Dashboard > Settings

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 all areas of Company Settings, users will need Manage permissions for Settings

When navigating through SiteMax Systems, you'll come across two important areas: Company Settings and Project Settings. These serve as hubs for configuring preferences, settings, and specific details pertaining to your projects. Let's take a closer look at Company Settings:

Company Settings

Scope: Company Settings have a broad reach, impacting the entirety of a company.

Purpose: They serve as the foundation for establishing standardized configurations, preferences, and options that will remain uniform across all projects within the company's account.

Managed by: Typically, these settings are overseen by company admins or individuals with high-level administrative permissions.

Components of Company Settings

1. Company Info Tab

In this section, you can update your company address, contact info, and branding (customize your site by adding a logo for your letterheads, a login background, or a greeting for users).

Company Info

From the Dashboard, click on Settings
Click on the "Company Info" tab to update your company address and contact information.
Click "Show on Map" to see your company's location on a map.
Select your preferred measurements (Metric or Imperial) and temperature readings (Celsius or Fahrenheit).
Choose whether you wish to allow for duplicate or unique project numbers.

Be sure to Save all your information

Company Branding

From the "Info" tab, locate the "Branding" button to customize your site's branding.
Upload a logo for your letterheads, select a login background, or write a greeting for users to make your site more personalized.

2. Lists Tab

Lists are your Data where multiples are required. Under the Lists Tab, you'll find several critical sub-tabs:

Cost Codes

Here is where you can create Cost Codes for your company as well as group them for different areas of your business.

Cost Codes are helpful to identify and track different types of costs associated with a project. Further to this, you can create specific cost code groups, which can then be added to a project.

Creating Cost Codes

1. Start by clicking on "Settings"

2. Select the "Lists" tab

3. Click on "Cost Codes"

4. Click the "Add Code" button

5. Fill in the code number and description, then hit Save when complete

Note: Upon adding cost codes, you may set them as "is default" (Default Cost Codes allow teams to create a reusable, set list of cost codes used on any given project.)

On the same page, you may also create cost code groups.

Creating Cost Code Groups

Use cost code groups to organize your cost codes, making your cost codes more manageable and accessible.

1. Start by clicking on "Settings"

2. Select the "Lists" tab

3. Select the "Cost Codes" tab

4. Click on "Cost Codes"

5. Choose the cost codes you want to group together by selecting the checkboxes beside them

6. Click on "Actions" and select "Create Group with Selected" from the drop-down menu

After creating a cost code group, you can access the list of cost codes under the "Groups" tab. From there, you can also remove a cost code if you don't want it to be part of that particular group.

Managing Company Cost Codes

Cost Codes are essential for identifying and reporting different types of costs across projects. To locate and manage your Company's Cost Codes, you will start by navigating to your Company's Settings. Under the Lists tab, you will find Cost Codes.

Here you can Filter your Cost Codes based on the Code Type: Company Codes or Unassigned Unique Codes.

To manage your Cost Codes, select the Codes you would like to update and click the Actions button.

Using the Actions, you can Create a Group with the selected Codes to better organize and manage Company Codes.

You may also Assign Cost Codes to Projects. Clarify the Context and Projects you are assigning the cost codes for.

Also, you can Set Default Codes which will allow users to create from a default set list of Cost Codes used on any given Project. These codes will automatically show up in your Project's Settings under the Cost Codes tab, where you may decide to disable them if needed.

Divisions

Through the Divisions tab, you can create the different divisions that will allow you to separate by fields such as "masonry", "carpentry", etc. or departments such as "accounting", "health & safety", or "design & engineering"

Divisions are helpful to use when compartmentalizing your business' different areas or expertise. You can separate by fields such as "masonry", "carpentry", etc. or departments such as "accounting", "health & safety", or "design & engineering", etc. You can customize divisions to suit your work flows.

Phases

Under the Phases tab, you can create the different phases for a project (ie; "Pre-Construction", "Foundation", etc.)

Phases are designed to distinguish areas within a project. You can choose your phases based on where you are in a Project (ie: planning phase, pre-construction phase, mid-construction phase, etc.), or different aspects of the project (ie; electrical, warranty, exterior, etc.)

Classifications

Under this tab you can create the different classifications you use for your business (ie; "Drilling", "Shoring", etc.)

Classifications are used to divide up trades. You can classify your team members based on their work field. (ie: drilling, shoring, carpentry, etc.) This will help you when creating Punch Items.

Titles

This section allows for the customization of roles and titles within the company's structure.

What is the purpose of Title?

