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Professional Services

Professional services and support offerings tailored for your unique business needs!

Marjorie Galit avatar
Written by Marjorie Galit
Updated over 2 months ago

At SiteMax, we have experts dedicated to helping our customers succeed. We understand that every client has unique business needs, timelines, and challenges. While SiteMax is easy to adopt, we recognize that the process varies for each organization. That's why we've created comprehensive implementation packages and offer customized services to help you thrive with your new toolset.

To ensure that we meet your organizational needs and help you make the most of SiteMax and its features, we offer the following professional services as optional or add-ons. These services are designed to provide maximum benefit and support tailored to your specific requirements.

Here are the Professional Services we offer:

1. Training

Our training sessions are designed to empower your team with the skills needed to leverage SiteMax effectively. Led by experienced Product Specialists, these sessions provide hands-on guidance tailored to your organization's unique use cases. Choose from a variety of modules, including System Management, Site/Safety Tracking, Time Tracking, and more, at competitive rates per session.

2. Report Engineering

Unlock the full potential of SiteMax's reporting capabilities with our Report Engineering services. Whether you're looking to build custom templates or require assistance in generating advanced reports, our team is here to help. Choose from simple or complex template builders, or opt for pre-built form templates tailored to your needs.

3. QR Codes

SiteMax can provide durable and weather-resistant QR codes to easily identify and move tools between jobs or create equipment reports.

4. Data Reporting & Customization

SiteMax is designed to produce professional PDFs your clients, vendors, and partners are looking for.

If you require data aggregation and reporting, files that work with your costing or accounting software, or additional customization in your workflows, SiteMax goes above and beyond to adapt to your requirements.

5. Data Export

If you need to export data, we can help! Whether you are looking to export your projects, forms, Time Reports, etc., please reach out to our Pro Services.

6. Data Clean-up

If you are looking to clean up your system and remove anything that is not being used, such as Projects, Form Templates, Users, etc., we can work with you to keep your system as streamlined as you need it.

Note: Deleting data may also delete any data associated with it

7. Implementation Packages

We offer programs to help you achieve a quick return on investment (ROI) whether you're implementing, expanding or re-implementing. A successful launch depends on your involvement and we want to make sure your efforts and drive are rewarded.

8. Advanced Support

SiteMax provides a detailed document center where you can find answers to most of your questions about how the platform works, along with step-by-step tutorials.

If you ever need additional support or want extra assurance, our service team is ready to assist you with technical issues or any extra guidance you may require. We're here to ensure you have a smooth experience.

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