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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 log materials, users will need Create permissions for Materials
The mobile and web versions of SiteMax are created to meet certain requirements. Consequently, certain web functionalities are unavailable on the mobile app due to optimization considerations. The following section delves into utilizing materials in the field through our mobile app.
Materials Overview
But first, let's chat about some overall functionality.
Adding a Material log will pull from your inventory (on Web + Mobile)
Material lists can be made available in forms to also pull from inventory (on Web + Mobile)
You can report on materials and labor with the new time center for costing, etc (on Web)
For actions like exporting reports or deleting items, you will need to perform this on the web version and have the corresponding permissions. If you cannot perform an action, check with the admin at your company or reach out to the support team.
Adding Materials on SiteMax Mobile
Adding Materials on SiteMax Mobile
This function will create materials for your team to use/access in other parts of the app.
Start by clicking +Add
Select "Material" on the Add screen
Click "Add Material" from the options
Editing Materials
Editing Materials
A Material item's details can be edited from mobile. This could be for either fixing an error, adding inventory, or adding a QR code to your items while you are out in the field.
On the main Home screen, navigate to your side Menu
Click Materials
Select your desired Material to bring up its profile
Edit Material's details, and click Save.
Moving Materials
Moving Materials
Your materials can be assigned to a project or user. This is another way of tracking your usage if you don't use materials alongside our time module.
In the Materials module, click on the 3 dot button at the top right
Select "Move Material to Project"
Select the materials you wish to move
Click "Move to Project"
From there, you can
Select the Project
Apply the Cost Code needed for each
Enter the Quantity required for each
Click "Save"
Tagging Materials
Tagging Materials
Tagging is a way to sort and filter your materials. By creating a tag on mobile, you can use it to filter materials for both web and mobile.
Open your Materials module
Select your chosen Material
In the Material's profile, scroll down to "Tags"
Choose the tag(s) you wish to assign to your Material
Click "Save"
Searching/Filtering Materials
Searching/Filtering Materials
You can use the Search Field to locate Materials by typing the name of the material you are looking for. To filter materials, click on the Filter icon beside the magnifying glass.
You can filter your search by:
Cost Code
Tags
Unit of Measure
Status
Classification
In the Filter screen, you can also sort your Materials by your chosen criteria (ie; Unit, Name, Item Code, Value, etc.)
Scanning Materials
Scanning Materials
You can use QR codes to add materials to your system from the main screen.
When you are in a project, you can use scanning to show that a material has been used and it will be pulled from your inventory.
Click "+ Add" from the Home screen
Select "Material" on the Add screen
Click "Scan Material"
The Scan QR Code will open up your camera and auto-generate the Material's details.
Note: SiteMax will need permission for your Phone's camera to take photos
or scan QR Codes. Without access, you may receive an error message:
