We made an update to the Form Builder to give you more information about changes made to responses. Now, when you set up a Radio and Checkbox components, you have the choice to include a feature that will capture the user and time of the last change. This means you can see who made the latest edits and when they were made for better audit and compliance.

We've upgraded our CSV file by adding a new column called ‘Office Manager' and ‘Address’. Also, we've separated the timestamp into date and time columns in the CSV table. These changes aim to make it easier to manipulate, aggregate and analyse your datat when exporting equipment. It ensures a smoother process when handling information related to equipment at both the Company and Project levels when working in Excel.

After we received feedback from users, we immediately worked to improve this feature. Now, when a user creates an Equipment Time Entry, they can change the 'Work Type' field for that entry before it gets approved or processed. Previously, this feature only applied to Labour Time Entries. Now you can leverage the power of work type for attribution or to calculate time rules or financial calculations for your tools.

We've made an enhancement to help you organize your equipment more effectively. Now, when you're adding a tag, you'll see a new type called "Equipment" in the Tags settings. This addition lets you manage your equipment more efficiently, tailoring it to fit your workflow. You can access this feature by going to Company settings > List Tab > Tags Tab.

Once your Equipment tag have been created, head back to the Equipment module and start tagging!

Last week, in the material settings, we added new options to help you tailor the system to your company's needs and manage materials more effectively. Another added option is the “Send warning on the quantity threshold,” which, if enabled, users will receive a notification when material quantities reach or fall below a certain level. This can help you better manage your materials.

Following a similar improvement made for the Equipment module, we've extended it to the Materials module.We added a filter that allows our users to view archived materials. This new feature will help with past activities, provide references for future projects and maintain a complete inventory history. It also helps recover materials that would have been deleted by mistake.

As part of our plans for the first quarter of 2024, in this release, we're focused on enhancing the Siteflow and Materials module. You might have noticed that in each release since December, we've made changes to improve the new Siteflow offering. Here's a summary of the improvements:

We aim to make the Siteflow to be a project's command center, all in one place so subcontractors get easy access to project notices, details, and report submissions. To make it even better, we've added a new feature in this release called 'Project Document View.' This feature allows users with the right permissions to smoothly share files by dropping them in a specific project folder.

In addition to the noticed improvements, we've also introduced a new column in the table called 'Siteflow (count).' This addition helps users easily determine the number of SiteFlows associated with a particular notice.

In the Project Material module, we've included a new feature to make it easier for you. Now, in the Actions menu, you can find the "Export CSV" option. This gives you more choices for the type of file you want to save for your custom workflows. Additionally, we've added a "Cost Code" filter to help you refine and organize your data more effectively.

Improvements also include adjusting permissions. We haven't overlooked this aspect. We've updated permissions for new Material workflows and added new tooltips. These tooltips are designed to provide a clearer understanding of the permissions, making it easier for users to navigate and utilize the system effectively.

Previously, submittal numbers were assigned according to each Specification section. This led to duplicate submittal numbers when there were multiple specifications within a division. To enhance the logic of submittal numbering, we have now implemented an improved system. The new numbering is purely based on the specification division with a sequence always incrementing per division. This creates a more organized structure for submittals.

We resolved the issue for Dispatch (Scheduler) that caused users with create permissions to encounter an 'Object not found' error when trying to make appointments on their mobile devices. The issue has been resolved, and now users with the right permissions can create appointments on mobile without any errors.

We fixed the issue with Appointment View where users where able to view appointments that they were not assigned to.

In the Materials Settings, we've introduced new options to help you tailor the system to your company's needs and manage materials more effectively. Here's a breakdown of the additions:

1.1 Material Workflows:

1.2. 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.

1.3. Enable Cost Code selection:

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 come in addition to the ability to change the price or the date of logs.

In the Form Builder, the Group Block component lets you group different components together. Users often use this feature to create repeating groups based on their company's requirements. This gives you the ability to dynamically add the number of responses you need.

To make our Group Block component even better, we added the ability to change the ordering of the repeated responses easily. Just look for the three-bar line icon next to each repeated list, then drag and drop it to the order you want.

To use this feature, make sure that in your form template (Settings > Modules> Forms) when in the settings of the Group Block component on the left side of the Form Builder, both "Repeatable List" and "Allow Re-ordering" are set to Yes.

In the Purchase Order settings, there's a new improvement. Previously, when you set the approvers for each Threshold Level, you could only pick one project at a time. This meant setting approvers on a project basis. Many customers shared they had to add the same Threshold Level multiple times for each project.

