Answers, straight up
The full manual lives inside the app: choose Help › SWSO JobSite Pro Help (⌘?), or click the ? button to open the page for the screen you're on.
Getting started
How do I try it without entering my own jobs?
The sample company “Grand Valley Builders (Sample)” loads the first time you open the app, with a commercial project, an estimate, change orders, pay apps, daily logs, a schedule and a plan sheet. You can load it again any time from Go › Load Sample Company.
Can I run more than one company?
Yes. Pick the company from the Company menu in the header. Each company has its own projects, contacts, cost codes and users.
What are the five roles?
Owner, PM, Accounting, Field and Subcontractor. The left rail and screens are filtered by role, so field staff see field tools and accounting sees the money screens.
Is there a keyboard shortcut list?
- ⌘N — new record in the current list; ⇧⌘N — new project
- ⌘1 … ⌘9 — jump to the first nine modules (⌘1 is Command Hub)
- ⇧⌘B — back up everything
- ⌘= / ⌘− / ⌘0 — zoom in / out / back to 100%
- ⌘? — Help
Money
How is markup and tax figured on an estimate?
Each line is quantity × unit cost. Markup applies to the subtotal; tax applies to the subtotal plus markup.
How does retainage work on a pay app?
You set one retainage percent for completed work and another for stored materials. Retainage on work uses previous plus this period; retainage on stored materials uses the stored amount. The G702 summary shows both (lines 5a and 5b), the total retainage, less previous certificates and the current payment due.
What happens when I approve a change order?
For an owner change order, the contract amount and the budget update and a line is added to the schedule of values. Setting it back removes that SOV line.
Does it work with QuickBooks?
JobSite Pro exports files for you to import: IIF for invoices, pay apps and bills, and CSV for customers, vendors, payments and job cost. It doesn't connect to QuickBooks directly.
Are the lien waivers legal in my state?
The app makes conditional and unconditional, progress and final waivers. Some states (AZ, CA, FL, GA, MI, MS, MO, NV, TX, UT, WY) require their own statutory wording — the app shows a red warning for those. Have your attorney review any form before you use it.
Data & backups
Where is my data kept? Do I need the internet?
Everything is stored on your Mac in a local database, and the app works fully offline. Nothing is sent to a cloud service. The only time it goes online is to confirm your license now and then.
How do I back up or move to a new Mac?
Use File › Back Up Everything… (⇧⌘B) to save a .zip, and File › Restore From Backup… on the other Mac. File › Export Company as CSV Folder… saves a folder of spreadsheets.
Can I print or email records?
Every record has a PDF button — estimates and proposals, change orders, pay apps (G702/G703), invoices, waivers, daily logs, schedules and more. Documents can also be saved as Word (.docx).
Look & feel
Can I change the colors or make the text bigger?
Pick one of six themes from the swatches in the header or View › Theme: Gunmetal Blue, Anodized Red, Rose Gold, Lavender Violet, Black Chrome or Graphite Gray. Interface zoom goes from 85% to 200% (⌘= ⌘− ⌘0) and also applies to the Help window.
Trial & license
How long is the trial, and what happens after?
15 days with everything turned on. Afterwards the app locks and asks for a license key; your data can still be opened and exported, but you can't add or change anything until you enter a key.
How do I enter my key?
Choose SWSO JobSite Pro › Enter License Key…, paste the whole key (it starts with SW1-) and click Activate. No internet is needed to activate.
I got a new Mac. How do I move my license?
On the old Mac choose Deactivate on This Mac, then enter the key on the new one. Lost your key? Use “Find my license key” on streetwisesoftwareonline.com or send us a message.
Is there an iPad or Windows version?
Not yet. JobSite Pro 1.0 is for macOS 15 or later. See the roadmap below.
On the roadmap (not in version 1.0)
- PDF takeoff
- E-signature on proposals
- Client / owner portal
- Messages and notifications
- GPS clock-in
- iPad field app and web sync
- DOT-style daily report form