Simplify your walkthrough process with our new Signature Sign-Off feature. With this new feature, Clients can sign off directly on punch list PDF reports using any device, eliminating the need for printing or scanning.

Once signed, the punch list is automatically converted into a non-editable PDF and can be emailed to all relevant parties. Integrated with SiteMax’s existing Punch List module, this feature streamlines the workflow by giving project teams an easier way to record deficiencies, manage tasks, and secure final client approvals—all in one place.

Enable this feature by checking the "Sign-Off" box when generating your Punch List reports.

Digital Signature is almost ready for you to streamline your document workflows. We're introducing features like automatically sending signed documents back to the signee, ensuring the recipients always have their signed copies.

Stay tuned for more updates as we finalize the release of this exciting new feature!

We've made some improvements to the Submittals module by adding more sorting options, allowing you to view your listed submittals by company name and submitter.

Save time with a new shortcut in the mobile app! Users with Edit and Manage permissions for Forms can quickly perform key actions directly from the Day View, just like on the web.

With the newly added three-dot action button, users with Edit permissions can:

Users with Manage permissions can:

We’ve introduced new icons in the Punch List module. These icons appear directly in the punch item list, clearly indicating whether a punch item includes attachments or resolution attachments.

Now, you can easily ensure all your punch items have the supporting documentation they need at a glance!

Our Submittal module now offers mobile users the same access to the Submittal Summary PDF as on the web. You can view the PDF directly from your mobile device, anytime, anywhere. The Submittal Summary PDF is continuously updated with input from approvers and reviewers, keeping you informed on the go!

In this release, we made minor UI improvements.

Thanks to our users' feedback, we've redesigned the QR code PDF for Siteflow. Now, it includes the contact details for the Office and Field Managers, along with their phone numbers. We've also redone the formatting and layout for better readability.

We've updated the PDF cover page format for your Submittal attachments in the Submittal module. The Company associated with your Vendor now appears in the header before the vendor's contact information.

If the Company field is left blank, it will be omitted from the PDF cover page.

Add a Cover Page to the Submittal when adding an attachment using the View & Markup option for the attachment.

At the bottom right corner of the attachment PDF, you will find the option to add your Cover Page. Click on the Cover Page button and select either Add as the First Page or Add as the Last Page.

Click Save to complete.