Now, there's a simpler solution. We've added a checkbox that allows you to set the approver for the Threshold Level on all active projects at once. This makes it much faster and more efficient when you have the same approvers for all projects.

In the Tasks section, we've made some enhancements for better usability. Now, you'll notice some new columns and improved filters. We introduced the "Completed Date" and "Completed By" columns to help you quickly see important task updates and lagging work. Additionally, we renamed the "User" filter to "Assigned User" and added a new filter called "Created By." These changes aim to make it easier for you to manage and track tasks.

We made some changes to make it easier for you to manage Punch Items. When you click on "Add Punch Item," you'll now see two options: "+ Add New Punch Item" and "Add Punch Item From Existing."

1.1 For "+ Add New Punch Item," here's what we did:

1. 2 For "Add Punch Item From Existing," here's what we improved:

In addition to these workflow improvements, we've also enhanced the default filters. This should make managing and tracking your Punch Items a smoother experience.

We've been working on enhancing the Team module in recent updates to make it more user-friendly. As we continue to improve it, in the users tab, we've introduced new filters like Titles, Tags, and Tiers.

In the records tab of the Team module, both in the Company and Project interfaces, we've improved filters further:

These improvements don't stop at the Team module. We've also refined the Records tab in the Contacts module for both Company and Project interfaces. Here are the additions:

Similar to the Team module, in the Contacts module's Records tab, "Name (A-Z)" is now the default selection for the 'Sort By' filter.

All these added filters are aimed at providing our users with more choices to simplify their day-to-day tasks.

We've made our task notifications even smarter! When you get a notification for a task you've been assigned, just click on it. Now, you can easily open the details of the task right from the notification.

We've received several requests for this feature, and we've listened to you! Now, when you open the SiteMax app on your tablet, you can rotate attachments like documents, drawings, and photos in different sections. Just make sure your device's rotation orientation isn't locked!

On your mobile device, you'll find a handy project quick view icon located next to each project name (the yellow circle!). When you click on this icon, it displays important details about the project, such as the address, site contact, client information, and more. We recognize the significance of these details, so to ensure its accuracy, we've improved the quick view for easier access to key informations.

We made a similar improvement for the web version, and now we're extending it to the mobile version. We’ve added “Archive” in the status filter in equipment. This addition is designed to assist users in ensuring compliance, offering handy references for upcoming projects, and keeping a comprehensive history of equipment that could have been deleted by mistake.

We identified and resolved a problem in the Dispatch (Scheduler) system. Previously, when viewing appointments on a selected date, it would show all appointments for view only users instead of just theirs. This issue has been fixed, and now the system correctly displays only the appointments scheduled for the user currently logged in. This improvement applies to both the web and mobile versions.

We've resolved a problem that users were facing with QR codes not showing up on QR forms. Previously, when users clicked on the QR code, the PDF would open, but the QR code wouldn't be visible. This problem is consistent across all instances. Now, after our fix, QR codes will display correctly when you try to access them, making the process smoother for users.

To help users easily understand the content of emails from SiteMax, we've made changes to the subject lines of emails for the workflow and the distribution. Now, the subject will display in a clear order: Project Number, Project Name, and Submittal Name (#Submittal Number). This format aims to provide a structured and organized way of presenting information for easier sorting in your mailbox.

In a Submittal, when you click on the clock counterclockwise icon, a window will pop up. This window displays the history of events related to that Submittal, such as when it was created and who created it. This transparency helps you track the changes over time.

Now, we've made it very clear with the list of email addresses of users who received emails. If they've read or seen the email, we still display that history. This enhancement provides more visibility into the communication history.

When creating a form using Form Builder, there's a component called "Task" that allows you create tasks right through the forms. You can create tasks to be added to a specific task list and assign them to users. You can access tasks created via the form and track them in the task module.

We improved this component. Now, if you've turned on that setting, assigned users will get notifications when tasks are sent through a form.

In Siteflow, we've thought about how users will often need to open various file types like PDFs, JPEGs, and PNGs. To simplify things for our users, we've included an easy-to-use file viewer. We will be adding more markup options to enhance your experience soon.

In equipment, users have the ability to delete tools/equipment and to make it more transparent, we added a filter that allows our users to view archived equipments. This new feature will help with their compliance, provide references for future projects and maintain a complete equipment history. It also help recover tools that would have been deleted by mistake.

