One of the most requested features from our construction partners is the ability to get documents signed by third parties easily and efficiently. We're excited to announce that Digital Signatures are now being piloted in SiteMax!

We have developed a Digital Signature interface for our clients. This new feature allows users to:

Streamlining your document workflows with Digital Signatures allows you to send documents to third parties and receive verified signatures—making contract management simpler than ever.

For our Dispatch users, we've improved notifications by adding Appointment Descriptions. This update provides your teams with more information and visibility for their upcoming appointments, helping them stay organized and prepared!

Now, when a user is assigned to an Appointment, they’ll receive an email and in-app notification with both project details and the full Appointment Description.

We’ve introduced a new feature for Purchase Orders at the Company level, enabling you to make custom fields—such as cost code, quantity, line item value, and vendor—mandatory upon creation or submission of POs. This ensures that essential information is captured at the right stage of your workflow. You can select from two workflow options, found under Company Settings > Modules > Purchase Orders.

In the Manual workflow, required fields are validated during the "create" phase, meaning they are only required when the PO is initially created.

For each field, select "Yes" to make it required or "No" to keep it optional in the PO. Click "Save" when complete.

In the Approval workflow, you can set fields to be required either during the “create” phase or the “submit” phase. Here, the status is managed by the system. Required fields are validated either on creation, submission, or both, depending on your configuration.

For each field, select "Yes" to make it required, and then choose the condition under which the field should be required (on creation, on submission, or both). Select "No" to keep the field optional in the PO. Click "Save" when finished.

We’ve improved the Form Builder’s Select component to filter and display cost codes specific to the project selected within the form.

Previously, the Select dropdown would only display cost codes from the company-level list, which posed challenges for field teams accustomed to using project-specific cost codes. Users had to sift through all company-wide codes, which was time-consuming and prone to errors. Additionally, project-specific cost codes often didn’t appear in the dropdown, requiring manual entry.

Now, with this improvement, the Select dropdown can dynamically filter and display cost codes relevant to the project associated with the form, including unique project-specific codes.

To enable this feature:

Once enabled, the form will display only the cost codes relevant to the specific project it was created for.

To maintain data integrity and prevent accidental loss of essential user information or users losing access within projects, we’ve added a validation to prevent the deletion of User Titles that are currently assigned to users. This ensures that users are informed when a User Title is in use and prevents deletion until it has been unassigned.

Starting November 1st, 2024, Google will implement a change to its Google Store policy that will impact the SiteMax mobile app. Beyond version 4.8.4, app updates will only be available to those on Android 14 or higher.

If you encounter any issues with this final compatible version, please reach out to us at support@sitemaxsystems.com by October 25th. After this date, support for issues will only be available to users on Android 14 or later!

We've added RFI Summary PDFs to the mobile app, giving you access to RFI Summaries on the go. You can now easily share, download, and print PDFs directly from your mobile device, ensuring you stay up to date and always have the latest RFI Summary at your fingertips!

In this version, we’ve reintroduced the ability to upload multiple pictures right at the start of the punch item creation process. Users can now select or capture multiple images simultaneously, reducing the time and effort needed for creating punch items!

For clients using Dispatch, we've introduced the ability to add descriptions to Appointments, enabling you to provide your team and assignees with detailed information about their assignments. These descriptions are now supported and accessible in our mobile app.

SiteMax allows you to move equipment to projects, users, companies, and toolboxes, while also being able to create logs. Historically your equipment needed to be moved to the job before you could track time. For more flexibility and after offering it on the Web, our Mobile interface will now allow you to select any equipment when creating time entries, regardless of whether it has been added to the project or not.

We understand that moving tools to the right job is important, and flexibility in our time interface is critical. Having to always move the tool before you can track time can be disruptive to your workflow and slow down time capture.

To improve this process, Equipment selection for manual entries and check-ins on mobile has an updated interface, which now displays:

This change allows users with 'master' permissions to select any equipment for time entry, offering greater flexibility.

We’ve introduced new functionality for users with permission to upload and markup attachments and PDF documents in the Change Order and RFI modules, using the latest PDF markup tools. Here's an overview of what's now possible:

This feature set allows for better adjustment and editing of attachments, ensuring that images and documents are accurately displayed. Stay tuned, these features will soon be available across all SiteMax modules!

To ensure the accuracy of our Material Log reports, we have updated the logic for retrieving log dates. Previously, the Created Date for a Material was used in the report, but now, the report will include the Log Date – the actual date when the Material was logged. This improvement ensures that active Materials are accurately captured in the reports, so nothing gets overlooked.

Our developers made backend updates to the Time module to streamline and optimize time capture performance.

New features include the ability to add multiple entries at once for the same person and day in Duration Only mode. We've also improved the editing experience for Duration Only entries.

We've improved our Project Summary Reports by adding new fields to restore key functionality and enhance the reporting experience for SiteMax users, particularly those overseeing multiple remote project sites.

Previously, the reports lacked crucial details like project start/end dates and coordinates (latitude and longitude), which are essential for tracking project timelines and ensuring geolocation accuracy.

We've included these fields in the Project Summary Reports. Now, users can easily view and track project start/end dates along with precise coordinates, improving project planning, accountability, and location tracking—especially for fieldwork and remote construction sites.

Try out our Company Reports feature for your project reporting to support project planning, monitoring, and compliance.

We are providing a better overview of your Time Entries by introducing a breakdown of manually selected Time Types in the Grid View. This new feature allows you to see how hours are distributed across different Time Types. For instance, if a user logs 7 hours under "Labour" and 1 hour under "Drive Time," the Grid View will display these hours separately based on their Time Type.

To access the Grid View, simply navigate to Timecards or the Time Center and click on the Grid icon.

We've made some adjustments to the Duration Only time workflow, allowing overlapping when adjusting time entries. Now, when you increase the duration of a time entry, there is no validation against subsequent entries, meaning their times can overlap. This enables you to make adjustments without needing to modify other entries.

For example, if your initial time entries for the same user on a given day are:

After increasing the second entry by one hour, the updated entries will look like this:

Please note that this feature is specifically useful for displaying overlapping hours across time entries. Any additional hours added to an entry will be reflected in the overall total. For instance, in the example above, adding 1 hour to the 6PM - 8PM entry increases the total duration for the day. Initially, the total time was 5 hours, but with the change, it now becomes 6 hours.

For clients using Dispatch, we've introduced the ability to add descriptions to Appointments, enabling you to provide your team and assignees with detailed information about their assignments.

When creating appointments within a specific date range, you can now include a description. This description will automatically be applied to all appointments within that range, ensuring consistent communication and clarity across assignments.