SiteMax Systems

Download the SiteMax App

Log in to SiteMax, login Web, log-in Mobile, log in the app, Forgot Password, how do I  Reset my Password, How to login

How to Log into SiteMax

Two-Factor Authentication - Mobile

Learn to navigate SiteMax mobile, mobile features, user settings, messages, notification, add, filters, and project dashboard.

Navigating Dashboard - Mobile

Review important project details from mobile. Where can I find the project address and details on mobile?

Project Settings - Mobile

Update your account settings in Mobile App. Change signature and password. Access settings options on Mobile.

User Settings - Mobile

Quickly add any company-level contacts in SiteMax Mobile. Add contacts, clients, and vendors quickly from the mobile app.

Add Projects, Tasks, and Contacts - Mobile

Quickly view the activity of an individual project. Access Project reports, photos, and documents quick on mobile.

Project Slider - Mobile

Quickly add a user to a project within the mobile app!

Adding Users to Projects - Mobile

Connect with the Job Site from your phone using SiteMax messages on mobile.

Company Messages - Mobile

Form QR codes workflow. How to scan QR codes from mobile device. Accessing the SiteMax External Portal through QR code.

Scanning Form QR Codes - Mobile

External collaborators can scan QR codes to complete forms & reports with no access to the application.

Scanning Project QR Codes - Mobile

Updating the SiteMax App

How to update your mobile device to accommodate new SiteMax updates. Android updates. IOS Updates

Updating Your Mobile Operating System

Understanding Geotracking and how to set it up on the Mobile App

Geotracking - Mobile

Josan Garcia

Kelly Shee

Learn how to use the mobile app with this collection of articles

Navigating the Mobile App

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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