Construction approval workflows for field and office review
Quick answer
SiteForta helps contractors route important field and office items through review: daily reports, expenses, receipts, approvals, quote status, safety notes, and client-ready updates. Managers get a clearer trail of what was submitted, reviewed, approved, rejected, or sent.
For contractors that need lightweight approval controls without building a formal enterprise workflow system.
Best for
- Owners who need manager review before customer-facing reports are shared
- Office teams that need receipt-backed expense approval
- Contractors that want a clear record of submitted and reviewed work
Not for
- Enterprise submittal packages with complex multi-party routing
- Legal contract review workflows outside daily field operations
Sound familiar?
- Reports go to clients before a manager checks them
- Expenses get approved without receipts or project context
- Safety notes and follow-up items disappear into messages
- No one knows who reviewed what or when
How SiteForta helps
- Approvals queue for reviewable field activity
- Submitted, approved, rejected, and sent states where workflows require them
- Receipt-required expense controls
- Daily report review before sharing
- Quote status history from draft to sent, accepted, or declined
- Notification-supported approval visibility when enabled by plan
How it works in SiteForta
Step 1
Crew or office submits a report, expense, quote, or observation from the relevant workflow.
Step 2
Manager reviews the item with project context, attachments, receipts, or report details.
Step 3
Approved items move forward; rejected or flagged items stay visible for follow-up.
A real example
A foreman submits a daily report and a material receipt from the field. The office reviews the report before sharing it with the client and approves the expense only after the receipt is attached. The owner can see both the work record and the cost trail tied to the same project.
Frequently asked questions
What is construction approval workflow software?
It is software that helps contractors review and approve field reports, expenses, receipts, safety items, client updates, and other job records before they are finalized or shared.
Does SiteForta approve expenses?
Yes. SiteForta supports submitted, approved, and rejected expense states and can require receipts before selected expenses are approved.
Does SiteForta include daily report approval?
SiteForta includes report workflows where daily reports can be drafted, reviewed, approved, and shared depending on role and plan settings.
Is this the same as enterprise submittal management?
No. SiteForta is focused on practical field and office approvals for small and mid-size contractors, not full enterprise submittal administration.
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