Role Definition: It allows admins or project managers to define various roles. For example, you might have roles like Project Manager, Supervisor, etc. Each role will help you set permissions when using SiteMax.
Permission Allocation: It helps allocate specific permissions to each defined role. These permissions dictate what actions a user with a particular role can perform within the software. For instance, a Project Manager might have full access to all project data and settings, while a Supervisor might have limited access to certain sections.
Accountability and Transparency: Clearly defined roles and permissions promote accountability. It's easy to track who did what within the software, which is valuable for auditing purposes and resolving any disputes or issues.

How do I add a Title?

Navigate to Company Settings
- Head over to the company-level dashboard.
- Click on 'Company Settings.'
Access Titles Tab
- Within the 'List Tabs,' locate and click on the 'Titles' tab.
Adding a New Title
- In the 'Titles' tab, hit the "+ Add New Title" button.
Input Title Details
- Fill in the required information, including the "Title Name," "Icon Characters," and choose a suitable color.
Save Your Changes
- Don't forget to click the 'Save' button to seal the deal

Where Can Titles Be Used?

You can assign them to users within your company.

Navigating to User Profiles
- Head to the Dashboard.
- Click on 'Team' and go to the 'Users' tab.
Assigning Titles
- Within each user profile, you'll find a 'Title' tab.
- Select the appropriate titles for each user.
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Note: You may select multiple titles for each user.
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Import/Export

This tab is where you can import your company lists such as Contacts, Materials, Equipment, etc. You can also export your lists as well.

In order to import/export data, users will need View permissions for Settings

Import Data to SiteMax

Importing data saves time by quickly adding or updating multiple records at once. It also ensures consistency and accuracy using a "sample CSV file" which is especially beneficial for large data.

To import data into SiteMax, navigate to the Dashboard, click on Settings, then Lists, and select Import/Export. You can import various files such as Users, Equipment, Contacts, Vendors, Clients, Projects, Materials, and Cost Codes to simplify your work.

Tip: To ensure proper formatting of the import file, use the sample CSV file that SiteMax has provided.

Next steps after downloading the sample CSV file

After downloading the sample CSV file, you can re-format your data to match the template headers provided.

Tip: Unless you're updating existing data in the system, it's best to leave the ID field blank when filling out the sample CSV file.

Tip: When filling out the 'IS EXTERNAL' field, use '1' to indicate 'yes/true' or '0' to indicate 'no/false'. This field determines whether a user is internal or external to the company.

Once you have properly formatted your data in the sample CSV file, you can proceed to import it into SiteMax. To do this:

Importing in SiteMax: click on "Browse" and select the file you want to import, then click on the "Import" button.

Lastly, go to the respective SiteMax module (Materials, Equipment, Teams, etc.) to check if the information is accurately imported and showing as it should on your SiteMax instance.

Export Data from SiteMax

Exporting data is extracting certain datasets from your SiteMax instance. Exporting can be used as a method of backing up important data or moving data to another application via a CSV import.

Steps

Simply click on export data and check your email for export data. It may take several minutes to arrive, depending on the file size
Check your email. Open the attached file, unzip and save the CSV file locally on your PC.

3. Modules Tab

The Modules Tab encompasses various modules that contribute to the efficient operation of projects:

Company Notice Tab

This area is dedicated to managing and disseminating company-wide notifications and updates.

In this section, you can build your own custom forms to collect all the information you need from your workers or you can manage all the forms available in your company.

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?

Under your Company Settings > Modules Tab > Company Notice
1. Enter the information needed for your Company Notice (ie: Notice Title, Notes, and any necessary Attachments)
Save Your Changes
- Don't forget to click the 'Save' button.

Where can I find the created Company Notice?

The Company Notice you created and published can be found in the company-level dashboard.

Forms Tab

Here, you can find tools for creating and managing various forms integral to project operations.

In form settings, you can customize and update what details appear on the heading of your form when it is exported as a PDF. You may also add your company logo to the form.

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.

Here, you can do multiple things, such as:

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

Notices Tab

The Notices tab allows you to create new notices for both Siteflows and your Project Day Views.

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.

Creating Project 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:

Navigate to Company Settings: Find the Modules section and click on the Notices tab.
Click on the "+ Create Notice" icon: This initiates the process of adding a new project notice.
Select Type of Notice: Choose from options like Information, Site Bulletin, and Safety Bulletin to categorize your notice.
Set the Priority: Define how urgent or critical the notice is.
Populate Layout Fields: Add a title, subtitle, text, any additional notes, and tags that convey the information effectively.
Attach a Report: Associate any relevant reports for easy access.
Add Attachments or Images: Include any necessary PDFs, images, or spec books.
Configure Notice Settings: Specify which users and projects should receive the notice. This is where Cadence, Start Date, User Titles, Projects, and QR Workflow options come into play.
- Cadence: Choose how often the notice will appear.
- Start Date: Select the date when the notice should begin displaying.
- User Titles: Tailor who sees the notice by adding specific User Titles.
- Projects: Choose where the notice should appear on the Notice Board.
- QR Workflow: Customize options related to QR workflows.
Click Save: Ensure all your changes are retained.

