Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to access Materials, users will need View permissions for Materials
Materials
SiteMax allows you to track your consumable materials through our "Materials" module. Consumable materials are items that you may need to restock or track the inventory. Examples of this include piping, flooring, chains, etc.
For billing or costing purposes, when you track materials, you can dive into usage by user and project.
Tracking your materials within SiteMax allows you to create reports, from details to summaries.
Benefits of Tracking Materials in SiteMax:
Inventory Management
Cost Analysis
Billing Accuracy
Getting Started with Materials Tracking:
From the SiteMax Dashboard, navigate to the "Materials" module.
Begin by adding the consumable materials you want to track. Provide details such as the item name, description, and any other relevant information.
As you and your team use materials on projects, make sure to record the usage in SiteMax. This can be done through the designated material tracking features available within various project-related modules.
Utilize the reporting capabilities in SiteMax to generate detailed or summarized reports on material usage, costs, and inventory levels. These reports will provide valuable insights for decision-making and analysis.
Note: You can arrange to receive notifications when quantities are running low. You can find the details in this article.