In our previous releases, we introduced the ability to include video attachments in SiteFlow notices, giving you more ways to communicate effectively with your users.

And now, we've taken it a step further! You can not only attach videos but can also play them directly on SiteFlow. This means sharing information is not just easier but more engaging for everyone involved.

We've resolved an issue where users with only "View" permission couldn't click into equipment to see the "Equipment Detail page (Profile, Maintenance, Reports, and Logs)." Previously, they could only access equipment information when both "view" and other permissions were assigned. Now, users with view-only permissions can easily navigate to an Equipment and access detailed information as well as complete equipment reports.

We had introduced field requirements for the PO Approval flow (using threshold and approvers) on submit.

It is now available for manual flows as well, on create!

When you set the Purchase Order to Manual flow in Settings > Modules > Purchase Order, we've allowed the required field to be validated when creating a new PO. This feature lets users, with the appropriate permission, decide whether a field in the Purchase Order (when creating one) should be required or left optional. This is designed to prevent any important information from being ommitted.

If a required field is not provided, we've also added a validation message. This message serves as a reminder, ensuring that the user knows what information to include. This way, you can proceed with confidence, knowing that all critical details are included in your Purchase Orders.

Equipment Module Enhancements

We've made some helpful changes to the Equipment module:

1. Upload Photos During Equipment Creation

Previously, when users were creating a new equipment entry, they could only upload PDF files initially. Adding photos was only possible after completing the creation process. Now, to simplify things, users can add photos during the equipment creation process.

2. Track Maintenance Easily

To provide more flexibility, we've introduced an export function for Equipment Maintenance items. This feature allows you to easily keep track of equipment that requires maintenance, review service items and hours , and ensure that the record's expiration date aligns with its actual reminder date or that expired service item have been completed

3. Tool Identification in Equipment Records

In the Equipment module, when you open a record for a specific piece of equipment, you'll notice a new section at the top labeled "tool name." This section allows you to select the tool and quickly access the equipment profile. This improvement helps users identify the tool that the record is associated with, allowing to easily adjust the condition and add other relevant records.

4. CSV File Improvement for Equipments

We've made an improvement to our CSV file by including a new column labeled 'External code.' This addition is designed to enhance how data is managed for importing and exporting equipment. It ensures a smoother process when handling information related to equipment at both the Company and Project levels when working with external systems.

Similarly, in user or contact records, we've added a field for quick reference. When viewing user profiles, you'll see a section at the top named "User Name," and for contact records, it's "Contact Name." This addition eliminates confusion, ensuring you always know which user or contact you are accessing without having to return to the main profile.

We've improved the Punch List and Drawings workflow. Now, when you link a Punch Item to a particular Location, it will automatically refer to the associated Drawing that shares the same location within the same Project. So, when you create a Punch List and choose a location, any drawings in the project that has been set with the same location will be automatically referenced in the Punch List. This makes it easier for you to manage and organize your project information.

The same enhancement applies to RFIs and Drawings. When you link an RFI to a specific location, it now automatically refers to the associated Drawing with the same location on that same Project.

In the table view of Company and Projects Tasks, when tasks are from a scheduled list (in the "Start/End Date" format), we've included a new column labeled 'Start Date'. This addition allows you to easily access the essential information for your tasks.

Now, you can open PDF files not only on the web but also in the SiteMax mobile app. The new mobile file viewer interface provides a variety of tools and upcoming features, enhancing your document management and collaboration experience.

Before, users could only create tasks in the main lists ('General' and 'Safety') when in a project on mobile. Now, when you're making a new task, the default lists (Show all, General, Safety) are displayed with all custom list created on that job, making it easier and faster to create tasks in the right place.

We've made changes to the equipment permissions. Users with the "View" permission can now scan QR codes. Additionally, those with the "Create" permission for Equipment reports can add reports, providing a more flexible and efficient workflow.

To improve your experience and speed up navigation, we've rearranged the menu. The "Contact" section has been moved under the "Team" section, optimizing the order for easier access and efficiency under the company menu.

1. Manual Entry Issue in Scan Equipment Section (Mobile)

Previously, users encountered an issue when manually entering a QR ID in the "Manual Entry" option of the Scan Equipment section. The system failed to display equipment details and instead navigated back to the equipment module. With this fix, the manual entry feature now efficiently shows associated equipment details, resolving the inconvenience experienced by users.