Note: All Users can view project notices when assigned to them. Only Full Users can edit and manage notices

Editing Project Notices

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

Navigate to Company Settings: Look for the Notice Board section.
Click on the Notice's Title: This allows you to view details and make edits.
Modify Notice Details:
- Type of Notice: Choose between Information, Site Bulletin, and Safety Bulletin.
- Layout: Adjust title, subtitle, text, and notes to suit your needs.
- Report: Attach any relevant reports.
- Attachments: Include additional resources like PDFs or images.

Bulk Editing Notices

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

Select the Checkboxes: Choose the notices you want to edit.
Click on the Actions Button: This reveals options for editing or deleting notices.
Choose Edit: To apply changes to multiple projects at once.
Define the Projects: Either enter project names or select the "All Active Projects" option.

Purchase Orders Tab

This module facilitates the management and settings of Purchase Orders specifically suited to your workflows.

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. Let's explore the various options available in the Company Settings - Purchase Orders.

Begin by clicking "Settings" from the Dashboard, then select the "Modules" tab, and on that page, choose the "Purchase Orders" tab.

Define the PO Numbering

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

In Company Settings > Modules > Purchase Order, locate the "General" section.

You have the option to 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.

The PO number will be generated using the format: [Project number]-[sequence]
The sequence number will automatically increment by one every time a new Purchase Order is created.

It's important to note that the project number is defined when creating a project and can be edited under Project Settings.

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.

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.

Workflows

You can define the type of workflow your PO will follow in SiteMax:

Manual

With a manual workflow, the status is selected by the user. At any point, the PO can be emailed to the Project Owner, accounting, the vendor, or an email of your choice.

Learn more about the Manual Workflow here!

Approval

With an approval flow, you can use threshold levels and the status will be driven by the actions taken in SiteMax. Notifications and emails are sent at specific stages and the PO can't be sent to a vendor without being approved (status visible on pdf). There are three Approval Workflows to choose from:

Single Approver Required (Default)
- A PO is sent to any approver(s) in the relevant threshold only.
- Only one approver’s decision (approve or reject) is required.
All Approvers Required (Collective Approval)
- Every approver assigned at a threshold must approve the PO.
- If any approver rejects, the PO is immediately marked as rejected.
- The PO is finalized only after unanimous approval at that threshold.
Sequential Approval (Hierarchical)
- Approvals progress sequentially through thresholds, from the lowest to the highest applicable.
- At each threshold, all approvers must approve before moving to the next level.
- If any approver rejects, the PO is immediately marked as rejected.
- Higher threshold approvers are only notified once lower thresholds are fully approved.

Select the workflow you want for your entire company and click "Save".

Learn more about Approval Workflows here!

Field Requirements Setup

Use these options to control which fields must be filled out before the form can be completed:

Cost Code Required: Select Yes to make a cost code mandatory, or No to leave it optional.
Quantity Required: Select Yes to require a quantity entry, or No to leave it optional.
Line Item Value Required: Select Yes to make a value entry mandatory, or No to leave it optional.
Vendor Required: Select Yes to ensure a vendor must be selected.

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.

You can then select any user to include as an Approver by first selecting the project they will be approving.

You can also view and add/remove users under Project Settings, and Purchase Orders.

Enable Fields

Decide what you want to see in the web/mobile view vs. what you want to see in your PDFs and Line Items with the Enable Fields option. Remove some items from view in web and mobile and add them to view in PDF, or vice versa. Customize your POs exactly the way you want them.

Here, you can make your changes to:

the PDF Headers (on web/mobile, as well as the PDF of the PO)
the fields you see in the PDF of your PO
each of your Line Item Types
- Rental Type
- Purchase Type
- Labor Type
- Service Type

After making your changes, click "Save" and your POs will now be exactly the way you want them!

Terms

Set up the Terms & Conditions for your Purchase Orders

Accounting Emails

Add or remove accounting email addresses used in your Purchase Orders

Time Tab

This module focuses on your general time settings, payroll periods, and overall time configuration & customization, ensuring accurate recording and management of labor hours.

This section focuses on overall time configuration, ensuring accurate recording and management of labor hours.

What are the Sections to find in Settings—Time?

Payroll Period Settings

In this section, you can configure the duration and frequency of payroll periods. You can set
1. Week Start - This allows you to specify which day marks the beginning of the payroll period. For instance, if you choose Monday, then each new payroll cycle will start on a Monday.
2. Payroll Period - This determines how long each payroll cycle lasts. For example, if you choose a weekly period, employees will receive paychecks every week.
3. Recent Payroll Date
General Settings
- In this section, you will find the following:
1. Screens Settings
  - Submit Status
  - Duration Only Workflow
  - Default Start Time for Manual Entries
  - Default Duration Labour
  - Default Duration Equipment
  - Default Project Geo-fence Radius
  - Prevent users Check-in Time (mobile) before
  - User/Equipment Relation Workflow
2. Field requirements
  - Equipment Operator
  - Equipment
  - Cost Codes
  - Work Type
  - Time Type
  - Materials
  - Check-in Time (mobile)
  - Check-out Time (mobile)
  - Validation - You may disable or enable your workers from creating future time entries.
  - Week Settings
  - Custom Cost Type Codes - Customize your cost type codes depending on what kind of accounting software your company uses.
3. Validations
  - Allow Future Time Entries
  - Disable Checkin Outside Geo-fence
  - Disable Checkout Outside Geo-fence
  - Prevent users Check-in Time (mobile) before
Time Configuration
Create an automated workflow and allow our system to adjust and deduct necessary items to make time calculation easy.
1. Time Rounding- Enable time rounding here. Round off the check-in or checkout time to a round number. Pick the required duration and whether you want to round up or down.
2. Lunch Deduction Settings - Automatically deduct time after a certain period. See the article for more information.
3. Time Types
  Create specific time types, such as Double Time, Regular Time, Time and a Half, Overtime, etc., and set specific codes for each of the time types.
4. Overtime Rules - If certain conditions are met, the overtime rule will apply. See the article on overtime rules for more information.
Customization
1. Work Types - A work type is like a description or category of work you are doing. Multiple work types could be applied to the same user if they are doing various different tasks or activities. An example of a work type would be "Trenching".
2. Custom Fields - Create custom fields for your workers to fill out as they create time entries. These fields would generally be very company-specific.
Financial Calculations
1. Customize what you consider a:
  1. Payable Item
  2. Billable Item
  3. Overhead cost
    By combining a Time type, Classification, Work type, and Cost Code together. Once time is added to the conditions you have set, our system will automatically classify these items.

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

Contacts Tab

This tab is dedicated to managing and organizing contacts important to project operations.

In your Contacts tab, you can select which contacts you want displayed when creating or editing certain forms or orders. As you can see below; you can customize this for each one.

If, for example, you were to check "Project Contacts" for the Submittals Contacts Source, when creating your submittal, the Contacts field will only display those contacts assigned to the Project.

Materials Tab

This tab allows you to configure how you want to organize your materials and choose your required workflow

Enable material log value editing (requires Project Materials Edit permission)
Selecting this means a user can change material information in a project, but only if a user have Project Materials Edit permission.
Enable material log date editing (requires Project Materials Edit permission) Selecting this means a user can change the date associated with material logs, but only if a user have "Project Materials Edit" permission.
Material Workflows
1. Company Inventory (current): With this option use any material for project logs. The quantity used will be deducted from the overall company material quantity.
2. Project Inventory (new): Opt for this option to restrict material usage to only those listed in the project material list. Any unused material quantity can be returned to the Company inventory.
Prevent negative quantities from inventories
By checking this section, you ensure that errors will be displayed if users attempt to create material logs with quantities that would result in a negative inventory. Users must update inventory quantities before proceeding.
Prevent negative quantities from inventories
When this section is selected, users with the ability to create material logs can also change the associated cost code for greater flexibility and customization. This comes in addition to the ability to change the price or the date of logs.

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

Drawings Tab

Choose how you want your drawings to open each time when working within the Drawings module

Under the Drawings tab, you are able to control which version of a pinned drawing you and your team will see.

By enabling the version control settings, you can make sure that all drawing references will automatically update whenever changes are made to the drawings. This ensures that everyone is always working with the most up-to-date drawings, eliminating confusion and errors caused by outdated versions.

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

Documents Tab

Customize your Project Documents Folder structure. Toggle this setting on, so that this new structure will be in place for any new project created in your instance.

Power Modules

Siteflows

Under this tab, you can create different Siteflows for different areas of your company/projects

Users with correct permission can create and manage SiteFlow. To create a custom SiteFlow, start by navigating to your Company Settings > Modules > Siteflows tab.

