Company Settings - Modules

What is Company Notice?

Company Notice is a helpful tool in SiteMax that lets admins or assigned users send important messages to all team members in the company. It's used for sharing important news, rules, or directions that affect everyone. This feature makes sure that everyone knows about important updates, which helps projects run smoothly and successfully.

How do I Add Company Notice?

Where can I find the created Company Notice?

The Company Notice you created and published can be found in the company-level dashboard.
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Under your Forms tab, you can edit existing forms and create your very own. You can manage the different settings of each form, and assign them context (ie; Company, Site, Safety, or Equipment Reports)

Access Settings

In Company Settings found on the navigation bar on the left-hand side, select the Modules tab and click "Forms". Access each form's individual settings by clicking on the gear icon. Or, to build your own form, click on "+Create Form Builder Form"
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Click on the links below to learn to do the following:

To learn more, you may read articles from this collection: Forms

What are Notices?

Notices are a tool within SiteMax Systems that allow you to communicate important information of a project. Whether it's a shift in schedule, a safety alert, a form that needs attention, or a quality concern, Notices serve as a means to disseminate these updates effectively.

You can create Notices for your Projects' Day View, or create them for a Siteflow

Creating Notices

Before you dive in, make sure you have the necessary permissions: "View," "Create," "Edit," and "Manage" for Notices. Here's a step-by-step guide:
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Bulk Editing Notices

Streamlining your process is a breeze with bulk editing. Here's how:

Editing Project Notices

Fine-tuning your notices is simple. Follow these steps:

In the Siteflow tab of your Company Settings, users can create and manage their Siteflows.

To create a Siteflow:

IMPORTANT NOTE: All users must have a phone number associated with their account in order to enter the SMX Connect Portal and to begin a SiteFlow.

To learn more, you may read this article: SiteFlow

Administrators with access to the Company Settings have the ability to customize the use of Purchase Orders (PO). This allows you to tailor the PO process to fit the specific needs of your organization. For better understanding of the options available, please see our article: Company Settings - Purchase Orders.

Define the PO Numbering

You can start by setting up the numbering system for your purchase orders.

Under the "General" header, you can choose between a 3-digit or 4-digit sequence for your POs. To set this up, simply enter a 3-digit number and click on the "Enabled" button.
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Adding Taxes

If you need to account for taxes charged by your vendors, you can easily add them to your Purchase Orders. To do this, click on the "Add Tax" button.

Enter the tax type (e.g., GST, HST, TVA) and the corresponding value in percentage. For instance, if you want to charge 5% GST, enter "GST" as the type and "5" as the value.
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Once you've created the taxes, you can set them as default. This means that the tax will be calculated and added to every line item when creating a PO. However, it's worth mentioning that you can still change the applicable taxes for individual line items using any of the available taxes you've created under the PO Taxes settings.

Requirements

Choose what fields you want included in your POs. This will then bring up a field that will require filling for each Line Item when creating a Purchase Order.
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Workflow

Choose from a Manual or Approval workflow for your Purchase Orders.
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Threshold Levels

When using an Approval Workflow, you can set a Threshold Level, based on the monetary value of the PO. This will allow you to define the approvers for each project.

Enter the monetary value for the bottom threshold of your new level. If you create more than one, each new level will set the top level of the previous one. Then assign users to each level and the projects for which they will be approving

Enable Fields

Choose the fields you want included in your Purchase Orders, as well as the fields you want for every Line Item type, and how you want your PDFs to look.

To learn more, you may read articles from our collection here: Purchase Orders

Here is where you can customize your Punch Lists settings by configuring your Phases, setting your Notifications, and adding Statuses and Types of Punch Items to your lists.

In your Submittals Settings, you can enable your Alternative Revise & Resubmit Process as well as Enable the Fields you want to see in both the Web & Mobile apps, as well as in the PDF of your Submittal.

Alternative Revise & Resubmit

Enabling this will automatically recreate your Submittal workflow as soon as the "Revise & Resubmit" response has been recorded. This helps to save time if you plan to use the same workflow when resubmitting your Submittal.

Enable Fields

Customize exactly what you want to see when creating your Submittal, and exactly what you want to see when viewing/sharing the PDF of the Submittal.

The Time tab is where you can configure all of your Time settings, from establishing your Geo-Fence to Customizing your own Work Types and Custom Fields.
Learn all about your Time Settings in our article!

Choose where you want your Punch Lists, Change Orders, RFIs etc. to pull your contacts from. Whether you want to be provided a dropdown of all your available contacts, or just the ones assigned to the project you're in.
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Here, you can choose your workflows (Project or Company) and enable editing for Materials logs. You can also choose to prevent negative quantities from appearing, and your Cost Code selection.
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Here you can enable the ability to always open the latest version of the drawing when clicking on Drawing Pins.
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Here, you can enable reminder notifications when RFIs fall overdue between 1 and 30 days

This is where you can set out your Terms and Conditions to include when sending out Change Orders
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Here, you can enable and customize your own Document folder structure. Add, remove, and rename folders and subfolders to your specifications. Once enabled, this structure will appear in the Documents module of any new Project added to your instance.
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