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.
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: Submit your request. We will review submissions within five (5) business days.
Updates are provided to the LightReach Certified Installer via the submission Form.
With your submission request, please ensure to include the following details:
Company’s business Type
Company’s number of Employees
Average job closeout per month
Interested in Paid SiteCapture Account? Y/N
Upon being approved for SiteCapture integration, you will be able to connect SiteCapture to LightReach using a free SiteCapture Lite account to complete job closeouts, take photos, edit images, and fulfill requirements for LightReach M1 milestone deliverables. All future logins to the SiteCapture Portal are done via app.sitecapture.com
Step 1: Log into SiteCapture
Check your inbox for an email from SiteCapture. It will include your username and
password to log into the SiteCapture mobile and web app. Note: this is a SiteCapture
system-generated email, but it will say SiteCapture as the sender.
Step 2: Accept Job Closeout Projects
Go to app.sitecapture.com and log in to your SiteCapture Lite account using your new
login credentials.
Click the blue LightReach button to navigate to your job closeouts
Click into a job closeout and click “Accept” to begin the project. If you are not
planning to complete this work in SiteCapture, simply click Decline.
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.
If you want to submit directly to LightReach from the field, select “Ready
for LightReach”
Step 4: Review and Submit Job Closeouts to LightReach
To review the job closeout before sending it to LightReach, log back into your
SiteCapture portal at app.sitecapture.com. Click on the job closeout you want to
review. You can scroll through or use the photo viewer to ensure this project is ready
to send 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].