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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… specifications to a SiteMax project to easily view, manage and organize them… To begin, go to ⚙️ Project Settings and click on the 'Specifications' tab
Documents - Mobile
Uploading Project Documents… the appropriate permissions to access your company and project data… Storing project and company documents on SiteMax makes it easy for users to access any files they need
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 Settings
Exploring SiteMax Systems: A Guide to Project Settings… Specifications serve as a guide for everyone involved in a project… Project Settings
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
Uploading Photos to SiteMax
Adding photos to your Projects… to ensure the correct people have the appropriate permissions to access your company and project data… Upload from Photos Module
Drawings - Overview
Store, organize and mark-up your project's drawings Managing and Organizing Drawings… Uploading and Auto-Numbering… have the appropriate permissions to access your company and project data
Creating and Managing Punch Items - Mobile
Creating and managing punch list items from mobile. How to add punch items on mobile. Deleting punch items on mobile… Start by clicking into the Project and click on Punch List(s) from the sidebar menu in a project… the appropriate permissions to access your company and project materials
Project Tags
To see the tags in your Project, go to the Project's Settings menu and scroll to the bottom of the page… Adding Tags to Projects… Filter Projects by Tags
Managing Contacts
Exporting contacts, assigning to projects, unassigning from projects, merging companies, cleaning up contacts, and managing contacts… remember to ensure the correct people have the appropriate permissions to access your company and project… the Actions button and selecting Assign to Project