Introducing the LightReach + SiteCapture Integration
In the fast-paced world of field operations, accurate and timely documentation is key to keeping projects on track, reducing delays, and securing funding. Recognizing these needs, LightReach is excited to announce its new integration with SiteCapture, a powerful solution for photo and data capture at job sites. This integration is set to revolutionize the way field teams collect, organize, and share essential milestone documentation, offering benefits that include saved time, minimized site visits, and accelerated funding approvals.
SiteCapture Sign Up
Sign Up
Log into your Palmetto Finance account; submit the request via the messenger
Connect
Upon approval you can connect SiteCapture to LightReach
SiteCapture App
Take photos, edit images, and fulfill requirements for LightReach M1 milestone deliverables
Click here to sign up with SiteCapture!
Explore the success story below to see how one of our partners has benefited from the LightReach SiteCapture Integration:
LightReach Certified Installers interested in signing up on the SiteCapture platform can follow a few simple steps to request access.
Step 1: Log into your Palmetto Finance account and submit the request via the messenger
Click on Send Us a Message > Installer Organization Settings > Platform Integrations > Fulfillment Integrations > SiteCapture
Step 2: Before you’re able to activate the LightReach integration in SiteCapture you must first contact LightReach directly to confirm your consent and retrieve your organization alias. Follow these steps to do so: email [email protected] and provide:
Company name:
Requested Integration:
Partner Alias:
Contact info:
Getting Set Up
Upon being approved for SiteCapture integration, you will be able to connect SiteCapture to LightReach via an API experience (replace an API experience with a simple configuration panel in SiteCapture) to take photos, complete job closeouts, edit images and fulfill requirements for LightReach M1 deliverables.
If you are an existing SiteCapture customer, your SiteCapture representative will contact you directly to discuss the next steps for getting set up with the integration.
If you are a new SiteCapture customer, a SiteCapture representative will reach out to schedule a full SiteCapture demo and a meeting to configure your LightReach–SiteCapture integration.
You will need your LightReach Org Alias from Palmetto LightReach before you can configure the integration in your SiteCapture account. Please follow the steps above to contact Palmetto’s Partner Activation group.
Connecting with the SiteCapture team is an important step in ensuring a successful integration. They will walk you through the recommended workflow and provide the appropriate training to help you get started.
Once configured, you will have the option to automatically create work in SiteCapture
when an account reaches NTP in Palmetto LightReach. Auto-created projects will
include the LightReach Account ID, address, and homeowner name.
Any work created in SiteCapture will then need to be assigned and shared with your
field crew.
Step 3: Capture Job Closeout Photos with the SiteCapture Mobile App
sitecapture.com and Mobile App Training
Click Here to learn how to download the SiteCapture Mobile App and access an in-depth guide on how to use the app.
Use the app to capture required job site photos & data
Follow the fields presented in the project to complete the job closeout. All orange highlighted fields are required to set the status to “Submit Form Field”.
Tap the camera icon next to the fields to capture photos and click “Done” when
finished taking the necessary photos for that field
Tap the individual photos to edit and enhance them. Adjust brightness,
contrast, crop, or draw on the images as needed to fulfill the quality standards
As you update your project on the mobile app, the project will update
automatically in the web app in real time if you’re connected to the internet
If you’re offline, don’t worry! You can complete your work and it will sync with
the cloud the next time you’re online.When you’re ready to submit your field work, click the “Status” drop down and
select “Submit from Field” if you want to have a final review before submitting the
report and photos to LightReach.
Step 4: Review and Submit Job Closeouts to LightReach
Once the job closeout is ready to be submitted to your LightReach portal, click the status dropdown field in the upper right of your project in the SiteCapture web app and select “Ready for LightReach.”
That’s it! Your job closeout photos and a copy of the PDF report are automatically sent to LightReach for approval
Step 5: Access Photos and Data in LightReach
In your LightReach portal, find the appropriate account that matches the job closeout you just submitted
Go to the install package and scroll down to the install photo documentation to see all of the photos that were captured in the field. Additionally, a full PDF report will be available to review here
Questions about using SiteCapture? Please contact [email protected].