SiteMax Systems

How to Access, Add, Create and Edit, Site Reports and Safety Reports on Web.

Site Reports and Safety Reports - Web

Export, Lock/Unlock, Delete, Edit forms and more using your Actions dropdown menus.

Forms & Reports - Actions

This article discusses how to export multiple PDF reports in SiteMax

Exporting Reports

Change the form date, update form label, lock forms, delete forms.

Updating Form Data

This article explains how to change assigned dates of forms. How to update the forms assigned date.

Changing Forms Assigned Date

Using Company Reports to customize reporting on Project Summary, Purchase Orders, RFIs, Change Orders, Punchlist, and Submittals

Company Reports

Review, export all reports in Company Reports. View all reports across all projects.

Company Forms

Josan Garcia

Kelly Shee

Navigating the Site and Safety Report Modules

Site/Safety/Company Reports Modules

REFER US!

Find answers and get help from Intercom Support and Community Experts

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