This release addressed minor bug fixes impacting Siteflow.

We’ve added the ability to make custom fields required during Check-out. Now, when a user is checking out, you can ensure a response by the end of the shift, such as drive time or notes. This ensures you are capturing the most accurate information at the end of every shift!

To start using this feature:

We've added a feature to lock out your Foreman or users from creating or updating time. You can now close and open time entries for a specified date range, multiple dates, or payroll periods. Once closed, the system prevents users with limited permissions from creating or updating entries for these dates, while managers retain their usual access.

Users without Timecard or Timecenter manage permissions cannot add or delete time entries, nor can they reopen entries created during the closed period. Users with manage permissions can close or open time periods and retain full management capabilities for those periods.

To add closed dates, navigate to Time Center > People > Actions > Close / Reopen

In this pop-up, you will see the list of Date Ranges, Dates, or Payroll Periods that have been added as Closed dates. You can add one of these dates, ranges, or payroll periods by clicking on the +Add Closed Dates.

Punch Item creators can now markup photos straight after the photo is taken or when a photo is uploaded, making it easy to use markups to highlight, circle, point to, and provide important details on photos.

Now anyone accessing the punch item will be able to view the photo with markups!

We’ve introduced a new feature that allows you to Edit your active check-in time entries. Now, you can correct information and add time entry details even while you are actively checked in.

Simply click on the running clock banner to open your existing Check-In entry. Add additional details or changes to your entry and click Update to save.

We have updated the user experience to prevent duplicate time entries when using the Duration Only workflow. Now, when creating time entries for users in the multiple time entries view, the Add to All option will be hidden if any users already have time entries. This prevents any confusion or duplicate entries.

Users can use the Add to All feature to quickly add time for multiple users at once or add each user's time entries individually by using the + add button.

We've added our markup feature to Punch Items on the Web. Now, when using SiteMax Web, you can easily markup your punch item and resolution photos.

Stay tuned as we plan to roll out this feature to Punch Items on Mobile soon!

Customize the Siteflow QR code PDF to provide clear instructions or greet your Siteflow users before they scan and complete the flow. Users with Siteflow Create and Edit permissions can easily customize the PDF header for each project.

You can now manage PDF formatting at both the project and company levels. To customize the QR code for Siteflow, go to Company Settings > Modules > Siteflow > QR icon.

To customize the QR code for all Siteflows of an individual project, navigate to Project Settings and click on the Siteflow QR Code button.

With this feature, you can add project-specific details to your Siteflow QR codes, such as contacts or project-specific instructions.

We also improved the QR PDF templates for our Forms. You can now provide clear instructions and details by customizing the message for each Form QR PDF.

This customization is available at both the company and project levels, enabling you to create form-specific and project-specific messages for your QR PDFs.

Project Level

Company Level

For our Restorify users, we added the ability to order projects in their Dashboard by the Adjuster column. Now you can easily identify the project you would like to contribute to by organizing your list by the adjuster’s name.

We have improved our phone number system to support multiple numbers and various types (mobile, work, home, other) for both Web and now Mobile applications. You can now designate a primary phone number for users and contacts, making identifying the appropriate contact number easier.

Read more about these changes here!

We now support decimal points in our Time Custom Fields on the mobile app. This update allows you to use decimal points when setting limits for custom time entry fields. Users can now enter decimals in their time entries for these custom fields.

To start using decimals in custom fields, create a new field with the type "decimals". Currently, these custom fields cannot be summed in time reports, but this functionality will be available soon. If you would like to migrate data from an existing custom field to this new type, please reach out to us at support@sitemaxsystems.com.

We have also supported decimal points in Purchase Orders on our mobile app. There is no setup required for this update. Now users can immediately start using decimals in the Amount field of Purchase Orders.

To maintain consistency with our web application, we have added completed projects to the Project selection field in time entries. Users can now easily find both active and completed projects when entering time.

We have improved our phone number system to support multiple numbers and various types (mobile, work, home, other). You can now designate a primary phone number for users and contacts, making identifying the appropriate contact number easier.

Primary numbers are now mandatory for all external contacts and must be mobile to receive validation codes during the authentication process. For existing External Contacts, the primary number will have defaulted to the only available phone number or, if available, the mobile phone number.

Primary numbers should be unique to each user. Additionally, consider creating secondary numbers (such as office numbers) that can be shared across users, contacts, and companies.

Read about this update and prepare for the upcoming change here!

Set up time rules for different types of users or tools using Classifications. We have developed an improved solution for applying distinct time rules to different user groups by allowing time rules to be set per classification. This approach helps avoid potential issues that could arise when using multiple tags in time rules, as each user can only be assigned one classification.

Classification, being a one-to-one relation, applies to labour, equipment, and material, making it ideal for targeting sub-groups in our time interface.

Create new classifications for users and add them to their profiles. Once this is done, you can start updating your time rules to be based on these classifications.

You can now manage individual Time Report permissions for enhanced data privacy control. As the Time Report creator, you can adjust which users with Time Center permissions can view specific Time Reports, making reports visible only to selected users.

When viewing a Time Report, you will see a user icon to the left of the Manage Gear icon. Click on this icon to set up your report permissions.

You will find options to specify users' Partial View, Full View, and Manage permissions. Partial View allows users to see the report without financial details such as labor rates, and equipment or material values. Full View grants access to all fields, including financial details. Manage permissions include Full View access and the ability to edit the report.

By assigning users to each permission level, you override their default Time Center View permissions, restricting access to the specified users. Note that users with View permissions for Time Center will have Full View access to all reports that do not have specific permissions set.

We’ve introduced a new field type for your time entry custom fields. Now, when creating a custom field, you can select the Decimal type to allow for numbers with decimals.

Upload records for multiple users and equipment simultaneously using the Bulk Add Records action. Users with Create or Edit records permissions can find this option in the User or Equipment records action button.

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