SiteMax is introducing its new file management system to empower users to organize, manage, and access various types of files all in one system.

With Site Control Files, you will be able to:

Clients interested in adopting the new File Management interface within Site Control will be able to integrate it directly into their existing instance. SiteMax plans to replace the current Documents module with this new Site Control interface for all clients.

Site Control offers a dynamic Dashboard designed as a central hub for insights and data visualization, customized to meet each company’s unique needs. The Dashboard will include customizable widgets for every module we develop, enabling users to access real-time insights into various aspects of their business.

During the Beta launch, we’ll introduce six widgets focused on reporting for Equipment, User Records, RFIs, POs, Projects, and Safety Reports.

Soon, you will be able to create custom widgets including data filtering, custom charts, and personalized dashboards for user-specific views. You’ll gain instant access to data from all modules, across all projects and users, providing high-level overviews and valuable insights.

Imagine the range of Widgets that can be created to help you visualize and uncover insights into your projects, compliance data, and more!

We are introducing the concept of Scheduled Items, which include both Phases and Work Items. With Scheduled Items, you will be able to create a project timeline and monitor the real-time progress of project tasks using a Gnatt chart view.

Initially, we will introduce the Master Schedule timeline, offering a high-level overview of all active project schedules, with a focus on project Phases and Work Items that contribute to the overall project timeline. SiteMax users will also be included as resources within your Scheduled Items. They will be able to update tasks, report their progress, and log hours for each task, ensuring contributions to the overall project timeline and helping to keep everything on track.

Users can access the Master Schedule through both the Timeline and Calendar views. The Timeline view provides a high-level overview of Project Phases, Work Items, and Tasks, giving a clear picture of all projects. This is especially useful for project owners, senior management, and stakeholders who need to understand the overall timelines of active projects.

The Timeline and Calendar views offer flexible options for viewing project Work Items on daily, weekly, or monthly schedules. These views are ideal for project managers and site supervisors who depend on the project schedule to coordinate and track daily activities.

For team members, the List and Board views will simplify the management of assigned tasks. The List view organizes tasks by date, while the Board view offers an intuitive way to track task progress from start to completion. Alongside the Calendar view, these new tools will make task management easier than ever for your team and tradespeople.

Site Control's File Management system will become available to all users on this set date. Site Control will replace the Documents module at both the project and company levels. Clicking on the Documents module will now direct users to the Site Control web and mobile interfaces.

Backup PDFs and Images from SiteMax modules to seamlessly store, manage, and access all documents and media in a centralized location. This capability will ensure that critical project files across different modules—whether from inspections, reports, drawings, or submittals—are automatically backed up and securely stored within Site Control’s platform.

In this release, Dashboard widgets will become available for all Modules. Widgets will include key reporting such as Users, Equipment, Materials, and overall Project activity, giving users an overview of crucial project data. Additionally, each Power Module will feature its own dedicated widget, offering data and insights for RFIs, COs, POs, Submittals, Punch List, and Siteflow.

Project-level dashboards will be available, offering specific reporting for individual projects. Instead of seeing all data aggregated at the company level, users will get detailed insights for each project. These dashboards will highlight key metrics, making it easier to manage and track projects separately. This improved visibility will help project managers and stakeholders make better, real-time decisions for each project.

At the individual project level, we will introduce a Project Schedule timeline that breaks down each project's timeline into Phases and Work Items.

By the end of this release, you’ll have the ability to create and configure Work Item types, task types, statuses, and custom fields. This means you can tailor your Work Items with specific types of scheduled work, such as trade-specific categories (“Roofing,” “Mechanical,” etc.). Additionally, you’ll be able to customize statuses to configure scheduled items or adjust the board view.

You will also be able to allocate Equipment and Material resources to each Phase and Work Item, enabling more precise reporting and better resource management throughout the project.

In this release, we will also launch the List and Calendar views within the Mobile interface, giving your workers visibility into their assigned tasks and enabling them to contribute to Work Items. The Calendar and Tasks modules will be replaced with the new List and Calendar views for improved task management and scheduling.

We are launching new features and enhanced functionality for Drawing Control within Site Control. Some of our Site Control Drawing features include:

At the end of this release, Site Control Dashboards will be available at both the project and company level, with the ability to share them with your users. Assign specific access levels such as Viewing, Editing, or Sharing to control how users interact with your dashboards. Create custom dashboards for specific groups of users, allowing them to view only the projects they need to monitor.

Additionally, you will have the functionality needed to create custom widgets by selecting data fields from any SiteMax module and visualizing data using a variety of chart options. Reports can be exported, shared, or emailed directly to your team for streamlined communication.

Now you can integrate your project and task management software directly with Site Control. Upload project timelines, schedule items, and tasks into Site Control’s Schedule module to take full advantage of SiteMax’s features, including resource management and scheduling tools.

Import schedules and timelines via CSV files into the Schedule module for seamless integration. Additionally, you can filter your projects and scheduled items, then export timelines into PDF or CSV formats for easy sharing and reporting!

The upgraded Drawing feature will now be available across all SiteMax Power modules, providing a seamless experience with the latest Drawing Control functionality.

Users will have access to drawing data and insights within the Dashboard module, allowing you to create custom widgets for Drawings. These enhancements include improved upload functionality and the ability to visualize drawing-related data directly on your dashboard.