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Questions contractors ask before signing up

Straight answers. No sales pitch.

How do I get started with Opsite? +

Sign up on our website, add your first job, and start managing. No long onboarding process, no implementation team, no training required. Most contractors are up and running within a day.

How long does setup take? +

Hours, not weeks. Add your company info, create your first job, invite your subs to the portal, and you're live. No consultants, no migration project, no IT department needed.

Can I import data from my current system? +

Yes. We can help migrate your jobs, contacts, and documents from spreadsheets, Buildertrend, Procore, or other systems. Contact us for a free migration assessment.

Do I need any technical knowledge? +

No. If you can use a smartphone, you can use Opsite. The interface is designed for contractors on job sites, not IT professionals in offices.

What makes Opsite different from Procore or Buildertrend? +

Three things: price, automation, and AI. Opsite costs $349-$999/month with no per-user fees — Procore charges per seat with 18-month contracts. Opsite has 27 real automation chains (inspection passed → invoice generated → PDF sent → draw updated). And Opsite includes Lino, an AI assistant that queries your actual business data across 26+ tables. No competitor offers all three.

What does the AI assistant actually do? +

Lino is an AI assistant that has access to your entire Opsite database — 26+ tables including jobs, invoices, POs, subs, expenses, draws, inspections, and documents. Ask it anything: “What’s the profit margin on the Oak Street job?” or “Which subs have expiring insurance?” or “Show me all unpaid invoices over 30 days.” It gives you real answers from real data, not canned responses.

How does billing automation work? +

When an inspection passes, Opsite can automatically generate the next draw invoice, attach the inspection report, create a professional PDF, send it to the client, and update the draw status — all within 5 minutes. No manual steps, no forgotten invoices, no delays in getting paid.

Can I track real-time profit margins per job? +

Yes. Every job shows contract value, change orders, PO costs, sub payments, expenses, and back charges in real-time. The profit margin updates automatically as costs come in — not at year-end when it’s too late to adjust.

Does Opsite handle change orders? +

Yes. Create change orders with line items, link them to the original contract, route them for client e-signature approval, and automatically update the contract value and draw schedule when approved. The full audit trail is preserved.

Are there per-user fees? +

No. Every plan includes unlimited team members. Add your PMs, admins, estimators, and office staff — no extra charge. Your subs access the portal for free too.

Is there a contract or annual commitment? +

No. Opsite is month-to-month. Cancel anytime with no penalties, no early termination fees, no awkward phone calls. We keep you because the product works, not because of a contract.

Is there a free trial? +

Yes. Start free with no credit card required. Try the full platform, add real jobs, and see how it works for your operation before committing.

Can I switch plans anytime? +

Yes. Upgrade or downgrade instantly from your Settings page. If you outgrow Starter’s 10-job limit, upgrade to Professional with one click. No waiting, no sales calls.

How does the sub portal work? +

Every subcontractor gets a unique link — no login, no app download, no password to forget. They click the link and see their POs, can request payments, upload compliance documents (insurance, W9, licenses), and sign documents. Available in English and Spanish.

Can my subs use it without downloading an app? +

Yes. The sub portal is a web link that works on any phone, tablet, or computer. No App Store, no Google Play, no updates. Send them a link, they open it, done. This was a deliberate choice — because most subs won’t download another app.

Is the sub portal available in Spanish? +

Yes. The entire sub portal is bilingual — English and Spanish. Subs see the portal in their preferred language. This is unique in the industry and critical for contractors working with Spanish-speaking subcontractors.

How does the client portal work? +

Clients get a branded portal link to view project progress, approve change orders with e-signatures, see financial summaries, select materials (for remodels), and view project photos. No login required — just a secure link.

What are AI Agents and what do they do? +

Opsite includes a growing suite of AI Agents (Enterprise plan) that run 24/7 automatically: Collections Agent (follows up on overdue invoices), Inspection Reminder Agent (notifies before scheduled inspections), Lead Nurture Agent (sends follow-ups to cold leads), Compliance Agent (alerts on expiring sub documents), Audit Agent (flags financial anomalies), and more on the way. We ship new agents regularly.

Can I customize automation rules? +

On the Enterprise plan, yes. Create custom triggers and actions: “When a PO exceeds $10K, require two approvals.” “When a sub’s insurance expires, block new POs.” “When a draw is approved, notify the bookkeeper.” The Professional plan includes 27 pre-built automation chains.

How does Lino know about my business? +

Lino has read access to your entire Opsite database — every job, invoice, PO, sub, payment, inspection, draw, expense, document, and contact. When you ask a question, it queries your actual data in real-time. You can also train it with custom knowledge via the Brain feature — upload your processes, contracts, or SOPs.

What is the Morning Briefing? +

A daily AI-generated summary (Enterprise plan) delivered each morning: today’s schedule, cash flow snapshot, overdue items, upcoming inspections, weather alerts for job sites, and flagged issues. Think of it as your digital project manager who read every email and updated every spreadsheet while you slept.

Is my data secure? +

Yes. Opsite uses enterprise-grade security: data encryption at rest and in transit, row-level security policies, secure authentication with session management, and regular security audits. Your data is hosted on SOC 2 compliant infrastructure.

Do you integrate with QuickBooks? +

Yes. Opsite integrates with QuickBooks Online for syncing invoices, payments, and financial data. Connect your QuickBooks account in Settings and map your accounts.

What’s your uptime guarantee? +

99.9% uptime. Opsite runs on enterprise cloud infrastructure with redundancy and automatic failover. We’ve maintained 99.9%+ uptime since launch.

Still have questions?

We’re happy to help. No pressure, no sales pitch.

Talk to us

What is Opsite?

Opsite is a construction management platform built for general contractors. It combines job management, invoicing, sub portals, CRM, proposals, scheduling, compliance tracking, and AI into one platform — starting at $349/month with no per-user fees and no annual contracts.