save a draft any time and submit when it is complete. Submitted forms export as PDF. Forms are part of Elite.
RFIs, submittals and specifications
Upload the project manual under Specifications and it is split into sections. On Pro and Elite, use Extract from specs to draft the submittal register.
Create RFIs and submittals from their tabs, set the ball in court and due dates, and attach drawings and documents. RFIs and submittal management are part of Elite. More about RFIs and submittals.
Budget and change orders
Set up cost codes and original amounts on the Budget tab, then add commitments and actual costs. Change orders move from draft to pending to approved; approved amounts update the revised budget. Elite.
Using Site Unison on a phone
Site Unison runs in the browser on iPhone, iPad and Android. Open siteunison.ca/app, sign in, then choose "Add to Home Screen" from the browser menu to launch it like an app.
A data connection is needed to sync. Sheets load in tiles, so even large drawings open quickly on site.
Plans and billing
Owners manage the plan under Plan & billing. Choose Pro or Elite, the number of seats and monthly or yearly billing, then pay securely by card through Stripe. You can change seats, update the card or cancel at any time. See pricing.
Exporting your data
Reports and exports (Pro) produce PDF and CSV reports for tasks, photos, RFIs, submittals, change orders and the budget. The full project export, on every plan, downloads everything in a project as a zip file.
Getting support
In the app, open Help & support to send us a message with your account details attached, or email info@siteunison.ca. You can also try anything risk-free in the live demo.