SiteMax Systems

Kelly Shee

Josan Garcia

Shahvir Patell

Initial setup of Teams, Company Settings, management of Project Settings and Admin control

Admin Setup

This article explains the steps to add new users to SiteMax

Team - Adding & Inviting New Users to SiteMax

Assigning and Editing titles to users through Team.

Team - Applying & Editing Titles

Assigning, Updating, and Understanding Permissions

Team - Applying & Managing Permissions

Contact Groups, Project Crews and Adding Users to Crews

Team - Creating Crews & Contact Groups

What are external users and what can they access?

Team - Understanding External User Access

Set Filters in Team to make managing and sharing access easy. Use Select to bulk edit User  status.

Using Filters to Manage Users

How to Block and Unblock Users. Remove and prevent old users' login. No seats available, Email already exists errors.

Block and Unblock Users

Setting up user permissions for records at the Project and Company level.

User Permissions for Records

Viewing, editing, renewing, archiving, and filtering records within the Records tab of the Team module

Team - Managing Records

Viewing, uploading, editing, archiving and renewing records of a user, employee, admin

Team - Records and Certifications

Record reminders, expiration dates, record statuses, and more!

NEW Records Features

Team

Understanding Contacts in SiteMax

How do I log a contact, client or vendor in SiteMax?

Creating a Contact in SiteMax

Making contacts with a recipient for RFI, Submittals, & Change Orders. Giving contacts access as external users to an approval workflow.

Contacts - RFI, Submittal, & Change Order Recipients

Exporting contacts, assigning to projects, unassigning from projects, merging companies, cleaning up contacts, and managing contacts.

Managing Contacts

Understanding how to create, edit, and manage contact groups

Contact Groups

Contacts

Exploring SiteMax Systems: A Guide to Company Settings

Company Settings

How to update company info and branding including adding a logo, changing colors, and customizing login pages.

Company Settings - Company Info & Branding

Company Settings - Company Notice

Import and export data from and into SiteMax. CSV file.

Company Settings - Import/Export Data

Understanding what you can do under your Lists tab in your Company Settings!

Company Settings - Lists

Getting to know and how to customize your Module settings

Company Settings - Modules

Improving Project Communication with Notices

Company Settings - Project Notices

Creating phases, default phases, adding phases to project, and archiving phases

Company Settings - Project Phases

Company Settings - Tags & Organization

Understanding Titles and how to set them up

Company Settings - Titles

Setting up your Dropbox Integration with SiteMax. Steps to getting started on your own.

Dropbox Integration

Navigate through your Company Settings to customize your account

Setting up your QuickBooks Integration with SiteMax. Steps to getting started on your own.

SiteMax QuickBooks Online Integration

How to setup SiteMax to use IIF files out of time export. Import time directly in QBD

QuickBooks Desktop Time Import

Import, and edit IIF files to upload data to QuickBooks Desktop

Can I sync POs in SiteMax to Quickbooks Desktop?

Syncing Purchase Orders in Sitemax with QuickBooks Desktop

Understanding Sync Employees from SiteMax to QuickBooks Online

QuickBooks Online - Sync Employees

Understanding Sync vendors from SiteMax to QuickBooks Online

QuickBooks Online - Sync Vendors

Understanding Sync Projects from SiteMax to QuickBooks Online (QBO)

QuickBooks Online - Sync Projects

Your guide for successfully entering time into QBO.

Pushing Time to QBO from SiteMax Systems

Julien Lavy

Quickbooks

How to add, create groups, and set default cost codes to track and identify different types of costs associated with a project.

Company Settings - Cost Codes

Importing Cost Codes

Importing and adding project-specific cost codes.

Unique Cost Codes

Group cost codes for timecards, PO's, Equipment & Materials

Creating Cost Code Groups

Keeping a list of preferred cost codes, across all projects.

Default Cost Codes

Managing Company Cost Codes in the Company Settings. Adding Cost Codes to Groups, assign Cost Codes to Project, default Cost Codes.

Managing Company Cost Codes

Cost Codes

Use SiteMax to upgrade your safety practices and procedures

Discover SiteMax's safety solutions

Read this guide to learn more about SiteMax's safety features and how to leverage current modules

Safety Features Guide

Up your compliance game with SiteMax's Form Builder and its robust safety features

Form Safety Features

Explore SiteMax's safety features for forms and start utilizing them today

Form Builder Safety Add-ons

Punch List for Safety

Manage safety records and certificates with SiteMax's powerful Records module

Safety Records and Certificates

Maintenance Safety Records

Siteflow Safety Features

Safety Notices

Designate a Safety Contact within your project to ensure that any safety related materials will include their name.

Safety Contacts for Projects

Implement SiteMax's solutions into your safety management 

Site Safety

REFER US!

Find answers and get help from Intercom Support and Community Experts

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