Click on the blue +Create Siteflow button
Start by giving your Flow a Title
Assign the Flow to either All Active Projects or manually select the Projects the Flow should be available for
Use Project Tags if you would like to add the Siteflow to multiple projects at once

Once the projects are applied by tags, reopen the Siteflow to see the projects that were added.

Enable Siteflow for either Users (Internal) or Contacts (External)
Click Save
When Saved, you will see the Add Notice button appear. Use this to add the Notices you have created for the Flow:
When complete, click Save and exit the page

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.

Punch List

Here is where you can customize the settings for your Punch Items based on your Phase Configuration, Notifications, Types, and Statuses

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.

Phase Configuration

With Edit Configuration, you can customize your Punch Lists by including or excluding whichever types and statuses you choose.

Here, you can see the Phase Types and Statuses you can choose to include or exclude from your Phase.

In Configure Fields you can choose what fields to hide, make optional, or require in each of your Punch Items, as well as what fields you will see in your PDF report.

For more detailed information, this article explains how to use your Phase Configurations within your Punch Lists

Notifications Settings

Choose what action will trigger a notification to which user. By customizing your notifications you can determine when notifications go out and to whom.

For more detailed information on setting up your Punch List Notifications, check out this article.

Punch List Types & Statuses

Create any type and status of punch list you need for your workflow.

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

Submittals

This tab allows you to customize the look of your submittals, whether it's viewing through the web or PDF

With Enable Fields, you can customize how you want to view your Submittals in your account as well as on your PDF forms.

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

RFIs

Enable and set your RFI reminders under this tab

Here you can enable a reminder to be sent to a recipient when an RFI response is overdue. You can also select how many days after the due date the reminder will be sent.

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

Change Orders

This tab allows you to customize the Terms and Conditions required for your Change Orders

In the Change Orders tab, you can update and/or customize your Terms & Conditions to be seen in your Change Orders

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

4. Safety Program

Upload your OHS manual and safety program, and keep your safety documentation organized by adding section folders.

What's Inside the Safety Program?

Your Safety Program contains two tabs;
1. Safety Manual which houses essential written records and information that outline the safety procedures, guidelines, policies, and practices implemented by your company. Basically, it's like the ultimate guidebook to ensuring the protection of both employees and assets.

2. Safety Logs which helps you manage all the Safety Attributes for your different Types of Safety Logs. Under this tab, you can edit existing or create your Safety Attributes.

You can find more information about Safety Program here.

5. Integrations

At present, SiteMax has 2 integrations:

Quickbooks Online
Dropbox

This is where you authenticate and integrate your accounts with SiteMax. We are always working to add more integrations that make sense for you, our customer. If you have specific requests, please reach out to our support team.

Learn about Project Settings!

Project Settings

Adding New Projects

Company Settings - Import/Export Data

Material Workflows - Company and Project Inventory

Company Settings - Lists

Project Settings

User	The "User" tag type can be easily configured within your team member's "Users" profile, enabling convenient filtering options for both forms and time reports.
Drawing	The "Drawing" tag type can be set when you're editing the information of a drawing. and to easily filter drawings. Tip: To access the drawing editing options, select the checkbox of the desired drawing(s), then locate the "Actions" drop-down menu and select the "Edit Drawing" option.
Project	The "Project" tag type can be easily assigned or set in two specific areas: "Info" Tab: Within the settings of any project, you can find the "Info" tab where you can assign the "Project" tag type. This feature serves the purpose of enabling efficient filtering when creating company reports. "Materials": Another important area where the "Project" tag type can be utilized is in the "Materials" section. Here, the tag can be used to filter information in the material time log report.
Punch Item	The "Punch Item" tag type is easily accessible during punch item creation or editing within a project. Its purpose is to facilitate filtering within punch lists.

Company Settings

Permissions

Company Settings

Components of Company Settings

1. Company Info Tab

Company Info

Company Branding

2. Lists Tab

Cost Codes

Creating Cost Codes

Creating Cost Code Groups

Managing Company Cost Codes

Divisions

Phases

Classifications

Tags

Titles

What is the purpose of Title?

How do I add a Title?

Where Can Titles Be Used?

Import/Export

Import Data to SiteMax

Export Data from SiteMax

3. Modules Tab

Company Notice Tab

Forms Tab

Notices Tab

Purchase Orders Tab

Workflows

Manual

Approval

Single Approver Required (Default)

All Approvers Required (Collective Approval)

Sequential Approval (Hierarchical)

Time Tab

Contacts Tab

Materials Tab

Drawings Tab

Documents Tab

Power Modules

Siteflows

Punch List

Submittals

RFIs

Change Orders

4. Safety Program

What's Inside the Safety Program?

5. Integrations