SiteMax Systems

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Kelly Shee

Shahvir Patell

Initial setup of Teams, Company Settings, management of Project Settings and Admin control

Admin Setup

Learn the mobile app to help you get the job done!

Using the SiteMax Mobile App

Efficiently manage the team, tasks, vendors, and communication on all projects

Project Management

Creating, Managing & Collaborating Site / Safety Reports

Forms & Reports

Gain visibility with time tracking and reporting

Time

Track and manage your Company's equipments and materials

Equipment & Materials

RFIs, Change Orders, Submittals and more 

Power Modules

Documentation

Release Notes - Newly added functions and recent improvements

New Releases & Features

SiteMax Beta System

Watch these quick tutorials to get started

Product Videos

Plans & Permissions

Answers to common questions, as well as helpful tips to make the most of your system!

FAQs, Tips & Tricks, and Troubleshooting

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Customer Portal.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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