Skip to main content

SiteMax knowledge base - All SiteMax features Web and Mobile

Search results for:Uploading and Managing Project Specifications
Uploading and Managing Project Specifications
Upload a section or the entire project specification. Manage the specification by sections… Dashboard > Select a Project > Settings > Specifications tab Upload the project specifications to a… To begin, go to ⚙️ Project Settings and click on the 'Specifications' tab
Project Settings - Specifications
Understanding Specifications… Dashboard > Select a Project > Project Settings > Lists > Specifications Dashboard > Select a Project… Access Specifications Tab Within the 'List Tabs,' locate and click on the 'Specifications' tab
Submittal Module, Project Specifications, and Divisions Permissions
Permissions setting to access the submittals module, project spec books, and divisions, submittals on mobile, View, Edit and Manage… Module, Project Specifications, and Divisions in SiteMax, admin role permissions are required… Allows you to close and revise a submittal To access Project Specifications & Divisions
Documents - Mobile
Home > Project > Menu > Documents Storing project and company documents on SiteMax makes it easy for… Uploading Project Documents… Using documents is an easy way to centralize all project or company files, reports, and documents in
Managing the Location of Forms
Managing form locations. How to move forms to show in project site reports, safety reports, equipment reports, and company reports… Site Reports, Project Safety Reports, Equipment Reports, and Company Reports… When in a project, click on your desired location (ie; Site Reports/Safety Reports) and you will be able
Material Workflows - Company and Project Inventory
Understand the difference between project and company inventory settings to start tracking your materials in SiteMax… The Company Inventory and Project Inventory workflows are two different approaches to managing materials… Whether you prefer to have materials and logs managed at the Project or Company level, material workflows
Project Materials - Project Inventory
Manage your project's materials inventory, move unused materials back into company inventory… On the main dashboard, select your project, click on the Materials module, and select the Project Inventory… people have the appropriate permissions to access your company and project materials
Drawings - Overview
Store, organize and mark-up your project's drawings Managing and Organizing Drawings… Uploading and Auto-Numbering… easily managing, marking up, and organizing your company's drawings
Project Settings
Exploring SiteMax Systems: A Guide to Project Settings… Managed by: Project managers, admins, and users with project-level permissions are responsible for handling… Specifications Tab: This section deals with the specific requirements and details unique to the project
Uploading Multiple Photos
Can I upload a bunch of photos in a form?… Provide all the necessary information and submit the form… This second form should collect the same information as the first one and should indicate the association